Our History
Discover the history of Expert Wealth...
| Purpose/Activity | Type of data | Lawful basis for processing including basis of legitimate interest |
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Necessary for our legitimate interests (the interests of our business to enable us to communicate with you and provide information concerning the aim of our business and explain the functionality of the Website which we think will be of interest to you). You provide your email address as you expect to receive such communication. Without providing such communications to you being someone interested in our business this will impact on the number of new clients we have. In each instance, the functionality has been included so that you will be unable to provide your personal details until you tick a box that you have read and agree to the Policy. All communications we do send to you are tailored to the content you are interested in and you have the option to ‘unsubscribe’ if you no longer wish to receive any communications from us. |
To manage our relationship with you which will include:
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| To enable you to complete a survey |
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| To administer and protect our business and the Website (including troubleshooting, data analysis, testing, system maintenance, support, reporting and hosting of data) |
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| To deliver relevant Website content to you and measure or understand the effectiveness of the content we serve to you |
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| To use data analytics to improve our Website, products/services, marketing, customer relationships and experiences |
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Necessary for our legitimate interests (to define types of customers for our products and services, to keep our website updated and relevant, to develop our business and to inform our marketing strategy) |
| To make suggestions and recommendations to you about goods or services that may be of interest to you |
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Necessary for our legitimate interests (to develop our products/services and grow our business) |
| Purpose/Activity | Type of data | Lawful basis for processing including basis of legitimate interest |
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| Personal information is stored within an online marketing platform. The core platform is hosted by Microsoft Azure data centres in the EEA |
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Performance of a contract with you Necessary for our legitimate interests (for running our business, archiving data, provision of administration and IT services, network security, to prevent fraud and data breach. All personal data is kept within the platform and we have full control of the data within the platform. |
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