• 0161 537 7070
  • St Georges House, Peter Street, Manchester, M2 3NQ

Privacy Policy


Customer Privacy

At Evason Fildes Limited we respect your privacy and the confidentiality of your personal information.



General Data Protection Regulation 2018

Evason Fildes privacy policy sets out how we use and protect any information that you provide. Evason Fildes adheres to the Data Protection Act 2018. Evason Fildes may change this policy from time to time by updating this page. It was last updated on 24/05/2018.



Who We Are

Evason Fildes Limited is a an appointed representative of Quilter Financial Services Limited {and Quilter Mortgage Planning Limited} who are part of the Quilter Group of companies.

For further details on the companies in our group, please visit https://www.quilter.com/about-us/our-brands/



What Data Do We Collect And Why



We collect personal information about you when you use our website, contact us about products and services, visit a financial adviser or carry out transactions with us. We collect information that is necessary for the provision of financial advice and administration of the products or services you are seeking, and for legal and regulatory purposes. We also collect and use your personal information where necessary to improve our services, our business processes, and to communicate with you. For the provision of advice, we need to collect sensitive information, such as information about your health. To do this, we will ask for your consent.

We will always keep your data safe and secure, and where we share your data with other businesses to fulfil the purposes above we make sure they follow our instructions and keep your data secure. We will never sell your data, and we will not send you communications about unrelated services without your consent.



What Data We Collect

We may collect the following information (but not limited to):

• Personal details about you and any partner such as name, address, email, telephone number, date of birth and IP address.
• Data that allows us to remember you when using our website by use of cookies.
• Other relevant information required to provide you with the services we may offer or discuss

We collect personal information about you when you use our website, contact us about products and services, visit a financial adviser or carry out transactions with us. We collect information that is necessary for the provision of financial advice and administration of the products or services you are seeking, and for legal and regulatory purposes. We also collect and use your personal information where necessary to improve our services, our business processes, and to communicate

with you. For the provision of advice, we need to collect sensitive information, such as information about your health. To do this, we will ask for your consent.

We will always keep your data safe and secure, and where we share your data with other businesses to fulfil the purposes above we make sure they follow our instructions and keep your data secure. We will never sell your data, and we will not send you communications about unrelated services without your consent.



What We Do With The Data We Collect

Administration and record keeping by Evason Fildes.

• It may be disclosed to regulatory bodies for the purposes of monitoring and/or enforcing compliance with any regulatory rules.

• You may give us information about another person such as a spouse or partner however Evason Fildes are required to verify the identity of the other person and request their consent to continue.

• We may send you information about our products and services which we think you may find interesting or useful. By providing us with your contact details, you consent to us contacting you by telephone, mobile, SMS text, post, email or other electronic means where specified. You can tell us to stop at any time if you do not wish to be contacted by any of these methods. However you must remember that we may be contractually or legally required to provide certain information in writing.

• Any Data that is processed by third parties shall be processed within the terms of this Policy and in accordance with (new GDPR regulations) • We will only send you information in line with the preferences you indicated when you provided the personal data. • We may share your information with CBS Paraplanning and Fresh Approach Paraplanning who will prepare and construct plans as outlined by us. We will also request your authority to speak with your pension provider.



Your Rights

Administration and record keeping by Evason Fildes.

• It may be disclosed to regulatory bodies for the purposes of monitoring and/or enforcing compliance with any regulatory rules.

• You may give us information about another person such as a spouse or partner however Evason Fildes are required to verify the identity of the other person and request their consent to continue.

• We may send you information about our products and services which we think you may find interesting or useful. By providing us with your contact details, you consent to us contacting you by telephone, mobile, SMS text, post, email or other electronic means where specified. You can tell us to stop at any time if you do not wish to be contacted by any of these methods. However you must remember that we may be contractually or legally required to provide certain information in writing.

• Any Data that is processed by third parties shall be processed within the terms of this Policy and in accordance with (new GDPR regulations)

• We will only send you information in line with the preferences you indicated when you provided the personal data. • We may share your information with CBS Paraplanning and Fresh Approach Paraplanning who will prepare and construct plans as outlined by us. We will also request your authority to speak with your pension provider.



How Long We Keep Your Data For



We will only retain your personal information for as long as necessary to fulfil the purposes we collected it for, including for the purposes of satisfying any legal, accounting or reporting requirements.

To determine the appropriate retention period for personal data, we consider the amount, nature, and sensitivity of the personal data, the potential risk of harm from unauthorised use or disclosure of your Personal Information, the purposes for which we process your Personal Information and whether we can achieve those purposes through other means, and the applicable legal requirements.

We keep customer profile information that you have indicated you are happy for us to have in order to keep you up to date regarding our products and services and will keep this information until such time as you indicate you no longer wish us to keep this data.

Whenever we collect or process your Personal Information we’ll only keep it for as long as necessary for purpose for which it was collected. At the end of that retention period, your data will either be deleted completely or anonymised, for example, by aggregation with other data so that it can be used in a non-identifiable way for statistical analysis and business planning. In the event that we anonymise your Personal Information we may use this information indefinitely without further notice to you.



Security



Evason Fildes may record incoming and outgoing telephone calls for training and monitoring purposes. We may use companies outside of the EU to monitor calls.



How We Use Cookies



A cookie is a small data file which asks permission to be placed on your computer's hard drive. Once you agree, the file is added and the cookie helps analyse web traffic or lets you know when you visit a particular site. You can disable cookies at any time using the settings on your computer. We use cookies to identify you when you visit this website and to keep track of your browsing patterns and build up a demographic profile.

Our use of cookies also allows registered users to be presented with a personalised version of the site, carry out transactions and have access to information about their account.

Most browsers will allow you to turn off cookies. If you want to know how to do this please look at the menu on your browser, or look at the instruction on: www.allaboutcookies.org. Please note however that turning off cookies will restrict your use of our website.



Links To Other Websites



Our website may contain links to other websites of interest. However, once you have used these links to leave our site, you should note that we do not have any control over that website.



Find Out More



Our Privacy Notice https://www.evasonfildes.com/privacy.php, holds much more information about how we collect, use and share your personal information. There is also information about the rights you have over your personal data, and how to contact us if you have any questions. Please write to:

The Office of Data Protection,
Quilter Financial Planning Ltd,
Wiltshire Court
Farnsby Street,
Swindon
SN1 5AH
QFPDataGuardian@quilter.com
Telephone: 0161 488 3559



If you are unhappy with our service



If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:

Quilter Financial Planning Complaints Department
Riverside House
The Waterfront
Newcastle upon Tyne
NE15 8NY

Email: QFPcomplaints@quilter.com
Tel: 0191 241 0700

You can find more information by visiting the Quilter Financial Planning website:
http://www.quilterfinancialplanning.co.uk/contacts/



If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (www.financial-ombudsman.org.uk)

Version V1.4 January 2020