Privacy Statement.

As a result of the operation of this website or your use of this website and also in connection with the Services provided by ONE Advisory Group and its subsidiaries (“ONE”), we may obtain certain information about you. This Privacy Policy sets out the principles governing our processing and use of that information.

By your access and use of this website and, if we ask you to register to use any Services by your registration, you agree to our processing and use of that information in accordance with the principles set out in this Privacy Policy. Words and phrases defined in the Terms and Conditions have the same meanings in this Privacy Policy.

  • We respect your privacy and will not sell or make available information about you to persons outside ONE except to the limited extent specified in this Privacy Policy or with your express consent.

  • We may use cookies to store information such as your user id and session identifiers to enable us to identify whether you are registering onto this website and, if so, to shortcut your access to this website. We will only read cookies from your cookie file placed there through your web-browser’s interaction with this website.

  • If you register to use restricted parts of this website we may ask you to provide certain information such as your contact details and demographic information. We will store this information and will use it to contact you, to inform, offer or provide you of or with Services and otherwise in connection with our use and improvement of this website.

  • We may pass information we obtain about you to third parties:

    • to enable you to gain access to restricted parts of this website or any other website

    • to enable us to provide or for you to receive and/or pay for a Service

    • to enable you to receive information you have requested to be sent to you

    • in order to fulfil a request you may have made.

  • Our website may link to other websites. We are not responsible for the data policies or procedures of any other person or for the content of any other website. You should appraise yourself of the privacy policy and procedures applicable to such other websites and of the persons operating and controlling such other websites.

  • Whilst we do take reasonable steps to keep information about you secure when in our possession we cannot guarantee the security of any information you disclose on-line. You accept the inherent security implications of providing information over the Internet and will not hold us responsible for any breach of security or disclosure of your information unless we have been negligent.

  • We have certain responsibilities under money laundering legislation to verify the identity of clients and may need to make certain enquiries and obtain certain information from you for that purpose. You confirm that all information you supply will be accurate and that we may pass on such information as we consider necessary to comply with any legal reporting requirements.

  • You agree that we may disclose to FCA and to any other regulatory authority to which we are subject and to any investment exchange on which we may deal or to its related Clearing House (or to investigators, inspectors or agents appointed by them), or to any person in power to require such information by or under any legal enactment, any information they may request or require relating to you or, if relevant, any of your clients.

Privacy Policy.

1 OUR APPROACH
This privacy policy sets out how we ONE Advisory Limited of 201 Temple chambers, 3-7 Temple Avenue, London EC4Y 0DT (further referred to as “ONE Advisory”, “our” or “we”)process the personal information of our clients (“User” or “you”).

2 WHAT INFORMATION DO WE HOLD ABOUT YOU?
We may collect personal information when you use one of our services.

3 WHAT DO WE DO WITH YOUR PERSONAL INFORMATION?

Personal Information

3.1 We will use your personal information, and may share your personal information with other third parties acting on our behalf, for one or more of the following purposes:

3.1.1 to carry out our services with or for you or to respond to any enquiry or complaint you may make to us;

3.1.2 to prevent or detect fraud or abuse of our service, for example, by requesting you complete a questionnaire so that we can verify who you are;

3.1.3 to enable our service providers or agents to carry out certain functions on our behalf, for example, settlement, IT support or telecommunications or other relevant functions;

3.1.4 for regulatory and legal compliance purposes;

3.1.5 for our own administrative purposes, including training our staff, conducting internal audits.

Sensitive Personal Information

3.2 In certain circumstances, we may need to collect sensitive personal information about you, which may include information about:

3.2.1 any criminal offence or alleged criminal offence committed by you, or members of your family.

3.3 We will only use such sensitive personal information:

3.3.1 to administer or carry out our obligations under our service to you;

3.3.2 to fulfil our legal or regulatory obligations, for example, by requesting you complete a questionnaire so that we can verify if you have a criminal record; and

3.3.3 to assess and respond to a complaint you might make relating to our services.

3.4 We do not sell, rent, trade or otherwise derive income from your data.

3.5 We do not use automated means to process your data or make decisions regarding you.

4 GROUNDS FOR PROCESSING YOUR PERSONAL INFORMATION
To process your personal information lawfully we need to rely on one or more valid legal grounds. Our primary legal grounds for processing your personal information are to fulfil our contract with you.

4.1.1 our legitimate interests as a business (except where your interests or fundamental rights override these). For example, it is within our legitimate interests to use your personal information to prevent or detect fraud or abuses of our service;

4.1.2 our compliance with a legal or regulatory obligation to which ONE Advisory is subject; or

5 DISCLOSURE OF YOUR PERSONAL INFORMATION
There are circumstances where we may wish to disclose or are compelled to disclose your personal information to third parties. This will only take place in accordance with the law or our regulatory obligations and for the purposes listed above.

6 RETENTION OF PERSONAL INFORMATION
Your personal information will be retained for as long as it is necessary to carry out the purposes set out in this privacy policy (unless longer retention is required by law or regulation). However, we will not retain any of your personal information beyond this period and the retention of your personal information will be subject to periodic review. We may keep an anonymised form of your personal information, meaning you will no longer be individually identifiable, for statistical purposes without time limits, to the extent that we have a legitimate and lawful interest in doing so.

7 THIRD PARTIES PERSONAL INFORMATION
Where you submit information on behalf of another person, you confirm that you have made that person aware of how we may collect, use and disclose their information, the reason you have provided it, how they can contact us, the terms of this privacy policy and that they have consented to such collection, use and disclosure.

8 DATA SUBJECT RIGHTS

8.1 Data protection law provides data subjects with numerous rights, including the right to: access, rectify, erase, restrict, transport, and object to the processing of their personal information. Data subjects also have the right to lodge a complaint with the relevant data protection authority if they believe that their personal information is not being processed in accordance with applicable data protection law.

8.2 Right to make a subject access request (SAR). Data subjects may, where permitted by applicable law, request copies of their personal information (by way of a SAR). If you would like to make a SAR, i.e. a request for a copy of the personal information we hold about you, you may do so by writing to Wendy Gorton (wendy@oneadvisory.london). The request should make clear that a SAR is being made. You may also be required to submit a proof of your identity and a fee (if your request may reasonably be considered to be unfounded, excessive or repetitive).

8.3 Right to rectification. You may request that we rectify any inaccurate and/or complete any incomplete personal information.

8.4 Right to withdraw consent. You may, as permitted by applicable law, withdraw your consent to the processing of your personal information at any time. Such withdrawal will not affect the lawfulness of processing based on your previous consent or processing based on other permitted grounds (e.g. our regulatory obligations or legitimate interests). Please note that if you withdraw your consent, you may not be able to benefit from certain service features for which the processing of your personal information is essential.

8.5 Right to object to processing. You may, as permitted by applicable law, request that we stop processing your personal information

8.6 Right to erasure. You may request that we erase your personal information and we will comply, unless there is a lawful or regulatory reason for not doing so. For example, there may be an overriding legitimate ground for keeping your personal information (e.g. if retention is necessary for us to comply with our legal and regulatory obligations).

8.7 Your right to lodge a complaint with the supervisory authority. We suggest that in the first instance you contact us if you have any questions or if you have a complaint in relation to how we process your personal information. However, you do have the right to contact the relevant supervisory authority directly. To contact the Information Commissioner’s Office in the United Kingdom, please visit the ICO website for instructions.