Privacy – 15.4. When you are a Fund Advisor

Purpose of processing

We will collect and process your data to contact you in relation to the fund that you are an advisor of, and to fulfil our regulatory responsibilities.

What information we need

We need to collect:

  • Name
  • Work address
  • Work email address
  • Work telephone number

Our Fund Advisors are allocated an assignment number which we retain within our files.

Legal basis and why we need the information

We collect and process the information on the basis of a contractual obligation.  If you choose not to provide this information, you may not be able to be a Fund Advisor.

What we do with the data

Your personal information will be kept secure within Leeds Cares using appropriate technical controls to protect your details. We will not sell, trade or lease your personal information to others.

We will retain the data on restricted access IT systems.  We share your details with our third-party IT providers, who assist us in providing our systems and databases. Our website provider is Banana Kick Ltd and Blue Logic (part of BCN Group Ltd) is our IT support provider.

As the funds will benefit LTHT, we also share fund information with them.

The data that we collect from you will be stored inside the UK or the European Economic Area (EEA). We will not transfer your personal data outside the EEA or the UK without informing you beforehand and seeking your permission.

For other third parties we use (including those not required for this ‘Processing Purpose’), please see Section 6 of the main policy – Sharing of Your Information.