Privacy Policy - Jardine Finan

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Data Protection Policy

We confirm that, when processing data on your behalf, we will comply with the relevant provisions of the Data Protection Act 1998 and the General Data Protection Regulation (GDPR - Regulation (EU) 2016/679)

Your personal information is very important to us. We will endeavour to take all due care to protect this information.  We would like to highlight certain points relating to your information that you should be aware of:

  1. Some services are provided to Jardine Finan Ltd by third parties (such as processing business or obtaining compliance or regulatory advice), which warrant the disclosure of more than just your basic contact details. 
  2. You agree that personal information held by us may be disclosed on a confidential basis, and in accordance with the Data Protection Act 1998, to any such third parties. You also agree that this information may be transferred electronically, e.g. by email. You agree that we, or any such third party, may contact you in future by any means of communication which we consider appropriate at the time.
  3. Product Providers and Investment Management companies may administer policies & plans you have with them and provide other services, from locations in countries outside Europe (such as India and the USA) that do not always have the same standard of Data Protection laws as the UK. However, they are required to put controls in place to ensure that your information is adequately protected and they undertake to be bound by the obligations under the Data Protection Act even when your personal information is processed outside Europe.
  4.  To enable us to provide the services we have agreed and for other related purposes – including updating and enhancing customer records, analysis for management purposes and statutory returns, crime prevention and legal & regulatory compliance – we may obtain, use, process and disclose personal data about you.

     CONSENT to hold, store and process your Personal Data

Information supplied may be stored on computer or paper records and may be used for Regulatory, record-keeping, contact and marketing purposes by Jardine Finan Ltd.  Details may be passed to our Regulatory Authorities & Auditors for the purpose of compliance. 

We will NOT pass on your data to third parties for any marketing purposes.

Contact us

Get in touch for information and to book an initial meeting.

T: 01228 406 397
E: info@jardinefinan.com

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