Privacy and Data Protection Policy

In this policy, references to 'we', 'our' and 'us' means Slater Investments Limited.  References to 'you' means anyone using our website or supplying personal data, contact details or other information to us.

We are committed to safeguarding and protecting the privacy of our website visitors.

This policy explains what happens to any personal data that you provide to us, or that we collect from you while you visit our site.

Information we collection from you:

We may collect and process the following data about you.  This is not a definitive list and details may change from time to time:

  1. Details of your visits to this site including, but not limited to, traffic data, device data, location data and other communication data.
  2. Information that you provide by filing in forms on this site. This includes information provided at the time of registering to use our online access section of the website, using the dealing service available or any requesting further information.
  3.  Information that you provide when you communicate with us by any means.
  4. Details of transactions you carry out through this site.

How we use the information:

We may typically use your personal information for the following purposes.  This is not a definitive list and may change from time to time:

  1. We may collect personal information about you from applications or form you may complete, agreements you enter into with us, or in the course of establishing or maintaining a client relationship with us regarding investment products or vehicles. This is to allow us to complete your transaction and also to provide confirmation of the transaction to you.
  2. We may also use the information we collect in order to inform you about changes to the website and subject to any applicable local laws, other information that we think may be of interest and/or useful to you including our products and services.
  3. With your consent, we may use the information for direct marketing purposes (please see direct marketing section below).
  4. We may also use the information to respond to your enquiries or comments submitted through the website.
  5. The information may be used for legal and regulatory compliance purposes, including as necessary to respond to governmental, regulatory or law enforcement agency requests; to ensure the continuing security and integrity of our systems, business dealings, reputation or the security and reputation of Slater Investments Limited and its staff; to identify misuse of our systems and any fraud or other illegal or unlawful activity or any other activity which is or may be contrary to our legal and regulatory compliance obligations.
  6. As may otherwise be necessary for responsible corporate governance or as otherwise required or permitted by applicable laws and/or regulations

IP Addresses and Cookies

We may collect information from your computer, including where available your IP address, operating system and browser type, for system administration purposes and to enable us to monitor the effectiveness of this site. This is statistical data about our users' browsing actions and patterns, is anonymised or aggregated and does not identify any individual.

That data will not be subject to the relevant sections of this policy or to data privacy law. That data may be used for statistical analysis and administration, including analysis of trends, tailoring products and services, risk assessment and analysis of costs and charges in relation to our products and product support services, to compile (non-identifying) demographic data such as which pages of the website are used most frequently, sales, traffic patterns and related site information.

No cookies used by us store personally identifiable data such as: name, address, phone number, email, financial data.

You may refuse to accept cookies by activing the settings on your browser which allows you to refuse or limit the usage cookies. Unless you have adjusted your browser settings so that it will refuse cookies, our system will issue cookies when you arrive at our site.

To find out more about cookies, including what cookies have been set and how to manage and delete them, visit www.allaboutcookies.org

Where we store your personal data

The data that we collect from you may be transferred to, and stored at, a destination outside the European Economic Area ("EEA"). By providing your personal data to us, you agree to this transfer, processing or storing. Where your data is transferred outside of the UK, we will seek to ensure your personal information is protected in those countries or territories in accordance with applicable data privacy law.

Disclosure of your information

We may disclose your personal information to third parties

  1. Where you have notified us of your financial or investment advisor, the personal information provided to us may be shared with that adviser. You should notify us if you no longer wish personal information to be shared with your adviser or of any change in the adviser.
  2. If we are under a duty to disclose or share your personal data in order to comply with any legal or regulatory obligation. This includes exchanging information with other companies and organisations for the purposes of fraud protection and credit risk reduction.
  3. In the event that we sell any or all of our business, your personal information may be disclosed to the buyer.

Third Party Links

On occasion we include links to third parties on this website. Where we provide a link, it does not mean that we approve that site's policy towards visitor's privacy. You should review their privacy policy before sending them any personal data.

Direct Marketing

With your consent, we may use your personal information for direct marketing purposes, including sending you marketing communications about our investment products and related services. Direct marketing may include communications by post or email, telephone calls and such other electronic communication as may become relevant from time to time. You may unsubscribe from direct marketing from us at any time by following the instructions in the marketing communication itself or by contacting us through the website.

Retention

In accordance with applicable data privacy law, we will retain your personal information for as long as is necessary for the relevant purposes described above.

Access to information

In accordance with the applicable data privacy law you have the right to access any information that we hold relating to you. Slater Investment will not charge for this. If any of the any of the information that we hold about you is incorrect, please tell us and we will amend it. You can write to us at Slater Investments Limited, Nicholas House, 3 Laurence Pountney Hill, London, EC4R 0EU.

Security

In accordance with our obligations under applicable data privacy law, we take all reasonable precautions to seek to keep your personal information secure, including precautions against unauthorised access or loss. Likewise, we seek to keep secure all confidential information you send to us. However, in common with all website operators, we cannot guarantee the security of any data transmitted by Internet email or through the website.

Monitoring and interception of communications

Emails and telephone calls, communications sent through the website, as between you and our staff, may be monitored and, in specific circumstances, intercepted, for legal and regulatory compliance purposes; to ensure the continuing security and integrity of our systems, business dealings, or the security and reputation of Slater Investments Limited and its staff; and for all other purposes as may be required or permitted by applicable legal and regulatory obligations.

Changes to the Policy

Please be aware that this Policy may be updated at any time. As such, please ensure that you regularly read the latest version of this page.

 

 

Contact

Slater Investments Limited
Lisa Letham
T: 020 7220 9365
E: lisa@slaterinvestments.com

Institutional Investor Factsheet