1. Definitions and Interpretation

In this Policy, the following terms shall have the following meanings:

“personal data” means any and all data that relates to an identifiable person who can be directly or indirectly identified from that data. In this case, it means personal data that you give to Us via Our Site. This definition shall, where applicable, incorporate the definitions provided in the EU Regulation 2016/679 – the General Data Protection Regulation (“GDPR”);

“We/Us/Our” means Bosworth wealth Management Ltd (a company registered in England and Wales under company number OC356027, whose registered office is at 36 Bosworth Way, Leicester Forest East, Leicester, LE3 3QW)

2. About us

Bosworth Wealth Management Ltd takes the privacy and security of your personal information very seriously. In this notice, “we”, “us” or “our” means the True Potential entity that processes your personal information and interacts with you. These entities are listed below. We are committed to protecting and respecting your privacy.

Under the General Data Protection Regulation (Regulation (EU) 2016/679) (the “GDPR”), we are required to give you certain information about the way your personal information is used.

This notice (together with our Statutory disclosures and any other documents referred to in it) (“Privacy Notice”) sets out the basis on which any personal information we collect from you, or that you provide to us, will be processed by us.

The relevant entities referred to above are:

  • Bosworth wealth Management Ltd (a company registered in England and Wales under company number OC356027, whose registered office is at 36 Bosworth Way, Leicester Forest East, Leicester, LE3 3QW)

The above stated entities are the data controllers/processors of the personal information we hold about you.

3. What Does This Policy Cover?

This Privacy Policy applies only to your use of Our Site. Our Site may contain links to other websites. Please note that We have no control over how your data is collected, stored, or used by other websites and We advise you to check the privacy policies of any such websites before providing any data to them.

4. Information we may collect from you

We may collect and use the following personal information about you:

Information you give us. You may give us information about you by filling in forms on our sites or by corresponding with us by phone, email, in writing or otherwise. This includes but is not limited to information you provide when you open an investment account, request quotations, register for email alerts, request literature, sign-up for newsletters or enter a competition, promotion or survey.

The information you give us may include your name, address, email address and other contact information, financial information, (including existing investments, funds held with banks and other financial institutions), information regarding financial debts, (mortgage, loans, credit cards) and debit card information.

You will give us personal information:

  • when you apply for our products and services
  • when you talk to us on the phone or by other means
  • when you use our websites, mobile device apps, web chat or other services
  • in emails and letters
  • in financial reviews and interviews 

Information we collect about you.

When you visit our sites or use our services, we may automatically collect the following information. This includes the amount, frequency, type, location, origin and recipients.

  • technical information, including information obtained cookies, the Internet Protocol (IP) address used to connect your computer to the internet, your login information, your geographic location, browser type and version, browser plug-in types and versions, operating system and platform;

For analytics purposes we may also obtain the following information. Please note that this will not contain information that could be used to personally identify an individual:

  • information about your visit, including the source of your visit, the full click path, mouse movement, through our sites (including date and time); services you viewed, searches made on our sites, page response times, download errors, length of visits to certain pages, page interaction information (such as page scrolling, mouse clicks, mouse movements and keyed text), and methods used to browse away from the page and any phone number used to call our Helpdesk. This information may be collected using a website recording service.

Information we collect at receipt and opening of emails. From time to time when you open an email sent by us we may automatically collect the following information:

  • technical information, including; your geographic location, browser type and version, device type and operating system and platform
  • information about how you have accessed/used the e-mail, including the full click path from within and on to our sites (including date and time), whether the email was; unsubscribed from, opened, deleted, forwarded or printed, how long the email was open.

5. How Do We Use Your Data?

All personal data is processed and stored securely, for no longer than is necessary in light of the reason(s) for which it was first collected. We will comply with Our obligations and safeguard your rights under the [Data Protection Act 1998] OR [GDPR] at all times. For more details on security see section 6, below.

Our use of your personal data will always have a lawful basis, either because it is necessary for Our performance of a contract with you, because you have consented to Our use of your personal data (e.g. by subscribing to emails), or because it is in Our legitimate interests. Specifically, We may use your data for the following purposes:

  • To provide you with any services and/or information you request from us (which includes

carrying out any obligations arising from any contracts entered into between you and us).

  • To comply with any instructions, you give to us.
  • To notify you about changes to our service.
  • To provide you with information by post, email, telephone or otherwise about products and services of a similar nature to those you have previously purchased or expressed an interest,
  • For the purposes of providing services such as ‘most popular’ information on our site. which we think may be of interest to you.
  • For customer modelling, statistical and trend analysis, with the aim of developing and improving our products and services.
  • As part of our efforts to keep our sites safe and secure and to prevent and detect money laundering, financial crime and other crime.
  • To obtain your feedback on a product, service or our sites via a third party appointed by us.

6. Where do we use and store your personal information?

We only keep your personal data for as long as We need to in order to use it as described above in section 6, and/or for as long as We have your permission to keep it. Your data will be stored in the UK in email mailboxes and also will be entered onto the client database that we use, which is provided by True Potential LLP technology. The link to True Potential privacy policy is here:

Data security is very important to Us, and to protect your data We have taken suitable measures to safeguard and secure data collected through Our Site.

7. Individual rights under the GDPR

The GDPR provides the following rights for individuals:

  1. The right to be informed
  2. The right of access
  3. The right to rectification
  4. The right to erasure
  5. The right to restrict processing
  6. The right to data portability
  7. The right to object
  8. Rights in relation to automated decision making and profiling.

Access to your information

You have the right to request a copy of the personal information we hold about you, subject to certain exemptions.

If you would like a copy of some, or all, of this information you may contact us using the details below

We will NOT charge a fee for providing you with this information.

Letting us know if your personal information is incorrect

If any of the information we hold about you is inaccurate or incomplete, you can ask us to make any necessary amendments to your data.

Please contact us if you want to do this using the details below.

If you do, we will take reasonable steps to check its accuracy and correct it.

8. Do We Share Your Data

In certain circumstances, We may be legally required to share certain data held by Us, which may

include your personal data, for example, where We are involved in legal proceedings, where We

are complying with legal obligations, a court order, or a governmental authority.

We may sometimes contract with third parties to supply products and services to you on Our behalf. These may include payment processing, delivery of goods, search engine facilities, advertising, and marketing. In some cases, the third parties may require access to some or all of your data. Where any of your data is required for such a purpose, We will take all reasonable steps to ensure that your data will be handled safely, securely, and in accordance with your rights, Our obligations, and the obligations of the third party under the law.

9. What Happens If Our Business Changes Hands?

We may, from time to time, expand or reduce Our business and this may involve the sale and/or the transfer of control of all or part of Our business. Any personal data that you have provided will, where it is relevant to any part of Our business that is being transferred, be transferred along with that part and the new owner or newly controlling party will, under the terms of this Privacy Policy, be permitted to use that data only for the same purposes for which it was originally collected by Us.

In the event that any of your data is to be transferred in such a manner, you will be contacted in advance and informed of the changes. When contacted you will be given the choice to have your data deleted or withheld from the new owner or controller.

10. How Can You Control Your Data?

In addition to your rights under the GDPR, set out in section 7, when you submit personal data via Our Site, you may be given options to restrict Our use of your data. In particular, We aim to give you strong controls on Our use of your data for direct marketing purposes (including the ability to opt-out of receiving emails from Us which you may do by unsubscribing using the links provided in Our emails and at the point of providing your details).

You may also wish to sign up to one or more of the preference services operating in the UK: The Telephone Preference Service (“the TPS”), the Corporate Telephone Preference Service (“the CTPS”), and the Mailing Preference Service (“the MPS”). These may help to prevent you receiving unsolicited marketing. Please note, however, that these services will not prevent you from receiving marketing communications that you have consented to receiving.

11. Your Right to Withhold Information

You may access certain areas of Our Site without providing any data at all. However, to use all

features and functions available on Our Site you may be required to submit or allow for the collection of certain data.

How to withdraw your consent

You can withdraw any consent you have given us at any time. Please contact us if you want to do so.

If you withdraw your consent, we may not be able to provide certain products or services to you. If this is so, we will tell you.

12. How Can You Access Your Data?

You have the right to ask for a copy of any of your personal data held by Us (where such data is held). Under the GDPR, no fee is payable and We will provide any and all information in response to your request free of charge. Please contact Us for more details using the contact details below in section 15.

13. What if I have a complaint?

You have the right to complaint to the Information Commissioner’s Office where you think we have not used your personal information in accordance with data protection law. Details of how to do this can be found on www.ico.org.uk.

14. Changes to our privacy notice

We reserve the right to revise or supplement this Privacy Notice from time to time. We will place updates on our sites, inform you of the updates and where appropriate we will give you reasonable notice of any changes.

15. Contact us

If you have any queries regarding privacy issues, you can email us at admin@bosworthwm.co.uk, or write to us at:

Bosworth Wealth Management Ltd
36 Bosworth Way
Leicester Forest East