obvio Privacy Policy
At obvio Financial Planning Ltd we care how your information is used and shared, and we pay a great amount of attention to how we do that. Your privacy is just as important to us as it is to you. The Privacy Policies linked below explain how we use your personal data. They have been drafted to address the requirements of both the Financial Services Network Ltd (FSN) and NFS Network Financial Services Ltd (NFS) with respect to the General Data Protection Regulation (EU) 2016/679 (“GDPR”) and the Data Protection Act 2018 (together with “Data Protection Laws”).
Personal data refers to information about you that we may obtain directly from you or receive from various sources at your instruction. These sources may include your investment, pension, insurance, or other financial services providers, as well as accountants, lawyers, the issuers of policies held by or for you, trustees of any trust where you are a beneficiary, or other relevant entities (collectively referred to as “Providers”).
We will collect your personal data when you access our website, complete our onboarding documents to become a client, and throughout the delivery of our services to you.
Your Responsibilities
This Privacy Policy extends to the personal data of your family members and/or other dependents. When you, or others acting on your behalf, share their personal information with us, you confirm that you have the authority to do so. Additionally, it is your responsibility to make them aware of this Privacy Policy.
It is equally important that the personal data we maintain about you and your family members remains accurate and up to date. Please notify us of any changes to this information during the course of your relationship with us.
This Privacy Policy outlines the following:
- Who we are.
- The personal data we may collect.
- Personal data obtained from third parties.
- The reasons we collect and use your personal data.
- Parties with whom we share your personal data.
- The duration for which we retain your personal data.
- Cookies and similar technologies.
- Marketing and research practices.
- Applications for employment.
- How to access and manage your personal data.
- Your right to withdraw consent.
- Your right to file a complaint.
- Updates to this Privacy Policy.