Legal

Privacy notice

Draft for completion. Replace every item in square brackets and obtain compliance approval before publishing.

Who we are

PH Private Wealth is a trading style of [LEGAL ENTITY NAME]. For data protection purposes, [LEGAL ENTITY NAME] is the controller of your personal information. Contact us at [REGISTERED OFFICE], [PHONE NUMBER], or [PRIVACY EMAIL].

Information we collect

We may collect identity, contact, financial, family, professional and technical information that you provide to us, that arises through our relationship, or that we receive lawfully from third parties.

How we use your information

We use personal information to provide and administer our services, assess suitability, meet legal and regulatory obligations, prevent fraud, communicate with you and pursue our legitimate business interests.

Who we share it with

We may share information with product providers, platforms, professional advisers, regulators, law enforcement bodies and suppliers who help us provide our services.

Your rights

You may have rights to access, correct, erase, restrict or object to the use of your information. You may complain to the Information Commissioner’s Office at ico.org.uk.

Cookies

This website does not set analytics or advertising cookies.

Updates

Last updated: [DATE].