WHAT IS A PRIVACY NOTICE?

When you use the Cavendish Private Wealth website or platform, Cavendish Private Wealth may collect personal data that is relevant and necessary for its core business activities. We will only collect your personal data for marketing purposes where you have provided your consent.

 

This Privacy Notice explains how Cavendish Private Wealth collects, uses, shares, stores, and protects your personal data, as well as your legal rights in relation to that data.

 

WHAT IS PERSONAL DATA?

Personal data refers to any information relating to an identified or identifiable individual. This may include your name, address, email address, telephone number, financial information, identification details, or online identifiers such as your IP address.

 

It includes any information that can be used to identify you directly or indirectly.

 

WHAT PERSONAL INFORMATION WE COLLECT FROM YOU?

To provide its services effectively, Cavendish Private Wealth may collect personal information including:

 

Names and contact details
Email addresses and telephone numbers
Residential address
Financial information relevant to our services
Employment details and professional information

 

WHAT PERSONAL DATA WE COLLECT AUTOMATICALLY?

 

Cavendish Private Wealth may collect certain information automatically through cookies and similar technologies, including:

 

IP address
Browser type and device information
Pages visited and time spent on the website
Usage patterns and interactions

 

This information helps Cavendish Private Wealth improve the performance, functionality, and security of its website and services.

 

HOW WE USE YOUR PERSONAL INFORMATION?

Cavendish Private Wealth only processes your personal data where there is a lawful basis to do so, including to provide services, meet legal obligations, and support legitimate business interests.

 

To deliver our services

Cavendish Private Wealth may use your data to:

 

Manage your account and maintain records
Respond to enquiries or requests
Provide updates about our services
Process transactions and send related documents
Improve our services and user experience

 

With your consent

Cavendish Private Wealth may use your data to:

 

Send marketing communications
Analyse website usage through optional cookies

 

You can withdraw your consent at any time.

 

For legitimate interests

Cavendish Private Wealth may:

 

Inform you about relevant services or updates
Analyse trends to improve business operations and communications

 

Where possible, data will be anonymised.

 

To meet legal and regulatory obligations

Cavendish Private Wealth may process your data to:

 

Comply with legal and regulatory requirements
Respond to regulatory or law enforcement requests
Maintain appropriate security measures

 

HOW LONG WE KEEP YOUR DATA?

Cavendish Private Wealth retains personal data only for as long as necessary to fulfil the purposes it was collected for.

 

After the end of a client relationship, Cavendish Private Wealth may retain certain data where required to meet legal, regulatory, or compliance obligations.

 

HOW WE STORE AND PROTECT YOUR DATA?

Protecting your personal data is a priority for Cavendish Private Wealth. We use appropriate technical and organisational measures to safeguard your information against loss, misuse, or unauthorised access.

 

Data may be stored securely using trusted cloud service providers with strong security controls, including encryption, access management, and monitoring systems.

 

THIRD PARTY SHARING

Cavendish Private Wealth may share personal data with trusted third parties where necessary, including:

 

Service providers supporting operations such as technology, analytics, and communication platforms
Professional partners where required to deliver services to you
Regulatory bodies or authorities where legally required

 

All third parties are carefully assessed to ensure compliance with applicable data protection laws including UK GDPR and the Data Protection Act 2018.

 

INTERNATIONAL DATA TRANSFERS

Where personal data is transferred outside the UK or EEA, Cavendish Private Wealth ensures appropriate safeguards are in place to protect your information in accordance with applicable data protection laws.

 

YOUR RIGHTS

You have the right to:

 

Access the personal data Cavendish Private Wealth holds about you
Request correction or updates
Request deletion of your data where appropriate
Withdraw consent for marketing communications
Restrict or object to certain processing activities

 

Some data may need to be retained to meet legal or regulatory obligations.

 

COOKIES

Cavendish Private Wealth uses cookies to enhance your experience, analyse website usage, and support functionality. You can manage your cookie preferences through your browser settings.

 

UPDATES TO THIS POLICY

Cavendish Private Wealth may update this Privacy and Cookies Policy from time to time to reflect changes in services or legal obligations.

 

Any updates will be published on this page and, where appropriate, notified to you.