Who are we
Our collection and use of your personal information
Transfer of your information out of the UK and EEA
Cookies and similar technologies
Keeping your personal information secure
How to complain
How to contact us
Do you need extra help?
WHO WE ARE
This website is operated by Walled Estates Limited. We are a public limited company incorporated in England with company registration number 01376 653174.
We collect, use and are responsible for certain personal information about you. When we do so we are regulated under the General Data Protection Regulation which applies across the European Union and the United Kingdom and we are responsible as 'controller' of that personal information for the purposes of those laws.
Throughout our website we may link to other websites owned and operated by certain trusted third parties, who may be involved in delivering our services to you (including, for example, business partners, sub-contractors in technical, payment and delivery services, advertising networks, analytics providers, search information providers, credit reference agencies). These other third party websites may also gather information about you in accordance with their own separate privacy policies. For privacy information relating to these other third party websites, please consult their privacy policies as appropriate.
OUR COLLECTION AND USE OF YOUR PERSONAL INFORMATION
We collect personal information about you when you access our website, register with us, contact us, send us feedback, enquire about products or service, and complete customer surveys via our website.
We collect this personal information from you either directly, such as when you register with us, contact us or purchase investments from our corporate partners, such as your browsing activity while on our website (see ‘Cookies’ below)
We also collect personal information about you from other sources as follows:
if you use any of the other websites we operate or other services we provide
credit reference agencies when we carry out "know-your-client" due diligence
The personal information we collect about you depends on the particular activities carried out through our website. This information includes:
your name, address and contact details
date of birth
bank account and payment details
details of any feedback you give us by phone, email, post or via social media
information about the services we provide to you
your account details, such as username, login details
your self-certification information
We use this personal information to:
create and manage your account with us
verify your identity
provide services to you
customise our website and its content to your particular preferences
notify you of any changes to our website or to our services that may affect you
improve our services
This website is not intended for use by children and we do not knowingly collect or use personal information relating to children.
OUR LEGAL BASIS FOR PROCESSING YOUR PERSONAL INFORMATION
When we use your personal information we are required to have a legal basis for doing so. There are various different legal bases on which we may rely, depending on what personal information we process and why.
The legal bases we may rely on include:
consent: where you have given us clear consent for us to process your personal information for a specific purpose
contract: where our use of your personal information is necessary for a contract we have with you, or because you have asked us to take specific steps before entering into a contract
legal obligation: where our use of your personal information is necessary for us to comply with the law (not including contractual obligations)
legitimate interests: where our use of your personal information is necessary for our legitimate interests or the legitimate interests of a third party (unless there is a good reason to protect your personal information which overrides our legitimate interests).
WHO WE SHARE YOUR PERSONAL INFORMATION WITH
We routinely share your name, address and contact details and documentation proving your identity with the following third parties:
VCAP Capital Limited - to help administer your account with us
Selected KYC and KYB Partners
This data sharing enables us to administer your account or subscription with us and for us to be able to provide you with updates on the performance of your investments. Some of these third parties will require you to set up your own separate account with them. Once you have set up your account with these third parties, the processing of your personal data will be subject to the relevant third party's own policies.
Some of those third party recipients may be based outside the United Kingdom and European Economic Area, or have servers located outside of these areas — for further information including on how we safeguard your personal data when this occurs, see 'Transfer of your information out of the UK and EEA'.
We will share personal information with law enforcement or other authorities if required by applicable law.
We will not share your personal information with any other third party.
WHETHER INFORMATION HAS TO BE PROVIDED BY YOU, AND IF SO WHY
We require you to provide your name and other personal details together with your contact details (such as address, telephone number and email address) to enable us to set up your account with us and to allow us to run credit checks and a process known as “know your client”, which is used to verify your identity. We will inform you at the point of collecting information from you, whether you are required to provide the information to us.
TRANSFER OF YOUR INFORMATION OUT OF THE UK AND EEA
To deliver services to you, it is sometimes necessary for us to share your personal information outside the UK and/or European Economic Area (EEA), eg:
with our service providers located outside the UK/EEA
if you are based outside the UK/EEA
where there is an international dimension to the services we are providing to you
These transfers are subject to special rules under European and UK data protection law.
These non-UK/EEA countries may not have the same data protection laws as the United Kingdom and EEA. We will, however, ensure the transfer complies with data protection law and all personal information will be secure.
COOKIES AND OTHER TRACKING TECHNOLOGIES
We would like to send you information about our other products and services, current and pipelined projects and general news about us and our corporate partners, which may be of interest to you. Where we have your consent or it is in our legitimate interests to do so, we may do this by post, email, telephone or text message (SMS).
We will only ask whether you would like us and other businesses to send you marketing messages when you tick the relevant boxes when you register to use our website/become a member of any of our services.
If you have previously agreed to being contacted in this way, you can unsubscribe at any time by:
contacting us at email@example.com
using the 'unsubscribe' link in emails or 'STOP' number in texts
For more information on your rights in relation to marketing, see 'Your rights' below.
Under the General Data Protection Regulation you have a number of important rights free of charge. In summary, those include rights to:
fair processing of information and transparency over how we use your use personal information
require us to correct any mistakes in your information which we hold
require the erasure of personal information concerning you in certain situations
receive the personal information concerning you which you have provided to us, in a structured, commonly used and machine-readable format and have the right to transmit those data to a third party in certain situations
object at any time to processing of personal information concerning you for direct marketing
object to decisions being taken by automated means which produce legal effects concerning you or similarly significantly affect you
object in certain other situations to our continued processing of your personal information
otherwise restrict our processing of your personal information in certain circumstances.
For further information on each of those rights, including the circumstances in which they apply, see the Guidance from the UK Information Commissioner's Office (ICO) on individuals' rights under the General Data Protection Regulation.
If you would like to exercise any of those rights, please:
email, call or write to us
let us have enough information to identify you (eg account number, user name, registration details)
let us have proof of your identity and address (a copy of your driving licence or passport and a recent utility or credit card bill), and
let us know the information to which your request relates including any account or reference numbers, if you have them.
KEEPING YOUR PERSONAL INFORMATION SECURE
We have appropriate security measures in place to prevent personal information from being accidentally lost, or used or accessed in an unauthorised way. We limit access to your personal information to those who have a genuine business need to know it. Those processing your information will do so only in an authorised manner and are subject to a duty of confidentiality.
We also have procedures in place to deal with any suspected data security breach. We will notify you and any applicable regulator of a suspected data security breach where we are legally required to do so.
HOW TO COMPLAIN
We hope that we can resolve any query or concern you raise about our use of your information.
The General Data Protection Regulation also gives you the right to lodge a complaint with a supervisory authority, in particular in a European Economic Area state or in the United Kingdom if you work, normally live or if any alleged infringement of data protection laws occurred in the relevant state. The supervisory authority in the UK is the Information Commissioner who may be contacted at https://ico.org.uk/concerns/.
HOW TO CONTACT US
Please contact us, if you have any questions about this privacy notice or the information we hold about you.
If you wish to contact us, please send an email to firstname.lastname@example.org write to us at Olivers Barn, Maldon Road, Witham, Essex CM8 3HY or call 01376 653174.
DO YOU NEED EXTRA HELP?
If you have any queries, get in touch with us today.
If you would like to hear more about our inheritance tax-exempt products, please provide your details below and one of our team will be in contact with you soon.
or call us on: 01376 653174