Manning Gee Investments recognises the importance and value of your privacy. We have prepared this Privacy Statement to explain what personal data we collect, how we use it and for what purposes.
We are committed to collecting and using such data fairly and in accordance with the requirements of the GDPR.
What we collect
We may collect the following information:
- full name and company name.
- company contact information, including email address.
What we do with the information we gather
We require this information to understand your needs and provide you with a better service, and in particular for the following reasons:
- Internal record keeping.
- We may use the information to improve our products and services.
- With your consent, we may periodically send promotional emails about new products, special offers, or other information we feel we have legitimate business reasons for doing so.
We may use secure AI-assisted tools to support internal administration, analysis, and summarisation, including summarising meetings and drafting internal documents. This may involve processing personal data you provide, including health information where relevant to advice, vulnerability assessment, or client care. These tools are used under contract, do not make automated decisions, and all outputs are reviewed by a human adviser.
We will not sell, distribute or lease your personal information to third parties unless we have your permission or are legally required. We may use your personal information to send you promotional information about third parties, which we think you may find interesting if you tell us that you wish this to happen.
Your data, your rights
You have the right to object to how we process your personal information and to be forgotten. You also have the right to access, correct, sometimes delete, and restrict the personal information we use. In addition, you have a right to complain to us and the data protection regulator.
How long do we keep hold of your information?
During the course of our relationship with you, we will retain personal data which is necessary to provide services to you. We’ll take all reasonable steps to keep your personal data up to date throughout our relationship.
We are also subject to regulatory requirements to retain your data for specified minimum periods. These are, generally:
- Five years for investment business
- Three years for mortgage business
- Indefinitely for pension transfers and opt-out business
- Three years for insurance business
Copies of documents and information obtained to verify your identity for the purposes of UK anti money laundering legislation will be retained for a minimum of five years after our relationship with you has ended.
These are minimum periods, during which we have a legal obligation to retain your records.
We reserve the right to retain data for longer where we believe it’s in our legitimate interests to do so. In any case, we will not keep your personal data for longer than 10 years after our relationship with you has ended.
You have the right to request deletion of your personal data. We will comply with this request, subject to the restrictions of our regulatory obligations and legitimate interests as noted above.
Contact details are shown here
Sam Gee, email helpdesk@mgi-ifa.co.uk or contact us at Manning Gee Investments, One Temple Quay, Temple Back East, Bristol, BS1 6DZ.
Information Commissioner: ico.org.uk/global/contact-us
Links to other websites
Our website may contain links to other websites of interest. However, once you have used these links to leave our site, you should note that we do not have any control over that other website. Therefore, we cannot be responsible for the protection and privacy of any information you provide whilst visiting such sites, which are not governed by this privacy statement. You should exercise caution and look at the privacy statement applicable to the website in question.
Updates to our Privacy Policy
This Privacy Notice was updated in January 2024. It may be updated periodically and without prior notice to you to reflect changes in our personal information practices. We will post a prominent notice on relevant websites to notify you of any significant changes to our Privacy Notice and indicate at the top of the Notice when it was most recently updated. If we update our Privacy Notice, we may seek your consent in certain circumstances.