• We are Supreme Financial Solutions Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.
• Supreme Financial Solutions Ltd provide financial planning solutions and advice through experienced and qualified advisers based in the UK.
• Currently Supreme Financial Solutions Ltd and Openwork Partnership jointly determine the purposes and means of processing personal client data relating to giving advice. This means we are joint data controllers for this core advice giving activities and therefore responsible for managing this client data and ensuring compliance.
• When we use information about you, we take all reasonable efforts to do so fairly and lawfully. We will use it with care, and it will only be shared in the ways explained here, or if we are required to by Law or the Financial Conduct Authority (FCA). We never use information about you unless it is lawful for us to do so and we have a clearly defined need or purpose.
• We try not to keep your information for longer than we need it and we ensure that the records we have about you are managed properly and deleted promptly and securely when we no longer need them.

• We will only ever process your data if we have a lawful basis to do so. The lawful bases we rely on are:
• Contract – This is where we process your data to fulfil a contractual arrangement, we have made with you or because you have asked us to carry out a service before entering into a contract.
• Consent – This is where we have asked you to provide permission to process your data for a particular purpose.
• Legitimate Interests – This is where we rely on our interests as a basis for processing.
• Legal Obligation –This is where we have a statutory or other legal obligation to process the data, such as to comply with regulatory requirements and/or requests.
• Vital interests –This is where the processing of personal data is necessary to protect someone’s life.

⦁ YOUR RIGHTS

• ⦁ You have a number of “Data Subject Rights”, we have explained below what they are and how you can exercise them. You can read more about these rights on the UK Information Commissioner's Office website athttps://ico.org.uk/for-the-public/.
• Right of access –You have the right to request a copy of the personal data that we hold about you.
• Right to rectification –If you think any of your personal data that we hold is inaccurate, you have the right to request it is updated. We may ask you for evidence to show it is inaccurate.
• Right to erasure– (also known as the right to be forgotten) – You have the right to request that we delete your personal data that we hold.
• Right to restriction of processing –You have the right to request we restrict or suppress the personal data we hold about you.
• Right to data portability –You have the right to ask us to electronically transfer your personal data to another organisation in certain circumstances.
• Rights with regards to automated decision making, including profiling – You have the right not to be subject to a decision that is based solely on automated processing if the decision affects your legal rights or other equally important matters and to object to profiling in certain situations, including for direct marketing.
• Right to withdraw Consent – Where we are relying on your consent for processing you can withdraw or change your consent at any time.
• The above rights may be limited in some circumstances, for example, if fulfilling your request would reveal personal data about another person, if you ask us to delete data which we are required to have by law, or if we have compelling legitimate interests to keep it. We will let you know if that is the case and will then only use your data for these purposes. You may also be unable to continue using our services if you want us to stop processing your personal data
• We encourage you to get in touch if you have any concerns with how we collect or use your personal data. You have the right to lodge a complaint directly with a Data Protection Authority. The Data Protection Authority in the UK, where we are based, is the Information Commissioner's Office (ICO), you can contact the ICO here: ico.org.uk/make-a-complaint.

WHAT INFORMATIONDO WE COLLECT ABOUT YOU

• The information we collect about you may vary based on what service we provide to you. Typically, we need details like:
• Your name and address so we know who you are and what services you need from us.
• Your contact details like phone number or email so that we can keep in touch with you about our services.
• Your bank account or other financial details so we can manage your payment for our services.
• Your employment information.
• Your assets and liabilities.
• Some financial services products may require us to collect information about your health. This is regarded as sensitive personal data. Your adviser will have access to your medical details unless you prefer to complete a medical statement of health in private. We do need your explicit consent to collect and process your health details, which of course you may withdraw at any time.
• If you apply for a mortgage your information will be passed to the lender, who will carry out a credit check. You will also have to provide details of any criminal convictions you may have had. These details will be passed to the lender to carry out any necessary checks.

⦁ WHAT DO WE DO WITH THE INFORMATION WE COLLECT ABOUT YOU

• We use your information in various ways, such as to:
• To confirm your identity.
• Provide you with the services you want.
• Meet the purposes that you provided your information for.
• Prevent fraud, money laundering and financial crime.
• Credit scoring and assessment, and credit management (where applicable).
• Comply with any legal or regulatory obligations we may have.

WHO DO WE SHARE YOUR INFORMATION WITH?

• We only share your information where we are permitted or required to by law, or where you have requested us to do so. We may share your information with, for example:
• Any of your family, associates, or someone who represents you, where you have asked us to do so.
• Our employees who provide you with our services.
• Carefully selected organisations and specialists to help us provide you with our services.
• Credit reference and fraud prevention agencies in order to help prevent and detect fraud as part of our due diligence process.
• Any person, organisation, or regulator where we are required to because of a court order, regulatory responsibility, legal duty or statutory obligation.

COOKIES

• We use cookies on our website.
• When viewing the Online Service websites “cookie” files are used, which are small text files recorded in the Customer’s target device in connection with using the Online Service. They are used to improve the experience with the Online Service websites.
• The “cookie” files used by the Controller are safe for the Customer’s devices. In particular, it is not possible for viruses or other unwanted or malicious software to enter the Customer’s devices in that way. Those files allow to identify the software used by the Customer and to adjust the Online Service to each Customer individually. “Cookie” files sometimes contain information about the domain name of their origin, how long they are kept in the device and the ascribed value.
• Due to the purpose of collecting cookies, we distinguish the following Cookies:
• necessary Cookies: necessary for the proper functioning of the service - files processed on the basis of the legitimate interest of the controller.
• statistics Cookies: they allow us to study website traffic, learn about our users' preferences, analyse their behaviour on the site and enable interactions with external networks and platforms - files processed based on the user's voluntary consent.
• marketing Cookies: they allow us to tailor the advertising and content displayed to our users' preferences and to conduct personalized marketing campaigns - files processed based on the user's voluntary consent.
• “Cookie” files may be used by advertisement networks, in particular by the Google network, in order to display advertisements adjusted to the way the Customer uses the Online Service. To that end, the information may be retained about the Customer’s navigation path, or the time spent on the given website.
• As regards the information about the Customer’s preferences collected by the advertising network Google, the Customer may view and edit the information related to cookie files by means of the following tool: https://www.google.com/ads/preferences/.
• The Customer may, by himself and at any time, change the “cookie” files settings, specifying the conditions of their storing and of their access to the Customer’s device. The settings referred to in the previous sentence may be changed by the Customer through the web browser settings or through configuration of the service. Those settings may be changed in particular so as to block automatic support for “cookie” files in the web browser settings or to inform each time they are introduced to the Customer’s device. Detailed information about the possibilities and ways of supporting cookie files is available in the software (web browser) settings.
• To learn how to manage cookies, including how to disable them in your browser, you can use the help section of your browser. You can learn more about this by pressing the F1 key while in your browser. In addition, you will find appropriate tips on the following pages, depending on the browser you are using: br Firefox
  Chrome
  Safari
  Internet Explorer / Microsoft Edge
• The Customer may remove “cookie” files at any time, using the functions available in the web browser he uses.
• Limitation of the “cookie” files application may affect some functionalities available on the Online Service website.
• We use the services of: Google Analytics 4, Google ADS,

Last updated date: 29.04.2024