At Alexander Peter Wealth Management (Europe) S.L we take your privacy seriously and will only use your personal information to provide regulatory support and to provide the services you have requested from us.
This privacy statement explains the rights you have in relation to your personal data, the reasons for processing your personal data and how we use that data.
You have the right to know:
We process your data for the purposes of our legitimate interest so that we can provide you with financial advice, investment management and arrange financial transactions.
We collect data about your personal and financial circumstances. Most of this data has been provided by you directly. However, we may obtain information which is not publicly available from financial institutions and other third parties. We may need to collect additional information or use information that we already hold for further advice or transactions.
We will collect what is deemed to be special category data relating to your health as this will affect our advice and is required for insurance or annuity contracts.
We share your personal data with firms with which we arrange financial transactions for you. We may also share your personal data with other companies such as accountants, auditors, lawyers, global tax authorities including HMRC, compliance consultants and any organisation which requires regulatory access, or which is responding to legal process.
We retain our client data records for as long as is required by our regulators and if the data may be needed to defend a legal claim.
You have the right to ask
If you have any questions about this statement, please contact the managing partner at the address below.
Avenida Pablo Ruiz Picasso No 32,
San Pedro De Alcántara, 29670
You have the right to complain to the Agencia Espanola de Proteccion De Datos, which is the body that regulates the handling of personal data in Spain.
You can do this as follows: -