Data Privacy

Privacy notification to clients and prospects

EFG Harris Allday, takes the protection of your personal data seriously. We are committed to being transparent about our data processing activities and how we keep your information safe. To put your mind at rest, we will not be changing the way we collect or use your information but, it will now be easier for you to find out what we do. In this respect, we endeavour to adhere to and comply with the strict standards of security and confidentiality that are set forth in applicable data protection regulations, including the General Data Protection Regulation (EU) 2016/679.

Data Protection and Privacy

To review our online Data Protection and Privacy Statement, please click on the link below


Website visitors Privacy Policy

EFG International AG and its affiliates (“EFG” or “we”) are committed to safeguarding the personal data that we collect from individuals that use our website (hereafter referred to as the “website”).
This Policy provides information about how your data is processed by us, as well as your rights in accordance with the data protection legislation.
This Policy clarifies the type, scope and purpose of processing personal data as part of the website.
When we talk about data, we are referring to your personal data. This includes all information that can be used to identify you as a person, either directly or indirectly.
Please read the following information carefully. By accessing the website you accept this Privacy Policy. If you do not agree to this Policy, do not process to further webpages of this website.

Where your data is obtained, and how it is used

If you are only using the website for information purposes, i.e. you do not otherwise transmit information to us, we will only gather the personal data that is forwarded to our server by your browser. Before you visit our website solely for information purposes, we will gather the following access data that we require for technical reasons to be able to display our website and warrant the stability and security of the same. This access data includes the IP address, date and time of the request, content of the request, access status/HTTP status code, the referred URL (previously visited page), browser type and version, operating system.
In addition, we will also receive your personal data if you contact us using the contact form.  Personal data in this context includes e.g. name, address, e-mail, telephone number.

For what purpose is your data processed?

We process personal data for the following purposes and pursuant to the following legal basis:
a. In the context of weighing the various interests – legitimate interests:
Where required, we process your data to protect our legitimate interests or those of third parties. To this end, we pursue the following legitimate interests in particular:
•        to test and optimise processes for analysis, direct customer contact and measures pertaining to customer loyalty and increased service quality;
•        to warrant EFG’s IT security and IT operations, particularly the security of the website.
b. In the context of consent that you have provided:
When you contact us (using the contact form), the information you provided will be processed for the purpose of processing and completing the contact request.

Who your data is shared with (recipient), and where the recipients are located

Within EFG, and in compliance with the applicable data protection laws, access to your data will be provided only to those entities/ employees that require this information to fulfil our contractual and statutory obligations. Processors engaged by us may also obtain data for this purpose. They are companies in the customer service, IT services, telecommunications, advisory and consulting and sales and marketing categories.
Outside EFG, information about you will only be forwarded to third parties when a legal basis noted under “For what purpose is your data processed?” applies, or if you have consented to the data transfer, or if we are legally required to forward the data. If your inquiry (by form) relates to a third party, we may share your data with this third party.
We may also disclose your information to governmental agencies or entities, regulatory authorities, or other persons in accordance with any applicable law, regulations, court order or official request, and for the purposes of any guidelines issued by regulatory or other authorities, or similar processes as either required or permitted by applicable law.

How long your data is stored

Where required, we will process and store your personal data in the context of your inquiry (by form). To this extent, we are subject to various retention and documentation obligations depending on the inquiry.
Moreover, the storage period of your personal data is also based on the statutory periods of limitation.

Your rights

With regard to your data and the processing of your data, you are entitled to the following rights:

  • Obtain a copy of the personal data we hold about you, together with other information about how we process it;
  • Request rectification of inaccurate data, and, in some circumstances, to request us to erase or restrict our use of your data, or otherwise to object to our processing of your data;
  • Oppose to a processing on your personal data;
  • Request modification of your personal data;
  • Request erasure of your personal data;
  • Receive a copy or have a copy transmitted to another company (portability of data) (in a machine-readable format) of your personal data, where we process it electronically based on your consent or that it is necessary for performance of our contract with you;
  • Make a complaint about how we handle your data to a supervisory authority.

 

Do I have an obligation to provide data?

In the context of our website, you must provide the personal data that is required for the use of our website for technical or IT security reasons.  If you do not provide this data, you will not be able to use our website.
In the context of contacting us by form, you are only required to provide the personal data that is required to process your inquiry. Otherwise your inquiry cannot be processed.

Will my data be used for automated decision-making including profiling (scoring)?

As a rule, we do not use fully-automated decision-making or profiling in the context of accessing our website, or if you contact us by form. If such processes are used in isolated cases, you will be informed separately, if this is required by law.

How do we deal with information from individuals under the age of 18?

This website does not seek to collect personal data from individuals under the age of 18. Individuals under the age of 18 should receive permission from their parent or legal guardian before providing any personal data to us.

Information regarding your transfer of third-party data

If you transmit personal data about your spouse, life partner, relatives or other third parties (e.g. guarantors), you are responsible for complying with the applicable data protection provisions. This may require obtaining the consent of these persons for the transmission of this data. 

Start a conversation

Contact us today to speak to a member of our team.

Contact us
  • EFG Harris Allday
    5th floor
    103 Colmore Row - Birmingham B3 3AG
  • 0121 233 1222
Search
Close
Close