Last updated: [Elliott: add the date you publish this]. This is a starting draft, not legal advice, please have it reviewed before treating it as final.
Clive is a trading name of Mark Davies Financial Adviser Ltd, directly authorised and regulated by the Financial Conduct Authority. Any reference to "we", "us" or "Clive" on this website means Mark Davies Financial Adviser Ltd.
We collect information you choose to give us directly through the forms on this site:
We do not use tracking cookies or analytics software on this site at the time of writing. If that changes in future, this policy will be updated to reflect it.
We use this information solely to respond to your enquiry or to send you the guide you requested. Our legal basis for processing it is your consent, given by submitting the form, and our legitimate interest in responding to enquiries sent to us.
When you submit a form, the details are sent directly by email to Mark Davies Financial Adviser Ltd. We do not currently share your information with any third party, and we do not sell or rent personal data to anyone.
We keep the information for as long as reasonably necessary to deal with your enquiry and any follow-up, and not longer than that unless we're required to keep records for regulatory reasons.
Under UK data protection law, you have the right to ask what personal data we hold about you, to ask us to correct it if it's wrong, to ask us to delete it, and to object to how we're using it. You also have the right to complain to the Information Commissioner's Office (ICO) if you think we've handled your data incorrectly.
If you have any questions about this policy, or want to exercise any of the rights above, email us at elliott@mrdfa.co.uk.