Introduction
This notice provides you with information concerning our collection and use of personal data. If you believe you have any queries regarding this statement, please do not hesitate to contact us.
Any information you provide us with is subject to the Data Protection Act 2018 and the General Data Protection Regulations.
We will not sell, distribute or lease your personal information to third parties unless we have your permission or are required by law to do so. 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.
Under data protection law, you may request details of personal information which we hold about you.
We are committed to protecting and respecting your privacy. We are the data controller and will process your personal data in accordance with the Data Protection Act 2018.
Working with us
We collect and use information about you, which will include personal data in order for us to advise you and make arrangements for you. Your name, email address and information relating to the work we undertake for you will be processed and stored.
Your rights
Under data protection legislation you have the right to ask us for a copy of the information we hold about you, and to have any inaccuracies corrected or removed.
You may also ask us to delete or cease processing all personal data held by us or any processor with which we have shared your data. We may not always be able to comply with a request for deletion, but you can ask us to cease processing your data.
In addition, you have the right to be informed about the data we collect, where it is located and with whom it is shared and the processing we undertake, and to question any automated decision making processes. To do this, or if you require more information, please either contact us in writing, by telephone or email.
Right to complain
If you wish to register a complaint, please write to our office address below, send an email to info@pgifinancial.co.uk, or telephone 0113 2515170. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.
Where you believe your data has been wrongfully processed, stored or handled, please contact us in the first instance. If you are still dissatisfied, you have the right to raise a concern with the Information Commissioner’s Office (ICO). Details on how to do this can be found here: https://ico.org.uk/make-a-complaint/
Cookies
Cookies are text files placed on your computer to collect standard internet log information and visitor behaviour information. This information is used to track visitor use of the website and to compile statistical reports on website activity.
You can remove cookies from your browser and / or set your browser not to accept cookies, however in a few cases, some of our website features may not function as a result.
PGI Financial Terms
Our Client Agreement and Key Facts about our services and costs will be provided to the client prior to business being transacted so that the relationship between the client and the firm is clearly stated and understood.
PGI Financial takes all of its regulatory responsibilities very seriously and we ensure that all our staff are required to demonstrate their competence to undertake their role and our business is structured in a manner that is designed to meet in full all the requirements set by our regulator, the Financial Conduct Authority, and under European Securities and Market Authority rules.