previous
  • The leading international tax and wealth management advisers to UK nationals living in Europe

  • The leading international tax and wealth management advisers to UK nationals living in Europe

  • The leading international tax and wealth management advisers to UK nationals living in Europe

previous
Banner

Registered Users

Email
Password

Privacy Policy

Blevins Franks takes the security and privacy of their contacts and clients about whom they hold information seriously. The purpose of this policy is to describe to you the information we may hold about you, explain what we use it for and explain your rights in relation to it.

What Information Do We Collect?

Blevins Franks collects and processes information which sometimes may qualify as personal data within the meaning of the Data Protection Act, 2001. This information lets us know who you are. Personal information is requested when you order a service, register for an account and send us feedback. This information may include but is not limited to, your name, address, email address, investment preferences and details, state of health, testamentary dispositions and other payment information where necessary.

Does Blevins Franks Share the Information It Receives?

Blevins Franks shares personal information as set forth below:

  1. By transfer with other Blevins Franks Group member companies where it is necessary in order to complete contracted transactions and services. All Blevins Franks Group companies adopt the same Data Protection policy and maintain the same levels of confidentiality and security.

  2. By transfer to third party agents who perform certain functions on behalf of Blevins Franks. These parties only have access to such information as necessary to perform their functions and may not use it for any other purpose.

  3. Where Blevins Franks has a legal obligation to do so or otherwise has your consent.

All Group companies, all Blevins Franks staff and all third parties with permitted access to your information are specifically required to observe Blevins Franks' confidentiality obligations.

Uses of Personal Data

Blevins Franks collects data for use in the normal course of its business in order to be able to provide to you the services you request of it and in order to enable it to conduct its business, and it uses the data in accordance with its Terms of Business available on Site. Blevins Franks will only process the data which you provide for its intended purpose and it shall take all reasonable steps to ensure that the data held is adequate, relevant and that only personal data that is necessary is processed, having regard to the purposes of the processing. Blevins Franks will also use any personal data in order to provide you with better customer services and products.

Blevins Franks may use contact details that you provide it with to inform you of relevant opportunities, developments, events and products that may be of interest to you, unless you inform it otherwise. If you do not wish to receive any marketing information and wish Blevins Franks to cease using your personal data for this purpose, kindly write to the Data Protection Officer at the following address: Blevins Franks, PO Box 15 SLM 14, Regent House, Bisazza Street, Sliema, Malta.

Blevins Franks does not provide your details to third parties for any marketing or promotional purposes unless you have given your explicit consent thereto.

Market research using customer information is only carried out for internal purposes, so that Blevins Franks is in a position to understand its customers' needs and business trends in order to develop and/or improve the products and services that it offers.

Links which are provided to third-party websites are clearly marked and Blevins Franks is not responsible for the content of such websites or for their privacy policies or their privacy obligations.

Blevins Franks may record telephone conversations to offer additional security or in order to resolve complaints.

How Does Blevins Franks Protect Your Information?

Collection of data: Blevins Franks will only obtain personal data from you for a specified and lawful purpose.

Security of data: Blevins Franks shall take all reasonable steps to protect your personal information from loss, misuse, unauthorised access, disclosure, alteration or destruction. Blevins Franks strives to invest in the latest security technologies available and to maintain strict information security policies designed to prevent unauthorised access to your information by anyone, including its staff.

Accuracy of data: Blevins Franks will endeavor to maintain accurate records about its clients at all times. Clients can assist Blevins Franks in doing this by promptly informing it of any changes in status, address, investment options or any other relevant information. Please write to Blevins Franks if you want to know exactly what personal information is held on you. If it transpires that the information held is inaccurate, Blevins Franks will make the necessary amendments and confirm to you that these have been made.

Retention of data: Blevins Franks shall take all reasonable steps to retain data only for the duration of the purpose for which it was obtained. When requested Blevins Franks will delete personal information from current operational systems where required. Blevins Franks may need to continue to hold some details about you for legal and regulatory purposes.

Consent

By using this web-site and submitting your information to Blevins Franks, you consent to Blevins Franks using your personal data for the purposes outlined in this policy.

Updating and Accessing Your Data

Under the Data Protection Act, 2001 you have the right to access and the right to rectify, free of charge, any personal data that is held about you. These changes can now be made on line. All such requests will be processed in accordance with the applicable law.

Changes

Unless otherwise stated in specific terms and conditions of use of any part of this website, Blevins Franks may change the content or services found on this website at any time without notice, and consequently this Privacy Policy may change at any time in the future.

You agree to revisit this page regularly and your continued access to or use of this website will mean that you agree to any and all changes.

In this policy, "we" and "us" and "Blevins Franks", wherever used, refers to Blevins Franks Limited and its subsidiaries or affiliated or related group companies.

If you have any questions regarding privacy issues, you may call the Data Protection Officer on telephone (00356 21 347 347) for more information.