PRIVACY POLICY

Personal data means any information about an individual from which that person can be identified.

We may collect, use, store and transfer different kinds of personal data about you during the course of doing business. This can include, but is not limited to, the following groups of data:

• Identity Data includes first name, last name, any previous names, username or similar identifier, marital status, title, date of birth and gender.

• Contact Data includes billing address, delivery address, email address and telephone numbers.

• Technical Data includes internet protocol (IP) address, your login data, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform, device ID and other technology on the devices you use to access this website.

• Usage Data includes information about how you interact with and use our website, products and services.

• Marketing and Communications Data includes your preferences in receiving marketing from us and our third parties and your communication preferences.

We also collect, use and share aggregated data such as statistical or demographic data which is not personal data as it does not directly (or indirectly) reveal your identity. For example, we may aggregate individuals' Usage Data to calculate the percentage of users accessing a specific website feature in order to analyse general trends in how users are interacting with our website to help improve the website and our service offering.

This website is not intended for children and we do not knowingly collect data relating to children.

We use different methods to collect data from and about you, including through:

• Your interactions with us. You may give us your personal data by filling in online forms or by corresponding with us by post, phone, email or otherwise. This includes personal data you provide when you:

  • subscribe to our service or publications;

  • request marketing to be sent to you; or

  • give us feedback or contact us.

• Automated technologies or interactions. As you interact with our website, we will automatically collect Technical Data about your equipment, browsing actions and patterns, unless you have opted out of this type of data collection. We collect this personal data by using cookies, and other similar technologies. Please see our cookie policy for further details.

• Third parties who you have authorised us to engage with on your behalf or for your benefit.

Legal basis

The law requires us to have a legal basis for collecting and using your personal data. We may rely on one or more of the following legal bases:

• Performance of a contract with you: Where we need to perform the contract we are about to enter into or have entered into with you.

• Legitimate interests: We may use your personal data where it is necessary to conduct our business and pursue our legitimate interests, for example to prevent fraud and enable us to give you the best and most secure customer experience. We make sure we consider and balance any potential impact on you and your rights (both positive and negative) before we process your personal data for our legitimate interests. We do not use your personal data for activities where our interests are overridden by the impact on you (unless we have your consent or are otherwise required or permitted to by law).

• Legal obligation: We may use your personal data where it is necessary for compliance with a legal obligation that we are subject to. We will identify the relevant legal obligation when we rely on this legal basis.

• Consent: We rely on consent only where we have obtained your active and informed agreement to use your personal data for a specified purpose, for example if you subscribe to an email newsletter.

Purposes for which we will use your personal data

We have set out below the most common ways we would use the various categories of your personal data:

Direct marketing

During the registration process on our website when your personal data is collected, you will be asked to indicate your preferences for receiving direct marketing communications from Forta via email.

Third-party marketing

We will get your express consent before we share your personal data with any third party for their own direct marketing purposes.

Opting out of marketing

You can ask us to stop sending you marketing communications at any time by following the opt-out links within any marketing communication sent to you or by contacting us using the details below.  

Cookies

For more information about the cookies we use and how to change your cookie preferences, please see our Cookie Policy.

We do not sell, trade, or otherwise transfer your personal information to outside parties, except as required by law or with your consent. We may share your information with trusted third parties who assist us in operating our website and conducting our business, provided they agree to keep your information secure and confidential.

We will only provide those companies with information they need to deliver the specific services and they will be prohibited from using that information for any other purpose. In any instance where we are required to transfer your personal information outside of the United Kingdom, Forta will take all steps reasonably necessary to ensure that your Information is treated securely and in accordance with this Privacy Policy.

We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed. In addition, we limit access to your personal data to those employees, agents, contractors and other third parties who have a business need to know. They will only process your personal data on our instructions and they are subject to a duty of confidentiality.

We have put in place procedures to deal with any suspected personal data breach and will notify you and any applicable regulator of a breach where we are legally required to do so.

We will not keep personal data for any longer than is necessary in light of the purpose or purposes for which that personal data was originally collected, held, and processed.

We will retain data for the purposes of direct marketing as long you consent to receive marketing from us or for as long as we have a legitimate interest in retaining it.

You have a number of rights under data protection laws in relation to your personal data.

You have the right to:

• Request access to your personal data (commonly known as a "subject access request").

• Request correction of the personal data that we hold about you.

• Request erasure of your personal data in certain circumstances.

• Object to processing of your personal data.

• Request the transfer of your personal data to you or to a third party.

• Withdraw consent at any time where we are relying on consent to process your personal data.  

• Request restriction of processing of your personal data. If you wish to exercise any of the rights set out above, please contact us.

Please note that these requests will be subject to the grounds upon which the data is being processed, and it is not a guarantee that we can action your request. Any decisions made will be explained to you in writing.

If you have any questions about this Privacy Policy, please contact us on info@fortaadvisors.com.

You have the right to make a complaint at any time to the Information Commissioner’s Office (ICO), the UK regulator for data protection issues (www.ico.org.uk). We would, however, appreciate the chance to deal with your concerns before you approach the ICO so please contact us in the first instance.

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.

This website may include links to third-party websites, plug-ins and applications. Clicking on those links or enabling those connections may allow third parties to collect or share data about you.

We do not control these third-party websites and are not responsible for their privacy statements.

When you leave our website, we encourage you to read the privacy policy of every website you visit.