When we say, ‘Mattioli Woods Group’, ‘Mattioli Woods’, ‘the Group’ or ‘we’, this means Mattioli Woods plc and all its companies/subsidiaries within the Group who act as a data controller in respect of your personal data/information.
The Mattioli Woods Group is committed to the principles of good information management, and we intend to go beyond basic legal requirements when it comes to processing your information. This is because we recognise and value the trust you place in us to handle your information in a lawful, fair, and transparent way. We are committed to assuring you that your privacy is protected with us. This policy continues to apply even when your agreement/contract or our services to you may end. The policy should also be read alongside any agreements, service documentation or terms and conditions, that include sections relating to the use and disclosure of your information.
At Mattioli Woods, we want to work with you to ensure that we deliver an excellent service to you, and we recognise that you should feel and remain confident that you are in control of how we always use your information.
Within the scope of the applicable legislation and regulations governing the management of your information, we embrace and fully support your legal rights, and the exercising of these rights. The following paragraphs describe those rights to you in more detail and provide you with information as to how to exercise them.
Some of these rights include a legal obligation on Mattioli Woods to respond to any request made without delay and in most cases within a calendar month. As Mattioli Woods recognises the importance the rights you have regarding your personal information, we will always aim to process and respond to any request submitted under this section as soon as possible, and in any event within one calendar month, irrespective of whether this is a legal requirement.
Your right to be informed about the information we collect and process that can identify you.
Your right of access to your information.
You have a right to access your information that you have provided us with, or any other information we hold about you. Unless we consider the request to be exceptional or excessive (and we will communicate further with you should we consider this to be the case) then this service will be free.
Your right to make changes to the information we hold.
If you believe the information that Mattioli Woods holds about you requires updating, for example you have a new contact address, or believe that any information we hold is currently inaccurate, then you have a right to have changes made to it. This right is sometimes referred to as your right to rectification.
If we have disclosed any incorrect or incomplete data to any third parties, we shall inform them of any necessary amendments or corrections made to your personal data under this section.
You may be contacted by your direct contact, Consultant or Client Relationship Manager within Mattioli Woods from time to time to confirm the accuracy of records and information we hold. You will be able to respond to them directly to ensure your information is correct. You may also contact them at any stage yourself to request records are updated to reflect any changes in your circumstances.
Your right to have your information removed or deleted.
If you believe Mattioli Woods should no longer be holding information about you, or you no longer wish Mattioli Woods to process your information then you have a right to request that your information be deleted. This right is sometimes referred to as your right to erasure, or your right “to be forgotten”.
Please note, however, that we may not always be able to comply with your request of erasure for specific legal reasons which will be notified to you, if applicable, at the time of your request.
Your right to request that we temporarily restrict the processing of your information.
Should you wish, you have a right to request that we place a temporary halt to any processing of your information, rather than requesting that we delete your information. You may wish to exercise this right, for example, should you be involved in any dispute or legal proceedings regarding the processing of your information, or in connection with a contractual arrangement.
Your right to have us transfer your information elsewhere in a readily available format.
This right allows you to obtain and re-use your personal information for your own purposes, to move it easily from one IT environment to another in a secure manner. Alternatively, we can transmit such data directly to another organisation. This right assists you to take advantage of other applications or services that can use this information to offer you a service. This right is sometimes referred to as the right to data portability.
Your right to object to the processing of your information.
Should you no longer wish to have dealings with Mattioli Woods, for example you have been receiving marketing type communications from us, and you no longer wish to be in receipt of these then you have a right to ask that we stop doing this. If you have previously given us your consent to process your information and we have relied upon this consent to contact you, then you can withdraw this consent at any time. This right is sometimes referred to as “the right to object”.
Your right to have any automated decision made about you to be reviewed.
If you believe that Mattioli Woods have made a business decision regarding you that has been based entirely upon an automated process, for example profiling of your circumstances prior to offering of any services, then you have a right to ask for that decision to be reviewed.
Please note that we do not make any decisions without human intervention but believe that we should still be transparent and inform you of this right, even though we do not believe you will need to exercise it with us.
We would like to work with you to understand how we can provide a better service to you in the exercise of your rights, and in our processing and use of your information. We understand the importance of your privacy and want you to feel that you can entrust us with your valuable information.
Should you be dissatisfied with how we have responded to you when you have tried to exercise your information rights with us then we would ask that you initially contact us to express your dissatisfaction and ask that we conduct an internal review of how we have responded. You can contact us at:
Mattioli Woods plcor via Telephone: 0116 240 8700
One New Walk Place
Leicesteror via e-mail: firstname.lastname@example.org
Right to lodge a complaint with the Information Commissioner’s Office
You also have the right to lodge a complaint directly with the independent “supervisory body” should you wish, if you are unhappy in any way with how we handle your personal data. The supervisory body can act upon your behalf and investigate to ensure that your rights have not been compromised. Within the United Kingdom, the supervisory body is the Information Commissioner’s Office (ICO), and they can be contacted directly at:
Information Commissioner’s Office or via their website: www.ico.org.uk/concerns
Water Lane or via telephone: 0303 123 1113