Privacy

• Privacy
• Terms and Conditions

Data Protection Statement

The material on this website is for residents of the United Kingdom only. This website is used by Bates Investment Services Limited to inform you of the services we offer. To do this we must obtain certain information from you. Your privacy is very important to us. Accordingly, we have put in place measures to ensure that any personal information or data that we obtain from you in connection with your usage on this website are processed in accordance with the accepted principles of good information handling.

Where is your personal information stored?

The Money Portal Limited is a registered data controller for the purpose of the Data Protection Act 1998. Bates Investment Services Limited is a wholly owned subsidiary of The Money Portal Limited.

We will hold the personal information provided by you on this website securely and in confidence in our computerised and manual records.

By submitting your personal information to us via this method and by using the various facilities on the web site, which enables you to e-mail us, you agree that:

• Any information we hold about you can be held on computer and/or paper files
• Any information, which you give us, may be disclosed to selected third parties or group companies for the purpose of administration or as permitted by law. Please note we will not arrange to involve a third party unless the security and confidentiality of your personal information is assured.
• We and any group companies to who we have passed on your information may use the information to contact you by post, fax, e-mail or telephone to bring to your attention additional products or services, which may be of interest to you. However, if you prefer not to receive such information you may withdraw your consent by contacting our client services department on insert tel no… please remember that by withdrawing your consent, we will not be able to contact you about products or services that may benefit you.

You have the right, at any time to contact us and ask for a copy of the information, which we hold about you. You may be charged a fee for this.

We also may extract certain information from your data for the purpose of generating statistics but it is not possible to identify your from these statistics.

We are also committed to meeting the standards set out by our Regulator, the Financial Services Authority (FSA). Occasionally, they may wish to audit a sample transaction including our customer records to assess our compliance with the rules. Strict confidentiality conditions are always imposed should this occur.

How do we keep your information secure?

Some of the services available through our website, which contain personal information, are protected by passwords and usernames. These are unique to each user, however it is essential that you protect your password and username to keep them safe at all times.