Information about us
We are CST Wealth Management Limited, and our office is at 2 Oldfield Road, Bocam Park, Bridgend, CF35 5LJ.
For more information, please see our ‘Contact Us’ page and/or the footer of this website.
This Website is designed and hosted on behalf of CST Wealth Management Limited by JE Consulting Limited (company registration number 058883501) and they are our GDPR compliant marketing partner who process your data under our instructions to manage our newsletter and website communications.
CST Wealth Management Limited recognises the importance of protecting the privacy of personally identifiable information collected about visitors to our site in accordance with the Data Protection Act 2018 (DPA 2018) and the General Data Protection Regulations (GDPR).
We process personally identifiable information for several purposes, and the means of collection, processing, use, disclosure, and retention periods for each purpose may differ from one customer and/or one service to another. However, our policy is to collect only the personal data necessary for the purposes that we have agreed, and we ask our customers to only share personally identifiable data where it is strictly needed for those purposes. We collect personal data from our clients, or from third parties acting on the instructions of the relevant client.
We process personal data to provide professional services such as financial or taxation advice, or to provide specific business advice as part of the range of services that we offer. We also process personal data in the administration and management of our own business.
Your business or personal contact details are used to provide you with information about our services and other information which we think will be of interest to you, unless you tell us not to.
We are subject to legal, regulatory and professional obligations and as such, we need to keep certain records to demonstrate that our services are provided in compliance with those obligations, and those records may contain personally identifiable data.
Personal data processed is kept by us for as long as it is considered necessary for the purpose for which it was collected (including as required by applicable law or regulation). In the absence of specific legal, regulatory or contractual requirements, and whilst you are an engaged client, we will indefinitely retain the digital records and other digital documentary evidence created in the provision of the services that we have provided to you, as our clients often rely on us to provide historical information that they may have mislaid.
If you disengage from our services, we are still required by legislation, other regulatory requirements and our insurers to retain our data for a certain period of time. Unless law or regulation specifically requires otherwise, it is our policy to retain data for a period of seven years from the end of the period concerned.
We take the security of your data we hold seriously. We have a policy including procedures and training in place covering data protection, confidentiality and security, and regularly review the appropriateness of the measures we have in place to keep the data we hold secure.
We will only share personal data with others when we are legally permitted to do so. When we share data with others, we put contractual arrangements and security mechanisms in place to protect your data. We may use third parties located in other countries to help us run our business. As a result, personal data may be transferred outside the countries where we and our clients are located. This includes countries outside the European Union (“EU”).
Under the DPA (2018) and GDPR, individuals have certain rights over their personal data and data controllers are responsible for fulfilling these rights.
Website Privacy Statement
As a general policy, no personally identifiable information, such as your name, address or email address, is automatically collected from visitors to our site. Personally identifiable information about visitors to our site is collected only when it is knowingly and voluntarily submitted via registration or contact forms.
Any personal information you supply will only be used to provide the information or service that you have requested or, subject to your agreement, to tell you about upcoming events, new services and other updates we think you’ll find interesting. You can opt out of these email communications at any time by clicking on the unsubscribe link or contacting us at firstname.lastname@example.org
We do not sell, trade or rent your personal information to others, and your personal information is not disclosed to third parties unless this is indicated at the time we collect the information from you, or as required by law.
Where links are provided to other websites it should be noted that they are not and cannot be governed by our Privacy Statement. We cannot guarantee your privacy when you access other websites through any link provided on this website.
Access to data
You have a right to access your personal data held by us and you can exercise that right by contacting us below. Our aim is to respond a request promptly and within the legally required limit of 40 days.
Correcting/Updating Personal Information
If you wish to update personal data submitted to us, please contact us as detailed below. Once we are informed that any personal data held by us is no longer accurate we will make changes based on your updated information.
Withdrawal of consent
Where we hold data based on consent, individuals have a right to withdraw consent at any time. To withdraw consent to our processing of your personal data please contact us below.
This statement is intended to provide information about what personal data we collect about you, and how it is used. As well as rights of access and amendment referred to above, individuals may have other rights in relation to the personal data we hold, such as a right to erasure/deletion, to restrict or object to our processing of personal data, and the right to data portability. For further information on these rights please contact us below.
Notification of Changes
If you want to complain about our use of your personal data, please contact us below with the details of your complaint. You also have the right to register a complaint with the Information Commissioner’s Office (“ICO”). For further information on your rights and how to complain to the ICO, please refer to their website.
Contacting us about your data
If you have any questions about this privacy statement or how and why we process personal data, please contact us at email@example.com or on 01656 867167.