Privacy Policy

At McCall, Aitken, McKenzie & Co Limited (“we” or “us”) we are committed to protecting your personal data. This policy contains information about what personal data we collect; what we do with that information and who we may share it with.

This policy may be amended or updated from time to time, please check our website for any updates or changes to this policy.

McCall, Aitken, McKenzie & Co Limited is registered with the Information Commissioner’s Office (ICO) as a Data Controller. Further information is available at https://ico.org.uk

Data Controller

For the purposes of the data protection law, the data controller in respect of your personal data is McCall, Aitken, McKenzie & Co Limited registered at 12 DEANBANK ROAD, DRUMPELLIER, ML5 1RY.

Personal data collection

We may collect and hold the following personal information in the course of providing you with our services.

• Your full name, job title, contact details including address, post code, telephone number and email address

• Copies of any identification documents required for the “Know Your Client” onboarding process

• Records of any correspondence between you and us, such as telephone calls, emails, letters, etc.

How we use your personal data

McCall, Aitken, McKenzie & Co Limited is committed to protecting your personal data and we will only collect and use your personal information where it is necessary, fair and lawful to do so. We may use your personal data to:

• to verify your identity to meet the requirements of anti-money laundering, and terrorism obligations and fraud prevention legislation

• to provide the services you have requested

• to respond to instructions, complaints or enquiries received by you

• to comply with applicable laws and/or regulatory obligations

• communication with you via mail or other means about our services

• to conduct analysis in order to assess and improve our business and the services we offer

Disclosure of personal data to third parties

We will not disclose your personal information to any third party for marketing or promotional purposes.

We may disclose your personal data to third parties who are performing certain functions on our behalf and to cooperate with relevant authorities. These third parties may include;

• Governmental, legal, tax and regulatory, or similar authorities including the Financial Conduct Authority, HM Revenue & Customs, Financial Ombudsman Service, Information Commissioners Office

• Settlement/Clearing agents

• Professional advisers

• Business affiliates

• Information Technology providers

Transferring Personal Data outside the European Economic Area (EEA)

We may transfer personal information that we hold about you to a country outside of the EEA in the provision of our services. Where your information is being transferred outside of the EEA we shall only do so in accordance with the data protection laws.

Data Security

McCall, Aitken, McKenzie & Co Limited is dedicated to ensuring that your personal information is protected and held securely. We have implemented security measures designed to protect your personal data against accidental or unlawful destruction, loss, alteration, unauthorised access and improper disclosure.

Website

In order to evaluate the effectiveness of our website we may use the services of third parties. We or they may place a cookie on your computer. A cookie is a text file that allows your use of the site to be tracked. No personal or confidential information is stored on such third-party cookies. Most internet browser software allows cookies to be disabled if desired.

How long we keep your personal data

We are required to retain personal information in accordance with the regulatory record keeping obligations of our regulator, the Financial Conduct Authority. We will act in accordance to these obligations.

Access and other rights

You have the right to request a copy of the personal information that we hold about you. This will be provided to you, free of charge, within one month.

You also have other rights under the data protection laws with regards to your personal data

• the right to request any inaccurate or incomplete personal data is corrected

• the right to have personal information erased

• the right to ask us to limit the processing of your information

• the right to withdraw your consent to receive marketing material

• the right to have personal data that you provided to us transferred to another organisation

• the right to lodge a complaint with the data protection regulator if you think that any of your rights have been infringed by us.

If you have any questions about our Privacy Policy or the information that we collect about you, please contact:

McCall, Aitken, McKenzie & Co Limited

12 DEANBANK ROAD, DRUMPELLIER, ML5 1RY

or alternatively email enquiries@macamac.com