How we use your information

This privacy notice tells you what to expect when Robert Bruce Associates Limited collects personal information. It applies to information we collect about:

Your financial position, status and history, employment, medical history, contact details and how we can communicate with you.  Existing financial services information including products.

We may collect and process the following data about you;

Information that you provide by filing in forms on our site [Robert Bruce Associates Limited].

Information that you provide to us by telephone; e-mail or face to face.

If you contact us, we may keep a copy of that correspondence.

Visitors to our websites

When someone visits Robert Bruce Associates Limited’s website we use a third party service, Google Analytics, to collect standard internet log information and details of visitor behaviour patterns. We do this to find out things such as the number of visitors to the various parts of the site. This information is only processed in a way which does not identify anyone. We do not make, and do not allow Google to make, any attempt to find out the identities of those visiting our website. If we do want to collect personally identifiable information through our website, we will be up front about this. We will make it clear when we collect personal information and will explain what we intend to do with it.

Use of cookies by Robert Bruce Associates Limited

Cookies are small text files that are placed on your computer by websites that you visit. They are widely used in order to make websites work, or work more efficiently, as well as to provide information to the owners of the site. Below explains the cookies we use and why.

The cookies are used to collect information about how visitors use our website. We use the information to compile reports and to help us improve the website. The cookies collect information in an anonymous form, including the number of visitors to the website and blog, where visitors have come to the website from, and the pages they visited.

Security and performance

Robert Bruce Associates Limited uses a third party service to help maintain the security and performance of its website. To deliver this service it processes the IP addresses of visitors to our website.

People who contact us via social media

The views expressed during our social media interactions may not necessary reflect the views of Robert Bruce Associates Limited.

We reserve the right to monitor and moderate any comments made by visitors.

We remind users that any information and /or contacts are potentially visible to a wider audience.

People who email us

Any email sent to us, including attachments, may be monitored and used by us for reasons of security and for monitoring compliance with office policy. Email monitoring or blocking software may also be used. Please be aware that you have a responsibility to ensure that any email you send to us is within the bounds of the law.

People who make a complaint to us

When we receive a complaint from an individual, we make up a file containing the details of the complaint. This normally contains the identity of the complainant and any other individuals involved in the complaint.

We will only use the personal information we collect to process the complaint and to check on the level of service we provide.

We usually have to disclose the complainant’s identity to whoever the complaint is about. This is inevitable where, for example, the accuracy of a person’s record is in dispute.

We usually have to disclose details of the complaint to our professional Indemnity Insurance Broker and Insurer.

We may be required to provide a copy of our file to the Financial Ombudsman Service should an adjudicator be required to consider the complaint case.

We are required to disclose to The Financial Conduct Authority (FCA) high level analytics concerning the number and nature of complaints received. This data does not include names or details that identify the specific data subject.

We will keep personal information contained in complaint files in line with our retention policy. This means that information relating to a complaint will be retained after closure. It will be retained in a secure environment and access to it will be restricted according to the ‘need to know’ principle.

People who use our services

Robert Bruce Associates Limited provides a range of Financial Services to individuals. We process data provided by those individuals and other sources in order to deliver the appropriate products and services to our clients.

We have to hold the details of the people who have requested the service in order to provide it. However, we only use these details to provide the service the person has requested and for other closely related purposes. For example, we might use information about people who have requested a financial review to carry out a survey to find out if they are happy with the level of service they received.

Your rights

From 25 May 2018 the General Data Protection Regulations (GDPR) will come into force.  These provide additional safe guards in the way individual information is stored and used.

Access to personal information (Portability)

Data Subjects may submit a Subject Access Request – in order to obtain a copy of the personal data that we hold about them in a structured and portable manner. All requests should be sent to Janine Brabbins, telephone number 01604 760766.

Data controller:

For the purposes of this document, Robert Bruce Associates Limited is the Data Controller.

Right of Data subjects to erasure (Right to be forgotten)

Individuals may notify the Firm if they wish to exercise their right to erasure. Such a withdrawal of Consent does not affect the lawfulness of processing based on consent prior to the withdrawal. Individuals that exercise this right will be removed from any marketing or future contact.

Robert Bruce Associates Limited may retain a copy of any personal data – if the processing is necessary for the establishment, exercise or defence of legal claims.

Right of rectification

Robert Bruce Associates Limited will seek to ensure that inaccurate or incomplete data will be rectified. Individuals have the right of rectification of inaccurate data.

Right to object to data processing for the purposes of Direct Marketing

Individuals may notify the Firm if they wish to exercise their right to be removed from any Direct Marketing activities.  Robert Bruce Associates Limited may still contact the individual in order to fulfil any contractual obligations concerning the policies and services provided.


Get advice

For expert advice on wealth management, investments, tax planning, pension planning, pension release and pension transfers, annuity options and more,

Call us on 01604 760766

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