This privacy notice explains how we use any personal information we collect about you.
We take your privacy very seriously and ask that you read this notice carefully as it contains important information about who we are, how and why we collect, store, use and share personal data, your rights in relation to your personal data and on how to contact us and supervisory authorities in the event that you have a complaint.
We collect information about you when you engage us for financial planning or financial advice or investment management services. This information will relate to your personal and financial circumstances. It may also include special categories of personal data such as data about your health if this is necessary for the provision of our services.
We may also collect information when you voluntarily complete client surveys or provide feedback to us.
We may need to gather personal information about your close family members and dependants in order to provide our service to you effectively. In such cases it will be your responsibility to ensure that you have the consent of the people concerned to pass their information on to us. We’ll provide a copy of this privacy notice for them if we are also providing services to them or, where appropriate, ask you to pass the privacy information to them.
The primary legal basis that we intend to use for the processing of your data is for the performance of any contract you hold with us or a product provider where we are the appointed adviser. The information that we collect about you is essential to facilitate analysis, advice and services provided to you.
The information that we collect about you is essential for us to be able to carry out the services that you require from us effectively. Without collecting your personal data we will be unable to fulfil our legal and regulatory obligations.
Where special category data is required, we´ll obtain your explicit consent in order to collect and process this information.
We collect information about you in order to provide you analysis and services directly to you.
We do not market, and we will not share your information for marketing purposes with companies outside our group of companies and any third-party product providers that you sign up to or take a product with. Where they intend to market to you, they will separately contact you for that permission.
In order to deliver our services to you effectively we may send your details to third parties such as those that you hold financial products with where we are the appointed adviser. We may also engage professional compliance, accountancy or legal services as well as product and platform providers that we´ve used for regulation, compliance or to arrange financial products for you.
Where third parties are involved in processing your data, we will have a contract in place with them to ensure that the nature and purpose of the processing is clear, that they are subject to a duty of confidence in processing your data and that they’ll only act in accordance with written instructions.
Where it’s necessary for your personal data to be forwarded to a third party we’ll use appropriate security measures to protect your personal data in transit. Any data sent to third parties are password protection and encrypted.
To fulfil our obligations in respect of prevention of money-laundering and other financial crime we, may send your details to third party agencies for identity verification purposes.
During the course of our relationship with you we'll retain personal data which is necessary to provide services to you. We’ll take all reasonable steps to keep your personal data up to date throughout our relationship.
We are subject to regulatory requirements to retain your data for specified minimum periods. These are generally:
Five years for investment linked insurance business from termination of contract and / or termination of appointment.
Indefinitely for pension business
Where you have the right to request deletion of your personal data we must inform you that we will attempt to comply with this request, but subject to the restrictions of regulatory obligations linked to financial services and legitimate interests as noted above.
You have the right to request a copy of the information that we hold about you. If you’d like a copy of some or all of your personal information, please email or write to us using the contact details noted below.
When your personal data is processed by automated means you have the right to ask us to move your personal data to another organisation for their use. However, we do not take any responsibility for whether that organisation has the capability to access or read the information or can continue to process it or otherwise.
We have an obligation to ensure that your personal information is accurate and up to date. Therefore, please ask us to correct or remove any information that you think is incorrect.
By responding back in the affirmative to this policy, you agree we will send you information about our products and services, where they may be of interest to you. If you agree to receive marketing information, you may opt out at a later date.
You have a right at any time to stop us, from contacting you for marketing purposes or giving your information to other third parties as previously outlined. If you no longer wish to be contacted for marketing purposes, please contact us by and the details of how to contact us are below.
You can set your browser not to accept cookies and the above website tells you how to remove cookies from your browser. However, some of our website features may not function as a result.
You also have a right to lodge a complaint with the supervisory authority for data protection. In Belgium this is:
Data Protection Authority https://www.dataprotectionauthority.be/citizen/homepage
Drukpersstraat 35, 1000 Brussel
+32 (0)2 274 48 00
+32 (0)2 274 48 35
Write to us at:
Alexander Peter Wealth BV,
Rue des Colonies 11,
We strive to ensure that the financial needs of clients, which may change during their life, are always addressed through the currently best possible products on the market. In order to be able to provide suitable offers to you in the long term, we need your consent to the processing of personal data to the extent specified below.
We will manage your personal data in accordance with applicable law and protect it to the maximum extent possible, which complies with strict security standards.
We know that your time is valuable, so we will address you only with the best information.
We can use e-mail, video conferencing, phone, SMS message or regular mail to contact you (strike out what does not apply).
In order to always have only tailor-made offers for you, we will process the following categories of your personal data:
Identification data: address, title, name, surname, date of birth, birth number, data on identity documents, business name, ID number
Address data: address of permanent or temporary residence, delivery or other contact address, place and country of birth, nationality, registered office
Electronic contact details: telephone, mobile phone, fax, e-mail addresses
Other personal data related to contracts: contract number, data on income and expenses, receivables, and payables, etc.
You give your consent to Alexander Peter Wealth BV as the administrator of your personal data. Your personal data may be made available to employees and associates of Alexander Peter Wealth BV and the Alexander Peter Wealth group of companies as, if necessary, for the performance of their job duties, as well as to processors with whom Alexander Peter Wealth BV has a contract on the processing of personal data.
We will be able to use your data for a period of 10 years from the moment this consent is granted.