Data protection is taken seriously at 2plan, and safeguarding the privacy of our website visitors and clients in general is very important to us. Our Privacy & Cookies Policy provides details on how any personal information we may collect from you, or you provide to us, will be processed and used by us. It is 2plan’s intention to always be transparent in providing clear and unambiguous information on who we are and what we do.
We have a website that provides the public with information on our company and services, and other sites which facilitate transactions, either through financial advice or execution-only business.
2plan are not responsible for any information provided by any other source once you leave the 2plan site. Links from our website to other websites are provided merely for your convenience and do not imply our endorsement of the content or the provider. If you follow a link to any of these websites, you do so at your own risk.
By using our website or by registering for any of our products and services, you confirm that you understand and accept that your personal information may be used as described. We may keep details of your visits to our website, including but not limited to traffic data, location data, and web logs.
If your visit includes registration to one or more of our products or services, you may unsubscribe at any time.
We may obtain information about your general internet usage by using cookies, which are stored on your browser or hard drive. Cookies help improve our site and provide a more personalised service. Some cookies are essential for the site to operate.
2plan are both Data Controllers and Data Processors of your information.
To provide specific advice and services, we ask questions about your situation, lifestyle, and attitudes. This personal data, some of which may be confidential or sensitive, is collected with your consent. We require your permission to provide you with advice or process your financial transactions. Consent may be withdrawn at any time, but this may affect the level of service we can provide.
Information is securely held and access is limited to relevant personnel. We may collect:
We use the information to:
We retain information no longer than necessary for the intended purposes.
2plan processes personal data only within the UK. Data may be shared with members of the 2plan group and contracted third parties who comply with GDPR. Disclosure may also occur to meet legal or regulatory obligations.
You have the right to:
Requests should be sent to:
The Data Protection Officer
2plan wealth management ltd
3rd floor, Bridgewater Place
Water Lane, Leeds, LS11 5BZ
Email: data.protection@2plan.com
Subject: “Subject Access Request”
Regulatory contact details:
FCA: www.fca.org.uk | 0800 111 6768
ICO: ico.org.uk | 0303 123 1113
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