1. PURPOSE OF THIS NOTICE
This notice indicates how we collect and use personal data, in accordance with the General Data Protection Regulation (GDPR), the Data Protection Act [1998 OR 2018] and any other national implementing laws, regulations and secondary legislation, as amended or updated from time to time, in the UK (‘Data Protection Legislation’).We use Personal data to provide and improve the Service.
By using the Service, You agree to the collection and use of information in accordance with this Privacy Policy.
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Please read the following carefully to understand our practices regarding your personal data and how we will treat it.
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2. HOW WE MAY COLLECT YOUR PERSONAL DATA
We obtain personal data, for example:

• When a company or person requests a proposal from us with regards to the services we provide.

• If an employer or yourself engages us to provide our services and also during the provision of those services.

• If a company or person contacts us by email, telephone or social media.

• From Third parties and/or publicly available resources.

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3. THE KIND OF INFORMATION WE HOLD ABOUT YOU
The information we hold about you may include the following:                                                                      
When using Xenith Wealth and our services, we may ask the company or you to provide us with certain personally identifiable information that can be used to contact or identify you. This information may include, but is not limited to:

• Email address

• First name and last name

• Phone number

• Business information

• Physical address

• Identification information

• Tax information

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4. HOW WE USE THE INFORMATION:
Xenith Wealth may process or use the Personal Data for the following purposes:

• To provide and maintain details on our Service to you, including to monitor the usage of our services and comply with our legal contracted obligations.

• For the performance of the contract in order to assist with the development, compliance and undertaking of the agreed services required. This may include processing personal data of any employees, subcontractors, suppliers or customers.

• To contact you by email, telephone calls, SMS, or other equivalent forms of electronic communication.

• To provide you with any news, offers and general information about other services which we may offer that are similar to those you have already or are currently using or enquired about unless you have informed us not to receive such information.  

Please note that we may process your personal data for more than one lawful basis depending on the specific purpose for which we are using your data, that may not be included in the above.

5. SHARING PERSONAL DATA
It should be noted that Xenith Wealth do not and will not sell data to any third parties. We further do not or will not provide information to third parties for their own marketing purposes. We may share your personal information in the following situations, but not limited to:

• To comply with Government and regulatory bodies to meet our legal, regulatory and professional obligations.

• We may share information with Service Providers to monitor and analyze the use of our Service, such as Sage or Xero accounting.

• With other users: when You share personal information or otherwise interact in the public areas with other users, such information may be viewed by all users and may be publicly distributed outside.

6. RETENTION OF YOUR PERSONAL DATA
We will only retain your personal data for as long as is necessary to fulfil the purposes set out in this Privacy Policy. Xenith Wealth will only retain and use any Personal Data which is necessary to comply with our legal obligations and to comply with any applicable laws, resolve disputes, and enforce our legal agreements and policies.
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We will also retain Usage Data for internal analysis purposes. Usage Data is usually retained for a shorter period of time, except when this data is used to strengthen the security or to improve the functionality of our services or if we are legally obligated to retain this data for longer time periods.

7. TRANSFER OF YOUR PERSONAL DATA
Your information, including Personal Data, is processed at the Company's operating offices and in any other places where the parties involved in the processing are located. It means that this information may be transferred to — and maintained on — computers located outside of Your state, province, country or other governmental jurisdiction where the data protection laws may differ than those from Your jurisdiction.
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Your consent to this Privacy Policy followed by Your submission of such information represents Your agreement to that transfer.
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The Company will take all steps reasonably necessary to ensure that Your data is treated securely and in accordance with this Privacy Policy and no transfer of Your Personal Data will take place to an organization or a country unless there are adequate controls in place including the security of Your data and other personal information.
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8. YOUR RIGHTS
Under the GDPR you have rights in relation to any of your personal data held.  Specifically these are:

• The right to be informed about the collection and use of your personal data.

• The right to access your personal data held by a data controller. This enables you to receive details of the personal data we hold about you and to check that we are processing it lawfully.

• The right to have inaccurate personal data rectified, or completed if it is incomplete.

• The right to request the restriction of processing your personal data.

• The right to data portability.

• The right to object to the processing of your personal data in certain circumstances.

• The right to request human intervention in any automated decision making.

We may need to request specific information from you to help us confirm your identity and ensure your right to access the information. This is another appropriate security measure to ensure that personal information is not disclosed to any person who has no right to receive it.
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9. CHANGES TO THIS PRIVACY POLICY
We may update our Privacy Policy from time to time. We will notify You of any changes by posting the new Privacy Policy on this page.
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We will let You know via email and/ or a prominent notice on Our Service, prior to the change becoming effective and update the "Last updated" date at the top of this Privacy Policy. You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.
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10. CONTACT US
If you have any questions about this Privacy Policy, please contact us

1 January 2024