About

Innovation is the key to optimising your wealth.

To discover new avenues for wealth management we have built, from the ground up, a novel blend of solutions which together tackle the array of concerns uniquely faced by successful individuals.

As a creator of wealth we offer you truly bespoke services that have flair and deliver solid results.

Recognising your needs, we have pulled together a network of specialist accountancy practices, trust management companies around the World and legal Counsel of different jurisdictions.

In building your solution, our first step is to understand your individual needs and then to apply our knowledge and the knowledge of our professional partners to exceed your expectations of both our service and delivery.

Our structures are based on years’ of experience catering for the specific and demanding world of those who have strived to acquire wealth and who plan for the future. Our structures are built to grow and flex so that as our wealth grows and your circumstances change we can continue to provide for you and for the next generation.

We can tackle even the most difficult concerns with elegant structures made from individually simple mechanisms put together with sophistication and ingenuity. Development by innovation is the key to our success and our solutions have been developed with flexibility and robustness built-in, to change with the changing World and serve you for generations to come.

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Privacy Policy

This privacy policy sets out how Ascendancy uses and protects any information that you give us. We aim to keep our privacy policy straightforward and transparent.

Ascendancy is committed to ensuring that your privacy is protected. Should we ask you to provide certain information by which you can be identified, you can be assured that it will only be used in accordance with this privacy statement.

Ascendancy may occasionally change or update this page. Where possible, we will notify you of these changes.

A) WHAT WE COLLECT/ TYPES OF DATA HELD

We keep several categories of personal data in order to carry out effective and efficient processes. We keep this data on our secure Client Relationship Manager CRM.

Specifically, we hold the following types of data:

Full Name
Contact Information (telephone numbers, email addresses, home and business postal addresses)
Employment Information (Current status, address, industry, contract value, tax rate)
Banking Details (Bank name, account details)
Proof of Identity/Security Information (Proof of Address, Passport Copy, NI Number)
Annual Income amount
Marital Status
Company Details – Nature of business, company and VAT number, number of staff, annual turnover.
Property Details - Number of properties, value, equity, mortgage details, rental details

B) DEFINITIONS

“Personal data” is information that relates to an identifiable person who can be directly or indirectly identified from that information, for example, a person’s name, identification number, location, online identifier. It can also include pseudonymised data.

“Data processing” is any operation or set of operations which is performed on personal data or on sets of personal data, whether or not by automated means, such as collection, recording, organisation, structuring, storage, adaptation or alteration, retrieval, consultation, use, disclosure by transmission, dissemination or otherwise making available, alignment or combination, restriction, erasure or destruction.

C) WHAT WE DO WITH THE INFORMATION WE GATHER

We require this information to understand your needs and provide you with a better service, and in particular for the following reasons:

  • Internal record keeping ensuring our records are up-to-date and accurate.
  • To fulfil contractual obligations.
  • You may receive periodic mailings/telephone calls from us with information on services or news, If you have requested such information from us, and have not subsequently opted out of receiving the communication. We will use the contact details that you have provided for these communications. You can opt out of this at any time by sending an email to info@ascendancy.london

We will keep a record of any requests to stop receiving information from us to ensure that we do not communicate with you in the future, unless you tell us that you want to hear from us again.

D) YOUR INDIVIDUAL RIGHTS

Under the (GDPR) you have the following rights:

  • Information Right – The right to receive the information contained in this policy and our data collection forms about the way we process your personal data.
  • Personal Data Access Right – The right to know that we are processing your personal data and, in most circumstances, to have a copy of the personal data of yours that we hold. You can also ask for certain other details such as what purpose we process your data for and how long we hold it.
  • Personal Data Correction Right – You have the right to request that we correct inaccurate data or complete incomplete data that we hold on you.
  • Personal Data Erasure Right – Known as the Right to be forgotten. In certain circumstances you may request that we erase your personal data held by us.
  • Personal Data Restriction Right – You have the right to restrict the way we process your personal data in certain circumstances, for example if: you contest the accuracy of the data, if our processing is unlawful, to pursue legal claims, where we are relying on legitimate interests to process data.
  • Data Processing Objection Right – You have the right to object to us processing your data for (i) direct marketing purposes (ii) scientific or historical research or statistical purposes and (iii) purposes of profiling related to direct marketing or based on our legitimate interests or on the performance of a task in the public interest.
  • Data Portability Right – You have the right to receive a copy of certain personal data or to have it transferred to another organisation in some circumstances.

For further information on your individual rights, please visit our Individual Rights Policy

E) SHARING YOUR INFORMATION

We will not sell, distribute or lease your personal information to third parties unless we have your permission or have a legitimate interest to do so.

F) HOW LONG WE KEEP YOUR INFORMATION

We will hold your information for a period of ten years from the end of your relationship with us. However, this can vary depending on situations and circumstances.

G) COMPLAINTS

If you have any complaints about how we handle your personal data, please contact us so we can resolve the issue, where possible. You also have the right to lodge a complaint about any use of your information with the Information Commissioners Office, the UK data protection regulator.

If you believe that any information we are holding on you is incorrect or incomplete, please get in touch with our Data Protection Officer –

Name: Jeremy Clark
Telephone: 01227 825 949
Email: info@ascendancy.london
Address: 17 North Lane, Canterbury, Kent, CT2 7PG

Individual Rights

A) AIM

This policy outlines the rights that you have, under the General Data Protection Regulation (GDPR), in relation to the data we hold of you.

B) THE RIGHT TO BE INFORMED

In order to keep you informed about how we use your data, we have a privacy notice for Ascendancy. You can view the privacy notice here.

Our privacy notice sets out:

a) the types of data we hold and the reason for processing the data;
b) our legitimate interest for processing it;
c) details of who your data is disclosed to and why, including transfers to other countries. Where data is transferred to other counties, the safeguards used to keep your data secure are explained;
d) how long we keep your data for, or how we determine how long to keep your data for;
e) where your data comes from;
f) your rights as a data subject;
g) your right to make a complaint to the Information Commissioner if you think your rights have been breached;

C) THE RIGHT OF ACCESS

You have the right to access your personal data which is held by us. You can find out more about how to request access to your data by reading our Subject Access Request policy.

D) THE RIGHT TO ‘CORRECTION’

If you discover that the data we hold about you is incorrect or incomplete, you have the right to have the data corrected. If you wish to have your data corrected, you should send a request to info@ascendancy.london.

Usually, we will comply with a request to rectify data within one month unless the request is particularly complex in which case we may write to you to inform you we require an extension to the normal timescale. The maximum extension period is two months.

You will be informed if we decide not to take any action as a result of the request. In these circumstances, you are able to complain to the Information Commissioner and have access to a judicial remedy.

Third parties to whom the data was disclosed will be informed of the rectification.

E) THE RIGHT OF ‘ERASURE’

In certain circumstances, we are required to delete the data we hold on you. Those circumstances are:

a) where it is no longer necessary for us to keep the data;
b) where we relied on your consent to process the data and you subsequently withdraw that consent. Where this happens, we will consider whether another legal basis applies to our continued use of your data;
c) where you object to the processing (see below) and the Company has no overriding legitimate interest to continue the processing;
d) where we have unlawfully processed your data;
e) where we are required by law to erase the data.

If you wish to make a request for data deletion, please contact us at info@ascendancy.london or telephone on 01227 825949

We will consider each request individually, however, you must be aware that processing may continue under one of the permissible reasons. Where this happens, you will be informed of the continued use of your data and the reason for this.

Third parties to whom the data was disclosed will be informed of the erasure where possible unless to do so will cause a disproportionate effect on us.

F) THE RIGHT OF ‘RESTRICTION’

You have the right to restrict the processing of your data in certain circumstances.

We will be required to restrict the processing of your personal data in the following circumstances:

a) where you tell us that the data it holds on you is not accurate. Where this is the case, we will stop processing the data until it has taken steps to ensure that the data is accurate;
b) where the data is processed for the performance of a public interest task or because of our legitimate interests and you have objected to the processing of data. In these circumstances, the processing may be restricted whilst we consider whether our legitimate interests mean it is appropriate to continue to process it;
c) when the data has been processed unlawfully;
d) where we no longer need to process the data, but you need the data in relation to a legal claim.

If you wish to make a request for data restriction, you should complete the Data Restriction form.

Where data processing is restricted, we will continue to hold the data but will not process it unless you consent to the processing or processing is required in relation to a legal claim.

Where the data to be restricted has been shared with third parties, we will inform those third parties of the restriction where possible unless to do so will cause a disproportionate effect on us.

You will be informed before any restriction is lifted.

G) THE RIGHT TO DATA ‘PORTABILITY’

You have the right to obtain the data that we process on you and transfer it to another party. Where our technology permits, we will transfer the data directly to the other party.

Data which may be transferred is data which:

a) you have provided to us; and
b) is processed because you have provided your consent
c) is processed by automated means.

We will respond to a portability request without undue delay, and within one month at the latest unless the request is complex, or we receive a number of requests in which case we may write to you to inform you that we require an extension and reasons for this. The maximum extension period is two months.

We will not charge you for access to your data for this purpose.

You will be informed if we decide not to take any action as a result of the request, for example, because the data you wish to transfer does not meet the above criteria. In these circumstances, you are able to complain to the Information Commissioner and have access to a judicial remedy.

The right to data portability relates only to data defined as above. You should be aware that this differs from the data which is accessible via a Subject Access Request.

H) THE RIGHT TO ‘OBJECT’

You have a right to require us to stop processing your data; this is known as data objection.

You may object to processing where it is carried out:

a) in relation to the Company’s legitimate interests;
b) for the performance of a task in the public interest;
c) in the exercise of official authority; or
d) for profiling purposes.

If you wish to object, you should do so by emailing us at info@ascendancy.london or telephone us on 01227 825949

In some circumstances we will continue to process the data you have objected to. This may occur when:

a) we can demonstrate compelling legitimate reasons for the processing which are believed to be more important than your rights; or
b) the processing is required in relation to legal claims made by, or against, us.

If the response to your request is that we will take no action, you will be informed of the reasons.

Subject Access Request Policy

A) AIM

You have a right, under the General Data Protection Regulation, to access the personal data we hold on you. To do so, you should make a subject access request, and this policy sets out how you should make a request, and our actions upon receiving the request.

B) DEFINITIONS>

“Personal data” is any information relating to an identifiable person who can be directly or indirectly identified in particular by reference to an identifier, including your name.

“Special categories of personal data” includes information relating to:

a) race
b) ethnic origin
c) politics
d) religion
e) trade union membership
f) genetics
g) biometrics (where used for ID purposes)
h) health
i) sex life or
j)sexual orientation.

C) MAKING A REQUEST

Although subject access requests may be made verbally, we would advise that a request may be dealt with more efficiently and effectively if it is made in writing. If you wish to make a request please write to us at 17 North Lane, Canterbury, Kent CT2 7PG

Requests that are made directly by you should be accompanied by evidence of your identity. If this is not provided, we may contact you to ask that such evidence be forwarded before we comply with the request.

Requests made in relation to your data from a third party should be accompanied by evidence that the third party is able to act on your behalf. If this is not provided, we may contact the third party to ask that such evidence be forwarded before we comply with the request.

D) TIMESCALES

Usually, we will comply with your request without delay and at the latest within one month. Where requests are complex or numerous, we may contact you to inform you that an extension of time is required. The maximum extension period is two months.

E) FEE

We will normally comply with your request at no cost. However, if the request is manifestly unfounded or excessive, or if it is repetitive, we may contact you requesting a fee. This fee must be paid in order for us to comply with the request. The fee will be determined at the relevant time and will be set at a level which is reasonable in the circumstances.

In addition, we may also charge a reasonable fee if you request further copies of the same information.

F) INFORMATION YOU WILL RECEIVE

When you make a subject access request, you will be informed of:

a) whether or not your data is processed and the reasons for the processing of your data;
b) the categories of personal data concerning you;
c) where your data has been collected from if it was not collected from you;
d) anyone who your personal data has been disclosed to or will be disclosed to, including anyone outside of the EEA and the safeguards utilised to ensure data security;
e) how long your data is kept for (or how that period is decided);
f) your rights in relation to data rectification, erasure, restriction of and objection to processing;
g) your right to complain to the Information Commissioner if you are of the opinion that your rights have been infringed;
h) the reasoning behind any automated decisions taken about you.

G) CIRCUMSTANCES IN WHICH YOUR REQUEST MAY BE REFUSED

We may refuse to deal with your subject access request if it is manifestly unfounded or excessive, or if it is repetitive. Where it is our decision to refuse your request, we will contact you without undue delay, and at the latest within one month of receipt, to inform you of this and to provide an explanation. You will be informed of your right to complain to the Information Commissioner and to a judicial remedy.

We may also refuse to deal with your request, or part of it, because of the types of information requested. For example, information which is subject to legal privilege or relates to management planning is not required to be disclosed. Where this is the case, we will inform you that your request cannot be complied with and an explanation of the reason will be provided.