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Morlaix Privacy Notice

Morlaix is a firm of Chartered Financial Planners committed to protecting the privacy of its users and we therefore ask that you please read our Privacy Policy before providing us with any information about you or any other person (Personal Information).

Processing your information

The following is a broad description of the way Morlaix processes personal information. To understand how your own personal information is processed you may need to refer to our General Client Agreement and Terms of Business, to any personal communications you have received, check notices we have provided, or contact us to ask about your personal circumstances.

Reasons/purposes for processing information

We process personal information to enable us to provide financial services and advice, to maintain our own accounts and records and to support and manage our employees.

Type/Classes of information processed

We process information relating to the above reasons/purposes. This information may include:

  • Personal details
  • Family details
  • Lifestyle and social circumstances
  • Goods and services
  • Financial details
  • Education and employment details
We also process sensitive classes of information that may include physical or mental health details, racial or ethnic origin and trade union membership.

Who the information is processed about

We process personal information about our clients, customers, suppliers and our employees.

Who the information may be shared with

We sometimes need to share the personal information we process with the individual themselves and with other organisations. Where this is necessary we are required to comply with all aspects of the Data Protection Act (DPA). What follows is a description of the types of organisations we may need to share some of the personal information we process with for one or more reasons.

Where necessary or required we share information with:

  • Financial organisations
  • Credit reference agencies
  • Ombudsmen and regulatory authorities
  • Central government
  • Healthcare professionals
  • Social and welfare organisations
  • Current, past or prospective employers
  • Examining bodies
  • Service providers


It may sometimes be necessary to transfer personal information overseas. When this is needed, information will normally only be shared within the European Economic Area (EEA). Any transfers made will be in full compliance with all aspects of the Data Protection Act.

When required, we may need to pass your personal information to parties located outside of the European Economic Area (EEA) in countries that do not have Data Protection Laws equivalent to those in the UK in order to be able to service you as our client. Where this is the case we will take reasonable steps to ensure the privacy of your information.


Please note that if you communicate with us electronically, including email, telephone or fax, this communication may be monitored and/or recorded to protect the interests of our clients and our business. This includes for the purposes of maintaining customer/service quality standards, detection of and/or prevention of crime and to ensure that Morlaix’s employees comply with legal/regulatory obligations and our firm’s policies and procedures.

Requests for information and Client Rights

Clients have the right to access their data to rectify incorrect information, to ask to move their data to another data controller, and delete their data if Morlaix no longer has an appropriate lawful basis on which to retain it. Our firm has the right not to comply with the right to deletion where it has a regulatory responsibility to retain the data against the possibility of a future claim. We are happy to provide you with details of the personal information we process about you. To protect our clients’ personal information we follow strict storage and disclosure procedures which mean that we will require proof of identity from you prior to disclosing such information. We may charge a small administration fee in relation to requests for access to personal information. Please direct any such inquiry to Ged Dixon, Data Protection Officer, Morlaix, The Palace Building, Office 6, Quay St, Truro, Cornwall, TR1 2HE.

Information updates

Please help us to keep your personal information current and accurate by contacting us if your personal information is or becomes inaccurate or out-of-date.

Contacting us

If you do not want us to use your personal information in the manner set out in this Privacy Policy, need to advise us on any changes to your personal information, or would like more information about the way we collect and use your personal information, please contact us at Morlaix, The Palace Building, Office 6, Quay St, Truro, TR1 2HE or by telephone 01872-321344.

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