we, us or our
Greenarch Wealth Management Limited
A company registered in (England and Wales) (Scotland) (company number 5555136) and having its registered office at 28 Brenkley Way, Blezard Business Park, Newcastle upon Tyne, NE13 6DS.
these are details that can be used to contact a person, including title, first name, surname, personal telephone number, fax, email address, home address, country, postcode or city of residence. This may also include work contact information such as work telephone number, fax, work email and work address
means a natural or legal person (such as a company) which determines the means and purposes of processing of personal data. For example, we are your data controller as we determine how we will collect personal data from you, the scope of data which will be collected, and the purposes for which it will be used in the course of us providing you with intermediary services
data protection regulation
applicable data privacy and protection laws
Education/ employment status
this is information about your work, if you are employed, self-employed, unemployed, a student or on job seeker allowance
the Financial Conduct Authority, being the independent watchdog that regulates financial services
this is information relating to your financial status, including salary/income, outgoings/expenditure, tax rate and P60
this is information relating to your medical history, including symptoms, diagnoses, procedures and outcomes, as well as information about your height and weight. This could include previous and current or persistent medical conditions and family medical history
this is any information that can be used to distinguish a person or verify their identity,
such as name, date of birth, place of birth, gender, marital status, national identity card/number, passport, drivers licence and national insurance number
these are the services we provide to you in relation to the products we have provided.
this includes both work and leisure behaviour patterns. Most relevant to your products may be your smoker status, alcohol consumption, health, retirement age and exercise habits
this is an investment or pension product in respect of which we provide intermediary services to you
a company which provides investment, pension, protection and/or general insurance products (for a list of product providers which we work with, please contact us – see How to contact us above)
sanction check information
this is information relating to your politically exposed persons (PEPs) status and Her Majesty’s Treasury financial sanctions status, which is recorded to prevent fraud and money laundering
a vulnerable consumer is someone who, due to their personal circumstances, is especially susceptible to detriment, particularly when an advisory firm is not acting with appropriate levels of care. These customers are more likely to suffer severe detriment if something goes wrong. Details of vulnerability fall in to the following categories: health; resilience (financial); life events; and capability (financial knowledge/ confidence)
Website Terms & Conditions
Welcome to our website, www.nagelclark.co.uk, which is accessible via your computer or your portable hand-held device (the “Website”) or App (the “App”). The Website and App are provided by Greenarch Wealth Management Limited. (“Greenarch Wealth Management”, “us”, “we” or “our” for short). “You” and “your” means you as the user of our Website.
We have set out the terms under which we are providing you with access to our Website or App and our products and services.
These include the terms and conditions that govern:
USE OF THIS WEBSITE & APP
Our Website is suitable for users of any age.
ACCESSING OUR WEBSITE AND APP
Access to our Website is permitted on a temporary basis. We update our website regularly and so may change the content at any time without notice to you. We reserve the right to withdraw, vary or suspend the service at any time without notice.
Please note that use of our Website is subject to your computer and/or portable device complying with our minimum standard technical specification and compatibility notice. You are advised to check this specification to ensure that your computer and/or portable device is compatible with our products and services, and we shall not be liable for any failure arising in the Website which arises from incompatibility (including, without limitation, minimum storage and memory requirements from time to time).
RELIANCE ON INFORMATION POSTED
Materials posted on our Website are not intended as advice and should not be relied upon as such. We therefore accept no liability or responsibility arising from any reliance placed on such information to the fullest extent permissible by law.
Where we provide details of a product, service or promotion, we make no promise that those details will be available on a particular day and are subject to availability.
You may only view, print out, use, quote from and cite the Website and the Materials for your own personal, non-commercial use and on the condition that you provide the relevant acknowledgement where appropriate to Greenarch Wealth Management Limited. All intellectual property rights in and to the Website and the Materials are either owned by or licensed to us, and your use of the Website and Materials is subject to the following restrictions.
You must not:
RIGHTS OF TERMINATION
We may, at our discretion, terminate or suspend you or group access to all or part of the Website (including any right to access and use our Materials) with or without cause by delivering notice to you. The rights of termination are in addition to all other rights or remedies provided or by law.
NO WARRANTY, DISCLAIMER OF LIABILITY AND INDEMNITY
Whilst every effort has been made to ensure the high quality and accuracy of the Website, Greenarch Wealth Management Limited makes no warranty, express or implied, concerning the Materials of the Website, which is provided “as is”.
We expressly disclaim all warranties, including but not limited to warranties of fitness for a particular purpose and warranties of satisfactory quality. In no event will Greenarch Wealth Management Limited or our suppliers be liable for direct, special, incidental, or consequential damages (including, without limitation, damages for loss of business profits, business interruption, loss of business information or other pecuniary loss) arising directly or indirectly from the use of (or failure to use) or reliance on the Materials, even if we have been advised of the possibility that such damages may arise.
We do not guarantee the accuracy or timeliness of the Materials appearing on the Website, or that the Website or related systems are free from viruses or other contaminating or destructive properties. In the event that we incur any liability whatsoever, the aggregate liability shall not exceed the amount that you originally paid for the service, except in respect of fraudulent misrepresentation.
We will not be liable or deemed to be in default for any delay or failure in performance or interruption of the delivery of our products or services resulting directly or indirectly from any cause or circumstance beyond our reasonable control, including but not limited to failure of electronic or mechanical equipment or communication lines, telephone or other interconnect problems, computer viruses, unauthorised access, theft, operator errors, severe weather, earthquakes or natural disasters, strikes or other labour problems, wars, or governmental restrictions.
LINKS TO THIRD-PARTY WEBSITES
Our Website may contain links and pointers to Internet sites maintained by third parties. We do not operate or control in any respect any information, products or services on such third-party sites. Links are provided solely for your convenience, and do not constitute any endorsement by Greenarch Wealth Management Limited and/or our suppliers. You assume sole responsibility for use of third-party links and pointers.
RIGHTS OF REPLY
If at any time you, or your organisation, have a complaint or comment to make about the Materials featured within our Website, you should contact Ian Nagel at Greenarch Wealth Management Limited – telephone: 0345 4744750 or email Greenarch email.
Parts of the Website may contain other third-party Materials. Other providers are responsible for ensuring that Material submitted for inclusion on the Website complies with international and national law. We are not responsible for any third-party content or error, omission, or inaccuracy in any Material.
GOVERNING LAW AND JURISDICTION