You may be assured that we and any company associated with us will treat all personal data and sensitive personal data as confidential and will not process it other than for a legitimate purpose. Steps will be taken to ensure that the information is accurate, kept up to date and not kept for longer than is necessary. Measures will also be taken to safeguard against unauthorised or unlawful processing and accidental loss or destruction or damage to the data.
We are excited by the opportunity to break new ground with our new and existing communities of consumers, as well as building networks within the industry. Developing and growing their scale and geographic reach so that together we can make a real difference to people’s lives.
What information do we collect?
We collect information about individuals in order to provide our services. This will include data that individuals have given to us such as contact details and personal information such as their professional activities, wealth and interests. We may collect additional information from public sources or databases. We may also collect information if an individual voluntarily takes part in our research, completes client surveys or provides other feedback. If and when we use our website information may be collected using cookies.
How will we use the information?
We collect information to allow us to complete our research and consultancy work and to run our communities of investors. When an individual provides information through our website, we use that information collected from the website to personalise repeat visits to the website.
We may use sub-contractors to deliver part of our services. We, and any sub-contractor, will hold all data securely, for the duration of our association, and thereafter for as long as we have a legal imperative to do so.
We will not share any individual’s personal details with one of our corporate clients without express agreement, other than where an individual voluntarily agrees to participate in one of our research, events or other initiatives where representatives of the corporate client will be present.
We will not pass on personal information to any third party for marketing purposes without express agreement.
Where we have your express consent, we will send information by post, email and telephone about events and services which we believe may be of interest. Any individual has the right at any time to stop us from contacting them for marketing purposes by emailing us at firstname.lastname@example.org or by contacting the financial services firm the permission was provided through.
Access to your information and correction
Individuals have the right to request a copy of the information that we hold. If you would like a copy of some or all of your personal information, please email or write to us at the address below. We may make a small charge for this service. We want to make sure that personal information is accurate and up to date and may periodically ask you for up to date information. You may ask us to correct or remove information you think is inaccurate.
Cookies are text files placed on your computer to collect standard internet log information and visitor behaviour information. This information is used to track visitor use of the website and to compile statistical reports on website activity. For further information visit www.aboutcookies.org or www.allaboutcookies.org. You can set your browser not to accept cookies and the above websites tell you how to remove cookies from your browser. However, in a few cases some of our website features may not function as a result.
How to contact us
The Wisdom Council
27 Bush Lane
We believe that the finance industry can play a significant role in addressing today’s social and environmental challenges. Working collaboratively across the industry, we play our part in the transition to a more sustainable future.