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Privacy Notice

Levitas Investment Management Services Limited is committed to respecting and protecting your privacy. This means that we take steps to lawfully, fairly and transparently process any personal data that is made available to us, in accordance with the General Data Protection Regulation (Regulation (EU) 2016/679), and any other applicable domestic legislation.

We've structured our web sites so that, in general, you can visit Levitas Investment Management Services Limited, on the Web without identifying yourself or revealing any personal information (any information which identifies you as individual, or is capable of doing so). Our website uses cookies to collect anonymous information about how visitors use it. This information is used to improve the site for our visitors. To find out more about cookies, how we use them and how you can manage them, please view our Cookies Statement.

Levitas Investment Management Services Limited provides this Privacy Notice to set out the basis on which we process any personal information that you provide to us.

We will only collect sufficient information on you to allow us to communicate with you in an appropriate way. This information will include your name, organisation details and any other details you may provide us with when contacting us directly. In order to tailor our subsequent communications to you and continuously improve our services, we may also ask you to provide us with information regarding your personal or professional interests, demographics, experience and more detailed contact preferences.

Levitas Investment Management Services Limited uses your information to better understand your needs and provide you with better service. Specifically, we use your information to communicate back to you, to update you on service and benefits, and to personalise our web sites for you. Unless otherwise stated in this Privacy Notice, the legal basis for our use of your personal data will be that this information is required for one or more of the legitimate interests described above.

From time to time, we may also use your information to contact you for market research or to provide you with marketing information we think would be of particular interest. We will seek your consent before sending you any such marketing or market research communications. When you contact us you may tell us about your marketing and communication preferences or indicate that you do not wish to receive news or information. If you have consented to receive marketing communications you may change your preferences or opt out at a later date. You have a right at any time to stop us from contacting you for marketing purposes. If you no longer wish to be contacted for marketing purposes, please contact us at info@levitas.co.uk.

Levitas Investment Management Services Limited will not sell, rent, or lease your personal information to others. Unless we are required by law, we will only share the personal data you provide to us with other businesses that are legally part of the same group of companies as Levitas Investment Management Services Limited entities and/or business partners who are acting on our behalf for the uses described above. Specifically, we may disclose your information to Brooks Macdonald Asset Management Limited for the purposes described above.

Levitas Investment Management Services Limited will not use or share the personal information you provided to us in ways unrelated to the ones described above without first requesting your permission.

Levitas Investment Management Services Limited is committed to ensuring the security of your information. To prevent unauthorised access or disclosure, maintain data accuracy, and ensure the appropriate use of information, we have put in place appropriate physical, electronic, and managerial procedures to safeguard and secure the information we collect online.

We are committed to only keeping your personal data for as long as we need to in order to fulfil the relevant purpose(s) it was collected for, as set out above, and for as long as we are required or permitted to keep it by law.

You have the following rights (unless exemptions apply), which can be exercised by contacting us using the details provided below.

The right:

  • To ask us not to process your personal data for marketing purposes;
  • To access personal data held about you and to obtain a copy of it;
  • To request the rectification or completion of personal data which are inaccurate or incomplete;
  • To restrict or object to the processing of your personal data;
  • To request its erasure under certain circumstances;
  • In certain circumstances, to receive your personal data, which you have provided to us, in a structured, commonly-used and machine-readable format and the right to transmit that data to another data controller without hindrance, or to have that personal data transmitted to another data controller, where technically feasible;
  • To be informed about any use of your personal data to make automated decisions about you, and to obtain meaningful information about the logic involved, as well as the significance and the envisaged consequences of this processing; and
  • To lodge a complaint about the way in which your personal data is being used to the Information Commissioner’s Office

If you would like to lodge a complaint or exercise any of your rights set out above, you can contact us at info@levitas.co.uk.

Where we rely on your consent to use your personal data, you have the right to withdraw that consent at any time.

Links to third party web sites on the site are provided solely as a convenience to you. If you use these links, you will leave the Levitas Investment Management Services Limited site. Levitas Investment Management Services Limited has not reviewed all of these third party sites and does not control and is not responsible for any of these sites, their content or their Privacy Statement. Thus, Levitas Investment Management Services Limited does not endorse or make any representations about them, or any information, software or other products or materials found there, or any results that may be obtained from using them. If you decide to access any of the third party sites linked to this site, you do so at your own risk.