enquiries@metisam.co.uk 0345 646 0311
enquiries@metisam.co.uk 0345 646 0311

Privacy Policy

Metis Wealth is committed to protecting the privacy of our users and clients. This privacy policy (“Privacy Policy”) is intended to inform you on how we gather, define and utilise your Information (as defined below).

It applies to Information collected by us, or provided by you to our Website (including the mobile-optimised version of the website accessible from your portable hand-held device) or in any other way (such as over the telephone). It is also intended to assist you in making informed decisions when using our Website, and our products and services. Please take a minute to read and understand the policy.

All your personal Information shall be held and used in accordance with the EU General Data Protection Regulation 2016/679 (“GDPR”) and national laws implementing GDPR and any legislation that replaces it in whole or in part and any other legislation relating to the protection of personal data.

Please click here to view a copy of our Data Protection Notice which provides a detailed overview of the types of information we collect, why we collect it, how we use it and who we may share it with.

WHAT INFORMATION DO WE COLLECT ON OUR WEBSITE?
When you visit our Website (including the mobile-optimised version of the website accessible from your portable hand-held device), you may provide us with personal information such as name, email address, landline phone number, mobile phone number, and information about your requirements and the services you might be interested in (“Information”).

You may provide us with Information in a number of ways:
a) By completing our online contact form.
b) By corresponding with us by email, in which case we may retain the content of your email messages together with your email address and our responses;
c) By downloading our digital content or applying for a job with us;
We may collect Information about your computer, including where available your IP address, operating system, browser type and the geographical location of your computer, for system administration purposes. We may also report aggregate information to our advertisers. This is statistical data about browsing actions and patterns and does not identify you as an individual.

COOKIES
Please see click here to view Cookie Policy.

CHANGES TO OUR PRIVACY POLICY
This Privacy Policy can be changed by us at any time. Click here to view our Data Protection Notice.

Legal – Pillar 3 and BIPRU Remuneration Code Disclosures
Legal – Best Execution Report

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR, http://www.financial-ombudsman.org.uk

Metis Asset Management Limited is entered on the Financial Services Register under reference 823998 | Metis Asset Management Limited is registered in England No. 11002278.

Meeting our obligations under the Revised Shareholder Rights Directive II (SRD II):

We are required by this Directive to explain whether or not we have an engagement policy in relation to the companies we invest in, where the companies shares are admitted to trading on a regulated market. As the proportion of shares we hold in investee companies is much lower than those held by large institutional investors, we are not able to engage with investee companies to the extent envisaged by SRD II. We do not therefore have a formal engagement policy.

Head office

Brooklands Barn,
Rocky Lane
Haywards Heath
West Sussex
RH16 4RR
Telephone: 0345 646 0311
E-mail: enquiries@metisam.co.uk

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