Privacy policy.

Crawshaw Financial Services Ltd is committed to protecting your privacy. This Privacy Policy sets out how Crawshaw Financial Services Ltd handle data which identifies you.

Company Information

Crawshaw Financial Services Ltd company registration number is 12424109 and our registered office is 324 Brimington Road, Chesterfield, England, S41 0TF. Optimum Commercial Solutions is authorised and regulated by the Financial Conduct Authority.

This Privacy Policy forms part of our legal information and sets out how we handle data which identifies you. If you have any queries concerning your personal information, please contact our email address: pmcfarlane@harvestassociates.co.uk.

During the course of dealing with us we will ask you to provide us with detailed personal information relating to your existing circumstances, your financial situation and, in some cases, your health and family health history (Your Information). We would like to explain to you what we will need to do with Your Information, and the various rights you have in relation to Your Information.

What do we mean by “Your Information”?

Your Information means any information describing or relating to you. Your Information may identify you directly, for example your name, address, date or birth, National Insurance number and the like. Your Information may also identify you indirectly, for example, your employment situation, your physical and mental health history, or any other information that could be associated with your cultural or social identity.

In the context of providing you with assistance in relation to your financial requirements Your Information may include:

• Title, names, date of birth, gender, nationality, civil/marital status, contact details, addresses and documents that are necessary to verify your identity

• Employment and remuneration information, (including salary/bonus schemes/overtime/sick pay/other benefits), employment history

• Bank account details, tax information, loans and credit commitments, personal credit history, sources of income and expenditure, family circumstances and details of dependents

• Health status and history, details of treatment and prognosis, medical reports (further details are provided below specifically with regard to the processing we may undertake in relation to this type of information)

• Any pre-existing financial products and the terms and conditions relating to these