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Data Protection - Policy Summary


Fermat Point Limited t/a Global Wealth is a data controller (as defined by GDPR and the Data Protection Acts 1988 and 2003, as may be amended). Global Wealth is committed to protecting and respecting your privacy.

Any personal data and information provided to Global Wealth will be collected and held on computer, and/or in printed form or otherwise, retained and processed (as defined under GDPR and the Data Protection Acts, 1988-2003, as may be amended) by Global Wealth for the purposes of providing financial advice and related services to you.  

Global Wealth will keep your personal data confidential, but may disclose it to third parties where necessary for the purposes of providing the above service to you, including to, inter alia, associated companies, financial institutions, your other advisers and other parties with whom Global Wealth has contractual arrangements to provide financial products and ancillary and support services, and to regulatory and other governmental bodies where required by or under any enactment or rule of law or court order, including, inter alia, the Revenue Commissioners, Regulators/Competent Authorities and the Pensions Board.

We try to make sure that the information we have about you is accurate and up-to-date.  Sometimes we may ask you to verify that the information we have remains accurate.  If your information changes, or you believe we have information which is inaccurate or not up-to-date please let us know and we will change it.

To find out more about how we interact with your personal data, you can read our full Privacy Notice on our website: www.globalwealth.ie/privacy-notice (see appendix B for details)

If you have any questions about how we process your data or wish to exercise any of your data privacy rights you can request same by emailing: dataprotection@globalwealth.ie