This Privacy Policy provides information about the ways in which the Wealth Summit Limited (“we”/ “us”/ “our”) collects, stores and uses personal data relating to you when providing services to you, in the course of operating our business and when you use our website www.thewealthsummit.ie (“the Site”). This Privacy Policy also sets out your rights and who you can contact for more information, queries or complaints.

1. Who we are and how to contact us

We are the Wealth Summit Limited. We are registered in Ireland under company number 678433 and have our registered office at Unit 1, Parkway House, Western Parkway Business Park, Ballymount Road Lower, Dublin 12, D12 R5FC Ireland.

You can contact us in the following ways:

info@thewealthsummit.ie

The Wealth Summit Limited organises and runs a Wealth Management event called the Wealth Summit and various other Wealth Management events (“an event”). To attend the Wealth Summit and/or an event, you must submit or register an expression of interest. Attendance at the Wealth Summit and/or an event is not guaranteed and is by invitation only. The Wealth Summit Limited also offers subscription services relating to the Wealth Summit and/or events through the Site (“the Subscription Services”).

2. What do we collect

We may collect and process the following personal data:

· Full Name,

· Title,

· Date of birth,

· Address,

· Telephone number,

· Email address,

· Location,

· Employment details (such as the organisation you work for and job title),

· Payment information (such as credit/debit card details and bank information),

· Access to, and use of, the Site and interaction with any services.

If you choose not to provide us with this information, or you object to us processing such information we may be prevented from performing a contract with you, providing, or continuing to provide, any or all of our services to you and/or from processing your instructions.

3. How do we collect your data

We collect and process personal data in different ways. We may collect and process personal data that you give to us, that other people give to us or because it is publicly available. We may also collect personal data when you use the Site.

Information that you provide to us

We collect and process personal data that you give to us, as follows:

· Expressions of interest: When you submit or register an expression of interest or complete any expression of interest form for the Wealth Summit or an event you must provide us with information such as your full name, title, date of birth, address, email address, telephone number and employment details.

· Registration information: When you register for the Wealth Summit or an event or complete any registration form for the Wealth Summit or an event you must provide us with information such as your full name, title, date of birth, address, email address, telephone number and employment details.

· Subscription Services: When you subscribe or register for the Subscription Services you must provide us with information such as your full name, title, date of birth, address, email address, telephone number and employment details.

· Payment information: When you pay for a ticket for, or attendance at, the Wealth Summit or an event or pay for the Subscription Services you must provide us with your full name, title, address, telephone number, email address, credit card, debit card or bank information.

· Surveys/Questionnaires: We may ask you to participate in optional surveys regarding your experience at the Wealth Summit or an event or in respect of the Subscription Services in order to help us improve our events and services, and for related commercial purposes.

Information from your browser or device

We also collect information about you when you use the Site or when we otherwise interact or correspond with you. We may use various technologies to collect and store information when we send you emails or when you use the Site. We may for example collect information about the type of device you use to access the email or the Site, your IP address and your geographic location, the operating system and version, your browser type, the emails you open, the Site content you view, the features you access on the Site and Site access times.

For information about how we use website cookies and how you can control these, please see our Cookies Policy [insert link to Cookies Policy].

Information from public sources

We may also collect and process your publicly available information.

4. How we use your data

We collect your personal data for the following purposes and may do the following with your personal data:

Wealth Summit and Wealth Management events

· Organise, manage and run the Wealth Summit and/or an event,

· Contact you regarding an expression of interest, invitation, registration or attendance at the Wealth Summit and/or an event,

· Generate a list of Wealth Summit and/or event invitees and/or attendees,

· Create your Wealth Summit and/or event profile,

· Register Wealth Summit and/or event attendees,

· Facilitate the purchase and/or issuing of tickets,

· Issue payment instructions,

· Process payments,

· Admission to the Wealth Summit and/or an event (to verify the identity of attendees),

· Share with Wealth Summit and/or event sponsors,

· Provide you with, or permit Wealth Summit and/or event sponsors, to provide you with, information about wealth management events or events we feel may be of interest to you,

· Marketing activities in relation to the Wealth Summit and/or an event,

· To improve and enhance the Wealth Summit and/or our events.

Subscription Services

· Provide the Subscription Services,

· Contact you regarding the Subscription Services,

· Create your Subscription Services profile,

· Issue payment instructions,

· Process payments,

· Share with Wealth Summit and/or event sponsors,

· Provide you with, or permit Wealth Summit and/or event sponsors, to provide you with, information about wealth management events or events we feel may be of interest to you,

· Marketing activities in relation to the Subscription Services,

· Improve the quality of the Subscription Services.

Use of the Site

· Assist with the proper operation and functionality of the Site,

· Manage and improve the Site,

· Analysis of usage, measurement of Site performance and generation of marketing reports, undertaking business research and analysis, including understanding our relationships with Site users, managing the operation of the Site and the administration of our business.

As part of our business

· Operate and develop our business,

· Send you surveys or questionnaires,

· Carry out direct marketing,

· Review, investigate and respond to any complaints or queries you may have,

· Inform you about changes to our Privacy Policy,

· Establish, exercise or defend our legal rights or for the purpose of legal proceedings,

· Prevent and respond to actual or potential fraud or illegal activities,

· Comply with legal and regulatory obligations that we have to discharge.

We may also collate, process and share any statistics based on an aggregation of information held by us provided that any individual is not identified from the resulting analysis; and the collation, processing and dissemination of such information is permitted by law.

5. Legal bases for using your personal data

We may rely on one or more of the following legal bases to process your personal data:

· Performance of a contract: Where the processing is necessary to perform a contract or enter into a contract with you.

· Consent: Where you have given your consent to the processing, which you can withdraw at any time.

· Legitimate interests: Where the processing is necessary for the purpose of our legitimate interests or the legitimate interests of a third party.

· Compliance with a legal obligation: Where processing is necessary for compliance with any of our legal obligations.

· Protection of vital interests: Where the processing is necessary in order to protect your vital interests or the vital interests of another natural person.

· Public interest: Where the processing is necessary for the performance of a task carried out in the public interest or in the exercise of an official authority vested in us.

6. Sharing your personal data

We may disclose your personal data with third parties as is necessary for the purpose of organising, managing and running the Wealth Summit and/or an event, providing the Subscription Services, operating the Site and/or for any of the purposes described in this Privacy Policy.

· Service providers: We may retain certain third parties to provide services for or on our behalf including event management, customer care, marketing, surveys/questionnaires, billing/payments, IT support or email service providers. We may also share your personal data with third parties to help us improve, develop and enhance our business, the Wealth Summit, our events, the Subscription Service and the Site.

· Wealth Summit and event sponsors: We may share your personal data with Wealth Summit and/or event sponsors who may contact you regarding their attendance at a Wealth Summit and/or an event, including providing you with information about their product(s) and/or service(s).

We only permit third parties to use your personal data for specified purposes (as disclosed in this Privacy Policy) and in accordance with your instructions. We do not permit third parties to use your personal data for their own purposes.

7. Data Retention

We will retain your personal data for as long as is necessary to fulfil the purposes for which it was collected. We will retain and use your personal data for no longer than is necessary to comply with our business and legal obligations. Where we enter into a contract with you, we will hold your personal data for a period of six years from the date of completion of the contract.

8. Data security

We will take appropriate security measures to protect your personal data against accidental or unlawful destruction or accidental loss, alteration, unauthorised disclosure or access, and against all other unlawful forms of processing.

Although we use appropriate security measures to protect your personal data once we have received it, the transmission of data over the internet (including by email) is never completely secure. We endeavour to protect personal data, however we cannot guarantee the security of data transmitted to us or by us.

9. Data transfers

We may transfer your personal data to countries outside of the European Economic Area (“the EEA”). These countries may not afford an equivalent level of protection to your personal data and, in such circumstances, we take specific steps, in accordance with data protection law, to protect your personal data. For transfers of personal data outside of the EEA we rely either on an adequacy decision by the European Commission or on model contractual clauses approved by the European Commission (known as standard contractual clauses).

10. Your rights

You have a number of rights in relation to your personal data. Subject to certain restrictions, you have the following rights:

· The right of access: You have the right to be advised, on request, whether we process your personal data and request a copy of the personal data we hold about you.

· The right to rectification: You have the right to have your personal data corrected, rectified or updated where you believe it may be inaccurate or incomplete.

· The right to erasure: You have the right to have your personal data erased, without undue delay, when the personal data are no longer necessary for the purpose for which they were collected and processed unless the personal data are necessary for complying with a legal obligation.

· The right to restrict processing: You have the right to request that we restrict the processing of your personal data in certain circumstances.

· The right to object to processing: You have the right to object to us processing your personal data in certain circumstances. Where we use your personal data for direct marketing, you can object to this using the unsubscribe link in such communications or by contacting us.

· The right to withdraw consent: You have the right to withdraw your consent where we have relied on your consent to process your personal data.

· The right to data portability: You have the right to be provided with a copy of any of your personal data that we hold in a structured, commonly used and machine-readable format, and to transmit such personal data to another party (if technically feasible).

· Rights in relation to automated decision making, including profiling: You have the right not to be subject to a decision which is based solely on automated processing where that decision produces a legal effect on you or otherwise significantly affects you. We do not make automated decisions of this nature.

11. Direct marketing

We may use your personal data to provide you with information about events or services that may be of interest to you and we may contact you about these by email, text message, post or telephone.

We will only process your personal data for direct marketing as permitted by law, which usually means with your specific consent. You have the right to withdraw this consent at any time. You can withdraw your consent in the following ways:

· Click the ‘unsubscribe’ link in any email communication that we send you.

· Email us at info@thewealthsummit.ie.

Please note that you may continue to receive communications for a short period after changing your preferences while our systems are being updated.

12. Your right to complain

If you wish to exercise any of the rights relating to your personal data, if you have any questions regarding your personal data, or if you wish to raise a complaint about how we are using your personal data you can contact us in the following ways:

· Email us at info@thewealthsummit.ie.

You also have the right to make a complaint to the Data Protection Commission, details of which can be found at www.dataprotection.ie.

13. Privacy policy of other websites

The Site may, from time to time, contain links to other websites. Our Privacy Policy applies only to the Site. If you follow a link to another website, please note that those websites have their own privacy policies. We do not accept any responsibility or liability for those privacy policies. Please read those privacy policies before you submit any personal data to those websites.

14. Changes to this Privacy Policy

We may update or amend this Privacy Policy from time to time. We encourage you to periodically review this Privacy Policy to be informed about how we are processing your personal data.