Privacy & Cookies
PURPOSE OF THIS PRIVACY NOTICE
This privacy notice aims to give you information on how the Schneider Group collects and processes your personal data through your use of this website, including any data you may provide through this website.
This website is not intended for children and we do not knowingly collect data relating to children.
It is important that you read this privacy notice together with any other privacy notice or fair processing notice we may provide on specific occasions when we are collecting or processing personal data about you so that you are fully aware of how and why we are using your data. This privacy notice supplements the other notices and is not intended to override them.
This privacy notice is issued on behalf of the Schneider Group so when we mention "Schneider ", "we", "us" or "our" in this privacy notice, we are referring to the relevant company in the Schneider Group responsible for processing your data. We will let you know which entity will be the controller for your data when you contact us and/or engage our services. Schneider Investment Associates LLP is the controller and responsible for this website.
In most cases we will be the Data Controller as we determine the purpose and manner in which your personal data will be managed and used.
In rare occurrences we will be the Data Processor where we manage your data on behalf of the data controller. If you wish to know under which capacity we are handling your data please contact us at contact@schneiderinvestmentassociates.com.
We respect your right to privacy and are committed to complying with applicable data protection and privacy law. We will only collect personal information about you with your awareness and permission.
At any time you have the right to withdraw your consent for the processing of your data. Please be aware whilst you can request to withdraw your consent it will not affect the lawfulness of processing based on consent before its withdrawal.
Any personal information which you provide to us and/or which we obtain about you, will be kept confidential and secure using appropriate technical measures and by ensuring staff are continually trained and are aware of how to protect your data.
What data do we collect?
We collect data about you when you register with us or when you contact us and provide us information voluntarily. Website usage information is collected using web server logs.
Personal data, or personal information, means any information about an individual from which that person can be identified. It does not include data where the identity has been removed (anonymous data).
We may collect, use, store and transfer different kinds of personal data about you which we have grouped together as follows:
- Identity Dataincludes first name, maiden name, last name, username or similar identifier, marital status, title, date of birth and gender.
- Contact Dataincludes billing address, delivery address, email address and telephone numbers.
- Financial Dataincludes bank account and payment card details.
- Transaction Dataincludes details about payments to and from you and other details of products and services regarding which you have transacted with us.
- Dependant Dataincludes number of dependants and age of each dependant.
- Technical Dataincludes internet protocol (IP) address, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform and other technology on the devices you use to access this website.
- Profile Dataincludes requests for services made by you; your interests, preferences, feedback and survey responses.
- Usage Dataincludes information about how you use our website, products and services.
- Marketing and Communications Dataincludes your preferences in receiving marketing from us and our third parties and your communication preferences.
If you fail to provide personal data
Where we need to collect personal data by law, or under the terms of a contract we have with you and you fail to provide that data when requested, we may not be able to perform the contract we have or are trying to enter into with you (for example, to provide you with our services). In this case, we may have to cancel a product or service you have with us but we will notify you if this is the case at the time.
Where is your data kept?
The information we receive is handled and processed by our staff who are located in the UK; however we store information in the cloud and in an offsite server located in Europe. No third party will have access to your personal data unless the law permits them and we will take steps to give exactly the amount of data required only.
How is your personal data collected?
We use different methods to collect data from and about you including through:
- Direct interactions. You may give us your Identity, Contact and Financial Data by filling in forms or by corresponding with us by post, phone, email or otherwise. This includes personal data you provide when you:
- apply for our products or services;
- request marketing to be sent to you;
- give us some feedback.
- Automated technologies or interactions. As you interact with our website, we may automatically collect Technical Data about your equipment, browsing actions and patterns. We collect this personal data by using server logs and other similar technologies.
- Third parties or publicly available sources. We may receive personal data about you from various third parties and public sources as set out below:
- Contact, Financial and Transaction Data from providers of technical, payment and delivery services.
- Identity and Contact Data from data brokers or aggregators.
- Identity and Contact Data from publicly available sources such as Companies House and the Electoral Register based inside the EU.
How we use your personal data?
We will only use your personal data when the law allows us to. Most commonly, we will use your personal data in the following circumstances:
- Where we need to perform the contract we are about to enter into or have entered into with you.
- Where it is necessary for our legitimate interests (or those of a third party) and your interests and fundamental rights do not override those interests. We ensure that our legitimate interests are balanced against your rights and freedoms.
- Where we need to comply with a legal or regulatory obligation.
Generally we do not rely on consent as a legal basis for processing your personal data other than maybe in relation to sending third party direct marketing communications to you. You have the right to withdraw consent to marketing at any time by contacting us at contact@schneiderinvestmentassociates.com.
Purposes for which we will use your personal data
We have set out below, in a table format, a description of the ways we plan to use your personal data, and which of the legal bases we rely on to do so. We have also identified what our legitimate interests are where appropriate.
Note that we may process your personal data for more than one lawful ground depending on the specific purpose for which we are using your data. Please contact us at contact@schneiderinvestmentassociates.com if you need details about the specific legal ground we are relying on to process your personal data where more than one ground has been set out in the table below.
|
Purpose/Activity |
Type of data |
Lawful basis for processing including basis of legitimate interest |
|
To register you as a new customer |
(a) Identity (b) Contact |
Performance of a contract with you |
|
To process and deliver your service including: (a) Manage payments, fees and charges (b) Collect and recover money owed to us |
(a) Identity (b) Contact (c) Financial (d) Transaction (e) Marketing and Communications |
(a) Performance of a contract with you (b) Necessary for our legitimate interests (eg to recover debts due to us) |
|
To manage our relationship with you which will include: (a) Notifying you about changes to our terms or privacy policy (b) Asking you to leave a review or take a survey |
(a) Identity (b) Contact (c) Profile (d) Marketing and Communications |
(a) Performance of a contract with you (b) Necessary to comply with a legal obligation (c) Necessary for our legitimate interests (to keep our records updated and to study how customers use our products/services) |
|
To administer and protect our business and this website (including troubleshooting, data analysis, testing, system maintenance, support, reporting and hosting of data) |
(a) Identity (b) Contact (c) Technical |
(a) Necessary for our legitimate interests (for running our business, provision of administration and IT services, network security, to prevent fraud and in the context of a business reorganisation or group restructuring exercise) (b) Necessary to comply with a legal obligation |
|
To deliver relevant website content and advertisements to you and measure or understand the effectiveness of the advertising we serve to you |
(a) Identity (b) Contact (c) Profile (d) Usage (e) Marketing and Communications (f) Technical |
Necessary for our legitimate interests (to study how customers use our products/services, to develop them, to grow our business and to inform our marketing strategy) |
|
To use data analytics to improve our website, products/services, marketing, customer relationships and experiences |
(a) Technical (b) Usage |
Necessary for our legitimate interests (to define types of customers for our products and services, to keep our website updated and relevant, to develop our business and to inform our marketing strategy) |
|
To carry out market research through your voluntary participation in surveys |
Necessary for our legitimate interests (to study how customers use our products/services and to help us improve and develop our products and services). |
Who your information might be shared with?
We may disclose your personal data to:
- other companies within our group;
- our lawyers, agents and service providers;
- law enforcement agencies in connection with any investigation to help prevent unlawful activity;
- we may also disclose your information for the prevention and detection of crime and to protect the interests of the Company; and
- if we are required to send your data to any other third parties we will only do so with your explicit consent.
Sharing your personal data outside of the United Kingdom
Where personal data is transferred outside the United Kingdom, we will ensure appropriate safeguards are implemented in accordance with applicable data protection laws. These safeguards may include adequacy regulations or the use of approved international data transfer agreements.
Handling special data
The e UK GDPR and applicable data protection legislation defines special category data as being more sensitive thus it needs more protection. Due to the nature of our business we might be required to hold and process some of this data. The categories which we could potentially process include (but not limited to): race, ethnic origin, politics, religion, health, sex life or sexual orientation.
Please be aware we will not require this information unless it is pertinent to your individual circumstance and the service we will deliver to you. We will only process special category data where permitted by applicable law, including where you have provided explicit consent or where processing is necessary for legal or regulatory purposes
Length of time we will keep your data
We will keep your personal information for as long as necessary for the purposes for which it was collected, to provide you with services and to conduct our legitimate business interests or where otherwise required by law.
To determine the appropriate retention period for personal data, we consider the amount, nature, and sensitivity of the personal data, the potential risk of harm from unauthorised use or disclosure of your personal data, the purposes for which we process your personal data and whether we can achieve those purposes through other means, and the applicable legal requirements.
Currently we keep your personal information for a minimum of 6 years after which time it will be destroyed. If your personal information relates to deeds we will keep the information for a minimum of 12 years.
Marketing
We would like to send you information about products and services of ours and other companies in our group which may be of interest to you. If you have consented to receive marketing, you may opt out at a later date.
You have the right at any time to opt out of receiving marketing communications from us. Any sharing of your personal information within our group companies will be carried out only in accordance with applicable law and for internal administrative or marketing purposes. We do not sell personal data to third parties. If you wish to be contacted for marketing purposes, please contact us at contact@schneiderinvestmentassociates.com.
We may use your Identity, Contact, Technical, Usage and Profile Data to form a view on what we think you may want or need, or what may be of interest to you. This is how we decide which products, services and offers may be relevant for you (we call this marketing).
You may receive marketing communications from us if you have requested information from us or purchased products or services from us and you have not opted out of receiving that marketing.
Collection and use of technical information
We may map and analyse website visitor usage patterns to help us develop the site and enhance a visitor's experience.
Depending on the type of browser you are using, you may be able to configure your browser so that:
- you are prompted to accept or reject cookies on an individual basis; or
- to prevent your browser from accepting any cookies at all.
For further information about the cookies we use, please see our Cookie Policy.
You should refer to the supplier or manufacturer of the web browser for specific details about cookie security.
We may collect and store certain 'technical information' about your visit to this site, such as:
- the IP address from which you access this website;
- the type of browser and operating system used to visit this site;
- the date and time of your visit(s) to this site;
- clickstream data which reveals the activities of visitors around this website; and
- the websiteaddress of the website from which you accessed this site.
Change of purpose
We will only use your personal data for the purposes for which we collected it, unless we reasonably consider that we need to use it for another reason and that reason is compatible with the original purpose. If you wish to get an explanation as to how the processing for the new purpose is compatible with the original purpose, please contact us at contact@schneiderinvestmentassociates.com.
If we need to use your personal data for an unrelated purpose, we will notify you and we will explain the legal basis which allows us to do so.
Please note that we may process your personal data without your knowledge or consent, in compliance with the above rules, where this is required or permitted by law.
Your rights under GDPR
- Right to be informed
We must inform you about the data processing we will be carrying out using your data in concise, transparent and easily accessible language.
- Right of access
You can request a copy of your information which we hold (this is known as a subject access request) free of charge. If you would like a copy of it please:
- Either download the Request for Access to Personal Information form hereor email, call or write to us (see ‘How can you contact us?’ below)
- Let us have proof of your identity and address (a copy of your driving licence or passport and a recent utility bill), and
- Let us know the information you want a copy of, including any account or reference numbers, if you have them
- Right of rectification
If you believe we have any data which is incorrect you have the right of rectification which is free of charge where we will have one month (two if the information is complex) to make the necessary corrections. If you would like to do this, please:
- email, call or write to us (see ‘How can you contact us?’ below)
- let us have enough information to identify you (e.g. account number, user name, application details), and
- let us know the information that is incorrect and what it should be replaced with
- Right of erasure
You are able to request we remove all of the personal data we hold on you however we can only do this in specific circumstances. Please contact us to discuss how this can be done.
- Right to restrict processing
You are able to request we block or suppress the processing of your personal data. If this occurs we are able to store but not further process it.
- Right to object
You have the right to object to the processing if it’s based on legitimate interests, direct marketing and for historical/scientific and/or statistics.
- The right to lodge a complaint
If for any reason you have wish to make a complaint with regard to our handling of your personal data, you may do so at the Information Commissioners Office (ICO).
No fee usually required
You will not have to pay a fee to access your personal data (or to exercise any of the other rights). However, we may charge a reasonable fee if your request is clearly unfounded, repetitive or excessive. Alternatively, we may refuse to comply with your request in these circumstances.
What we may need from you
We may need to request specific information from you to help us confirm your identity and ensure your right to access your personal data (or to exercise any of your other rights). This is a security measure to ensure that personal data is not disclosed to any person who has no right to receive it. We may also contact you to ask you for further information in relation to your request to speed up our response.
Time limit to respond
We try to respond to all legitimate requests within one month. Occasionally it may take us longer than a month if your request is particularly complex or you have made a number of requests. In this case, we will notify you and keep you updated.
How to contact us
Please contact us if you have any questions about this notice or the information we hold about you. You can contact us in the following ways:
By email: contact@schneiderinvestmentassociates.com
By telephone: 020 3848 7260
By post: Schneider Group, 1 Bedford Row, London WC1R 4BU
Changes to this notice
We may change this notice from time to time. You should check this notice occasionally to ensure you are aware of the most recent version. This version is dated 16 June 2026.
COOKIE POLICY
Our website uses cookies to distinguish you from other users. This helps us provide a good browsing experience and improve our website.
A cookie is a small text file made up of letters and numbers that is stored on your browser or device. Cookies contain information that is transferred to your device.
Types of cookies
First-party cookies are set by the website you are visiting.
Third-party cookies are set by a domain other than the website you are visiting. If a user visits a website and another entity sets a cookie through that website, this is a third-party cookie.
Session cookies are stored only during your browsing session and are deleted when you close your browser.
Persistent cookies remain on your device after your browser is closed. They enable the website to recognise you on subsequent visits and improve your experience by remembering preferences.
How we use cookies
We use cookies for the following purposes:
- To enable the website to function properly
- To allow you to navigate the website and use its features
- To improve website performance and user experience
- To analyse how the website is used
- To support marketing activities (where applicable and only with consent)
Cookie categories
Essential cookies
These cookies are necessary for the operation of the website. They enable core functionality such as security, network management, and accessibility.
These cookies do not require consent.
Analytics cookies
These cookies help us understand how visitors use our website, including which pages are visited and how users interact with the site. This helps us improve performance and usability.
These cookies are only used with your consent.
Marketing cookies
These cookies may be used to track users across websites to display relevant advertising or measure the effectiveness of marketing campaigns.
These cookies are only used with your consent.
Third-party cookies
Third parties may place cookies through this website. These may be used to compile statistics about website usage or measure how often content is viewed.
We do not control these cookies. You should review the relevant third party’s privacy or cookie policy for more information.
Cookie consent
Where required by law, we will only place non-essential cookies on your device if you have given your consent.
You can accept, reject, or manage your cookie preferences at any time via the cookie settings tool on our website.
You may withdraw your consent at any time.
How to delete or block cookies
You can choose to accept or decline cookies. Most web browsers automatically accept cookies, but you can usually modify your browser settings to refuse cookies if you prefer.
Please note that disabling cookies may affect the functionality of the website.
Managing your preferences
You can manage your cookie preferences at any time using the “Cookie Settings” link on our website.
Further information
Further information about cookies can be found at https://www.aboutcookies.org.