About this privacy notice.
This privacy notice explains how and why we collect and use the personal information provided through the The Investec Wealth & Investment (UK) Client Council website and community. The The Investec Wealth & Investment (UK) Client Council communities is designed for clients of Investec Bank plc and Investec Wealth and Investment Limited only (not corporations or other business entities).
The Wisdom Council is a trading name of Wisdom Global Limited a company registered in England under company number 08589400 whose registered office is Cannon Green, 27 Bush Lane, London EC4R 0AA. The Wisdom Council are an insight and consultancy company, specialising in the financial services industry.
STRAT7 Researchbods, a division of STRAT7 Limited, registered in England under company number 07642707 whose registered office is at 11 Soho Street, London, W1D 3AD (Researchbods), provides the software and some supporting services to run online communities and provide high quality research data to its clients.
References to “we, us, or our” refer to The Wisdom Council who may in turn delegate certain activities to Researchbods.
We run the website www.clientcouncil.investec.com (the “Site”) and the The Investec Wealth & Investment (UK) Client Council (“Community”) on behalf of Investec Bank plc and Investec Wealth & Investment Limited, each company being registered in England and Wales at Companies House. The registered office of Investec Bank plc is 30 Gresham Street, London EC2V 7QP, and the registered office for Investec Wealth and Investment Limited is 30 Gresham Street, London, EC2V 7QN. Registered numbers are 03633621 and 02179313 respectively.
For the purposes of data protection, Investec Bank plc and Investec Wealth & Investment Limited are the data controller, we are the data processor and Researchbods is a sub-processor.
Your information is very important to us and we look after your information carefully in line with the latest data protection and privacy laws.
Please do read this privacy notice and our Cookies Notice, so you know what we are doing with your information. By accessing and using the Site and by participating in the Community, you are agreeing to the terms of this privacy notice and to our Cookies Notice. We may update this privacy notice and our Cookies Notice from time to time and we’ll post any changes on our Site.
This privacy notice was last updated on 1 February 2023.
The information we collect about you depends on how you’re using the Site and participating in the Community, but we will only collect your personal information where necessary.
To become a member of the Community, you need to register with us. When you register, we ask you to provide some basic information about yourself, such as your name, email address, postcode and your date of birth - which we call “Registration Data”. If you decide not to complete the registration process, any personal data that we have collected will be held for a limited period of time before being deleted.
This may include the collection of sensitive personal information such as your ethnicity, which helps us to ensure that our Community is representative of the UK population and to conduct research more effectively. Providing sensitive personal information is always voluntary, and you may withdraw your consent at any time by emailing us at support@clientcouncil.investec.com
We also collect the information you submit when completing any of the research tasks (e.g. surveys, polls or forum discussions) that we invite you to participate in, when you feedback, comments or other information through the Site or otherwise, including any information, photos and/or videos which you may upload.
Please always think carefully before disclosing information to other members of the Community or making your information publicly available on the Site. We recommend that you do not reveal any personal information about yourself or anyone else (such as your telephone number or home address). We have no responsibility or control over the contents of communications made between Community members on our Site, but we will proactively monitor the site regularly.
We do use cookies and/or other tools to store and sometimes track information about you. For more details about what cookies are, the cookies we use and how to disable them, please see our Cookies Notice.
We will keep your personal information for only as long as necessary. The length of this retention period depends on the purpose for which the information was obtained and its nature. For example:
We will only process your personal information where we have legal grounds to do so. Where you have not provided explicit consent, the legal basis for our processing of the data is to provide the Community Services to you. When you opt into research activity, you give consent to our processing relevant data for that activity. We may also process data where we have a legitimate business interest such as to improve our services or to comply with legislation.
We may use your information in a variety of ways in order to provide the Community services to you, including to:
All Community members will receive emails in connection with the Site and the Community which include emails about new features or changes on the Site.
You can decide to stop receiving these emails from us at any time. The easiest way to do this is to click on the ‘unsubscribe’ link at the bottom of any of the emails. Alternatively, you can email us at support@clientcouncil.investec.com from your registered email address and ask to unsubscribe from the emails. As these emails are critical to us being able to run our services, if you do unsubscribe, we will keep your account active for a short period in case you change your mind but will then delete your account (please see the “Closing your account” section below).
We will share your personal information with Investec Bank plc and Investec Wealth & Investment Limited (and other companies in the Investec Bank plc and Investec Wealth & Investment Limited group), as the owner of the Site and the Community, although Investec Bank plc and Investec Wealth & Investment Limited will only receive information as needed for the purposes described in this privacy notice. Generally, the information that is provided to Investec Bank plc and Investec Wealth & Investment Limited will be in the form of aggregated, anonymised results of the research tasks that are completed by you and other Community Members. We would request specific permission from you to use any information that identifies you personally.
Please note that Investec Bank plc and Investec Wealth & Investment Limited also has access to those parts of the Site that are also visible to other Community members as well as open and closed online discussion forums on the Site and may engage with you directly via such discussion forums and other areas of the Site.
We will also create research reports for Investec Bank plc and Investec Wealth & Investment Limited to use for its business purposes containing anonymised results of the research, which may include disclosure to other members in the Investec Bank plc and Investec Wealth & Investment Limited group of companies and third parties (such as advertiser clients and media buying agencies).
Any personal information you supply will be treated in accordance with applicable data protection laws including the General Data Protection Regulation and any other applicable or superseding legislation. We are committed to delivering the rights that individuals are entitled to under data protection laws in the UK. These include:
Also see ‘Access, correction and updates to your information’ section below.
This privacy notice doesn’t cover companies, services or applications that we don’t own or control, or people that we don’t employ or manage. This includes third party websites or applications/widgets (e.g. from social media platforms such as Facebook or Twitter) that we may link to or offer via our Site.
Also, it doesn’t cover certain pages and services provided via our Site that are hosted, managed and operated by other parties. These third parties, applications and services are independent of us and are responsible for all aspects of their relationship with you and any use you may make of them. They have their own privacy notices and/or terms and conditions of use, which we recommend you read before using.
In general, we will only process your data in the UK and/or the European Economic Area.
If we do engage a new supplier located, or with servers that are located, outside the UK and/or the European Economic Area in the future then we will take all steps reasonably necessary to ensure your information is treated securely and in accordance with this privacy notice.
You have the right to access your personal information and to correct it. Please make sure that you update your details as soon as possible with all relevant changes.
When you register as a member of the Community and open a user account on the Site, you can access your membership information on your ‘Profile’ page by logging into the Site. If you need to update or correct any of your membership information, you can do this within the ‘Profile’ page.
You may close your Community member account at any time. This can be done by going directly to your ‘Profile’ page. If you close your Community member account, your profile information will be removed, you will be unable to access the Site and you will no longer receive emails from us.
We will delete your account as soon as reasonably practicable following receipt of the deletion request, and in any event within 5 business days.
We also reserve the right to suspend or terminate your Community membership, or your ability to access the Site immediately and without notice at any time. This may be because, for example, we consider that you have breached the Terms and Conditions of Use or if you have been inactive for a period of time.
You can email us with any questions, concerns or complaints at support@clientcouncil.investec.com.