Our Privacy Policy

Who we are: This privacy notice is issued by The Sovereign Group and its subsidiaries (“Sovereign”), whereby one or more of those subsidiaries may process your Personal Data which by definition is any information that can identify a living person. The full list of Controllers can be found at the bottom of our Contact Us page.


Group Data Protection Officer: dpo@SovereignGroup.com
Purpose of processing your data: To enable Sovereign to provide services to its clients
Legal basis for processing your data: Data processing is necessary for:

  • The performance of a contract with the Data Subject or to take steps to enter into a contract
  • Compliance with our legal / regulatory obligation
Information that we collect: The following non-exhaustive list includes the types of Personal Data that we may collect about you and, in some circumstances, your spouse, civil partner, partner or dependants:

  • Your full name, address and contact details;
  • Your date of birth;
  • Your gender;
  • Your marital (or relationship) status;
  • Your National Insurance Number / Tax Identification Number;
  • Your passport number;
  • Details of your bank account;
  • The source of your wealth.
Categories of personal data:
  • Information and documentation relating to identity, location, family, employment background and financial details
  • We may obtain some of this information from your advisors or agents if we hold your permission to do so
  • Information may also be obtained from sources available in the public domain
Consequences of non-provision of your personal data: Sovereign would not be able to continue with its contractual agreement with you
Recipients of your personal data: From time to time and if you instruct us to do so, we may share your data with:

  • Other Sovereign offices across the world
  • Professional advisors such as lawyers, accountants, financial advisors
  • Other financial institutions such as banks, insurance and investment companies
  • Tax authorities and regulators for reporting purposes
We may disclose your personal information in some cases to governmental agencies or entities, regulatory authorities or other persons in line with any applicable law, regulations, court order or official request. For example, your data may be shared with these entities where Sovereign would be expected to cooperate in the event of a criminal investigation.
Will your data be transferred inside/outside of the EU? Only in the circumstances described above
How will it be protected whilst in transit and where can I obtain further details? Data will be encrypted and/or password protected

Further details can be obtained from the Group DPO

How long will the data be retained? In accordance with jurisdictional legislation
Your rights:
  • To be informed about how we use your personal data
  • To access your data
  • To have your data rectified promptly if it is inaccurate or incomplete
  • To have your data erased in specific circumstances
  • To restrict processing
  • To object to processing of your data
  • To portability of your data so that you can obtain and reuse your data
  • To prevent automated decision making and profiling
Withdrawing consent: If you wish to withdraw your Consent to process data you can do so in writing but such a withdrawal may affect the way in which we deal with you and/or any related entities.

Please note that we are contractually obliged to retain certain information in accordance with legislation.

Complaints: If you wish to make a complaint, please contact Sovereign’s DPO (dpo@SovereignGroup.com) or, if you prefer to complain to a higher authority, please contact your local data protection commissioner.
What about Cookies?


Cookies are small pieces of data that are transferred to your computer’s hard drive through your Web browser from our Web Server. A cookie cannot read data from your hard disk or read cookie files that may have been created from other sites. The SovereignGroup.com website utilizes cookies as a means of providing personalization features to our visitors. For example, we utilize cookies to remember settings (background music selections, wallpapers preferences, etc.) that you may have made at our website.

You can choose whether to accept cookies by changing the settings of your browser. Typically, by accessing the browser’s help feature you can obtain information on how to prevent your browser from accepting all cookies or to notify you when a cookie is being sent. If you choose not to accept these cookies, your experience at our website and other websites may be diminished and some features may not work as intended.


Definitions: Data Subject is a living individual to whom personal data relates.


Personal Data means any operation or set of operations which is performed on personal data or on sets of personal data.


Consent of the Data Subject means any freely given, specific, informed and unambiguous indication of the Data Subject’s wishes.


Controller means the natural or legal person, public authority, agency or other body which, alone or jointly with others, determines the purposes and means of the processing of personal data.



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