McInroy & Wood Limited is a personal investment manager, providing a discretionary investment management service for private clients. It has a single subsidiary, McInroy & Wood Portfolios Limited, which acts as manager for five authorised unit trusts which are also accessible to direct investors. Both companies are authorised and regulated by the Financial Conduct Authority.
McInroy & Wood is committed to preserving the privacy of our clients, direct investors and any other individuals with whom we establish a relationship either directly or through this website.
We collect information about you when you apply to invest in one of our unit trusts or from when you initially contact us to discuss establishing a discretionary investment management relationship. We also collect information from you when you fill in any forms on our website. If you contact us by phone or email, we may keep a record of that correspondence. You agree that our telephone conversations with you can be recorded by us. In particular, we are required to record all telephone conversations and electronic communications that are intended to result in the execution of an order e.g. where you give a specific instruction to execute a trade on your behalf.
The type of information that we collect will include your personal details e.g. your name, contact details, email address etc. We also collect website usage information using cookies when you access our website. This will include your unique IP address.
We collect information about you:
We may contact you by post or telephone as well as by email. If in the future you change your mind about being contacted by any of these means, then please let us know.
Please help us keep our records updated by informing us of any changes to your email address and other contact details.
All information you provide to us is stored on secure servers with industry standard anti-virus and firewall protection in place. Unfortunately the transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted online or through the website. Any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features to try and prevent unauthorised access.
We will share your information with third-party business partners with whom we have contracted to help us provide our service to you. We ensure that our business partners have in place robust procedures to ensure the privacy and security of your personal data.
We may also disclose your information if we are legally obliged to make certain information available to regulatory bodies or authorities (such as the Financial Conduct Authority). We may have to send your data to organisations which help us to confirm your identity and thereby comply with Anti-Money Laundering regulations, or for other purposes (such as the detection of crime).
We will not under any circumstances share your information for marketing purposes with any organisation outside McInroy & Wood.
Under data protection legislation you have certain rights in relation to your personal information.
If you wish to exercise any of the rights set out above, contact us at email@example.com or by writing to us at our registered office and addressing your letter to the Director of Compliance and Group Risk. We may charge an administration fee of up to the legal maximum from time to time in force. In addition to the rights set out above, you have the right to lodge a complaint with the Information Commissioner’s Office or any superseding or replacement body.
A cookie is a piece of software that places a text file on the hard drive of your computer that remembers information about the configuration of your computer and collects standard internet log and visitor behaviour information. The information is used to track visitor use of the website and to personalise any repeat visits you make to our website.
McInroy & Wood
A cookie is a small file of letters and numbers that we store on your browser or the hard drive of your computer. Cookies contain information that is transferred to your computer's hard drive, generally the name of the domain from which the cookie has come, a unique ‘ID’ and information about the cookie’s ‘lifetime’.
|Name of cookie||Purpose||More information|
|NID||These cookies are used by Google to store user preferences and information when viewing pages with Google maps on them.||Click here for an overview of privacy at Google.|
|OTZ||Google APIS cookie used by Google Analytics. These cookies are used to collect information about how visitors use our site. We use the information to compile reports and to help us improve the site. The cookies collect information in an anonymous form, including the number of visitors to the site, where visitors have come to the site from and the pages they visited.||Click here for an overview of privacy at Google.|
|PHPSESSID||This cookie is used by our server code to link a user to a session so that information about their visit can be stored on the server as they move from one page to the next.||This cookie is essential to allow the website to operate without interruption or delay. This cookie is deleted once you close your browser.|
Most web browsers allow some control of most cookies through the browser settings. However, if you use your browser settings to block all cookies (including essential cookies) you may not be able to access parts of our site. To find out more about cookies, including how to see what cookies have been set and how to manage and delete them, visit www.allaboutcookies.org.
This website uses Google Analytics cookies. To opt out of being tracked by Google Analytics across all websites visit http://tools.google.com/dlpage/gaoptout.
If you have any queries concerning your data or this policy then please contact firstname.lastname@example.org or write to us at:
McInroy & Wood