Forsythe Financial Planning Privacy Statement (Central Bank of Ireland Compliant)
Forsythe Financial Planning is committed to protecting and respecting your privacy and ensuring the security of your personal data. We process your information in accordance with the General Data Protection Regulation (GDPR) and the requirements set out by the Central Bank of Ireland.
Who We Are
Forsythe Financial Planning is authorised and regulated by the Central Bank of Ireland. We are the data controller of the personal data we collect and use in connection with the financial advisory services we provide.
What Data We Collect
We may collect personal information, including, but not limited to, your name, contact details, date of birth, financial details, and other data necessary to provide our services or comply with legal obligations.
How We Use Your Data
Your personal data will be processed lawfully, fairly, and transparently for purposes including:
- Providing financial advice and managing your client relationship.
- Compliance with regulatory and legal obligations, including record-keeping and reporting to regulators.
- Protecting the legitimate interests of Forsythe Financial Planning in the administration and proper operation of our services.
Your Rights
You have rights regarding your personal data, including the right to access, correct, or delete your information, and to restrict or object to certain processing activities. You also have the right to withdraw consent where consent is the basis for processing.
Data Security
We implement appropriate technical and organisational measures to safeguard your personal data against unauthorised or unlawful processing, accidental loss, destruction, or damage.
Data Retention
We will retain your personal data only for as long as necessary to fulfil the purposes for which it was collected, including to comply with legal, regulatory, or reporting obligations.
Sharing Your Data
Your personal data may be shared with third parties only when necessary for providing our services or complying with legal requirements. We do not sell your personal data.
Contact and Complaints
For any questions about this privacy statement or our data processing practices, you may contact Forsythe Financial Planning directly. If you believe your data protection rights have been violated, you have the right to complain with the Data Protection Commission in Ireland.
This privacy statement may be updated periodically to reflect changes in legal or regulatory requirements. Any changes will be communicated clearly.
This statement is drafted in compliance with Central Bank of Ireland rules and GDPR as of October 2025.
This formulation follows examples and guidelines consistent with the Central Bank of Ireland’s expectations for regulated financial service providers.