Fillable *DSARR0101F* DATA SUBJECT ACCESS REQUEST THIS FORM IS (Old Mutual Wealth)

Fill Online, Printable, Fillable, Blank *DSARR0101F* DATA SUBJECT ACCESS REQUEST THIS FORM IS (Old Mutual Wealth) Form

Use Fill to complete blank online OLD MUTUAL WEALTH pdf forms for free. Once completed you can sign your fillable form or send for signing. All forms are printable and downloadable.

*DSARR0101F* DATA SUBJECT ACCESS REQUEST THIS FORM IS (Old Mutual Wealth)

On average this form takes 12 minutes to complete

The *DSARR0101F* DATA SUBJECT ACCESS REQUEST THIS FORM IS (Old Mutual Wealth) form is 3 pages long and contains:

  • 4 signatures
  • 4 check-boxes
  • 31 other fields

Country of origin: UK
File type: PDF

Use our library of forms to quickly fill and sign your Old Mutual Wealth forms online.

BROWSE OLD MUTUAL WEALTH FORMS
Fill has a huge library of thousands of forms all set up to be filled in easily and signed.
Fill in your chosen form
Sign the form using our drawing tool
Send to someone else to fill in and sign.
find another form
 
DATA SUBJECT
ACCESS REQUEST
THIS FORM IS FOR YOU, OR SOMEONE YOU HAVE
AUTHORISED TO REPRESENT YOU, TO REQUEST A COPY
OF THE PERSONAL INFORMATION WE HOLD ABOUT YOU.
You have the right to get a copy of information that is held about you. This is known as a ‘data subject access request’ or ‘DSAR’ and for the purposes of this
you are referred to as the ‘data subject’.
Whenever personal data is processed, collected, recorded, stored or disposed of it must be done within the terms of Data Protection Legislation. This sets
out your rights regarding your personal information, and how you can access that information from organisations that hold it. The General Data Protection
Regulation reinforces the rules that currently exist to protect your personal information.
We will provide you with all the information you need to enable you to exercise any of your individual General Data Protection Regulation rights as a data
subject.
What are your rights?
The General Data Protection Regulation gives you the right to obtain the following.
• Confirmation that Old Mutual Wealth is holding your data;
• Details of how Old Mutual Wealth uses your data, including:
– how and why Old Mutual Wealth processes your personal data;
– details of any third parties that Old Mutual Wealth shares your data with and why your data is shared;
– details of the categories of data Old Mutual Wealth holds including personal and/or Special Category/Sensitive data details of how long we will hold
your data for and how we will dispose of it after that time under our Data Retention Policy.
• Access to your personal data and other supplementary information.
It also gives you the following rights:
• To request that Old Mutual Wealth deletes any of your personal data that we hold, subject to conditions.
• To request that Old Mutual Wealth rectifies any errors in the personal data that we hold about you.
• To raise a complaint about how we have handled your personal data, you can contact our Data Protection Officer who will investigate the matter at the
address below:
The Data Protection Officer, Senator House, 85 Queen Victoria Street, London, EC4V 4AB.
If you are not satisfied with our response or believe we are not processing your personal data in accordance with the law you can make a complaint to our
regulator in respect of data protection the Information Commissioners Office (ICO). Information about the ICO can be found at:
The Information Commissioner’s Office (ICO) https://ico.org.uk/global/contact-us/
1 of 4
MAKING A DATA SUBJECT ACCESS REQUEST
To make your Data Subject Access Request, please complete this form, giving us the information we need to fulfil your request.
IMPORTANT INFORMATION ABOUT COMPLETING THIS FORM:
If you are not the person whose data is being requested (the ‘data subject’) and you are completing this form as their representative, please provide the
data subject’s name, address and date of birth, together with your own details on the next pages.
Please note that we will need to validate your authority to represent the data subject and make this request before we can send any information to you.
Providing specific information about the data you require will help us process your request faster.
Please indicate how you would like us to contact you: By courier post By secure email*
*
If you wish us to use email to correspond and issue data please note that this will be sent using the Old Mutual Wealth encryption system for securing data.
Please complete the email address details on the next page.
*DSARR0101F*
2 of 4
DATA SUBJECT’S DETAILS
If a joint policy is held please ensure both policyholders’ complete this section
Data Subject’s name
FIRST POLICYHOLDER
Data Subject’s previous name
should this have changed since you last contacted us
Data Subject’s address
Data Subject’s previous address
should this have changed since you last contacted us
Data Subject’s telephone number
Data Subject’s email address
only provide this if you want us to contact you by email
Data Subject’s date of birth*
*
Please note that this information will be used to identify you as the data subject
I authorise Old Mutual Wealth to complete a Data Subject Access Request and provide the information requested below:
Data Subject’s National Insurance number*
(
if applicable
)
Please sign
Data Subject’s name
SECOND POLICYHOLDER (
where applicable
)
Data Subject’s previous name
should this have changed since you last contacted us
Data Subject’s address
Data Subject’s previous address
should this have changed since you last contacted us
Data Subject’s telephone number
Data Subject’s email address
only provide this if you want us to contact you by email
Data Subject’s date of birth*
*
Please note that this information will be used to identify you as the data subject
Please complete this if submitting a postal request
Please complete this if submitting a postal request
I authorise Old Mutual Wealth to complete a Data Subject Access Request and provide the information requested below:
Data Subject’s National Insurance number*
(
if applicable
)
Please sign
click to sign
signature
click to edit
click to sign
signature
click to edit
3 of 4
ABOUT THE DATA YOU ARE REQUESTING
Please complete the following to indicate what data is required about you/the Data Subject.
Please tick all boxes that are applicable
I would like details of my/the Data Subject’s personal data that Old Mutual Wealth holds in the following categories:
Representative’s name
REPRESENTATIVE CONTACT DETAILS
Only provide this information if you are acting on behalf of the data subject
Representative’s telephone number
Representative’s address
if different from the Data Subject’s address
First Data Subject’s authority
Please sign
Second Data Subject’s authority (
where applicable
):
Please sign
Representative’s email address
only provide this if you wish us to contact you by email
• Data relating to a specific product held by you/the Data Subject
For example Pension, Bond, ISA, Life Insurance products
• Data relating to a specific Quilter group company
For example Old Mutual Wealth, Quilter Investors,
Quilter International
• Data about a specific policy
Please provide the policy number(s) for which you would like information
Please arrange for the Data Subject to complete this. Please include the second Data Subject if the policy is in joint names. If submitting this request by email we
will need to contact you separately for the policyholder’s signed authority.
I authorise Old Mutual Wealth to complete a Data Subject Access Request and provide the information requested below:
Please specify here
Please specify here
Please specify here
Please tick one or more of the below boxes indicating the specific data you require:
•
Details of our telephone conversations with you/the Data Subject
Please provide any known telephone numbers we may have been in contact on
• If known, please select the date range for the calls
• Details of our written correspondence with you
If known, please provide the date range for the correspondence
• Any additional information that you think will help Old Mutual Wealth to provide all the data that you are seeking
From
From
To
To
Please specify here
• Please note that if you do not indicate any of the above we will send a copy of all written correspondence and data held on our
administration system(s).
NOTE
Reset form
click to sign
signature
click to edit
click to sign
signature
click to edit
Once the form has been completed it can be submitted by emailing it to customerprivacy@omwealth.com or posting it to:
Data Controller
Old Mutual Wealth
Old Mutual House
Portland Terrace
Southampton
Hampshire SO14 7EJ.
To protect the privacy of your information, we may need to contact you to validate your identity before we make any
information available.
Important note if you wish to submit your Data Subject Access by email:
The Data Subject Access Request form contains your personal identifiable data. In order to protect your data, it should only be
sent to us via secure or encrypted email.
4 of 4
www.oldmutualwealth.co.uk
Please be aware that calls and electronic communications may be recorded for monitoring, regulatory and training purposes and records are available for at least five years.
Old Mutual Wealth is the trading name of Old Mutual Wealth Limited which provides an Individual Savings Account (ISA) and Collective Investment Account (CIA) and Old Mutual
Wealth Life & Pensions Limited which provides a Collective Retirement Account (CRA) and Collective Investment Bond (CIB).
Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited are registered in England and Wales under numbers 1680071 and 4163431 respectively. Registered
Office at Old Mutual House, Portland Terrace, Southampton SO14 7EJ, United Kingdom. Old Mutual Wealth Limited is authorised and regulated by the Financial Conduct Authority.
Old Mutual Wealth Life & Pensions Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation
Authority. Their Financial Services register numbers are 165359 and 207977 respectively. VAT number 386 1301 59.
18030/220-1450/October 2020
Download
Save PDF to desktop
Email
Email completed PDF
Send for Signing
Email for others to sign
Print
Print document
Choose a Field
Click on a field and
select the person that should complete it
Want to add a signature?
You can add a signature field
and assign it to someone else
to sign
Choose a Field
Click on a field and
select the person that should complete it

*DSARR0101F* DATA SUBJECT ACCESS REQUEST THIS FORM IS (Old Mutual Wealth)

This document is locked as it has been sent for signing.

You have successfully completed this document.

Other parties need to complete fields in the document. You will recieve an email notification when the document has been completed by all parties.

This document has been signed by all parties.

Completed 5 April 2021

Message

View Audit Log
Print With Audit Log
Duplicate Document