Privacy Policy

1. Introduction

Welcome to Callery Wealth Management Ltd’s website, accessible at callerywealthmanagement.ie (“Website”). We are committed to protecting and respecting your privacy. This policy outlines how we collect, use, and protect any information you provide when using our Website.

2. Information We Collect

When you visit our Website, we may collect the following information:

• Personal details you provide when you contact us via forms, email, or phone.
• Technical data, such as your IP address, browser type, and pages visited, collected through cookies.

3. How We Use Your Information

We use the information collected to:

• Respond to inquiries and provide customer support.
• Improve our Website’s performance and user experience.
• Analyze website traffic and usage trends.

4. Cookies

Our Website uses cookies to ensure optimal performance and to enhance your browsing experience. Cookies are small files stored on your device that help us recognize you and remember your preferences.

Types of Cookies We Use:

• Essential Cookies: These are necessary for the Website to function properly. They enable basic features like page navigation and access to secure areas of the Website.
• Performance Cookies: These cookies help us understand how visitors interact with our Website by collecting and reporting information anonymously.

You can manage or disable cookies through your browser settings, but please note that some parts of the Website may not function properly if you do so.

5. Third-Party Services

In the course of providing our services to you, complying with legal obligations or pursuing our legitimate interests, we may share your personal data with the following categories of recipients:

• third parties with whom: (i) we need to share your information to facilitate transactions you have requested, and (ii) you ask us to share your information (including insurers, investment firms, etc.);
• service providers who provide us with support services to enable delivery of our services (including IT, compliance, audit, etc.);
• statutory and regulatory bodies and law enforcement authorities (including the Central Bank of Ireland, DPC, An Garda Siochaina, etc.)

6. Data Security

We take the security of your information seriously and implement appropriate measures to protect it from unauthorized access, alteration, or disclosure.

7. Your Rights

You have the right to request access to, correction of, or deletion of your personal information held by us. To exercise these rights, please contact us at info@callerywealthmanagement.ie. You have the right to lodge a complaint with the Data Protection Commission (DPC) You can go to the ‘Contact the DPC’ section of the DPC website and complete the webform in full. Alternatively, you can email the DPC at info@dataprotection.ie. The contact address for the DPC is Data Protection Commission, 6 Pembroke Row, Dublin 2, D02 X963

8. Retention Period

In most cases we are obliged to keep personal information for a period of 6 years post end of relationship.

9. Changes to This Policy

We may update this policy from time to time. Any changes will be posted on this page, and your continued use of the Website will constitute acceptance of those changes.

10. 3rd Country Transfers

Our current operations do not involve the data that we collect from you being transferred to or stored at a destination outside the European Economic Area (“EEA”). Where data may be transferred outside the EEA we will take reasonable steps to ensure that a legal basis for the transfer exists and that the recipient can comply with the GDPR.

11. Contact Us

If you have any questions or concerns about this policy, please contact us at:

Callery Wealth Management Ltd.
8-9 Westmoreland Street,
Dublin,
D02 NW22.
info@callerywealthmanagement.ie
01 209 19 59