Privacy Policy

Last updated on 22 Feb 2024

INTRODUCTION

This Privacy Policy outlines how Wintergreen Advisors Limited, doing business as Trotter, uses and protects your personal data. Our policy is structured in a layered format, allowing you to navigate to specific sections for detailed information. It applies to you when you use our services, access our website or mobile app, create an account with us, contact us by any medium, or otherwise provide personal data to us.

Importantly, when you book third-party services through us, with Trotter acting as an intermediary, we will need to share some of your personal data with the providers of such third-party services. Such providers will have their own privacy practices and Trotter is not responsible for these. It is up to you to familiarise yourself with the relevant privacy notices of any third-party service providers.

1. WHO WE ARE

Trotter’s services, provided by Wintergreen Advisors Limited, are not intended for children, and we do not knowingly collect data relating to children. You are not permitted to use our services if you are under 18 years of age or residing outside of the UK.

Controller

Wintergreen Advisors Limited is the controller and responsible for your personal data, referred to as “Trotter,” “we,” “us,” or “our” in this privacy policy.

If you have any questions, including any requests to exercise your legal rights, please contact us using the details provided in the contact information section.

2. WHAT PERSONAL DATA WE COLLECT

Personal data, for Trotter’s operations, encompasses a variety of information from which an individual can be identified. We categorise the personal data we handle as follows:

Additionally, we may sometimes use aggregated data, such as statistical or demographic insights, which does not identify you directly but helps us enhance our service offerings.

3. HOW IS YOUR PERSONAL DATA COLLECTED?

We collect your personal data through the following methods:

Direct interactions: You may provide us with your data by:

Third parties or publicly available sources: We may receive personal data about you from:

4. HOW WE USE YOUR PERSONAL DATA

Legal Basis for Processing

We process your personal data under the following legal bases:

Purposes for Processing Your Personal Data

We use your personal data for various purposes, aligned with the legal bases mentioned:

Data Retention

We retain personal data only as long as necessary for the purposes it was collected or for as long as necessary to comply with our legal obligations.

Direct Marketing

You have control over whether you receive marketing communications from us and can opt out at any time through the links provided in our communications.

Cookies

Trotter uses essential cookies to ensure the efficient operation of our website and enhance your user experience. These cookies are necessary for technical reasons, such as keeping track of your current session and enabling secure transactions. We also include optional cookies for analytics and personalised content. We recommend staying informed by reviewing our privacy notice for any updates on our use of cookies.

5. DISCLOSURES OF YOUR PERSONAL DATA

We may share your personal data with the following categories of third parties for the purposes outlined in our data processing activities:

We mandate all third parties to respect your data’s security and comply with the law.

6. INTERNATIONAL TRANSFERS

In providing our services to you, or facilitating third-party services between you and third-party service providers, Trotter may need to transfer your personal data to countries outside the UK, potentially where data protection laws differ from those in the UK. To ensure your data is protected:

For specifics on these mechanisms or to request a copy, please contact us directly.

7. DATA SECURITY

Trotter has implemented robust security measures to protect your personal data against unauthorised access, disclosure, alteration, or loss. Except where it needs to be shared with a third-party service provider to facilitate their offer of a requested third-party service to you, access to your personal data is strictly limited to those within our organisation who need to access it, all acting under our direction and bound by confidentiality obligations.

8. DATA RETENTION

Trotter retains your personal data only as long as necessary for the purposes it was collected, including legal, regulatory, or tax requirements. We consider the data’s nature, sensitivity, and the risk of harm from unauthorised disclosure to determine retention periods. Legally, we must keep customer information for six years post their customer status for tax purposes. You may request data deletion under specific conditions. Additionally, we may anonymise data for indefinite processing and service improvement without further notice.

You have a number of rights under data protection laws in relation to your personal data.

You have the right to:

If you wish to exercise any of the rights set out above, please contact us (see Contact details in Paragraph 10).

10. CONTACT DETAILS

For any questions regarding this privacy policy, the use of your personal data, or if you wish to exercise your privacy rights, please contact us through the following means:

Email address: support@jointrotter.com

Postal address: 1 Berkley Street, London W1J 8DJ, United Kingdom

Our team is ready to assist you with any inquiries or requests related to your personal data.

11.  COMPLAINTS

You have the right to make a complaint at any time to the Information Commissioner’s Office (ICO), the UK regulator for data protection issues (www.ico.org.uk). We would, however, appreciate the chance to deal with your concerns before you approach the ICO so please contact us in the first instance.

12. CHANGES TO THE PRIVACY POLICY AND YOUR DUTY TO INFORM US OF CHANGES

We keep our privacy policy under regular review.

It is important that the personal data we hold about you is accurate and current. Please keep us informed if your personal data changes during your relationship with us, for example a new address or email address.

13. THIRD PARTIES

Our website and communications may direct you to third-party sites and services, which might collect data about you. Trotter does not control these third parties or their privacy practices, even when we facilitate your interaction with them. We advise you to review the privacy policies of any third-party services to understand how they handle your data.