Wealth Management(3)

Contact details of the data controller

Söderberg & Partners Wealth Management AB (org. no. 556674–7456)

Söderberg & Partners
Box 7785
103 96 Stockholm

08-451 50 00

Categories of personal data

Call recording – Data in the form of recordings of your voice recorded during a telephone call between you and your advisor. 

Contact information – Information used to contact you, such as your email address and phone number.

Cookies – A small text file with information about your settings and preferences that is saved in your browser when you visit the website.  

Corporate involvement – Information about your involvement in companies, e.g. board assignments, shareholding in companies and what degree of involvement you have in the company (i.e. passive or active involvement).

Credit data - Data associated with a customer credit, such as the data provided during the credit assessment such as negative payment history and other financial information.

Employment information – Data related to your employment, such as position, employer and type of employment.

Family relationships – Information about your family relationships, e.g. about your marriage status, partner, number of children and other close persons.

Financial information – Information about your financial status, such as details of your income, any liabilities or assets. The data may also include account details, custody details and property information.

Identity data – Data used to identify you, such as your name and date of birth.

Insurance information – Information about your insurance, e.g. occupational pension, other personal insurance, or any life insurance.

PEP and money laundering control - Checks are made against lists of people who constitute so-called politically exposed persons (PEP) as well as other money laundering checks according to current regulations, these may include information such as name, date of birth, occupation and the reason why the person is on the list.

Social security number – Information such as social security number and coordination number (if applicable) used to securely identify you. In some cases, we use national ID number and passport number, when necessary.

Tax-related data – Data related to your tax, e.g. tax liability after calculation. 

Our processing of personal data

Our processing of personal data depends on the relationship you have with us. You can read more about how we process your personal data by clicking on the respective heading below.

Your rights

What rights do I have and how do I use them?

If we process personal data about you, you have a number of rights under the GDPR that you can use. If you are unsure whether we process information about you, you also have the right to receive information about whether we do or not. See the list below where we describe in more detail your rights and how you should go about using them.

How is your data protected

We pursue a very ambitious information security programme. This means, among other things, that we have strong technical measures that protect all our information, such as firewalls and intrusion protection. In addition, we work with access control, which means that personal data is not accessible to more of our employees than is necessary for each employee to be able to perform their work. Finally, we impose at least as high security requirements on the suppliers who process personal data on our behalf.

Questions & Complaints

If you have questions or concerns regarding our personal data management that cannot be answered by this page, you are welcome to contact your advisor, our switchboard (08-451 50 00), or email info@soderbergpartners.se.

We have appointed a Data safety representative who works to monitor compliance with the rules on the protection of personal data. Our Data Protection Officer can be reached via dataskyddsombudet@soderbergpartners.se.

If you think that we process information about you in a way that violates the Data Protection Regulation, you can primarily contact us through one of our communication channels above. If, after handling by us, you do not feel satisfied, you have the right to file a complaint with the Swedish Authority for Privacy Protection, which is responsible for the supervision of personal data processing in Sweden. The Swedish Authority for Privacy Protection can be reached via www.imy.se.