Wolstan Investments & Pensions Limited respects your privacy and is committed to handling personal data lawfully, fairly, securely and transparently. This notice explains what information we collect, why we use it, who we may share it with and the rights available to you.
Who we are
Wolstan Investments & Pensions Limited is the controller of the personal data described in this notice. We are an Irish company with company number 410462 and are listed on the Central Bank of Ireland registers under reference number C41354.
Address: 8 The Avenue, Wolstan Haven, Celbridge, Co. Kildare, W23 FP21, Ireland
Email: info@wolstan.com
Information we may collect
Depending on how you interact with us, we may collect:
- Identity and contact information
- Country of residence, nationality and tax-residency information
- Information contained in an enquiry or consultation request
- Financial information relevant to a requested service
- Bank-account details provided for optional income, dividend or redemption-payment instructions
- Identity-verification information, including copies of passports or other accepted photographic identification and proof of residential address
- Source-of-funds and source-of-wealth information
- Records of communications and preferences
- Technical information such as IP address, browser, device and cookie data
- Any other information required to provide a service or meet a legal obligation
We normally collect information directly from you. We may also receive information from a person authorised to act for you, product providers, financial institutions, identity-verification services, professional advisers, publicly available sources, regulators or other parties where this is lawful and relevant.
Why we use personal data
We may use personal data to:
- Respond to enquiries and arrange consultations
- Assess whether we can provide a service
- Provide advice or arrange products where agreed
- Record and verify nominated payment-account instructions where provided
- Verify identity and meet anti-money-laundering and regulatory obligations
- Administer and support client relationships
- Maintain security and prevent fraud
- Handle complaints and legal claims
- Improve our website and communications
- Send marketing only where permitted and subject to the right to opt out
Legal bases
Depending on the circumstances, we process personal data because:
- It is necessary to take steps at your request before entering a contract or to perform a contract with you
- It is necessary to comply with legal and regulatory obligations, including identity verification, anti-money-laundering, record-keeping and reporting requirements
- It is necessary for our legitimate interests or those of another party, including operating our business, maintaining security, preventing fraud, responding to enquiries and establishing or defending legal claims, where those interests are not overridden by your rights
- You have given consent, including for optional marketing or non-essential cookies where consent is required
If we process special-category personal data, we will also rely on an additional lawful condition permitted by data-protection law.
When information is required
Some information is required by law, regulation, a product provider or the terms of a service. If you do not provide this information, we may not be able to accept your enquiry, verify your identity or provide the requested service.
Sharing personal data
We may share personal data with:
- Product providers, platforms and financial institutions when arranging or administering a service on your behalf
- Identity-verification, screening and compliance providers
- Professional advisers, such as auditors and legal counsel
- Technology, administrative and secure-storage service providers acting on our behalf
- Regulators, law enforcement or other authorities where required by law
- Another professional adviser you have appointed and authorised us to communicate with
We share only the information necessary for the relevant purpose or as required to provide the service.
We do not sell personal data.
International transfers
Some suppliers, product providers or recipients may process personal data outside the European Economic Area. Where this occurs, we will use a lawful transfer mechanism and appropriate safeguards, such as an adequacy decision or approved contractual protections, as required by data-protection law. Information about the relevant safeguard is available on request.
Retention
We retain personal data only for as long as necessary for the purpose for which it was collected and to meet legal, regulatory, contractual and record-keeping requirements. The period varies according to the type of information and relationship involved.
Client and transaction records are retained for the periods required under applicable financial-services, anti-money-laundering, tax and company law. Enquiry records are retained for a reasonable period so that we can respond, maintain an accurate history and deal with follow-up questions. Marketing information is retained until consent is withdrawn, an objection is made or the information is no longer required. Information may be kept for longer where necessary to establish, exercise or defend legal claims or where a regulator or court requires it.
Your rights
Subject to applicable law, you may have the right to:
- Ask for access to your personal data
- Ask us to correct inaccurate or incomplete information
- Ask us to erase personal data in certain circumstances
- Ask us to restrict processing in certain circumstances
- Object to processing based on legitimate interests or to direct marketing
- Receive certain personal data in a portable format
- Withdraw consent at any time where processing is based on consent, without affecting earlier lawful processing
To exercise a right, contact our Compliance Officer:
By Post: Compliance Officer, Wolstan Investments & Pensions Limited, 8 The Avenue, Wolstan Haven, Celbridge, Co. Kildare, W23 FP21, Ireland
By Email: info@wolstan.com
We may ask for information needed to verify your identity. Rights are not absolute and exemptions may apply.
You also have the right to lodge a complaint with the Data Protection Commission:
Data Protection Commission
6 Pembroke Row
Dublin 2
D02 X963
Ireland
Email: info@dataprotection.ie
Website: https://www.dataprotection.ie
Automated decisions
We do not make decisions producing legal or similarly significant effects solely by automated means through this website. If this changes for a particular service, we will provide the information required by law before the processing takes place.
Security
We use appropriate organisational and technical measures designed to protect personal data against unauthorised access, loss, misuse, alteration or disclosure. No online system is completely secure, and users should avoid sending sensitive financial or identity documents through an ordinary contact form. We will provide an appropriate secure channel when documents are required.
Updates
We may update this Privacy Notice to reflect changes in our services, legal requirements or the way we process information. The latest version and effective date will appear on this page.
Effective date: 26 August 2026