Privacy Policy

All the personal information that you provide to us will be treated in accordance with current Data Protection law.

Legal basis for processing personal data

In order to make arrangements with a view to provision of service and for the fulfilment of our contractual obligations to our clients it is necessary for use to obtain process and share your personal data.

We only collect, process and share personal data for these contractually based purposes, we will not use or share your data for marketing purposes.

If we need to process and share sensitive personal data that relates to race or ethnic origin, political opinions, religious or other beliefs, trade union membership, physical or mental health and sexual orientation we will seek your specific consent before we collect any such information.

Data sharing

In order to meet our contractual and regulatory obligations we may share your personal data in the following ways:

  • With investment, pension and insurance product providers for provision of services.
  • With external regulators as legally required.
  • With external consultants for administration, monitoring or auditing.
  • With processors to facilitate secure file sharing, email hosting and back up.

We do not share your data outside the EU.

Data storage

We take care to keep your data secure and to ensure that it is protected additionally from loss or destruction. We will keep back-up data and we will archive and store data in accordance with regulatory requirements and as we feel necessary for the management of risk in our business.

Data subject rights

You have the right to access the personal data we hold about you. You may ask us to correct or erase your personal data. Please note we cannot erase data that is required for regulatory or potential legal defence purposes.