Your financial security is very important to us and so is your data.

Collecting Information and Protecting Your Privacy

Our aim is to offer advice that helps you plan your financial future. To provide such advice, we need to know about your personal situation and may request sensitive and private information about you, for example, your income, current financial arrangements, health, family commitments and any legal proceedings you may be involved with. Much of the information you provide will, as part of your application, be passed to the company whose products you apply for.

We are committed to protecting your privacy and, as we would like you to be a lifetime client we need to earn your trust and assure you that we will keep your personal information confidential and secure and only keep it for as long as is necessary. We will use it with care and it will only be shared with your consent and in the ways explained in this leaflet, or if we are required to by Law or our Regulator.

Your personal information will only be help for as long as necessary and collected for the purposes of providing advice in respect of the range of products and services outlined in the Initial Disclosure Document (IDD) provided by your Adviser. In addition, we will make every effort to ensure that the information you provide is recorded accurately and that it is only passed to companies who comply with the Data Protection Act. We will not send your information abroad without ensuring its security and will ensure you are able to exercise your rights to access your personal information under the Data Protection Act.

Controlling and using your personal information

A Data Controller is someone who determines the purposes for which and the manner in which your personal data should be processed. Openwork, it's Appointed Representatives and the companies who products you buy are all Data Controllers.

We use your information in a variety of ways: