2. DATA COLLECTED BY THIRD PARTIES
This website is hosted by TSOHOST. Their terms and conditions can be found at https://www.tsohost.com/legal/new-terms-and-conditions-1, and applies to this site.
3. ACCESS TO AND SHARING OF DATA
In addition to any circumstances described below, we may share any data we collect if we are required to share data with the legal authorities to fulfil our obligations under the law of England and Wales.
4. DATA WE COLLECT AND HOW WE USE IT
When submitting a form on this website, the submitted data is sent to us. We use this data to contact you in relation to your enquiry. Access to data we collect is limited to the members of our staff who require that data to perform their duties.
5. WHAT TYPE OF INFORMATION IS COLLECTED FROM YOU?
If you are visiting our website the personal information we collect might include your name, address, email address, IP address, and information regarding what pages are accessed and when.
If you are seeking advice or other services from us we will undertake a getting to know you process. This will include obtaining information about your personal and financial circumstances and objectives. Where you have investments or polices we will obtain information on these either from you or upon consent from you directly from the providers concerned. We will assess your Attitude to Risk and Capacity for loss and record this in our documentation. We will retain records of any investments or policies that you arrange through us.
Where we are providing an ongoing service we will update the information as part of our review process and note our records.
Information may be obtained from you face to face or through email or completion of online documentation. As the information is required to enable us to provide our services if you opt not to provide it we may not be able to continue to advise you.