Your Privacy

We maintain a record of your personal information that includes details of your objectives, financial circumstances and needs.

We also maintain a record of the recommendations we make.

If you wish to examine information in your file, you should ask us and we will make arrangements for you to do so.

We will only disclose information about you:

  •    • To product providers we recommend and you agree to use
  •    • Where the law requires us to do so
  •    • If you consent for us to do so

Please note that some product providers will need to send you personal information offshore for International investments.