How your information is used
We will only use your personal information for purposes that would reasonably be considered to be in your interests. If you feel that we have breached this commitment or you become aware that your information is incomplete, we encourage you to contact us so we may resolve your concerns.
We ask that you provide us with your contact details so we are able to reach you when we have investment ideas to offer you. We do respect your right to privacy however and will not continue doing this should you request it. We ask that you allow your financial advisor access to your personal information so as we only contact you with investment opportunities that genuinely interest you.
We may disclose parts of your personal information to related third parties. We will only disclose the parts of your information they require to perform their services efficiently however. We do not sell or disclose your personal information to external organisations.