Information provided by you will be stored securely, kept strictly confidential, and will not be disclosed to any third party without your explicit consent, with the following exceptions:

• In order to give you the information and advice that you require we may need to disclose your information to providers of investments and insurance policies.
• Our compliance advisers, auditors, and our regulatory body may require us to disclose certain client details to them in the normal course of their duties.
• The hosting of our web site, and of associated client data, is carried out by Stickman Technology. Stickman Technology are Data Processors within the meaning of the Act, and will not use client information except in order to provide the functionality of the web site.

We will disclose to you, on written request, what information we have on our systems related to you, how we use it, and we will give you the opportunity to review and correct any information we may hold.

Call us on 02380 637000 or email
info@claissestvincent.co.uk to see how we can help