Privacy Statement

1         Adviser Home is committed to protecting your privacy and maintaining the security of any personal information received from you.  We strictly adhere to the requirements of the data protection legislation in the UK.

The purpose of this statement is to explain to you what personal information we collect and how we may use it. By registering with Adviser Home or accessing the services available within the Adviser Home website (the "Site") and by using the Site generally, you agree to the principles set out below.

2          When you register, for example to access CPD content, we ask you for your Name, Address, Company Name, Email and FSA number. We may also have a second, optional layer of registration details, for those who wish to provide us with further details of their business.

3          We use your personal information to notify you of new features and changes to the website, to send you Adviser Home emails, to update you about new products and services from Adviser Home and our Partners, to conduct research and to enable us to conduct surveys and aggregate user profiles. Where and only where you give us your specific consent we will pass your contact details to specified partners – normally providers to the financial services sector. At any time you may withdraw such consent and our partners will be bound by this, At any time you may elect not to receive further communications from us.

4          We do not sell, rent or exchange your personal information with any third party for commercial reasons, beyond the essential requirement for credit/debit card validation during purchase, where applicable.

5          We follow strict security procedures in the storage and disclosure of information which you have given us, to prevent unauthorised access in accordance with the GDPR.

We do not collect sensitive information about you except when you specifically knowingly provide it and give your consent.  In order to maintain the accuracy of our database, you can check, update or remove your personal details by contacting us directly via email ([email protected]) or by reviewing your profile and updating it via the website.

We use a technology called "cookies" as part of a normal business procedure to track patterns of behaviour of visitors to our site.  A cookie is an element of data that our Website sends to your browser which is then stored on your system.  You can set your browser to prevent this happening.  Any information collected in this way can be used to identify you unless you change your browser settings.

6          In order to process credit/debit card transactions, the bank or card processing agency may require to verify your personal details for authorisation outside the EEA (European Economic Area).  Your information will not be transferred outside the EEA for any other purpose.

7          If you have any questions about privacy please email us at [email protected].

Notice Board

Adviser Events

Search for provider events near you

Resources

Our free library of technical, investment and marketing content

Newsletter Signup

Sign up for the Adviser Home Weekly Newsletter

Adviser Home Sponsors & Partners