The Parties only collect personal information that is reasonably necessary to perform our functions. The kind of personal information we collect and hold will depend upon the type of products and services that you request from us and may include:

• information you give us when you request a product or service from us. This information may include your name, address, contact details and relevant identification documents;
• financial information about you such as your financial position and information obtained from credit checks if you have authorised us to carry out those checks;
• communications between us and your financial adviser;
• transactional information about the use of a product if you have or had a product with us; and
• in a limited number of circumstances your personal health information.

We may use your personal information in a number of ways including:

• to provide the product and services that you request;
• to administer and manage the provision of our services;
• to respond to queries, complaints or to provide you with our general customer services;
• for marketing purposes;
• to comply with laws and regulatory requirements including complying with any request made by a governmental authority in connection with legal proceedings or the prevention or detection of fraud and crime;
• to comply with our’ risk management policies and procedures; or
• to train our staff.

We may use your personal information for additional purposes related to the purposes listed above. We will not, however, use your personal information other than for:

• a purpose made known to you;
• a purpose you would reasonably expect;
• a purpose required or permitted by law; or
• a purpose otherwise authorised by you.

We aim to ensure that personal information we retain about you is accurate, complete and up to date. To enable this, we may regularly ask you to review, confirm and advise us of changes to your personal information.

We store personal information in a combination of computer storage facilities. We will take reasonable steps to protect personal information from loss, misuse, unauthorised access, modification or disclosure.

You may request access to the personal information that we hold about you or request correction to personal information that we hold. Subject to the limited circumstances set out below, we will endeavour to process your request in a reasonable time. In order for us to process your request we will need to verify your identity and, in some circumstances, we may need to charge an administrative fee, of which we will inform you in advance.

These reasons may include:

• an unreasonable impact on the privacy of other individuals;
• the information relates to legal proceedings between us and you;
• the information would reveal our commercially-sensitive decision-making process; or
• we are prevented by law from disclosing the information or providing access.

Your use of the facilities and services available through the website will determine the amount and type of information that we will collect about you. Some of this information will not be personal information because it will not reveal your identity.

The only personal information which we collect about you when you use the website is what you tell us about yourself; for example, by completing an online form such as an application form, or by asking for a disclosure document for our products or by sending us an email. We will record your email address if you send us an email.

Use of cookies

Visiting this site may generate cookies that get stored on your computer or mobile device. An HTTP cookie is a small section of data sent from a website and stored in the user’s web browser.

How to turn off cookies

All modern browsers allow you to change your cookie settings. The following links may help you understand how you can update your settings:

Cookie settings in Internet Explorer
Cookie settings in Firefox
Cookie settings in Chrome
Cookie settings in Safari

We of course respect your right to privacy.

Whilst any details that you provide to us via this website or in any other means may be added to our database, you do not have to give us any personal information to be able to use the majority of this website.  By using our website, you have consented to the collection and use of your personal information as set out in our privacy policy.  If we change or modify this privacy policy, we will provide the updates here.

We do not disclose or sell your contact details to any other third party.Changes To Our Privacy Policy

We may make changes to this Privacy Policy from time to time for any reason and will make concerted efforts to update the website in a timely manner.

Contacting us if you would like more information about how we manage your personal information, please contact us at the following address:

The Privacy Officer

Optimized IT by Andia Capital

KEMP HOUSE

152-160 CITY ROAD

LONDON

EC1V 2NX

Contact@optimizedit.co.uk

If you wish to raise any concerns about any breach or potential breach of your privacy, please contact our Privacy Officer and we will make every effort to resolve your complaint internally.