The collection of private information

1. We shall only collect personal information regarding individuals, that is:
2. ~Reasonably necessary to provide quality products or services to them
3. ~To maintain contact details for those who we deal with
4. Whenever it is reasonable and practicable to do so, we only collect information about individuals directly from them.
5. We may retain personal information about:
   
6. ~The products we provide or have provided to our customers
7. ~The financial interests and the financial position of our customers
8. ~Contact details for those who we deal with

The use of private information

1. We will only use and disclose personal information about individuals for the purpose for which it was disclosed to us or related purposes which would reasonably be expected without the permission of the individual.
2. We may share with our customers information about other products which we expect may be of interest to them, but respect their right to ask us not to do this.
3. We do not sell personal information to other organisations to allow them to do this. We may disclose personal information to service providers who provide services in connection with our products and services.
4. We may provide information about our customers to their nominated financial adviser with their permission.

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Accuracy and currency of information

1. We take all reasonable steps to ensure that all information we hold is as accurate as possible. Security of information
2. We use security procedures and the latest technology to protect the information we hold.
3. Access to personal information and the use of personal information within our company is appropriately limited within our organisation to prevent misuse or unlawful disclosure of the information.
4. Where the personal information we collect is no longer required, we delete the information or permanently de-identify it.

Accessing your Information

1. You can contact us to request access to your information.
2. In normal circumstances we will give you full access to your information, however, there may be some legal or administrative reasons to deny access. If access is denied, we will tell you why.