Before we can collect or use your information we must have a valid reason and a lawful basis for doing do. PageRussell uses different reasons for different situations.
We may share your information with other organisations who help us provide our services to you, or to whom we may have a legal obligation to give the information. We do not sell or rent your information to other organisations or share your information with them for their marketing purposes.
The reasons we collect your information and who we might routinely share it with are:
| Reason for using your information |
Lawful basis |
Other organisations we might share your information with |
| · To provide you with our independent financial planning, investment and tax compliance services. |
Performance of a contract |
Product providers and fund managers; data base, call recording, email, research, risk profiling, cash-flow, tax compliance and accounting software providers; outsourced paraplanners. |
| · To refer you to third party professional advisers to provide you with advice. |
Consent |
Solicitors, accountant, mortgage advisers. |
| · To provide you with details of products and services from us and third parties that may be of interest to you electronically. |
Consent |
Data base and email software provider. |
| · To keep records of any services or advice we provide you to defend potential legal claims or complaints. |
Legitimate interest |
Data storage supplier, professional indemnity insurance broker and insurer, compliance consultant. |
| · To keep records of any services or advice we provide you to respond to a legitimate request by a regulator, court or tribunal. |
Legal obligation |
The Financial Conduct Authority or other regulator, court or tribunal. |
We give other organisations only the information they need to complete their task. We require our suppliers to keep your information secure and not use it for their own marketing to you. We do not share, sell or rent your information to other organisations for their own marketing purposes.
