Exploiting you and your client’s information is not what we’re all about. We are committed to maintaining the integrity of your personal information.
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The information highlighted blue in the previous table is sensitive information/information that is subject to additional privacy requirements. This information is collected only with the individual’s prior consent. The information is kept secure and access restricted (see the ‘Information storage & management’ section below).
The information we use will be collected through any publicly available information, and through you, the advisor or the client directly (with your prior consent).