The UK financial services industry can be a little behind the times when it comes to technology, with many improvements seen in US and Australia years before they reach here.Here at Gracechurch Wealth Management, we believe that technology can be an invaluable tool in making the experience better for clients. Some of the ways in which we use technology are as follows:
In the course of providing our service to you we may collect the following personal data when you provide it to us:
details of any vulnerability
details of your dependents and / or beneficiaries under a policy (If you are providing information about another person, we expect you to ensure that they know you are doing so and are content with their information being provided to us.)
We also obtain personal data from other sources in the course of providing our intermediary services. We take your privacy very seriously and advise you to read our privacy notice, as it contains important information on who we are, how and why we collect, store, use and share personal data, your rights in relation to your personal data. All data is held securely and backed up. We have never had a system security breach since we started training in 2006.
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