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Fair processing guidelines

Quilter Financial Planning Limited ("Quilter Financial Planning") it's Appointed Representatives ("AR") and the AR's Advisers are committed to complying with the Data Protection Act 1998. As a financial services intermediary Quilter Financial Planning based solely in the United Kingdom, our ARs and its Advisers will only process (i.e. collect, store and use) personal data in a manner that is compatible with the Data Protection Act 1998. This means that we will always strive to ensure that we handle personal data fairly and lawfully with justification.

Our aim is not to be intrusive by invading your privacy or to undertake any task which is irrelevant. Instead our aim is to ensure we collect information that is of the highest quality in terms of accuracy, relevance, adequacy and non excessiveness and which by all accounts is "fit for purpose".

Please see the frequently asked questions of our fair processing guidelines below. 

Frequently asked questions

What is a Fair Processing Notice (FPN)?

How do we collect personal about you?

What is personal data?

What is sensitive information?

What types of personal data do we handle?

What is the purpose of holding data?

Whose personal data do we handle?

Whom may we share the information with?

Why do we share information?

How do we ensure the security of personal data?

What if the data we hold about you is incorrect?

How long will my data be held?

Can I find out what information is held on me?

Am I entitled to all the information that is held about me?