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Data protection regulation gives you more control over the way organisations collect and use your information.  In short, it’s a good thing.

We collect information from you, the providers of your financial products and other organisations.

The quantity and sensitivity of your information that we collect and use increases throughout your journey to become a PageRussell client.

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

We ask for your permission to send you electronic marketing material via a separate consent form.  You can withdraw your consent at any time by contacting us.

Sometimes we may collect sensitive information about you to provide our services.  We ask for your permission before collecting this information.

The data protection regulations we comply with apply across the European Economic Area (EEA).  Sometimes we may transfer your information outside the EEA.

Depending on the service provided we may have to keep your information indefinitely.

Email and the post are not secure, so we ask you to send your information and instructions to us via our client portal wherever possible. We normally update your information during a regular review.  If you stop using our services, your information will not be kept up to date.

You have the right to: Request access to your information. Correct inaccurate information. Request the erasure of your information. Restrict how we use your information. Object to how we use your information. Request we transfer your information to another organisation. Object to automated decisions. Request more information about how we use your information.