Information we collect and use
The quantity and sensitivity of your information that we collect and use increases throughout your journey to become a PageRussell client.
To provide our service to you we may collect and use the following information about you:
- Contact information such as telephone numbers, post and email addresses.
- Financial information such as your assets and liabilities, income and expenditure.
- Employment details and, if self-employed or a business owner, information about your business.
- Your financial goals and lifestyle interests.
- Health information including whether you smoke and what medication you take.
- Any vulnerabilities you may have including loss of capacity to make decisions.
- Your financial products, such as pensions, investments and insurance plans.
- Your attitude to financial risk, capacity for loss and return required.
- Information about financial dependents or beneficiaries. If you provide information about other people we expect you to tell them and that they are happy for you to do so. We recommend you share this privacy notice with them and ask them to contact us if they have any questions.
- Identity information such as passport or other identity document information. We may conduct electronic money laundering checks on you. This will not leave a footprint which would impact your credit rating.
- Our website uses anonymised third-party cookies from Google Analytics which provide us with information about the location of visitors, what pages they look at and for how long.
