We will process your information for limited purposes that will include: responding to your requests; providing our services in accordance with our terms and conditions; developing and improving our services to you and to other customers; and informing you by letter, telephone or computer about Charles Stanley services that may be of interest to you. You may tell us if you do not wish to receive marketing material by emailing us at email@example.com. We will process this information fairly and lawfully and will store this information in accordance with the relevant data protection legislation.
We will keep your information for as long as is necessary to carry out our services to you or as is required by legislation or other regulation.
We will endeavour to keep your information accurate and secure however if at any time after giving us this information, or in the case that the information becomes out of date, then we ask you to notify us directly and we shall remove or amend the information within a reasonable time frame and in accordance with legislative requirements. Internet communications are not secure unless the data being sent is encrypted. We cannot accept any responsibility for unauthorized access by a third party or the corruption of data sent to us. For security purposes we may monitor emails received or issued by us.
It may be necessary for us to disclose your personal information to third parties where it is necessary to carry out the terms of our engagement or to comply with legal or regulatory requirements. In any other circumstances your information will be kept confidentially and we will only share your personal information with third parties with your express consent. Your information will not be transferred outside of the UK without your consent.
We may record and monitor phone calls made to or by us for your protection and ours and to maintain high quality of service standards. Our recordings will be conclusive.
As a data controller Charles Stanley is registered with the Information Commissioner's Office ("ICO") and has an obligation to notify the ICO about the purposes for which it processes personal information. You can access Charles Stanley's register entry at www.ico.gov.uk.
You have certain rights in respect of the data we hold relating to you. Details of these rights can also be found on the Information Commissioner's website as above. You are entitled, on payment of a fee, to a copy of the information we hold about you. In order to exercise this right, please contact: Data Protection Officer, 25 Luke Street, London, EC2A 4AR.
Charles Stanley & Co. Limited is authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange, the London
International Financial Futures and Options Exchange and the International Capital Market Association. Investors should be aware that past
performance is not necessarily a guide to the future and that the price of shares and other investments, and the income derived from them, may fall as
well as rise and the amount realised may be less than the original sum invested.
Investors should be aware that past performance is not necessarily a guide to the future and that the price of shares and other investments, and the income derived from them, may fall as well as rise and the amount realised may be less than the original sum invested.