We require to collect personal information from you to enable us to provide tailored advice relevant to your circumstances. We are obliged by our Regulator to collect such information.

This includes:

• General information such as your name, address, phone numbers and email addresses, date of birth and gender
• Family information
• Employment information
• Financial information relating to your personal circumstances.
• Information obtained from carrying out the identification checks as required by the Anti-Money Laundering regulations.