St. James's Place is committed to protecting the privacy of its users and we therefore ask that you please read our Privacy Policy before providing us with any information about you or any other person ("Personal Information").

Our use of your Personal Information

St. James's Place Plc (Company No. 03183415) has its registered office at St. James's Place plc Head Office: St. James's Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP, United Kingdom. For the purpose of the Data Protection Act 1998 the data controller is: The Data Protection Officer, St. James’s Place Plc, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP.

Who we are

Reference to “us”, “we” and “our” refers to St. James’s Place Wealth Management plc, a company registered in England with company registration number 4113955, whose registered address is at St. James’s Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP, United Kingdom. (“St. James’s Place Wealth Management plc”).

You can adjust your preferences related to cookies when on our website by clicking on the ‘Cookie Preferences’ link at the footer of the page.

If you would like any further information about any of the matters in this policy or if you have any other questions about how we collect, store or use your personal information, you may contact our St. James's Place Data Protection Officer at St. James's Place plc, St. James's Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP, United Kingdom, [email protected] and 01285 878453.

You can also contact your Partner at the contact details set out in their Privacy Policy (as provided to you on their headed paper) if you would like any further information about how they collect, store or use your personal information.

Cookies

This website uses cookies - small text files that are stored on your computer, mobile device or in your browser - to help us to monitor how visitors use our site and allow us to maintain the optimum experience for website users. It will contain some anonymous information such as a unique identifier and the site name and some digits and numbers. It allows a website to remember things like who you are and your preferences.

Most websites you visit will use cookies in order to improve your user experience by enabling that website to ‘remember’ you. Please note that by disabling cookies you may not benefit from some of the features of our site. You can find out more about deleting or controlling cookies by visiting About Cookies.

How long do cookies last?

Cookies last for different lengths of time depending on what they are used for:

Session cookies are temporary cookies and are only stored until you leave the website or when you close your web browser.

Persistent cookies last for a fixed period of time, defined within the cookie, and allow the website to recognize the device again when the user returns to that website on that device.

First and third party cookies

First party cookies are set by the website and can only be read by that website.

Third party cookies are set by an organisation other than owner of the website. This might be for the purposes of website measurement, to allow a third-party service on the website to operate or to target or deliver advertising.

You can find a list of these cookies and options to control such cookies by clicking on the ‘Cookie Preferences’ link at the footer of the page.

Our use of cookies

This Site uses a range of first and third party cookies that enable us to offer an enhanced and personalised experience. The information stored in cookies falls into the following categories:

Required Cookies

These cookies are necessary to enable the basic features of this site to function, such as providing a secure log-in and viewing content.

Functional Cookies

These cookies allow us to analyse your use of the site to evaluate and improve our performance. They may also be used to provide a better customer experience on this site. For example, remembering your log-in details, or providing us information about how our site is used.

Advertising Cookies

These cookies are used to show you ads that are more relevant to you. We may share this information with advertisers or use it to better understand your interests. For example, Advertising Cookies may be used to share data with advertisers so that the ads you see are more relevant to you. They remember that you have visited a website and this information may be shared with other organisations such as advertisers. These types of cookies are also used to create user profiles in order to personalise your experience whilst using our website and serve adverts in line with preferences shown by you whilst browsing the web. Use of such cookies means that when you are on another website, you may be shown advertising by third parties based on your browsing patterns on, and usage of, our website.

To manage functional and advertising cookies, visit our cookie consent management platform by clicking on the ‘Cookie Preferences’ link at the footer of the page.

Removing cookies

Using our cookie consent management platform

The required cookies we use are essential for parts of the site to operate and they are in place at the start of your website session. However, to manage functional and advertising cookies on our website, visit our cookie consent management platform by clicking on the ‘Cookie Preferences’ link at the footer of the page.

Changing your browser settings

All major browsers allow you to change your cookie settings. You can set up your web browser to notify you when you receive a cookie, allowing you to either accept or not to accept the cookie. You can usually find these settings in the 'options' or 'preferences' menu of your browser. To understand these settings, please see the following links that may be helpful, or you can use the 'Help' option in your browser.

You can also delete all cookies that are already on your device and prevent them from being placed. If you do this, you may have to manually adjust some preferences every time you visit a website and some services and functionalities may not work.

Using third party management applications

  • You can also adjust your cookie preferences through third party platforms.
  • To manage cookies linked to targeting or advertising activities, visit Your Online Choices.
  • To opt out of being tracked by Google Analytics across all websites visit Google Analytics Opt Out.

When might we disclose your Personal Information to others?

Please be assured that except for the reasons listed below, we will not disclose your Personal Information to others.

We may disclose your Personal Information to others in the following circumstances and/or for the following purposes:

  • Where it is necessary for the provision of information or services to you
  • Where we are required to do so by the courts or to comply with other legal, statutory and/or regulatory obligations including accounting and taxation requirements
  • To prevent and/or detect crime
  • Where we believe that you may be interested in the services offered by other organisations including our group companies. Please contact us if you would like details about these companies. If you do not wish to receive direct marketing from St. James’s Place, please write to us at St. James's Place plc Head Office: St. James's Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP, United Kingdom
  • For credit reference purposes

Personal information collected from you so that you may receive your Unit Trust Manager's Reports by email will only be disclosed to third parties who process this information on our behalf for administrative purposes; where we are required to do so by the courts or to comply with other legal, statutory and/or regulatory obligations including accounting and taxation requirements and to prevent and/or detect crime.

Monitoring

Please note that if you communicate with us electronically, including by e-mail, telephone or fax, this communication may be randomly monitored and/or recorded to protect the interests of our business and our customers. This includes for the purposes of maintaining customer/service quality standards, detection of and/or prevention of crime and to ensure that St. James's Place employees comply with legal obligations and St. James's Place policies and procedures (including our customer relations practices).

Requests for access to Personal Information

We are happy to provide you with details of the Personal Information, which we process about you. To protect our customers' personal information, we follow strict storage and disclosure procedures, which mean that we will require proof of identity from you prior to disclosing such information. We may charge a small administration fee in relation to any requests for access to personal information. Please direct any such request to the Data Protection Officer, St. James's Place plc Head Office: St. James's Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP, United Kingdom.

Information updates

Please help us to keep your Personal Information current and accurate by contacting us if your Personal Information is or becomes inaccurate and/or out-of-date.

Contacting us

If you do not want us to use your Personal Information in the manner set out in this Privacy Policy, need to advise us of any changes to your personal information, or would like any more information about the way in which we collect and use your Personal Information, please contact us at St. James's Place plc Head Office: St. James's Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP. or by telephone on 0800 0138 137.

Security

As you may be aware, no data transmission over the internet can be entirely secure. As a result, while we will always use reasonable endeavours to protect your Personal Information, we cannot guarantee the security of your Personal Information and the use of our Site (including the e-mail facilities) is at your own risk.

Changes to this Privacy Policy

This Privacy Policy will change from time to time, and you should check the Site on a regular basis to ensure that you are aware of our most recent policies (including this Privacy Policy and the Terms relating to your use of the Site).

User declaration

By providing St. James's Place with any Personal Information you consent to the use of your Personal Information for the purposes and in the manner set out in this Privacy Policy.