We offer advice to help you secure your financial future and that of your dependants. To do this well, we need to know about your personal situation – your income, finances, health and family commitments.
We’d like you to be a lifetime client, which means we need to earn your trust. You can be sure we’ll keep your personal information confidential and use it with care. We’ll only share it with your consent and in ways we’ve explained in this web page, or if the law or the regulator says we have to.
Protecting your privacy
Openwork is committed to protecting your privacy. This means we’ll:
Controlling your personal information
Under the Data Protection Act 1998, we have to tell you who is responsible for deciding how your personal information is used. Your adviser, Openwork, and the companies whose products you buy are your data controllers. This web page tells you how your adviser and Openwork will deal with your personal information. Where we introduce you to another company, they will tell you how they will use your data. Openwork will remain a data controller for administration and marketing purposes.
Using your information
We use your information in a variety of ways:
Sharing your information
This information you give us will be added to any other details we hold about you. Whilst Openwork will never sell your details to a third party, we may share your information with carefully selected companies we are associated with. We or they may contact you (by mail, email, telephone or other appropriate means) to tell you about products, services or offers we believe may interest you. The products and services may not be related to financial services.
You can ask us not to contact you for this reason at any time by writing to us at our office address.
Here are some situations in which we may share your information:
Secured loan credit checking
If you apply for a secured loan, you’ll have to agree to your information being passed to the lender, who may do a credit check. You may also have to give details of any criminal convictions you may have had and these details will be passed to the lender to do any necessary checks.
Your data protection rights
You have certain rights under the Data Protection Act 1998. This include the rights to:
How to get more information
If you would like more information about how we use your personal information, or have any data protection questions, please write to:
The Data Protection Officer
New Bridge Square