Customer privacy

At Unividual we very much respect your privacy and the confidentiality of your personal information. It is crucial that anyone interacting with our business understands what data we collect and why.

Who are we?

Unividual Limited is an appointed representative of Quilter Financial.

What data do we collect and why?

We collect personal information about you when you use our website, contact us about products and services, visit a financial adviser or carry out transactions with us. We collect information that is necessary for the provision of financial advice and administration of the products or services you are seeking, and for legal and regulatory purposes. We also collect and use your personal information where necessary to improve our services, our business processes, and to communicate with you. For the provision of advice, we need to collect sensitive information, such as information about your health. We will ask for your consent to do this.

We will always keep your data safe and secure, and where we share your data with other businesses to fulfil the purposes above we make sure they follow our instructions and keep your data secure. We will never sell your data, and we will not send you communications about unrelated services without your consent.

Want to find out more?

Our full Privacy Notice holds much more information about how we collect, use and share your personal information. There is also information about the rights you have over your personal data, and how to contact us if you have any questions. Please see below the contact details for the Data Protection Officer :

gdpo@quilter.com 

Millennium Bridge House, 2 Lambeth Hill, London EC4V 4AJ

Get in touch

The information collected will be used solely for the purposes of providing background information when contacting you to arrange an appointment.