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 Caerus Financial Limited who are part of the Quilter Group of companies. For further details on the companies in our group, please click here.
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.