This policy sets out how we use and protect any personal information that you give us when you use this website. If you have any questions about this policy or do not agree with it, please contact our customer services department at info@forumwealth.com or on 0870 143 1828 before using this website.
We may change this policy from time to time by updating this page. You should check this page from time to time to ensure you are happy with any changes.

CONTENTS

Policy statement
What information do we collect?
What do we do with the information we collect?
Direct Marketing
E-mail marketing
Whom do we share this information with?
How to get copies of or amend the information we have collected?
Security
Cookies

Policy statement

Forum Wealth Management Limited and Sage Financial Services Ltd may need to collect and use personal data on this website in order to transact customer's requests effectively. Forum Wealth Management Limited and Sage Financial Services Ltd acknowledge that the proper treatment of personal data is very important to successful transactions as well as ensuring customer satisfaction.

Any personal data which we collect, record or use in any way whether it is held on paper, on computer or other media will comply with the Data Protection Act 1998. We endorse and adhere to the Data Protection as set out in the Data Protection Act 1998. These 8 principles are:-

· fairly and lawfully processed
· processed for limited purposes and not in any other way which would be incompatible with those purposes
· adequate, relevant and not excessive
· accurate and kept up to date
· not kept for longer than is necessary
· processed in line with the data subject's rights
· kept secure
· not transferred to a country which does not have adequate data protection laws

When we collect any personal data from you, we will inform you why we are collecting your data and what we intend to use it for.

What information do we collect?

In general, you can use this website without giving us any information. However, additional services may be available if we have certain information about you.
We may collect your name and contact information, including e-mail address, your occupation and your date of birth.

We use this information to provide you with a better service, and in particular for the following reasons:
· internal record keeping;
· to improve our products and services;
· to contact you for market research purposes.

We may contact you by e-mail, phone or mail, unless you have registered with the appropriate Preference Service.

We would like to provide you with information about new products, promotions, special offers and other information which we think you may find interesting. We may send you such information by mail, telephone, unless you have registered with the appropriate Preference Service. When you provide us with information, you will be given the option to let us know that you do not want your information used for direct marketing purposes. If you request this option, we will not send you any direct marketing.
You can change you mind at any time by contacting our data protection compliance officer at Lansdowne House, City Forum, 250 City Road, London. EC1V 2QZ or on 0207 017 3730.

We would also like to provide you with the information above by e-mail. However, we appreciate that e-mail “spam” has become a problem in recent years.
If you are a customer or you have previously asked us for information on our products, we may send you information on our range of products by e-mail, unless you have asked us not to do so.
If the reason you have given us personal information is to receive e-mail information from us, we will continue to provide this information by e-mail unless you ask us not to do so.
Otherwise, when you provide us with personal information, we will ask you whether or not you are happy for us to send you this kind of information by e-mail.
If you decide at any time that you no longer wish to receive marketing e-mails from us, please contact our data protection compliance officer at Lansdowne House, City Forum, 250 City Road, London. EC1V 2QZ or on 0207 017 3730.

Whom do we share this information with?

We will not transfer, disclose, sell, distribute or lease your personal information to third parties other than our subsidiaries, parent company or a purchaser or potential purchaser of our business unless we have your permission or are required by law. We may release your personal information to our authorised direct marketing or other agents unless you tell us that you do not wish this to happen.

How to get copies of or amend the information we have collected?

You may request details of personal information which we hold about you under the Data Protection Act 1998. A small fee will be payable. If you would like a copy of the information held on you please write to our Data Protection Compliance Officer at Lansdowne House, City Forum, 250 City Road, London. EC1V 2QZ or info@forumwealth.com
If you think any information we have about you is incorrect or incomplete, please write or e-mail us as soon as possible. We will correct or update any information as soon as possible.

We are committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect on line.

We use cookies for certain areas of our website. Cookies are files that store information on your hard drive or browser that means that our website can recognise that you have visited our website before. They make it easier for you to maintain your preferences on the website, and by seeing how you use the website, we can tailor the website around your preferences and measure usability of the website. You can, should you choose, disable the cookies from your browser and delete all cookies currently stored on your computer. On Microsoft Internet Explorer, this can be done by selecting “Tools/Internet Options” and reviewing your privacy settings or selecting “delete cookies”. You can find out how to do this for your particular browser by clicking "help" on your browser's menu or by visiting http://www.allaboutcookies.org/manage-cookies/index.html.

Forum Wealth Management Ltd is an appointed representative of Sage Financial Services Ltd, which is authorised and regulated by the Financial Services Authority.

Sage Financial Services Ltd is entered on the FSA register ( www.fsa.gov.uk/register ) under reference 150452.

The information and content of this website is intended for UK consumers only and is subject to the UK regulatory regime.

Forum Wealth Management Ltd. Registered Office Landsowne House, Victoria House, 64 Paul Street, London EC2A 4NG. Registered in England No. 4812338.