A customer may allow Cheltenham IFA to provide them with information about products and services from Cheltenham IFA which may be of interest to them. Cheltenham IFA will only do this where a customer has agreed to receive such information. You agree to receive the following marketing information from Cheltenham IFA:
- Information about our products and services by choosing to opt-in in marketing communications we send to you or by making a direct enquiry
- Information about our products and services by opting out of a communication where your data has been provided from a legitimate GDPR compliant business list supplier source
- Information about our products and services where you provide your details in the course of purchase or negotiations for the purchase of a product or service.
The marketing channels used above may include all means of communication e.g. email, post, phone, SMS text message and other electronic means. If electronic channels (i.e. email, SMS) are to be used this will be specifically stated when we collect your details.
Cheltenham IFA will not share personal data for any commercial or marketing purpose unrelated to its products and services without asking you first, or where the law requires us to share it. We do not rent or sell our customer lists to any third-party organisation. Any personal information we hold about you is stored and processed under our data protection policy, which is in line with the Data Protection Act 2018 and any subsequent legislation.