We collect information about you when you complete an application form or an online process. We also collect information when you voluntarily complete customer surveys, provide feedback and participate in competitions. Website usage information is collected using cookies.
We will never sell, trade, or rent your personal information to others however, we may share your information with selected third parties including:
We collect information about you to process your application, manage your account and, if you agree, to email you about other products and services we think may be of interest to you.
If you agree, we may pass on your personal information to our group of companies so that they may offer you their products and services. Willis Owen will not share your information for marketing purposes with other companies.
In processing your application, we may send your details to, and also use information from credit reference agencies and fraud prevention agencies.
Willis Owen will retain all data for as long as necessary for the purpose it was collected for, taking into consideration any potential legal claims as well as any legal and regulatory requirements. If you hold an investment product with us, in accordance with the requirements set by our regulator, the Financial Conduct Authority (FCA), records will be kept for a minimum of five years from when your relationship ends with us.
We would like to send you information about products and services of ours and other companies in our group which may be of interest to you. If you have consented to receive marketing, you may opt out at a later date.
You have a right at any time to stop us from contacting you for marketing purposes or giving your information to other members of the Willis Owen Group.
If you no longer wish to be contacted for marketing purposes, please contact us by one of the following means:
You have the right to request a copy of the information that we hold about you. If you would like a copy of some or all of your personal information, please email or write to us at the following address.
We want to make sure that your personal information is accurate and up to date. You may ask us to correct or remove information you think is inaccurate.
Cookies are text files placed on your computer to collect standard internet log information and visitor behaviour information. This information is used to track visitor use of the website and to compile statistical reports on website activity. For further information visit www.aboutcookies.org or www.allaboutcookies.org
You can set your browser not to accept cookies and the above websites tell you how to remove cookies from your browser. However in a few cases some of our website features may not function as a result.
The following cookies are used within our Website:
|Necessary||PHPSESSID||Preserves user session state across page requests.|
|Necessary||cookieconsent_status||Holds the status of whether the Privacy Notice has been viewed.|
|Necessary||message_viewed||Used to hold the status of whether a website maintenance/information message has been cleared from view.|
|Necessary||SubscribedToInsights||Tracks if the current user has subscribed to insights whilst viewing our ISA Guide.|
|Necessary||FundBasket||Holds the funds currently in an Explore Basket to enable purchase journeys.|
|Necessary||FundBasketISIN||Holds a single fund selected for a purchase journey.|
|Necessary||risk_level||Holds the currently selected Risk Level to enable a Starter Portfolio to be purchased.|
|Necessary||selected_funds||Holds the currently selected funds in purchase journey when looking to add more funds.|
|Necessary||inspecie_funds||Holds the list of funds added to a Transfer In Instruction to stop duplications.|
|Necessary||FundType||Supports the Starter Portfolio and Multi-Asset Fund purchase journeys.|
|Necessary||FundProductID||Supports the Starter Portfolio and Multi-Asset Fund purchase journeys.|
|Necessary||Debit_Card_Page||Supports the processing of Debit Card Payments.|
|Necessary||Debit_Card_Funds||Supports the processing of Debit Card Payments.|
|Functional||Campaign_FirstName||Allows the sending of a returning link to visitor.|
|Functional||Campaign_LastName||Allows the sending of a returning link to visitor.|
|Functional||Campaign_Email||Allows the sending of a returning link to visitor.|
|Functional||hblid||Olark Chat - a visitor identifier used to remember visitor between visits|
|Functional||wcsid||Olark Chat - a session identifier that used to keep track of a single chat session|
|Functional||olfsk||Olark Chat - storage identifier used to maintain chat state across pages (e.g. message history)|
|Functional||_okbk||Olark Chat - extra state information (e.g. chat box being open/closed)|
|Functional||_ok||Olark Chat - most recent Olark Chat site ID (security measure)|
|Functional||_oklv||Olark Chat - the Olark Chat loader version (for improved caching)|
|Functional||_okla||Olark Chat - used for caching purposes to improve performance|
|Functional||_okgid||Olark Chat - group id the visitor is locked to|
|Functional||_okac||Olark Chat - used for caching by setting a hash for assets to determine if they have changed and if they need to be refreshed|
|Functional||_okck||Olark Chat - used to test whether the visitor's browser allows cookies to be stored|
|Statistics||_ga||Google Analytics - unique visitor ID|
|Statistics||_gat||Google Analytics - used to throttle request rate|
|Statistics||_gid||Google Analytics - user ID used to geneate statistical data on how the visitor uses the website|
|Statistics||r/collect||Google Analytics - used to send data about the visitors device and behaviour.|