Privacy Policy
Data Privacy Statement
Wilcox Young Partnership Limited web site Data Privacy Statement (Data Protection Act 1998).
Wilcox Young does not capture or store personal information about individuals who access this web site, unless you voluntarily choose to provide your personal details to us in writing or by telephone, facsimile, or via electronic mail (e-mail) or this web site.
Data Protection
Information Held About You.
In order to advise you properly, we must obtain certain information from you about your financial and personal circumstances, to assess your suitability for particular products and services and for which we need your consent.
By submitting your personal details to us, you will be deemed to have provided that consent.
If you do not agree, you have the option not to submit your personal details.
Such personal information will be treated as confidential by Wilcox Young and held and processed in accordance with the Data Protection Act 1998.
Personal Data.
Your personal data will not be disclosed to outside organisations and/or individuals unless:
- to perform a contract to which you are a party;
- to comply with our legal/regulatory obligations; or
- where disclosure is necessary for Wilcox Young to pursue its ordinary business activities, including any external administrators that we may use (unless this would prejudice your rights).
We will only retain personal data disclosed to us by you for so long as it is necessary:
- to fulfil any contractual obligations to you (or on your behalf);
- to comply with legal or regulatory requirements.
Terms & Conditions
By agreeing to these Terms and Conditions:
- you agree that the information we hold about you can be held on computer and/or paper files;
- you agree that any information which you give us, including sensitive personal data such as health and medical records, may be disclosed to third parties (eg: credit reference agencies and medical practitioners, where relevant) for the purpose of obtaining a quotation or processing your application and for the ongoing administration of your investment product or policy but for no other purpose;
- you agree that we may use the information that we hold about you to contact you from time to time by post, fax, e-mail or telephone to bring to your attention additional products or services which may be of benefit to you;
- we agree that any consent given by you under the preceding clauses above may be withdrawn by you at any time by contacting us in writing at:
Data Controller
Wilcox Young Partnership Limited
30a South Street
Dorchester
Dorset DT1 1BY
Telephone: 01305-269369
E-mail:
Further information about the Data Protection Act 1998 can be obtained from: The Information Commissioner.
Please Note: This privacy policy only covers the Wilcox Young web site at: http://www.wilcoxyoung.co.uk/ Other external web sites reached via hyperlinks from within this site are not covered by this policy.
Access to and use of this world wide web site is provided subject to these terms and conditions. Copyright © 2000-2008 Wilcox Young Partnership Limited. All rights reserved. Authorised and regulated by the Financial Services Authority (FSA Reference Number: 209529). Registered Office: 30A, South Street, Dorchester, Dorset DT1 1BY, England. Registered Number: 4206455 England. The information on this site is for general guidance only and is subject to UK regulation and legislation and therefore restricted to consumers. Unauthorised use, dissemination, distribution, publication or copying of this web page or its contents is prohibited.
Wilcox Young office in Dorchester.
Online map - Dorchester office.
Wilcox Young is a member of IFACare, the national IFA organisation for Long Term Care.
Wilcox Young is a member of The Personal Finance Society, the largest professional body for individual financial advisers in the UK.
Wilcox Young is a sponsor of the Weldmar Hospicecare Trust website.
