CFG Wealth Management

Search

Privacy Policy

CFG Investment Services Ltd may need to collect and use personal data on this web site in order to transact customer's requests effectively. CFG Investment Services Ltd acknowledges 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 principles as set out in the Data Protection Act 1998. These 8 principles are (in relation to personal information):

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.

We may need to pass your details to another company outside of CFG Investment Services Ltd purely to transact your requests effectively. However, we assure you that your personal data will not be passed outside of CFG Investment Services Ltd for any other purpose.

Where we provide access to products and services from other suppliers they will provide CFG Investment Services Ltd with your personal details, so that we can contact you by mail, email or telephone with details of other products or services.

If you do not wish to be contacted in this way, you can write to our Head Office, 176 St. Vincent Street, Glasgow, G2 5SG or notify us by email. Purpose of the Website

No section or content of this website may be deemed as advice whether financial or otherwise. The purpose of the site is to provide generic information and access to products and services from other suppliers. If you require individual advice, you should contact your financial adviser or the relevant supplier so that they can fully assess your circumstances and needs before advice can be given.

Site Content

CFG Investment Services Ltd reserves the right to remove or amend any of the content which appears on any page of this site, including any important information, at any time and without notice. Where changes to the important information are made, your continued usage of the site will signify your acceptance of any revisions.

CFG Investment Services Ltd uses all reasonable skill and care in compiling the information on this site. However, errors or omissions in the information may occur because of a number of factors, which are inherent in any internet access system and are not within CFG Investment Services Ltd’s reasonable control. For example, unauthorised access to this service, or the effects of machine, software or operator error or malfunction in connection with data transmission. This service is accurate only on the date that such information is supplied by CFG Investment Services Ltd via its internet service. CFG Investment Services Ltd advises you to confirm the accuracy of any information with CFG Investment Services Ltd before seeking to rely on such information.

Whilst CFG Investment Services Ltd have endeavoured to ensure that all the information within this website is factually correct, clear, fair and not misleading, CFG Investment Services Ltd accepts no legal responsibility or liability for the content of this website. Consequently, CFG Investment Services Ltd will not accept any liability for any loss or damage howsoever caused as a result of genuine errors or omissions on the site. Validity of important information

If any part of our important information section is deemed unenforceable, the remaining information will not be affected.

Registered Details CFG Investment Services Ltd Registered Office: 25 Bothwell Street, Glasgow, G2 6NL. Registered in Scotland Registered Number: 108837