Privacy Policy
Use of your personal information

Please read this notice carefully as it contains important information about our use of your personal information. In this notice, we/us/our means Skipton Financial Services Limited, whose registered office is at The Bailey, Skipton, North Yorkshire, BD23 1DN (Company No. 2061788), and who is registered to collect and process personal data under the Data Protection Act 1998 (the "Act"). Your personal information means any information we hold about you or anyone else in connection with any product or service we are providing to you.

We respect and safeguard the privacy of our users. This Privacy Policy outlines how we will do this, how we will collect and use your personal information (such as your name, country of origin, your email address, mobile telephone number or any further details that we require) and how you can limit our use of this. Please read this Privacy Policy carefully.

Personal information provided to us via the SFS Invest Direct website, customer registration forms, emails and telephone calls will be used for the purposes outlined at the time of collection or registration and will be processed in accordance with this Privacy Policy and the Act.

You must ensure that all Personal Information you provide is accurate and complete and that all details (where applicable) contain your correct name and address and other requested details.

By providing personal data to us, you confirm that we may store, use and otherwise process your personal information for the purposes and in accordance with the Privacy Policy explained below. You may update your preferences in the manner described below.

How we use your personal information

We may pass your personal information onto third party product providers to enable us to provide the SFS Invest Direct service (where necessary). In addition, we will use your personal information in the ways described below.

Sharing Personal Information

Your personal information will also be provided to Associated Northcliffe Digital (‘Associated’) for their use in accordance with the purposes notified to you and the consents given by you from time to time.
We may release your personal information to others if we need to prevent fraud or we are required or permitted to do this by law (for example, if we receive a legitimate request from the police or another authority); or there are any other circumstances where you have given your permission.

Marketing Purposes

We may use your personal information for marketing and research purposes and to help us meet your needs.
• We may use, analyse, assess and carry out research using your personal information;
• We may also send you information about thisismoney’s fund supermarket via post, email, and/or telephone in accordance with your preferences.

Associated may wish to pass your Personal Information to other carefully chosen business partners or affiliated associations, but only if you have indicated that you are happy to receive further information regarding other products and services that may be of interest to you. If you do not want your information to be used for marketing or research purposes, please call us on 0800 085 1681.

Retaining your records

We maintain records of all our business transactions and will continue to keep you informed of new products and services, in accordance with your preferences, unless you tell us otherwise. 

Monitoring and recording calls

We may monitor and record telephone calls to monitor and improve our service and to prevent or detect fraud.

Further information

You are entitled to receive a copy of the information we hold about you. Please write to our Data Protection Officer, Skipton Financial Services Limited, The Bailey, PO Box 101, Skipton, North Yorkshire, BD23 1XT, giving your name, address and your reference number (if you have one). We will charge you a small administrative fee for this. You may also request that we update your preferences or correct any inaccuracies.

Our website

We want you to feel secure when visiting our website and are committed to maintaining your privacy when doing so. We make limited use of "cookies" to monitor and analyse how parts of our site are used, but we do not use them to store personal information. In general, you may visit the SFS Invest Direct website without providing us with any personal information about yourself.

What are Cookies?

Cookies are harmless text files that websites can store on your computer’s hard drive when you visit to allow the website to recognise you when you revisit.

Permanent cookies

These stay on your machine until expiry or deletion. Many are built with automatic deletion dates to help ensure your hard drive doesn’t get overloaded. We use this type of cookie.

What we use cookies for

We use cookies to enable us to gather general management information about web site traffic patterns and to help monitor and improve our internet service.

We use cookies to:

• Gather customer journey information across our sites
• Evaluate our sites advertising and promotional effectiveness

Changing your cookie settings

To enable or disable cookies, follow the instructions provided by your browser (usually located within the "Help", "Tools" or "Edit" facility). Alternatively, an external resource is available at www.allaboutcookies.org/manage-cookies providing specific information about cookies and how to manage them to suit your preferences.

The open nature of the internet is such that data may flow over networks without security measures, and may be accessed and used by people other than those for whom the data is intended. While this is out of our control, we aim to apply appropriate levels of security at all times.
Our website uses Secure Socket Layer (SSL) to enhance security when entering sensitive data. SSL is the industry standard technology for protecting and maintaining the security of message transmissions over the internet. When you enter sensitive data from secured sites, encryption will scramble your data into an unreadable format to inhibit unauthorised access by others.

Updating this Privacy Policy

We may add, modify, or remove portions of this Privacy Policy when we believe it is appropriate to do so and will ensure that the date that the Privacy Policy was last updated is set out below. Your continued use of the website will signify acceptance of any changes made.

Privacy policy last updated 07 July 2008.