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Privacy Policy

Overview

equityCare is a trading name of Directly Financial Limited who are authorised and regulated by the Financial Services Authority. Our overriding objective is to provide a first class professional financial planning service and in so doing protect our clients confidentiality at all times.

We are committed to protecting any data that we collect concerning you. By using our services you agree to the use of the data that we collect in accordance with this Privacy Policy.

We collect the minimum amount of information about you that is commensurate with providing you with a satisfactory service. This Policy indicates the type of processes that may result in data being collected about you and your use of this website gives us the right to collect that information.

This website has been prepared in order to provide information. We make every effort to ensure the content is accurate, but it is not a comprehensive statement of the law, or of the issues raised and should not be relied upon for that purpose.

Privacy and Usage Policy

equityCare is committed to respecting and protecting your privacy. The structure of this site is such that you can browse the website without revealing any personal information about yourself or telling us who you are. If you do provide us with your personal information, we will keep it confidential. We will only use this data to provide you with the services requested.

Whilst visiting the equityCare website, you may choose to contact us in which case your telephone number or email address will be required so that we can reply. This information will solely be used for the purpose you contacted us for and will be deleted within 6 months. It will not be used for any form of marketing.

We may collect any or all of the information that you give us depending on the type of transaction you enter into, including your name, address, telephone number, fax number and email address, together with data about your use of the website.

We use the information collected primarily to process the task for which you visited the website. Data collected in the UK is held in accordance with the Data Protection Act. All reasonable precautions are taken to prevent unauthorised access to this information. This safeguard may require you to provide additional forms of identity should you wish to obtain information about your account details.

Information Disclosure

We do not disclose any personal information obtained about you from this website to third parties. We may use the information to keep in contact with you and inform you of developments associated with our business. You will be given the opportunity to remove yourself from any mailing list or similar device. If at any time in the future we should wish to disclose information collected on this website to any third party, it would only be with your knowledge and consent.

We may from time to time provide information of a general nature to third parties, for example, the number of individuals visiting our website or completing a registration form, but we will not use any information that could identify those individuals.

Changes to equityCare's Privacy Policy

The content of the website may be changed without notice from time to time and access to the website may be withdrawn at any time.

Miscellaneous

equityCare does not accept liability or responsibility for any inaccuracies within the website or loss, damage or inconvenience caused as a consequence of any use of or the inability to use any information contained in our website. We are not responsible for claims brought by third parties arising from your use of any information displayed or downloaded from our website.

This website may contain links to other websites, which are not under our control. We do not accept any responsibility for the content within, or availability of, linked sites. The inclusion of any links should not be taken as endorsement of any kind by equityCare of the linked website or any association with its operations, the links are provided for your convenience only.

Contacting equityCare

If you have any questions about our Privacy Policy, or if you want to know what information we have collected about you, please contact us via our enquiry form. You can also correct any factual errors in that information or require us to remove your details from any list under our control.