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Customer privacy notice

At Old Mutual Wealth Private Client Advisers we respect your privacy and the confidentiality of your personal information.

Who are we?

Old Mutual Wealth Private Client Advisers is dedicated to meeting the needs of affluent and high net worth clients. We are an appointed representative (AR) of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited who are part of the Quilter Group of companies. For further details on the companies in our group, please click here.

What data do we collect and why?

We collect personal information about you when you use our website, contact us about products and services, visit a financial adviser or carry out transactions with us. We collect information that is necessary for the provision of financial advice and administration of the products or services you are seeking, and for legal and regulatory purposes. We also collect and use your personal information where necessary to improve our services, our business processes, and to communicate with you. For the provision of advice we need to collect sensitive information, such as information about your health. To do this, we will ask for your consent.

We will always keep your data safe and secure, and where we share your data with other businesses to fulfill the purposes above we make sure they follow our instructions and keep your data secure. We will never sell your data, and we will not send you communications about unrelated services without your consent.

Find out more

Our Privacy Notice, holds much more information about how we collect, use and share your personal information. There is also information about the rights you have over your personal data, and how to contact us if you have any questions. Please write to:

The Office of Data Protection,
Intrinsic Financial Services Group,
Wiltshire Court
Farnsby Street,
Swindon
SN1 5AH

Use of cookies

Cookies are small text files that are placed on your computer by websites that you visit. They are widely used in order to make websites work, or work more efficiently, as well as to provide information to the owners of the site.

Our websites may automatically collect information from your computer using cookies which provide us with limited personal information. We will use this data primarily:

  • for security
  • to enhance and personalise aspects of our service
  • to show that you have read any relevant legal information
  • to analyse how our site is used.

The tables below explain all the cookies we use and why. This Privacy and Cookie Policy supports Old Mutual Wealth Private Client Advisers’ website. The list below shows the websites included in this policy. Please see the relevant table for the website you are visiting: 

Old Mutual Wealth Private Client Advisers’ public website: www.omwealthpca.co.uk

Cookie Name Purpose More information
Universal Analytics

__ga
__gat

These cookies are used to collect information about how visitors use our site. We use the information to compile reports and to help us improve the site. The cookies collect information in an anonymous form, including the number of visitors to the site, where visitors have come to the site from and the pages they visited. Instances of the following __utma, __utmb, __utmc, __utmz and__utmv may still be evident from instances of Classic Google Analytics code. The __gat cookie allows us to use data from Google’s Display Advertising Network to provide more demographic information about users. See an overview of privacy at Google.
Eloqua ELQSTATUS
ELOQUA
Eloqua is a tool we use for sending emails. These cookies are used to collect information related to website visitors who arrive at our website from an email received from us. It allows us to ensure that the user experience is easy and intuitive. More information from Eloqua

 

Cookie Name Purpose
Session ID

ASPSESSIONIDCCBBSRDS
ASPSESSIONIDSAABRRQD
ASPSESSIONIDACCDRRDT
PHPSESSID

These cookies are used to store a string of random numbers and letters which identify a particular visit to our website, enabling the web page to work as you need it to. The cookie is automatically deleted when you close your browser or the web application.
Share This

__uset
__stid
__unam

Many of our pages include a ‘ShareThis’ button, which allows you to share our content via email, Twitter, Facebook etc. These cookies enable that service to work smoothly:
'_stid' is a random unique identifier and is used to associate users with topics of interest, based upon the content they consume and share.
'_uset' is used to indicate when a user has had a cookie set so that the task is not repeated in the next eight hours.

Session Control
(Careers section)

ASPSessionID
ASPSessionConfirmed
SecurityString
ClientUseASPSession

These cookies are used to store a string of random numbers and letters which identify a particular visit to our website along with flags which tell the site that you are connected. They allow the web page to work as you need it to. The cookies are automatically deleted when you close your browser or the web application.
Application Control (Careers section) ClientKeyID
GSPersonID
JID
LJP
PersonID
These cookies are used to store strings of random numbers and letters to help the website to identify you, the job you are looking at or are reporting on, the company the job is with and the part of the site you are currently using. These cookies are automatically deleted when you close your browser or the web application.
My Funds SelectedRows In the Fund Information section of the website, the 'My Fund' option uses this cookie to keep track of your selected funds.

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