¹ Sensitive information is information about a person’s racial or ethnic origin, political opinions, membership of a political association, religious beliefs or affiliations, philosophical beliefs, membership of a professional or trade association or trade union, sexual preferences or practices, criminal record, health information, genetic or biometric information. Building on the broader investment capabilities of JBWere, our Philanthropic Services team helps ‘for-purpose’ organisations and philanthropic groups to deliver on their mission with three core services: TAILORED STRATEGIC ADVICETo deliver to your organisation’s purpose, BEST-PRACTICE INVESTMENT GOVERNANCEIn line with international best practice. PIN Forgotten PIN. We understand that your personal information needs to be looked after and isn’t something you leave lying around for just anybody to take. In certain circumstances we may be required to collect government-related identifiers such as your tax file number. Although the information collected does not identify an individual, it does provide the Group with useful statistics so that we can analyse and improve our web services. telling you about other products or services that may be of interest to you, or running competitions and other promotions (this can be via email, telephone, SMS, iM, mail, or any other electronic means including via social networking forums),  unless you tell us not to (which you can do at anytime), assisting in arrangements with other organisations (such as loyalty partners) in relation to a product or service, developing and marketing products and services, systems development and testing, including our website and other online channels, undertaking planning, research and statistical analysis, as required by law, regulation, codes or any legal reasons; and. What do we do when we get information we didn’t ask for? We’ll collect your information from you directly whenever we can. You will need the activation code and your National Insurance Number. any purpose for which you have given your consent. I've lost my password. St. James’s Place Unit Trust Group Ltd is authorised and regulated by the Financial Conduct Authority. JBWere’s full Privacy Notification and Privacy Policy are set out below. St. James's Place investments. We’ll try and help where we can - if we can’t, then we’ll let you know in writing. Introducing Sally Auld, Chief Investment Officer, JBWere June 18, 2020 16:02 PM Sally is a widely respected economic and financial market professional with a demonstrated track record of producing high quality research within leading Financial Service organisations. confidentiality requirements for our employees; security measures for our systems access; only giving access to personal information to requestors who are verified; electronic security systems, such as firewalls and data encryption on our websites. How we collect your information from other sources. When will we notify you that we have received your information? Some of the situations where we don’t have to give you access include when: Contact us if you think there is something wrong with the information we hold about you and we’ll try to correct it if it’s: If you are worried that we have given incorrect information to others, you can ask us to tell them about the correction. let you know about other products or services that might better meet your financial needs. Difficulties whilst using our online services? You can ask us to access or to correct information that we hold about you. We may share your personal information with other Group members. We take the security of your personal information very seriously. You can find out how to access or correct  your information by reading our Privacy Policy, available at www.jbwere.com/general/privacy/or by calling your JBWere Advisor or the Investor Services team on 1300 366 566 and asking us for a copy. What are the main reasons we collect, hold and use your information? What are the other ways we use your information? If you do not provide your personal information, we may not be able to provide you with products or services. We will process your request as soon as practicable. We may disclose your personal information to third parties outside of the Group, including: We run our business in Australia and generally we will not need to share your information with organisations outside Australia. JBWere in the Community; … If you’re a client of ours, we monitor your use of the JBWere Client Portal to ensure we can verify you and can receive information from us, and to identify ways we can improve our services for you. So unless it’s unreasonable or impracticable, we will try to collect personal information directly from you (referred to as ‘solicited information’). We will let you know of any changes to this Policy by posting a notification on our website. Difficulties whilst using our online services? St. James’s Place Wealth Management plc Registered Office: St. James’s Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP, United Kingdom. Sometimes we collect your personal information from third parties, and you may not be aware that we have done so. %PDF-1.7 %���� We will not use or disclose this information unless we are authorised by law. If your personal information is shared with organisations outside Australia, those organisations may be required to disclose that information under a foreign law. As electronic or networked storage can be accessed from various countries via an internet connection, it’s not always practicable to know in which country your information may be held. recover them here. We may use or disclose your personal information to let you know about products and services from across the Group that might better serve your financial, e-commerce and lifestyle needs, or running competitions or promotions and other opportunities in which you may be interested.

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