Privacy Policy

Protecting your privacy is important. So is providing you with an unrivalled level of service and advice.

We are fully committed to providing you with a personalised service that meets your expectations and safeguards your privacy.

The following policy statement outlines how we may collect and use information about you and gives certain assurances on things we will not do.

The information you have provided is subject to the Data Protection Act 1998 (the “Act”). By providing this information you consent to us or any company associated with us for processing, both manually and by electronic means, your personal data for the purposes of providing advice, administration and management.

“Processing” includes obtaining, recording or holding information or data, transferring it to other companies associated with us, product providers, the Financial Conduct Authority or any other statutory, governmental or regulatory body for legitimate purposes including, where relevant, to solicitors and/or other debt collection agencies for debt collection purposes and carrying out operations on the information or data.

We may also contact you or pass your details to other companies associated with us to contact you (including by telephone) with details of any other similar products, promotions, or for related marketing purposes in which we think you may be interested. If you do not wish us to do this complete this form (PDF, 63K), sign and return to us.

The information provided may also contain sensitive personal data for the purposes of the Act, being information as to your physical or mental health or condition; the committing or alleged committing of any offence by you; any proceedings for an offence committed or alleged to have been committed by you, including the outcome or sentence in such proceedings; your political opinions, religious or similar beliefs, sexual life; or your membership of a Trade Union.

If at any time you wish us or any company associated with us to cease processing your personal data or sensitive personal data, or contacting you for marketing purposes, please contact The Data Protection Officer at 45 Church Street, Birmingham, B3 2RT.

You may be assured that we and any company associated with us will treat all personal data and sensitive personal data as confidential and will not process it other than for legitimate purposes. Steps will be taken to ensure that the information is accurate, kept up to date and not kept for longer than is necessary. Measures will also be taken to safeguard against unauthorised or unlawful processing and accidental loss or destruction or damage to the data.

In order to comply with money laundering prevention legislation we may make searches about you at credit reference agencies who will supply us with information including information from the Electoral register for the purpose of verifying your identity.

Subject to certain exceptions, you are entitled to have access to your personal and sensitive personal data held by us. You may be charged a fee (subject to the statutory maximum) for supplying you with such data.

Telephone Calls

For our joint protection and for staff training, some calls may be recorded and/or monitored. This is in case we need to check we have carried out your instructions correctly and to help improve our quality of service.

Website Content

This site is the property of Capital Professional Limited. None of the data or content found within the site may be reproduced, republished, distributed, posted, sold, transferred, or modified without express permission of Capital Professional Limited.

External Links

Where we link to external websites (other than sites owned by companies within the Capital Professional Limitedgroup), Capital Professional Limited cannot be responsible for the content of such sites.

Email Tracking

Some emails that we send you have no tracking in at all e.g. emails from our Investment Team. Some emails we can track, at an individual level, whether the user has opened and clicked on the email. We rarely use the latter information at a personal level, rather we use it to understand open and click rates on our emails to try and improve them. Sometimes we do use the personal information e.g. to re-email people who didn’t click the first time. If you want to be sure that none of your email activity is tracked then you should opt out of receiving our emails. Please contact us to opt out or use the unsubscribe links provided in these emails.


For the purpose of this policy ‘cookies’ and ‘similar technologies’ will be referred to collectively as ‘cookies’.

What Are Cookies?

Cookies are small text files that are saved to your computer, and help to personalise services and record information about your visit on our website. We use this data in order to improve the service we give you.

Similar technologies are those which perform a comparable function to cookies, however they are not technically defined as cookies.

If you wish to learn more about cookies, and how to control or delete them, then we recommend you visit for detailed guidance.

The following section describes the cookies we use on this site and what we use them for.

Session Cookies

We use session cookies to remember what funds you have added to your basket and whether or not you are a logged in user. These are temporary cookies which remain on your machine whilst you are on our website. No personal data is stored in these cookies. To find out more about session cookies, visit

Persistent Cookies

We use Google Analytics to understand how the site is being used in order to improve the user experience. These stay on your machine until expiry or deletion (many of these have automatic deletion dates). User data is all anonymous.

You can find out more about Google’s position on privacy with regards to Google Analytics at To opt out of being tracked by Google Analytics across all websites visit

Consent to Set Cookies

Currently we operate an ‘implied consent’ policy which means that we assume you are happy with this usage. If you are not happy, then you should either not use this site, or you should delete any cookies from having visited the site, or you should browse the site using your browser’s anonymous usage setting (called “Incognito” in Chrome, “InPrivate” for Internet Explorer, “Private Browsing” in Firefox and Safari etc.)