Privacy

This policy details how E-Vest Adviser Services Limited, trading as evestor, uses and protects any information that you give to evestor. evestor is committed to ensuring that your privacy is protected. Any information requested by evestor to identify you in order that you can use the website will only ever be used in accordance with this policy.

evestor reserves the right to change this policy at any time. You should check this page periodically to ensure that you are aware and accepting any changes. This policy is effective from 1 October 2016.

The Information We Gather

We may gather the following information:

  • Name
  • Date of Birth
  • National Insurance Number
  • Contact information including email address
  • Other information relevant to customer surveys and/or offers
  • Device information, if you use the App

What We Do With This Information

We need this information to understand your needs and to provide you with a better, more tailored service, as well as for the following specific reasons:

  • Record keeping
  • To inform the improving of evestor products and services
  • To inform you periodically of any new products, services, offers or other relevant information
  • To contact you for market research purposes.  We may contact you by email, secure message, or via the App. In turn, we use the information to tailor content to you

Periodically, we may send customer data to third parties with whom evestor has a legal relationship, in order to improve our products and services. Confidential customer data will not be sold to third parties by evestor.

Security

evestor is committed to ensuring that your data is secure. In order to ensure no unauthorised access or disclosure, we have implemented a range of physical, electronic and human measures to secure the information we gather:

  • evestor’s Portal and App use 256 bit SSL encryption technology in order to keep any data transferred to and from us secure
  • if you are inactive when using the evestor Portal or App for an extended length of time, you will be logged out automatically

Recommendations

While evestor takes all possible measures in order to secure your account, we recommend you follow best practice to help keep things safe:

Password and Passcode

Never share your passwords, passcodes or any other login details with anyone else. We also recommend that you don’t store passwords, passcodes or any other login details on your device. In the event that you lose your device, or if you believe someone else may know your login details, please inform evestor immediately so we can stop the service on that device Get in touch with us as soon as possible if you feel someone may know your login details or if you lose your device. If you haven’t already, we also recommend that you setup a passcode or fingerprint recognition to access your device where possible (details of how to do this should be found in your device instructions).

Your Device

We recommend not leaving your device unattended while using the App, or unlocked. Think carefully about when and where you access the App; try not to do so when people are able to look over your shoulder and see your screen. The App is designed for use on standard, unmodified devices; use of the App on a jailbroken or rooted device is entirely at the user’s own risk. evestor will always aim for the App to be updated in line with each major device operating system release; we recommend that you keep your device up-to-date with the latest version of the operating system available to you, together with any security patches as and when they are released.

Contact With evestor

evestor will never ask you to divulge your login and security details when we contact you. Always check the sender of emails and messages containing links, and be careful when opening any such links.

evestor And Cookies

A cookie is a small text file that is downloaded to your device when you access a website, allowing that website to recognise your device and to store information about your preferences and actions. evestor uses cookies to tell which pages of our website you access, helping us to improve our website and services.

Cookies let us monitor which pages you use, and how you use them. Consequently, the data we collect feeds into our ensuring our website remains as relevant as possible to our users. Cookies do not give us access to your device, nor do they give us access to any data other than that which you have expressly chosen to share with us elsewhere in the App or website.

You do not have to accept cookies, though failure to do so may stop you from getting the best experience from the evestor website.

Third Party Links

The evestor website may contain links to websites that we think you may find relevant or interesting. Upon using any third party links, you will leave the evestor website, at which point we cease to have any control over the destination website.  As such, though we will always strive to ensure that the links are useful, we can in no way be responsible for the protection and privacy of any data you provide when visiting external sites. It is important to note that this privacy statement covers evestor websites only, and that any external sites are not covered or governed by this statement. When visiting any website, you should always exercise caution and routinely consider the privacy policy of that particular website.

Your Personal Information

Your personal information belongs to you, and you can opt to restrict its collection or use. If you are filling in forms on the website, you can check a box to confirm that we cannot use your information for direct marketing. If at any point you wish to change your preference for whether or not your information can be used for direct marketing, please contact us via the chat function on the website.

Should you believe any of the information we hold about you to be incorrect, please either make the necessary amendments via the App or Portal; if this is not possible, please contact us via the chat function on the website.

Unless we either have your express permission, or are required by law to do so, evestor will not sell, distribute or lease your personal information to third parties.

Under the terms of the Data Protection Act 1988, you can request details of your personal information as held by us. To make such a request, please contact us via the chat function on the website.

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