Are you allowed to share my data with AJ Bell?

Updated 2 weeks ago

Under the Investor Principles, that all our investors agree to, we’re allowed to transfer funds to a third party as long as we give sufficient notice. If we choose to do this, our Privacy Notice states that we can share data as required to service your product.

Don’t worry though, under the data processing agreement we have with AJ Bell, we’ll only share data relevant to the ongoing management of your investment or ISA account.

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