www.brooksmacdonald.com
Open in
urlscan Pro
2606:4700::6812:1445
Public Scan
URL:
https://www.brooksmacdonald.com/individuals/privacy-notice
Submission: On December 06 via api from RU — Scanned from CH
Submission: On December 06 via api from RU — Scanned from CH
Form analysis 9 forms found in the DOM
POST /individuals/privacy-notice
<form class="bmg-personas-user-type" data-drupal-selector="bmg-personas-user-type" action="/individuals/privacy-notice" method="post" id="bmg-personas-user-type" accept-charset="UTF-8" data-once="form-updated" data-drupal-form-fields="">
<li hreflang="i-uk" class="i-uk active"><a href="/individuals/privacy-notice" class="language-link" hreflang="i-uk" data-drupal-selector="edit-i-uk" id="edit-i-uk">Individuals</a></li>
<li hreflang="fa-uk" class="fa-uk "><a href="/financial-advisers/privacy-notice" class="language-link" hreflang="fa-uk" data-drupal-selector="edit-fa-uk" id="edit-fa-uk">Financial Advisers</a></li>
<li hreflang="pc-uk" class="pc-uk "><a href="/professional-connections/privacy-notice" class="language-link" hreflang="pc-uk" data-drupal-selector="edit-pc-uk" id="edit-pc-uk">Professional Connections</a></li><input
data-drupal-selector="form-lfpzjnjxcmynsz-iqimb-ta-z-ocrce-pjphgkixsys" type="hidden" name="form_build_id" value="form-LfPZJNjXCMynSZ_iqIMB-TA_Z-OCrcE_PjpHgkiXSYs">
<input data-drupal-selector="edit-bmg-personas-user-type" type="hidden" name="form_id" value="bmg_personas_user_type">
</form>POST /individuals/privacy-notice
<form class="bmg-personas-region" data-drupal-selector="bmg-personas-region" action="/individuals/privacy-notice" method="post" id="bmg-personas-region" accept-charset="UTF-8" data-once="form-updated" data-drupal-form-fields="edit-region">
<div id="region-selector">
<div class="js-form-item form-item js-form-type-select form-item-region js-form-item-region">
<label for="edit-region" data-text="Location:">Location:</label>
<select data-drupal-selector="edit-region" id="edit-region" name="region" class="form-select select2-widget select2-hidden-accessible"
data-select2-config="{"multiple":false,"placeholder":{"id":"","text":"- None -"},"allowClear":true,"dir":"ltr","language":"i-uk","tags":false,"theme":"default","maximumSelectionLength":0,"tokenSeparators":[],"selectOnClose":false,"width":"100%"}"
data-once="regionRedirect select2-init" data-select2-id="edit-region" style="width: 29.0156px;" tabindex="-1" aria-hidden="true">
<option value=""></option>
<option value="uk" selected="selected" data-select2-id="2">UK</option>
<option value="int">International</option>
</select><span class="select2 select2-container select2-container--default" dir="ltr" data-select2-id="1" style="width: 100%;"><span class="selection"><span class="select2-selection select2-selection--single" role="combobox"
aria-haspopup="true" aria-expanded="false" tabindex="0" aria-disabled="false" aria-labelledby="select2-edit-region-container"><span class="select2-selection__rendered" id="select2-edit-region-container" role="textbox" aria-readonly="true"
title="UK"><span class="select2-selection__clear" title="Remove all items" data-select2-id="3">×</span>UK</span><span class="select2-selection__arrow" role="presentation"><b role="presentation"></b></span></span></span><span
class="dropdown-wrapper" aria-hidden="true"></span></span>
</div>
</div><input data-drupal-selector="form-mb0anxbfxoyen1j2o-2nwcakpy75i-qa8xj8w9emioo" type="hidden" name="form_build_id" value="form-MB0anxBFXOYEN1j2o_2NWcAkpy75I-QA8Xj8W9emIoo">
<input data-drupal-selector="edit-bmg-personas-region" type="hidden" name="form_id" value="bmg_personas_region">
</form>POST /antibot
<form
class="webform-submission-form webform-submission-add-form webform-submission-general-contact-form-form webform-submission-general-contact-form-add-form webform-submission-general-contact-form-block_content-20-form webform-submission-general-contact-form-block_content-20-add-form webform-submission-general-contact-form-block-content-20-add-form js-webform-details-toggle webform-details-toggle antibot"
novalidate="novalidate" data-drupal-selector="webform-submission-general-contact-form-block-content-20-add-form" data-action="/individuals/privacy-notice" action="/antibot" method="post"
id="webform-submission-general-contact-form-block-content-20-add-form" accept-charset="UTF-8" data-once="form-updated webform-details-toggle"
data-drupal-form-fields="edit-first-name,edit-surname,edit-email,edit-phone-number,edit-post-code,edit-portfolio-code,edit-are-you-a-uk-domicile-onshore,edit-are-you-a-uk-domicile-offshore,edit-visitor-type-adviser-client,edit-visitor-type-business-contact,edit-reason-for-inquiry,edit-submit,edit-url">
<noscript>
<div class="antibot-no-js antibot-message antibot-message-warning">You must have JavaScript enabled to use this form.</div>
</noscript>
<div class="js-form-item form-item js-form-type-textfield form-item-first-name js-form-item-first-name">
<label for="edit-first-name" class="js-form-required form-required" data-text="First name">First name</label>
<input data-drupal-selector="edit-first-name" type="text" id="edit-first-name" name="first_name" value="" size="60" maxlength="255" class="form-text required" required="required" aria-required="true">
</div>
<div class="js-form-item form-item js-form-type-textfield form-item-surname js-form-item-surname">
<label for="edit-surname" class="js-form-required form-required" data-text="Last name">Last name</label>
<input data-drupal-selector="edit-surname" type="text" id="edit-surname" name="surname" value="" size="60" maxlength="255" class="form-text required" required="required" aria-required="true">
</div>
<div class="js-form-item form-item js-form-type-email form-item-email js-form-item-email">
<label for="edit-email" class="js-form-required form-required" data-text="Email">Email</label>
<input data-drupal-selector="edit-email" type="email" id="edit-email" name="email" value="" size="60" maxlength="254" class="form-email required" required="required" aria-required="true">
</div>
<div class="js-form-item form-item js-form-type-tel form-item-phone-number js-form-item-phone-number">
<label for="edit-phone-number" data-text="Phone number">Phone number</label>
<input data-drupal-selector="edit-phone-number" type="tel" id="edit-phone-number" name="phone_number" value="" size="30" maxlength="128" class="form-tel">
</div>
<div class="js-form-item form-item js-form-type-textfield form-item-post-code js-form-item-post-code">
<label for="edit-post-code" data-text="Post code">Post code</label>
<input data-drupal-selector="edit-post-code" type="text" id="edit-post-code" name="post_code" value="" size="60" maxlength="255" class="form-text">
</div>
<div class="js-form-item form-item js-form-type-number form-item-portfolio-code js-form-item-portfolio-code">
<label for="edit-portfolio-code" data-text="Portfolio code">Portfolio code</label>
<input data-drupal-selector="edit-portfolio-code" type="number" id="edit-portfolio-code" name="portfolio_code" value="" step="any" class="form-number">
</div>
<fieldset data-drupal-selector="edit-are-you-a-uk-domicile" id="edit-are-you-a-uk-domicile--wrapper"
class="radios--wrapper fieldgroup form-composite webform-composite-visible-title required js-webform-type-radios webform-type-radios js-form-item form-item js-form-wrapper form-wrapper" data-once="webform-radios-required">
<legend id="edit-are-you-a-uk-domicile--wrapper-legend">
<span class="fieldset-legend js-form-required form-required">Are you a UK domicile?</span>
</legend>
<div class="fieldset-wrapper">
<div id="edit-are-you-a-uk-domicile" class="js-webform-radios webform-options-display-one-column">
<div class="js-form-item form-item js-form-type-radio form-item-are-you-a-uk-domicile js-form-item-are-you-a-uk-domicile">
<input data-drupal-selector="edit-are-you-a-uk-domicile-onshore" type="radio" id="edit-are-you-a-uk-domicile-onshore" name="are_you_a_uk_domicile" value="onshore" class="form-radio" required="required">
<label for="edit-are-you-a-uk-domicile-onshore" class="option" data-text="Yes">Yes</label>
</div>
<div class="js-form-item form-item js-form-type-radio form-item-are-you-a-uk-domicile js-form-item-are-you-a-uk-domicile">
<input data-drupal-selector="edit-are-you-a-uk-domicile-offshore" type="radio" id="edit-are-you-a-uk-domicile-offshore" name="are_you_a_uk_domicile" value="offshore" class="form-radio" required="required">
<label for="edit-are-you-a-uk-domicile-offshore" class="option" data-text="No">No</label>
</div>
</div>
</div>
</fieldset>
<fieldset data-drupal-selector="edit-visitor-type" id="edit-visitor-type--wrapper"
class="radios--wrapper fieldgroup form-composite webform-composite-visible-title required js-webform-type-radios webform-type-radios js-form-item form-item js-form-wrapper form-wrapper" data-once="webform-radios-required">
<legend id="edit-visitor-type--wrapper-legend">
<span class="fieldset-legend js-form-required form-required">Visitor type</span>
</legend>
<div class="fieldset-wrapper">
<div id="edit-visitor-type" class="js-webform-radios webform-options-display-one-column">
<div class="js-form-item form-item js-form-type-radio form-item-visitor-type js-form-item-visitor-type">
<input data-drupal-selector="edit-visitor-type-adviser-client" type="radio" id="edit-visitor-type-adviser-client" name="visitor_type" value="Adviser client" class="form-radio" required="required">
<label for="edit-visitor-type-adviser-client" class="option" data-text="Individual investor">Individual investor</label>
</div>
<div class="js-form-item form-item js-form-type-radio form-item-visitor-type js-form-item-visitor-type">
<input data-drupal-selector="edit-visitor-type-business-contact" type="radio" id="edit-visitor-type-business-contact" name="visitor_type" value="Business contact" class="form-radio" required="required">
<label for="edit-visitor-type-business-contact" class="option" data-text="Financial adviser">Financial adviser</label>
</div>
</div>
</div>
</fieldset>
<div class="js-form-item form-item js-form-type-textarea form-item-reason-for-inquiry js-form-item-reason-for-inquiry">
<label for="edit-reason-for-inquiry" class="js-form-required form-required" data-text="Reason for inquiry ">Reason for inquiry </label>
<div>
<textarea data-drupal-selector="edit-reason-for-inquiry" id="edit-reason-for-inquiry" name="reason_for_inquiry" rows="5" cols="60" class="form-textarea required" required="required" aria-required="true"></textarea>
</div>
</div>
<input data-drupal-selector="edit-antibot-key" type="hidden" name="antibot_key" value="">
<input data-drupal-selector="form-hkzwdvsnicls7ur4xtbx-5gbkbi9eayfudg1ljnsdhk" type="hidden" name="form_build_id" value="form-HKzWDVSnICLS7Ur4xTbX-5gBKbI9EAyFudg1LJnsDhk">
<input data-drupal-selector="edit-webform-submission-general-contact-form-block-content-20-add-form" type="hidden" name="form_id" value="webform_submission_general_contact_form_block_content_20_add_form">
<div data-drupal-selector="edit-actions" class="form-actions js-form-wrapper form-wrapper" id="edit-actions--2"><button class="webform-button--submit button button--primary js-form-submit form-submit" data-drupal-selector="edit-submit"
data-disable-refocus="true" type="submit" id="edit-submit" name="op" value="Submit" data-once="drupal-ajax">Submit</button>
</div>
<div class="url-textfield js-form-wrapper form-wrapper" style="display: none !important;">
<div class="js-form-item form-item js-form-type-textfield form-item-url js-form-item-url">
<label for="edit-url" data-text="Leave this field blank">Leave this field blank</label>
<input autocomplete="off" data-drupal-selector="edit-url" type="text" id="edit-url" name="url" value="" size="20" maxlength="128" class="form-text">
</div>
</div>
</form>POST /antibot
<form
class="webform-submission-form webform-submission-add-form webform-submission-email-sign-up-form webform-submission-email-sign-up-add-form webform-submission-email-sign-up-block_content-21-form webform-submission-email-sign-up-block_content-21-add-form webform-submission-email-sign-up-block-content-21-add-form js-webform-details-toggle webform-details-toggle antibot"
novalidate="novalidate" data-drupal-selector="webform-submission-email-sign-up-block-content-21-add-form" data-action="/individuals/privacy-notice" action="/antibot" method="post" id="webform-submission-email-sign-up-block-content-21-add-form"
accept-charset="UTF-8" data-once="form-updated webform-details-toggle"
data-drupal-form-fields="edit-email--2,edit-first-name--2,edit-last-name,edit-visitor-type-uk-adviser,edit-visitor-type-international-adviser,edit-visitor-type-uk-advised-client,edit-visitor-type-international-advised-client,edit-visitor-type-uk-professional-connection,edit-visitor-type-international-professional-connection,edit-submit--2,edit-url--2">
<noscript>
<div class="antibot-no-js antibot-message antibot-message-warning">You must have JavaScript enabled to use this form.</div>
</noscript>
<div class="js-form-item form-item js-form-type-email form-item-email js-form-item-email">
<label for="edit-email--2" class="js-form-required form-required" data-text="Email">Email</label>
<input pattern="^[^\s@]+@[^\s@]+\.[^\s@]+$" data-drupal-selector="edit-email" type="email" id="edit-email--2" name="email" value="" size="60" maxlength="254" class="form-email required" required="required" aria-required="true">
</div>
<div class="js-form-item form-item js-form-type-textfield form-item-first-name js-form-item-first-name">
<label for="edit-first-name--2" class="js-form-required form-required" data-text="First name">First name</label>
<input data-drupal-selector="edit-first-name" type="text" id="edit-first-name--2" name="first_name" value="" size="60" maxlength="255" class="form-text required" required="required" aria-required="true">
</div>
<div class="js-form-item form-item js-form-type-textfield form-item-last-name js-form-item-last-name">
<label for="edit-last-name" class="js-form-required form-required" data-text="Last name">Last name</label>
<input data-drupal-selector="edit-last-name" type="text" id="edit-last-name" name="last_name" value="" size="60" maxlength="255" class="form-text required" required="required" aria-required="true">
</div>
<fieldset data-drupal-selector="edit-visitor-type" id="edit-visitor-type--2--wrapper"
class="radios--wrapper fieldgroup form-composite webform-composite-visible-title required js-webform-type-radios webform-type-radios js-form-item form-item js-form-wrapper form-wrapper" data-once="webform-radios-required">
<legend id="edit-visitor-type--2--wrapper-legend">
<span class="fieldset-legend js-form-required form-required">Visitor type</span>
</legend>
<div class="fieldset-wrapper">
<div id="edit-visitor-type--2" class="js-webform-radios webform-options-display-one-column">
<div class="js-form-item form-item js-form-type-radio form-item-visitor-type js-form-item-visitor-type">
<input data-drupal-selector="edit-visitor-type-uk-adviser" type="radio" id="edit-visitor-type-uk-adviser" name="visitor_type" value="UK Adviser" class="form-radio" required="required">
<label for="edit-visitor-type-uk-adviser" class="option" data-text="Financial adviser">Financial adviser</label>
</div>
<div class="js-form-item form-item js-form-type-radio form-item-visitor-type js-form-item-visitor-type">
<input data-drupal-selector="edit-visitor-type-international-adviser" type="radio" id="edit-visitor-type-international-adviser" name="visitor_type" value="International Adviser" class="form-radio" required="required">
<label for="edit-visitor-type-international-adviser" class="option" data-text="Financial Adviser International">Financial Adviser International</label>
</div>
<div class="js-form-item form-item js-form-type-radio form-item-visitor-type js-form-item-visitor-type">
<input data-drupal-selector="edit-visitor-type-uk-advised-client" type="radio" id="edit-visitor-type-uk-advised-client" name="visitor_type" value="UK Advised Client" class="form-radio" required="required">
<label for="edit-visitor-type-uk-advised-client" class="option" data-text="Individual UK">Individual UK</label>
</div>
<div class="js-form-item form-item js-form-type-radio form-item-visitor-type js-form-item-visitor-type">
<input data-drupal-selector="edit-visitor-type-international-advised-client" type="radio" id="edit-visitor-type-international-advised-client" name="visitor_type" value="International Advised Client" class="form-radio" required="required">
<label for="edit-visitor-type-international-advised-client" class="option" data-text="Individual International">Individual International</label>
</div>
<div class="js-form-item form-item js-form-type-radio form-item-visitor-type js-form-item-visitor-type">
<input data-drupal-selector="edit-visitor-type-uk-professional-connection" type="radio" id="edit-visitor-type-uk-professional-connection" name="visitor_type" value="UK Professional Connection" class="form-radio" required="required">
<label for="edit-visitor-type-uk-professional-connection" class="option" data-text="Professional Connection UK">Professional Connection UK</label>
</div>
<div class="js-form-item form-item js-form-type-radio form-item-visitor-type js-form-item-visitor-type">
<input data-drupal-selector="edit-visitor-type-international-professional-connection" type="radio" id="edit-visitor-type-international-professional-connection" name="visitor_type" value="International Professional Connection"
class="form-radio" required="required">
<label for="edit-visitor-type-international-professional-connection" class="option" data-text="Professional Connection International">Professional Connection International</label>
</div>
</div>
</div>
</fieldset>
<input data-drupal-selector="edit-antibot-key" type="hidden" name="antibot_key" value="">
<input data-drupal-selector="form-szmamni1u7p5i-qldghkbghdn-3bbkbicdtu4rzyqe" type="hidden" name="form_build_id" value="form-_szmamNi1u7P5I-QlDgHKBghdn_3bbKbIcdTu4RzYQE">
<input data-drupal-selector="edit-webform-submission-email-sign-up-block-content-21-add-form" type="hidden" name="form_id" value="webform_submission_email_sign_up_block_content_21_add_form">
<div data-drupal-selector="edit-actions" class="form-actions js-form-wrapper form-wrapper" id="edit-actions--3"><button class="webform-button--submit button button--primary js-form-submit form-submit" data-drupal-selector="edit-submit"
data-disable-refocus="true" type="submit" id="edit-submit--2" name="op" value="Submit" data-once="drupal-ajax">Submit</button>
</div>
<div class="url-textfield js-form-wrapper form-wrapper" style="display: none !important;">
<div class="js-form-item form-item js-form-type-textfield form-item-url js-form-item-url">
<label for="edit-url--2" data-text="Leave this field blank">Leave this field blank</label>
<input autocomplete="off" data-drupal-selector="edit-url" type="text" id="edit-url--2" name="url" value="" size="20" maxlength="128" class="form-text">
</div>
</div>
</form>POST /antibot
<form
class="webform-submission-form webform-submission-add-form webform-submission-adviser-book-callback-form webform-submission-adviser-book-callback-add-form webform-submission-adviser-book-callback-block_content-51-form webform-submission-adviser-book-callback-block_content-51-add-form webform-submission-adviser-book-callback-block-content-51-add-form js-webform-details-toggle webform-details-toggle antibot"
novalidate="novalidate" data-drupal-selector="webform-submission-adviser-book-callback-block-content-51-add-form" data-action="/individuals/privacy-notice" action="/antibot" method="post"
id="webform-submission-adviser-book-callback-block-content-51-add-form" accept-charset="UTF-8" data-once="form-updated webform-details-toggle"
data-drupal-form-fields="edit-email--3,edit-first-name--3,edit-last-name--2,edit-phone-number--2,edit-comments,edit-submit--3,edit-url--3">
<noscript>
<div class="antibot-no-js antibot-message antibot-message-warning">You must have JavaScript enabled to use this form.</div>
</noscript>
<div class="js-form-item form-item js-form-type-email form-item-email js-form-item-email">
<label for="edit-email--3" class="js-form-required form-required" data-text="Email">Email</label>
<input data-drupal-selector="edit-email" type="email" id="edit-email--3" name="email" value="" size="60" maxlength="254" class="form-email required" required="required" aria-required="true">
</div>
<div class="js-form-item form-item js-form-type-textfield form-item-first-name js-form-item-first-name">
<label for="edit-first-name--3" class="js-form-required form-required" data-text="First name">First name</label>
<input data-drupal-selector="edit-first-name" type="text" id="edit-first-name--3" name="first_name" value="" size="60" maxlength="255" class="form-text required" required="required" aria-required="true">
</div>
<div class="js-form-item form-item js-form-type-textfield form-item-last-name js-form-item-last-name">
<label for="edit-last-name--2" class="js-form-required form-required" data-text="Last name">Last name</label>
<input data-drupal-selector="edit-last-name" type="text" id="edit-last-name--2" name="last_name" value="" size="60" maxlength="255" class="form-text required" required="required" aria-required="true">
</div>
<div class="js-form-item form-item js-form-type-tel form-item-phone-number js-form-item-phone-number">
<label for="edit-phone-number--2" class="js-form-required form-required" data-text="Phone number">Phone number</label>
<input data-drupal-selector="edit-phone-number" type="tel" id="edit-phone-number--2" name="phone_number" value="" size="30" maxlength="128" class="form-tel required" required="required" aria-required="true">
</div>
<div class="js-form-item form-item js-form-type-textarea form-item-comments js-form-item-comments">
<label for="edit-comments" class="js-form-required form-required" data-text="Comments">Comments</label>
<div>
<textarea data-drupal-selector="edit-comments" id="edit-comments" name="comments" rows="5" cols="60" class="form-textarea required" required="required" aria-required="true"></textarea>
</div>
</div>
<input data-drupal-selector="edit-antibot-key" type="hidden" name="antibot_key" value="">
<input data-drupal-selector="form-uszmypuzrukcnknd2vizir3-2vmg-tvxz0n9ooojcye" type="hidden" name="form_build_id" value="form-uSZmYPuZruKCnKnd2ViZIR3_2vmg-tVxz0n9oOoJcyE">
<input data-drupal-selector="edit-webform-submission-adviser-book-callback-block-content-51-add-form" type="hidden" name="form_id" value="webform_submission_adviser_book_callback_block_content_51_add_form">
<div data-drupal-selector="edit-actions" class="form-actions js-form-wrapper form-wrapper" id="edit-actions--4"><button class="webform-button--submit button button--primary js-form-submit form-submit" data-drupal-selector="edit-submit"
data-disable-refocus="true" type="submit" id="edit-submit--3" name="op" value="Submit" data-once="drupal-ajax">Submit</button>
</div>
<div class="url-textfield js-form-wrapper form-wrapper" style="display: none !important;">
<div class="js-form-item form-item js-form-type-textfield form-item-url js-form-item-url">
<label for="edit-url--3" data-text="Leave this field blank">Leave this field blank</label>
<input autocomplete="off" data-drupal-selector="edit-url" type="text" id="edit-url--3" name="url" value="" size="20" maxlength="128" class="form-text">
</div>
</div>
</form>POST /antibot
<form
class="webform-submission-form webform-submission-add-form webform-submission-individual-book-callback-form webform-submission-individual-book-callback-add-form webform-submission-individual-book-callback-block_content-49-form webform-submission-individual-book-callback-block_content-49-add-form webform-submission-individual-book-callback-block-content-49-add-form js-webform-details-toggle webform-details-toggle antibot"
novalidate="novalidate" data-drupal-selector="webform-submission-individual-book-callback-block-content-49-add-form" data-action="/individuals/privacy-notice" action="/antibot" method="post"
id="webform-submission-individual-book-callback-block-content-49-add-form" accept-charset="UTF-8" data-once="form-updated webform-details-toggle"
data-drupal-form-fields="edit-email--4,edit-first-name--4,edit-last-name--3,edit-phone-number--3,edit-comments--2,edit-submit--4,edit-url--4">
<noscript>
<div class="antibot-no-js antibot-message antibot-message-warning">You must have JavaScript enabled to use this form.</div>
</noscript>
<div class="js-form-item form-item js-form-type-email form-item-email js-form-item-email">
<label for="edit-email--4" class="js-form-required form-required" data-text="Email">Email</label>
<input data-drupal-selector="edit-email" type="email" id="edit-email--4" name="email" value="" size="60" maxlength="254" class="form-email required" required="required" aria-required="true">
</div>
<div class="js-form-item form-item js-form-type-textfield form-item-first-name js-form-item-first-name">
<label for="edit-first-name--4" class="js-form-required form-required" data-text="First name">First name</label>
<input data-drupal-selector="edit-first-name" type="text" id="edit-first-name--4" name="first_name" value="" size="60" maxlength="255" class="form-text required" required="required" aria-required="true">
</div>
<div class="js-form-item form-item js-form-type-textfield form-item-last-name js-form-item-last-name">
<label for="edit-last-name--3" class="js-form-required form-required" data-text="Last name">Last name</label>
<input data-drupal-selector="edit-last-name" type="text" id="edit-last-name--3" name="last_name" value="" size="60" maxlength="255" class="form-text required" required="required" aria-required="true">
</div>
<div class="js-form-item form-item js-form-type-tel form-item-phone-number js-form-item-phone-number">
<label for="edit-phone-number--3" class="js-form-required form-required" data-text="Phone number">Phone number</label>
<input data-drupal-selector="edit-phone-number" type="tel" id="edit-phone-number--3" name="phone_number" value="" size="30" maxlength="128" class="form-tel required" required="required" aria-required="true">
</div>
<div class="js-form-item form-item js-form-type-textarea form-item-comments js-form-item-comments">
<label for="edit-comments--2" class="js-form-required form-required" data-text="Comments">Comments</label>
<div>
<textarea data-drupal-selector="edit-comments" id="edit-comments--2" name="comments" rows="5" cols="60" class="form-textarea required" required="required" aria-required="true"></textarea>
</div>
</div>
<input data-drupal-selector="edit-antibot-key" type="hidden" name="antibot_key" value="">
<input data-drupal-selector="form-qnwoni0yjd3q8pzpn0ku6ge7pqerarmjwn3wk9ontuk" type="hidden" name="form_build_id" value="form-QnWoni0yJD3q8pzPn0KU6ge7pqEraRMJwn3WK9ONtUk">
<input data-drupal-selector="edit-webform-submission-individual-book-callback-block-content-49-add-form" type="hidden" name="form_id" value="webform_submission_individual_book_callback_block_content_49_add_form">
<div data-drupal-selector="edit-actions" class="form-actions js-form-wrapper form-wrapper" id="edit-actions--5"><button class="webform-button--submit button button--primary js-form-submit form-submit" data-drupal-selector="edit-submit"
data-disable-refocus="true" type="submit" id="edit-submit--4" name="op" value="Submit" data-once="drupal-ajax">Submit</button>
</div>
<div class="url-textfield js-form-wrapper form-wrapper" style="display: none !important;">
<div class="js-form-item form-item js-form-type-textfield form-item-url js-form-item-url">
<label for="edit-url--4" data-text="Leave this field blank">Leave this field blank</label>
<input autocomplete="off" data-drupal-selector="edit-url" type="text" id="edit-url--4" name="url" value="" size="20" maxlength="128" class="form-text">
</div>
</div>
</form>POST /antibot
<form
class="webform-submission-form webform-submission-add-form webform-submission-international-book-callback-form webform-submission-international-book-callback-add-form webform-submission-international-book-callback-block_content-50-form webform-submission-international-book-callback-block_content-50-add-form webform-submission-international-book-callback-block-content-50-add-form js-webform-details-toggle webform-details-toggle antibot"
novalidate="novalidate" data-drupal-selector="webform-submission-international-book-callback-block-content-50-add-form" data-action="/individuals/privacy-notice" action="/antibot" method="post"
id="webform-submission-international-book-callback-block-content-50-add-form" accept-charset="UTF-8" data-once="form-updated webform-details-toggle"
data-drupal-form-fields="edit-email--5,edit-first-name--5,edit-last-name--4,edit-phone-number--4,edit-comments--3,edit-submit--5,edit-url--5">
<noscript>
<div class="antibot-no-js antibot-message antibot-message-warning">You must have JavaScript enabled to use this form.</div>
</noscript>
<div class="js-form-item form-item js-form-type-email form-item-email js-form-item-email">
<label for="edit-email--5" class="js-form-required form-required" data-text="Email">Email</label>
<input data-drupal-selector="edit-email" type="email" id="edit-email--5" name="email" value="" size="60" maxlength="254" class="form-email required" required="required" aria-required="true">
</div>
<div class="js-form-item form-item js-form-type-textfield form-item-first-name js-form-item-first-name">
<label for="edit-first-name--5" class="js-form-required form-required" data-text="First name">First name</label>
<input data-drupal-selector="edit-first-name" type="text" id="edit-first-name--5" name="first_name" value="" size="60" maxlength="255" class="form-text required" required="required" aria-required="true">
</div>
<div class="js-form-item form-item js-form-type-textfield form-item-last-name js-form-item-last-name">
<label for="edit-last-name--4" class="js-form-required form-required" data-text="Last name">Last name</label>
<input data-drupal-selector="edit-last-name" type="text" id="edit-last-name--4" name="last_name" value="" size="60" maxlength="255" class="form-text required" required="required" aria-required="true">
</div>
<div class="js-form-item form-item js-form-type-tel form-item-phone-number js-form-item-phone-number">
<label for="edit-phone-number--4" class="js-form-required form-required" data-text="Phone number">Phone number</label>
<input data-drupal-selector="edit-phone-number" type="tel" id="edit-phone-number--4" name="phone_number" value="" size="30" maxlength="128" class="form-tel required" required="required" aria-required="true">
</div>
<div class="js-form-item form-item js-form-type-textarea form-item-comments js-form-item-comments">
<label for="edit-comments--3" class="js-form-required form-required" data-text="Comments">Comments</label>
<div>
<textarea data-drupal-selector="edit-comments" id="edit-comments--3" name="comments" rows="5" cols="60" class="form-textarea required" required="required" aria-required="true"></textarea>
</div>
</div>
<input data-drupal-selector="edit-antibot-key" type="hidden" name="antibot_key" value="">
<input data-drupal-selector="form-cantxtvfxrkf9yr0wqkbmtiunmxiy6smbxcohp9jjnc" type="hidden" name="form_build_id" value="form-CanTXtVFXRKf9Yr0wQKbMTIuNMxIy6SMbxCohp9jjnc">
<input data-drupal-selector="edit-webform-submission-international-book-callback-block-content-50-add-form" type="hidden" name="form_id" value="webform_submission_international_book_callback_block_content_50_add_form">
<div data-drupal-selector="edit-actions" class="form-actions js-form-wrapper form-wrapper" id="edit-actions--6"><button class="webform-button--submit button button--primary js-form-submit form-submit" data-drupal-selector="edit-submit"
data-disable-refocus="true" type="submit" id="edit-submit--5" name="op" value="Submit" data-once="drupal-ajax">Submit</button>
</div>
<div class="url-textfield js-form-wrapper form-wrapper" style="display: none !important;">
<div class="js-form-item form-item js-form-type-textfield form-item-url js-form-item-url">
<label for="edit-url--5" data-text="Leave this field blank">Leave this field blank</label>
<input autocomplete="off" data-drupal-selector="edit-url" type="text" id="edit-url--5" name="url" value="" size="20" maxlength="128" class="form-text">
</div>
</div>
</form>GET /individuals/search
<form class="views-exposed-form bef-exposed-form" data-drupal-selector="views-exposed-form-search-block-1" action="/individuals/search" method="get" id="views-exposed-form-search-block-1" accept-charset="UTF-8" data-once="form-updated"
data-drupal-form-fields="edit-keywords--2">
<fieldset data-drupal-selector="edit-keywords-wrapper" id="edit-keywords-wrapper--2" class="js-form-item form-item js-form-wrapper form-wrapper">
<legend>
<span class="fieldset-legend"></span>
</legend>
<div class="fieldset-wrapper">
<div class="js-form-item form-item js-form-type-search-api-autocomplete form-item-keywords js-form-item-keywords form-no-label">
<input data-drupal-selector="edit-keywords" data-search-api-autocomplete-search="search" class="form-autocomplete form-text required ui-autocomplete-input"
data-autocomplete-path="/individuals/search_api_autocomplete/search?display=block_1&&filter=keywords" placeholder="What are you looking for today?" type="text" id="edit-keywords--2" name="keywords" value="" size="30" maxlength="128"
required="required" aria-required="true" data-once="autocomplete search-api-autocomplete" autocomplete="off">
</div>
<div data-drupal-selector="edit-actions" class="form-actions js-form-wrapper form-wrapper" id="edit-actions--7"><button data-drupal-selector="edit-submit-search-2" type="submit" id="edit-submit-search--2" value="Search"
class="button js-form-submit form-submit">Search</button>
</div>
</div>
</fieldset>
</form><form id="personas-popup-form" data-once="form-updated" data-drupal-form-fields="">
<fieldset>
<label for="user-type">I am...</label>
<select id="user-type" class="select2">
<option></option>
<option value="individuals">an individual</option>
<option value="financial_advisers">a financial adviser</option>
<option value="professional_connections">a professional connection</option>
</select>
</fieldset>
<fieldset>
<label>My location is..</label>
<select id="location" class="select2">
<option></option>
<option value="uk">United Kingdom</option>
<option value="international">International</option>
</select>
</fieldset>
<button type="submit" class="submit-form-pp">Continue to site</button>
</form>Text Content
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* Integrity Wealth Solutions Limited.
Brooks Macdonald Group plc is registered in England (Company No. 04402058). Its
registered office is at 21 Lombard Street London EC3V 9AH. This is also the
registered office of Brooks Macdonald Asset Management Limited (Company No.
03417519), Brooks Macdonald Financial Consulting Limited (Company No. 2621847).
Adroit Financial Planning Limited (Company No. 07980535) and Integrity Wealth
Solutions Limited (Company No. 08462446).
Cornelian Asset Managers Limited is registered in Scotland (Company No.
SC113646). Its registered office is at Hobart House, 80 Hanover Street
Edinburgh, EH2 1EL.
Brooks Macdonald Asset Management Limited Adroit Financial Planning Limited and
Integrity Wealth Solutions Limited are each authorised and regulated by the
Financial Conduct Authority.
Brooks Macdonald International (“BMI”) is a trading name of Brooks Macdonald
Asset Management (International) Limited, a company incorporated in Jersey
(company number: 143275) with its Registered Office at Third Floor, No.1
Grenville Street, St Helier, Jersey JE2 4UF. In Jersey, BMI is licensed and
regulated by the Jersey Financial Services Commission, in respect of investment
and fund services business.
The Guernsey branch of BMI is licensed and regulated by the Guernsey Financial
Services Commission, providing investment management, financial planning and
advice services. Business address: Suite 1, Block C, Hirzel Court, St Peter
Port, Guernsey GY1 2NN.
The Isle of Man branch of BMI is licensed and regulated by the Isle of Man
Financial Services Authority, in respect of investment business. Business
address: Exchange House, 54-62 Athol Street, Douglas, Isle of Man, IM1 1JD. The
Isle of Man branch will only provide advice from the range of solutions within
Brooks Macdonald Asset Management (International) Limited.
In the Republic of South Africa, BMI is an authorised Financial Services
Provider, regulated by the South African Financial Sector Conduct Authority.
Brooks Macdonald International Fund Managers Limited is authorised and regulated
by the Jersey Financial Services Commission under the Collective Investment
Funds (Jersey) Law 1988.
Brooks Macdonald is committed to protecting the privacy of the people that we
receive information about. This means that we take steps to lawfully, fairly and
transparently process any personal data that is made available to us, in
accordance with the UK General Data Protection Regulation (UK GDPR), the General
Data Protection Regulation (Regulation (EU) 2016/679) in relation to services
offered in the European Economic Area, the Data Protection (Jersey) Law 2018,
the Data Protection (Bailiwick of Guernsey) Law 2017, the Isle of Man Data
Protection Act 2018 and any other applicable domestic legislation (the “Data
Protection Laws”).
This Privacy Notice (“Notice”), together with our Cookie Policy, sets out the
basis on which we will process your personal data. If you have any queries about
this Notice or how we use your data, you can contact us using the contact
details below.
When we refer to “personal information” or “personal data" in this Notice, we
mean information which identifies you as an individual, or is capable of doing
so. In the context of this Notice, the terms “personal information” and
“personal data” may be used interchangeably.
We may hold and use data about you in your capacity as a consumer, business
customer, individual, as a shareholder, or any other capacity in which you may
visit our websites. Please read this Notice carefully. By clicking ‘accept’ and
continuing to visit any of our websites or use of any of our services, you
indicate your agreement to our use of your personal information as set out in
this Notice.
WHEN DO WE COLLECT INFORMATION?
When do we collect information?
We may collect personal information about you when:
* You, or someone acting on your behalf, enquires about our services;
* You register with us, apply to use any of our services, become our client, or
contact us in person, by telephone, by e-mail or by post and we go on to
provide services to you;
* You voluntarily complete customer surveys, enter a competition or promotion,
provide feedback or complete a contact form on our website;
* We receive some personal data about you through the course of providing
services to one of our clients, for example if you are;
1. A professional adviser, guardian or attorney of one of our clients; or
2. A relative or an associate (such as the employer) of one of our clients and
we receive your personal data whilst providing services to them; or
3. An employee of one of our clients and they have instructed us to source or
arrange benefits for members of their staff.
In most instances, we will be the data controller, as defined under applicable
Data Protection Laws, of any personal data which we collect from or about you.
We may collect information about you from fraud prevention agencies and other
organisations when we undertake checks such as identification verification
checks, as explained further below.
Information may also be collected about you when you visit our websites (for
example via cookies), such as your IP address and other browser-generated
information. More information about this can be found in our Cookie Policy.
We record all calls for training and quality purposes and to enable us to deal
effectively with queries or complaints and in the case where customers place
transactions on regulated markets, in order to comply with our regulatory
obligations.
In order for us to provide services to our clients we may need to process some
personal data about other people who are connected to them (third parties).
Typically, the personal data we will collect will either be:
* Data that has been provided to us directly by the third party (for example,
because they have contacted us about one of our clients); or else
* Data that has been provided to us by our client or their representative (for
example, because records about our clients’ affairs also contain personal
data about third parties).
This personal data may be contained in telephone call recordings, electronic
communications, minutes of face-to-face meetings and written correspondence.
If you have any queries, comments or requests regarding this Notice or you would
like to exercise your rights, set out above, you can contact us via our contact
details below.
WHAT INFORMATION WILL WE COLLECT?
What information will we collect?
We may collect the following information:
* Your contact details, such as your name, address, telephone number and email
address;
* Your date of birth, nationality, country of birth, country of residence,
employment status and tax identification number (i.e. National Insurance
Number);
* Passport details, driving license and utility bills;
* Details of the services you request from us;
* Any records held by financial crime prevention agencies, on the Electoral
Register and by providers of utility services; and
* Details of your employment status, income and source of wealth.
In some cases, you are not obliged to provide any personal data to us, but if
you have requested information or a service from us, we will not be able to
provide it without certain information, such as your contact details. Before we
can begin providing you with our services, we need to obtain certain information
about you, so that we can verify your identity in order for us to meet our
obligations under the Money Laundering, Terrorist Financing and Transfer of
Funds Regulations 2017, the Criminal Justice (Proceeds of Crime) (Financial
Services Businesses) Bailiwick of Guernsey) Regulations 2007, the Money
Laundering (Jersey) Order 2008 (the “Money Laundering Regulations”), or the
Anti-Money Laundering and Countering the Financing of Terrorism Code 2019 (Isle
of Man) and any other applicable legislation and for the purposes of crime
prevention and fraud prevention. You are obliged to provide this information and
if you do not provide it, we will be unable to provide you with our services.
HOW WE WILL USE YOUR INFORMATION
How we will use your information
We use information held about you in the following ways:
* To process your application to use our services;
* In the case of a third party whose personal information is provided to us, to
process a potential client’s application to use our services;
* To undertake checks such as identification verification checks with fraud
prevention agencies to enable us to comply with our anti-money laundering
obligations and for the purposes of crime prevention and fraud prevention;
* To comply with our obligations arising from any contracts entered into
between you and us and to provide you with the information, products and
services that you request from us;
* To help protect your information and prevent unauthorised access to it;
* To deal with any queries, complaints or problems reported by you;
* To generate statistics relating to use of our website, such as the popularity
of certain features or services. We do not use personally identifiable
information for these purposes;
* To provide you with information about other services we offer that are
similar to those that you have already engaged us to provide, or enquired
about. You may opt out of receiving this information when we collect your
details or at any time by contacting us using the contact details below;
* If required to do so by law and to the extent necessary for the proper
operation of our systems, to protect us/our customers, or for the enforcement
of any agreement between you and us;
* To notify you of changes to our services; and
* To help improve the services we provide to you.
Unless otherwise stated in this Notice, the legal basis for our use of your
personal data will be that this information is required for one or more of the
legitimate interests described above.
HOW WE PROTECT YOUR INFORMATION
How we protect your information
We take appropriate security measures (including physical, electronic and
procedural measures) to help protect the confidentiality, integrity and
availability of your personal information from unauthorised access and
disclosure. For example, only authorised employees are permitted to access
personal information, and they may do so only for permitted business functions.
In addition, we use firewalls to help prevent unauthorised persons from gaining
access to your personal information.
You are responsible for maintaining the confidentiality of your User ID and
password which relate to your access to certain pages of this website or any
account you set up with us. You agree to accept responsibility for all
activities which occur in relation to the same.
You should not permit other people to use your User ID or password. Please
contact us promptly if you believe your User ID or password may have been
compromised. We will not be responsible to you if there is unauthorised access
to your login details or unauthorised activity on this website as a result of
someone else using your login details, unless we caused this to happen because
of our negligence.
Despite our efforts regarding security it is important to bear in mind that the
internet is not a secure means of communication. Personal information
communicated through the internet may be intercepted by other people. We cannot
guarantee the security of personal information sent to us through this website.
You accept that you use this website at your own risk.
DISCLOSURE OF YOUR INFORMATION
Disclosure of your information
We may disclose your information:
* To businesses that are legally part of the same group of companies within
Brooks Macdonald, or that become part of that group;
* To our brokers, dealers, IT providers, services providers and agents in order
to provide and maintain the provision of the services;
* To our appointed auditors, accountants, lawyers and other professional
advisers, to the extent that they require access to the information in order
to advise us;
* To fraud prevention agencies and other organisations to allow us to undertake
the checks set out below. We will supply details of such agencies on request;
* To providers of investments or services we recommend, including providers of
pensions, offshore bonds, onshore bonds, trusts, investment platforms,
discretionary management services, mortgages, mortgage protection products,
insurance products or other such products or services. We may also be
required to share information with auditors appointed by the providers of
such products or services;
* If required to do so by the Financial Conduct Authority, Jersey Financial
Services Commission, Guernsey Financial Services Commission, the Isle of Man
Financial Services Authority or any relevant regulatory authority where they
are entitled to require disclosure;
* If required to do so to meet applicable law, the order of a Court or market
rules and codes of practice applicable to the circumstances at the time;
* To investigate or prevent fraud or activities believed to be illegal or
otherwise in breach of applicable law;
* If tax regulations require us to collect information about each investor’s
tax residency. In certain circumstances (including if we do not receive a
valid self-certification from you), we may be obliged to share information
about your account with the relevant tax, payments and customs authority, who
may pass this on to tax authorities in other jurisdictions;
* In the event that we sell or buy any business or assets, in which case we
will disclose your personal information to the prospective seller or buyer of
such business or assets; or
* If any one of the Brooks Macdonald Group companies or substantially all of
its assets are acquired by a third party, in which case personal information
held by it about its clients may be one of the transferred assets.
We will not lend or sell your information to third parties.
FRAUD PREVENTION CHECKS
Fraud Prevention Checks
As part of our application process we will arrange for automated checks to be
carried out using your personal data, such as your name, postal address, date of
birth, telephone numbers and employment status. These checks will be undertaken
on our behalf by a third party company that we have instructed to carry out this
function for us. The checks will include identification verification checks and
financial crime checks and involve us obtaining information from fraud
prevention agencies and any records held by financial crime prevention agencies,
on the Electoral Register and providers of utility services.
We need to carry out these checks in order to meet our obligations under the
Money Laundering Regulations. The information obtained from these checks is
used by us to determine if we can accept you as a client, whether further
information is required or the application is rejected, based on factors such as
whether we have been able to verify your identity.
We may carry out further periodic checks during the course of our relationship
with you to verify the information we hold remains correct and that there has
been no change in your status (for example when you are a politically exposed
person or if you have been subject to a financial sanction).
We may also provide information to financial and other organisations involved in
fraud prevention to protect ourselves and our customers from theft and/or fraud.
If false or inaccurate information is provided and fraud is identified or
reasonably suspected, details will be passed to fraud prevention agencies who
will record this. This information may also be accessed by law enforcement
agencies. This information may be used by us, other Group companies and other
organisations to prevent fraud and money laundering, for example, when
processing applications for services or for debt recovery.
DATA RETENTION
Data retention
We are committed to only keeping your personal data for as long as we need to in
order to fulfil the relevant purpose(s) it was collected for, as set out above
in this Notice, and for as long as we are required or permitted to keep it by
law.
We retain copies of our customer contracts in order to enable us to deal with
any legal issues and the information provided to us for identification
verification checks, financial crime and anti-money laundering checks (as
required by law) for not less than 5 years after termination or expiry of our
contract with you. We retain details of complaints for not less than 5 years
from the date of receipt.
We shall keep records of the following for not less than 5 years:
* Call recordings, electronic communications and minutes of face-to-face
meetings;
* Suitability and appropriateness assessments;
* Periodic statements (for example, valuations); and
* All orders and transactions in financial instruments on your behalf
(including information about your identity).
Brooks Macdonald Asset Management (International) Limited retains copies of all
records aforementioned for 10 years.
Where applicable, we will keep records of pension transfers, pension
conversions, pension opt-outs or Free Standing Additional Voluntary
Contributions indefinitely.
TRANSFERRING INFORMATION OVERSEAS
Transferring information overseas
We may share your personal information with our service providers and this may
involve transferring it to countries outside the European Economic Area (EEA)
whose Data Protection Laws may not be as extensive as those which apply to us.
Where we do so, we will ensure that we do this in accordance with the Data
Protection Laws and take appropriate measures to ensure that the level of
protection which applies to your personal information processed in these
countries is similar to that which applies within the EEA. Such measures may
include only transferring your data to jurisdictions in respect of which there
is a European Commission adequacy decision or, where this is not the case, by
using model clauses which have been approved by the European Commission.
We may transfer your personal information between businesses that are legally
part of the Brooks Macdonald group of companies for the purposes of providing
our services to you as follows:
* From our businesses based in the United Kingdom to our businesses based in
Jersey, Guernsey or the Isle of Man on the basis that the European Commission
has given a formal decision that such countries provide an adequate level of
data protection similar to that which applies in the United Kingdom and EEA;
and
* From our businesses based in Jersey, Guernsey or the Isle of Man to our
businesses based in the United Kingdom on the basis that the United Kingdom
is an authorised jurisdiction for the purposes of the relevant Data
Protection Laws.
SPECIAL CATEGORIES OF DATA
Special Categories of Data
In certain circumstances, in order to provide some services to you, it may be
necessary for us to process special categories of data about you (for example,
because you have instructed us to recommend certain products such as pensions,
insurance policies, or wellbeing products).
Data Protection Laws define the following as special categories of data:
* Data revealing your racial or ethnic origins, your political opinions,
religious or philosophical beliefs, or any trade union membership you may
hold;
* Data concerning your health, your sex life or your sexual orientation.
We will only ever process such data in a manner that is permitted under Data
Protection Laws. This means that, in some circumstances, we may need you to give
us your explicit consent to process this data, which we will request where
relevant.
In most circumstances, we will not need you to send us any reports or documents
about you that contain any special categories of data about you (for example,
letters from your doctors or care providers). You should never send these to us
unless we specifically ask you to do so.
YOUR RIGHTS AND HOW TO CONTACT US
Your rights and how to contact us
You have the following rights (unless exemptions apply), which can be exercised
by contacting us using the details provided below.
The right:
* To ask us not to process your personal data for marketing purposes;
* To access personal data held about you and to obtain a copy of it;
* To request the rectification or completion of personal data which are
inaccurate or incomplete;
* To restrict or object to the processing of your personal data;
* To request its erasure under certain circumstances;
* In certain circumstances, to receive your personal data, which you have
provided to us, in a structured, commonly-used and machine-readable format
and the right to transmit that data to another data controller without
hindrance, or to have that personal data transmitted to another data
controller, where technically feasible;
* To be informed about any use of your personal data to make automated
decisions about you, and to obtain meaningful information about the logic
involved, as well as the significance and the envisaged consequences of this
processing; and
* To lodge a complaint about the way in which your personal data is being used
to your Data Protection Authority: the Information Commissioner's Office
(United Kingdom), the Office of the Information Commissioner (Jersey),the
Office of the Data Protection Commissioner (Guernsey) or the Information
Commissioner (Isle of Man)
When you contact us to exercise any of the rights above, we may ask you to
provide some additional information in order to verify your identity, such as
your name, your address and proof of identity.
If you would like to lodge a complaint or exercise any of your rights set out
above, you can contact us at:
E-mail: DPO@brooksmacdonald.com
By post: United Kingdom: Data Protection Officer, Brooks Macdonald Group plc, 21
Lombard Street, London, EC3V 9AH
Jersey: Data Protection Officer,1 Grenville Street, St Helier, Jersey JE2 4UF
Guernsey: Data Protection Officer, Suite 1, Block C, Hirzel Court, St Peter
Port, GuernseyGY1 2NN
Isle of Man: Data Protection Officer, Exchange House, 54-62 Athol St, Douglas,
Isle of Man, IM1 1JD
Alternatively, if you would like to contact your Data Protection Authority,
please use the contact details below.
United Kingdom: Information Commissioner’s Office
Jersey: The Office of the Information Commissioner
Guernsey: The Office of the Data Protection Commissioner
Isle of Man: Information Commissioner's Office
Where we rely on your consent to use your personal data, you have the right to
withdraw that consent at any time.
MARKETING
Marketing
We would like to send you information about products and services of ours and
other companies in our Group which may be of interest to you. We would also like
to send you news and information about the financial markets and financial
services. We will seek your consent before sending you any such marketing or
communications. When you register with us or apply to use our services you may
specify your marketing and communication preferences or indicate that you do not
wish to receive news or information. If you have consented to receive marketing
communications you may change your preferences or opt out at a later date.
You have a right at any time to stop us from contacting you for marketing
purposes. If you no longer wish to be contacted for marketing purposes, please
contact us at info@brooksmacdonald.com
We may from time to time offer joint or co-branded products and services.
COOKIE POLICY
Cookie policy
WHAT ARE COOKIES?
This Cookie Policy explains what cookies are and how we use them, the types of
cookies we use i.e, the information we collect using cookies and how that
information is used, and how to manage the cookie settings.
Cookies are small text files that are used to store small pieces of information.
They are stored on your device when the website is loaded on your browser. These
cookies help us make the website function properly, make it more secure, provide
better user experience, and understand how the website performs and to analyse
what works and where it needs improvement.
HOW DO WE USE COOKIES?
As most of the online services, our website uses first-party and third-party
cookies for several purposes. First-party cookies are mostly necessary for the
website to function the right way, and they do not collect any of your
personally identifiable data.
The third-party cookies used on our website are mainly for understanding how the
website performs, how you interact with our website, keeping our services
secure, providing advertisements that are relevant to you, and all in all
providing you with a better and improved user experience and help speed up your
future interactions with our website.
TYPES OF COOKIES WE USE
NECESSARY
Necessary cookies are required to enable the basic features of this site, such
as providing secure log-in or adjusting your consent preferences. These cookies
do not store any personally identifiable data.
CookieDurationDescriptionAWSALBTG7 days
Amazon Web Services set this cookie for load balancing.
AWSALBCORS7 daysAmazon Web Services set this cookie for load
balancing.ASP.NET_SessionIdsessionIssued by Microsoft's ASP.NET Application,
this cookie stores session data during a user's website visit.__cf_bm1 hourThis
cookie, set by Cloudflare, is used to support Cloudflare Bot Management.
_cfuvidsession
Cloudflare cookie used to enforce rate limiting rules.
JSESSIONIDsessionNew Relic uses this cookie to store a session identifier so
that New Relic can monitor session counts for an application.rc::aNever
ExpiresThis cookie is set by the Google recaptcha service to identify bots to
protect the website against malicious spam attacks.rc::csessionThis cookie is
set by the Google recaptcha service to identify bots to protect the website
against malicious spam attacks.personasession
This cookie stores information about the type of user and region selected.
cookiefromsession
It stores the information if the user has accepted relevant disclaimers.
cookieyes-consent1 yearCookieYes sets this cookie to remember users' consent
preferences so that their preferences are respected on subsequent visits to this
site. It does not collect or store any personal information about the site
visitors.
FUNCTIONAL
Functional cookies help perform certain functionalities like sharing the content
of the website on social media platforms, collecting feedback, and other
third-party features.
CookieDurationDescriptionAWSALBTGCORS7 days
Amazon Application Load Balancer cookie to provide load balancing functionality.
ANALYTICS
Analytical cookies are used to understand how visitors interact with the
website. These cookies help provide information on metrics such as the number of
visitors, bounce rate, traffic source, etc.
CookieDurationDescriptionlpv10278031 hour
The LPV<account-id> Salesforce page views tracking cookie.
pardotpastThe pardot cookie is set while the visitor is logged in as a Pardot
user. The cookie indicates an active session and is not used for tracking.vuid1
year 1 month 4 daysVimeo installs this cookie to collect tracking information by
setting a unique ID to embed videos on the website. _ga1 year 1 month 4
daysGoogle Analytics sets this cookie to calculate visitor, session and campaign
data and track site usage for the site's analytics report. The cookie stores
information anonymously and assigns a randomly generated number to recognise
unique visitors._ga_*1 year 1 month 4 daysGoogle Analytics sets this cookie to
store and count page views.
PERFORMANCE
Performance cookies are used to understand and analyse the key performance
indexes of the website which helps in delivering a better user experience for
the visitors.
CookieDurationDescriptionAWSALB7 daysAWSALB is an application load balancer
cookie set by Amazon Web Services to map the session to the target.
ADVERTISEMENT
Advertisement cookies are used to provide visitors with customised
advertisements based on the pages you visited previously and to analyse the
effectiveness of the ad campaigns.
CookieDurationDescriptionvisitor_id*1 yearPardot sets this cookie to store a
unique user ID. visitor_id*-hash1 yearPardot sets this cookie to store a unique
user ID.
MANAGE COOKIE PREFERENCES
Cookie Settings
You can change your cookie preferences any time by clicking the above button.
This will let you revisit the cookie consent banner and change your preferences
or withdraw your consent right away.
In addition to this, different browsers provide different methods to block and
delete cookies used by websites. You can change the settings of your browser to
block/delete the cookies. Listed below are the links to the support documents on
how to manage and delete cookies from the major web browsers.
Chrome: https://support.google.com/accounts/answer/32050
Safari: https://support.apple.com/en-in/guide/safari/sfri11471/mac
Firefox:
https://support.mozilla.org/en-US/kb/clear-cookies-and-site-data-firefox?redirectslug=delete-cookies-remove-info-websites-stored&redirectlocale=en-US
Internet Explorer:
https://support.microsoft.com/en-us/topic/how-to-delete-cookie-files-in-internet-explorer-bca9446f-d873-78de-77ba-d42645fa52fc
If you are using any other web browser, please visit your browser’s official
support documents.
CLIENT PORTAL ONLY
Authentication
These cookies are used to identify your session and authentication within the
site and are not persisted between sessions. This cookie does not collect or
hold any personal information.
Local storage
Remembers which Apps were expanded out to show more detail so they remain open
when returning to that dashboard in the same session. This cookie does not
collect or hold any personal information.
CHANGES TO OUR PRIVACY NOTICE
Changes to our Privacy Notice
We reserve the right to amend this Notice at any time. Any substantive changes
we make to this Notice in the future will be placed on this webpage. This Notice
was last updated in September 2023.
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Brooks Macdonald is a trading name of Brooks Macdonald Group plc used by various
companies in the Brooks Macdonald group of companies. Brooks Macdonald Group plc
is registered in England No 04402058. Registered office: 21 Lombard Street
London EC3V 9AH.
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