The St. James's Place Wealth Management Group offers a comprehensive range of wealth management services to individuals and businesses.

At the heart of our business is the St. James's Place Partnership; the exclusive advisory arm of the St. James’s Place Wealth Management Group.

This Notice sets out important information about how St. James's Place collects and uses personal data (referred to as "personal information" in this Notice) during the process of joining the partnership. You should read this Notice carefully and raise any questions you may have with your Sponsor / Mentor, Development Manager or Data Protection Officer.

The data controllers will be the following;

1) St. James’s Place Wealth Management plc company number: 4113955 (“St. James’s Place”) whose registered office is at St. James’s Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP; and

(2) St. James’s Place Management Services Limited company number: 2661044 (“SJPMS”) whose registered office is at St. James’s Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP; and

(3) St. James’s Place Partnership Services Limited company number: 8201211 (“SJPPS”) whose registered office is at St. James’s Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP; and

(4) Other entities within St. James’s Place plc’s group of companies as applicable.

Appropriate contractual, technical and organisational measures are in place between the entities within St. James’s Place plc’s group of companies to safeguard your data.

Our processing of your personal information
What personal information do we collect?
What do we use your personal information for?
When will we share personal information?
What special category information do we process?
How long do we keep personal information for?
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Monitoring
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Updates to this Notice