Finwise Personal Finance Services LLP respects your privacy and does not share your personal or financial information except as permitted by law or for legitimate business purposes.

We may collect personal and financial information from you or your authorised representatives, including information provided through application forms, financial details, risk profiles, investment choices, beneficiary details, and supporting documents. Account statements and other financial information are shared electronically only through secure methods.

We take reasonable steps to ensure that any third parties with whom information is shared maintain appropriate confidentiality and security measures to protect your information.

You are responsible for ensuring that the information provided by you is accurate and up to date. If any information is incorrect, incomplete, or needs to be updated, please contact us at the earliest. Finwise will not be responsible for the accuracy or authenticity of information provided by you, or for any misuse that does not result from our actions or negligence.

We will make every reasonable effort to process transactions efficiently and address investor concerns promptly. We may update this Privacy Policy from time to time without prior notice, so we encourage you to review it periodically.

Our aim is to provide you with reliable personal service and products that meet your needs.