We will never sell your data onto a third party. We do provide your data to third parties with whom we have a legal relationship with. This is to enable us to provide the OpenMoney service to you. For example, if you invest with us, your data will be shared with our administrator - Quai Administration Services and our product provider - Gaudi Regulated Services. More information is available in our data protection policy and in our T&Cs.
This policy details how we’re compliant with privacy and data protection regulation and legislation such as the GDPR.
This depends on the type of information you provide us with. If you receive financial advice from us, we are required by the FCA to retain your information for 5 years after you stop being an OpenMoney customer. This FCA requirement supersedes the GDPR right to deletion. If you would like to put in a request to have your data removed, please get in touch with our Support team.