Your Privacy


This privacy policy explains how we use any personal information we collect about you when you use our website or contact us by other methods, including email, post and telephone.

We collect information about you when you contact us for information, apply for membership, enrol for courses or place an order for any goods or services which we may provide. We may also collect information when you voluntarily provide feedback, participate in surveys or respond to emails, Website usage information is collected using cookies.

How information about you will be used


Personal information that you supply to us may be used in a number of ways, for example:

  • To provide information about our services and activities;
  • To process applications for membership, study programmes or events;
  • To provide ongoing support to members and their employers; or
  • To produce public member registers

We aim to maintain all personal records accurately and securely to a reasonable standard.

We shall under no circumstances sell or provide information about our members or non-members to a third party for any purposes without express permission of the individual, except in the case of authorised agents of the Institute.  Personal details may be provided to other organisations with whom the Institute is organising joint ventures, so long as they are used solely for the purpose of that venture.

Information relating to an individual’s standing with the Institute may be provided to a company listed on our database as the person's employer, unless the member or non-member has specifically requested that the information should not be divulged.

We also reserve the right to disclose any of the information you provide to us where required to do so by law, or to comply with a regulatory obligation, or to assist in any investigation into alleged illegal or criminal conduct.

We shall not send out information directly to members on behalf of other companies, but will endeavour to keep members and non-members informed on matters pertinent to the Institute and the financial services industry. 

Access to your information and correction


You have the right to request a copy of the information that we hold about you. If you would like a copy of some or all of your personal information, please email or write to us at the address below. We may make a small charge for this service. Members may also view and amend their personal details via the members’ section of the website.

We want to make sure your personal information is accurate and up to date. You may ask us to correct or remove information that you think is inaccurate.

Last reviewed 29th March 2017.