Privacy Statement

Marshall Sterling Investment Management collects personal information from you including your name, address, telephone number and email address when you enter such information on this site, or when you open an account with us by post. If you are already or become a client of Marshall Sterling, we may also be required to collect financial and other types of personal information from you in accordance with the rules of our regulator, the Financial Services Authority. We will use your personal information for the purposes of providing the services you have requested, for administration and customer services, for credit scoring, for marketing, to analyse your purchasing preferences and to ensure that the content, services and advertising that we offer are tailored to your needs and interests. We may keep your information for a reasonable period for these purposes. In assessing your application, to prevent fraud, to check your identity and to prevent money laundering, we may search the files of credit reference agencies who will record any credit searches on your file. The information will be used by other credit grantors for making credit decisions about you and the people with whom you are financially associated, for fraud prevention, money laundering prevention and occasionally for tracing debtors. Information used for these purposes will include publicly available information such as electoral roll, county court judgments, bankruptcy orders or repossessions. At Marshall Sterling we know the importance of keeping our clients information private and will not to pass it on to any third party. All data held will be handled in accordance with the UK's Data Protection Legislation. Your information may be used to ensure that you are made aware of the services of Marshall Sterling. We may do this by telephone, post or e-mail. If you do not wish to receive this information, please confirm this in writing. The information you provide in your registration form for becoming a client of Marshall Sterling may be stored digitally and securely on a computer for the purposes of: Contacting you with regard to new products and services We may carry out market research and statistical analysis from time to time And for general business purposes as otherwise permitted in law Please note that if you do so, Marshall Sterling will not be able to inform you about products, services or offers that may benefit you. In any event, if you are a client of ours we will continue to inform you of any important changes to our terms of business. Upon payment of a fee, you are entitled to receive a copy of the information held about you. If you wish to do this, please send written confirmation to us. Alternatively, please call us on 0208 133 44 33 or email us via the contact section for more information. Cookies Policy In line with the EU Cookie Directive we are obliged to inform you that we use cookies to ensure our website provides you with the greatest experience of our service. By using our website, you hereby agree to help us improve our service to you. I.E. This site uses cookies to store information on your computer. This policy explains how we use cookies and may be amended, from time to time, without notice. By using this site you agree to the placement of cookies on your computer in accordance with the terms of this policy. If you do not wish to accept cookies from this site please either disable cookies or refrain from using this site. Please note that by disabling cookies in your browser settings this site may not function correctly. Cookies are used to ascertain which pages may be of interest to you, which third party sites refer our site to you, how long you spend on various pages which again indicate your level of interest, which demographic location your come from and various other factors that may assist us provide a value adding service to you and our clients. We do not sell your information on. What are Cookies? A cookie is a text-only string of information that a website transfers to the cookie file of the browser on your computer's hard disk so that the website can recognise you when you revisit and remember certain information about you. This can include which pages you have visited, choices you have made from menus, any specific information you have entered into forms and the time and date of your visit. Our use of Cookies This website uses three types of cookies: Strictly necessary cookies: These cookies are essential in order to enable you to move around the website and use its features, such as accessing secure areas of the website. Without these cookies, services you have asked for cannot be provided. Performance cookies: These cookies collect information about how visitors use a website, for instance which pages visitors go to most often, and if they get error messages from web pages. These cookies don’t collect information that identifies a visitor. All information these cookies collect is aggregated and therefore anonymous. It is only used to improve how a website works. Please note that this website does not use targeting cookies or advertising cookies. To ensure that you are using this site with full and up-to-date information of how we use cookies please review this policy regularly as any amended policy will be updated on the site. Refusing Cookies on this Site Most browsers are initially set to accept cookies. However, you have the ability to disable cookies if you wish, generally through changing your internet software browsing settings. It may also be possible to configure your browser settings to enable acceptance of specific cookies or to notify you each time a new cookie is about to be stored on your computer enabling you to decide whether to accept or reject the cookie. To manage your use of cookies there are various resources available to you, for example the “Help” section on your browser may assist you. As our cookies allow you to access some of our website’s essential features we recommend that you leave cookies enabled, otherwise, if cookies are disabled, it may mean that you experience reduced functionality or will be prevented from using this site altogether.




Other Information
  • Marshall Sterling Investment Management
  • 14 Hanover Street
  • Hanover Square
  • Mayfair, London, W1S 1YH
  • T: +44(0)845 86 23456
  • E:

© Copyright 2014, Marshall Sterling Investment Management Limited

Authorised and Regulated by the Financial Conduct Authority [FRN: 646917]