We collect personal information from you, including information about your:

• Name
• Contact information
• Personal Information (medical and financial)
• Location
• Interactions with us
• Billing or purchase information (we pass this on to the Financial Institution)

How we collect your information:

We collect and store information from:

• Users of the Carey Financial Services website via cookies and form completions.
• People who engage with Carey Financial Services social media channels.
• People and companies who are referred by Carey Financial Services Partners for the provision of Carey Financial Services’s products and services.
• People who approach Carey Financial Services for the provision of products and services (including attendees at workshops/events).

The Carey Financial Services website and social media pages may provide links to external websites. Please be aware that Carey Financial Services is not responsible for the content or privacy of your personal information on any external sites.

Who we share this information with:

Besides our staff, we share this information with:

• A product or service provider when implementing any of our recommendations or variations thereof
• A third party in order to take actions connected to a purpose for collection (e.g. our CRM system to store and hold your information).
• Compliance advisers, auditors or claims assessors who may need access to our files (e.g. Compliance Refinery, our disputes resolution scheme (FDRS), or the Financial Markets Authority)
• Other professionals such as solicitors, accountants, finance brokers, financial planners (when such services are required to compliment the advice as requested by you).

Providing some information is optional. If you choose not to enter personal information, we’ll be unable to provide specific services.