The material displayed on our site is provided without any guarantees, conditions or warranties as to its accuracy. To the extent permitted by law, we hereby expressly exclude all conditions, warranties and other terms which might otherwise be implied by statute, common law or the law of equity.

Where our site contains links to other sites and resources provided by third parties, these links are provided for your information only. PIMFA have no control over the contents of those sites or resources, and accept no responsibility for them or for any loss or damage that may arise from your use of them.


Unless otherwise stated, all material published on this website is property of the The Personal Investment Management & Financial Advice Association.  You may copy, print, distribute and store this material for internal non-commercial use only.  All other rights are reserved.  For the avoidance of doubt, you shall not adapt, edit, change or transform this material, and you shall not publish, republish, distribute to the public, broadcast or rebroadcast to the public or show in public this material or any part of it in any form or media.


1.1 PIMFA is committed to protecting you and any data that we collect about you online.  This section tells you how we use cookies, why and how this allows us to improve our service.  It also tells you how you can manage what cookies are stored on your device.

1.2 By using our site you agree that this cookie policy applies to that use in addition to any other terms and conditions which may apply.

1.3 We reserve the right to make changes to our cookie policy.  Any such changes become effective immediately.  Your continued use of our site is taken as meaning that you agree to any such changes.

What is a Cookie?

2.1 Cookies are files containing small amounts of information which are downloaded to the device you use when you visit a website.  Cookies are then sent back to the originating website on each subsequent visit or to another website that recognises that cookie.  Cookies do lots of different and useful jobs such as remembering your preferences and generally improving your online experience.  There are different types of cookies.

2.2 You may block cookies by activating the setting on your browser that allows you to refuse the setting of all or some cookies.  However if you use your browser settings in this way you may not be able to access some or all parts of our site.  Note that if you navigate to any third party sites from our site these may use cookies and you will need to check their policies separately.

2.3 For comprehensive information about cookies and how they work please refer to the website at


PIMFA emails and any attachments on such emails are confidential and may contain legally privileged information.  If you are not the intended recipient of the email message, please telephone or email us immediately, delete the message from your system and do not read, copy, distribute, disclose or otherwise use the email message and any attachments.

Although the PIMFA believes its email and any attachments to be free of any virus or other defects which may affect your computer, it is the responsibility of the recipient to ensure that it is virus free and PIMFA does not accept any responsibility for any loss or damage arising in any way from its use.  Finally, you should be aware that the PIMFA reserves the right and intends to intercept and monitor incoming and outgoing email correspondence, so you should not expect any email communications to be private in nature.


PIMFA is subject to the Data Protection Act 1998 and the General Data Protection Regulation ((EU) 2016/679), the EU Data Protection Directive (95/46/EC) (“GDPR”), the Privacy and Electronic Communications Data Protection Directive (2002/58/EC) (“PECR”) and any national implementing laws, regulations and secondary legislation in relation to Personal Data and privacy as defined in these laws and regulations, as amended or updated from time to time, in the UK and any successor legislation to the GDPR, the Data Protection Act 1998 and/or PECR (to the extent applicable in the UK) (“Data Protection Legislation”).

The Data Protection Legislation determines the way PIMFA processes personal data. Under the Data Protection Legislation, you have rights in respect of any Personal Data PIMFA holds on you. These rights include the right of access to those data, to request any amendments if the data are incorrect and a right to prevent the data being used for any purpose for which you have not given permission. PIMFA will only hold and use the data for the purpose of providing services to its members. If you have any questions or concerns about the way your personal data is being processed, please contact PIMFA on 020 7448 7100 or via email to

PIMFA take data privacy seriously and will only use personal details such as a person’s name, email address and job title to administer their firms PIMFA membership and the individuals account with us.

All data is stored securely and is never shared with a third party. Individuals are only added to the PIMFA system either at their personal request or at the request of the firm, in which case PIMFA are acting in the belief that the individual has given consent for this. Individuals can unsubscribe and request their data for view or deletion at any time via our website, telephone (020 7448 7100) or email (

Read our full terms and conditions and membership rules and here.



1.1 PIMFA (“we/our/us”) are committed to protecting and respecting your privacy.  This Policy sets out the basis upon which the personal data we collect from you or that you provide to us will be processed by us.

1.2 For the purpose of the General Data Protection legislation, the data controller is The Personal Investment Management & Financial Advice Association of 69 Carter Lane, London, EC4V 5EQ.  Our nominated representative for the purpose of this legislation is


2.1 We may collect and process the following data about you:

2.1.1  Information that you provide by filling in forms on our site:  This includes information provided at the time of signing up to use our site, subscribing for membership, registering for an event, login details, building your online profile, posting material or requesting services.  We may also ask you for information when you report a problem with our site;

2.1.2 If you contact us we may keep a record of that correspondence;

2.1.3 We may also ask you to complete surveys that we use for research purposes although you do not have to respond to them;

2.1.4 Details of transactions that you carry out through our site and the fulfilment of your request application or order;

2.1.5 Details of your visit to our site including traffic data, location data or other communication data, length of visits and the resources that you access.

2.2 We also collect information about your computer including where available your IP address, operating system, platform and browser type for system administration.  This is statistical data about users’ browsers actions and patterns and does not identify any individual.


Our website uses cookies to distinguish you from other users of our website.  For detailed information about this see our Cookie Policy.


4.1 The data that we collect from you may be transferred to and stored at a destination outside the European Economic Area (“EEA”).  It may also be processed by staff operating outside the EEA who work for us or for one of our suppliers.  By submitting your personal data you agree to this transfer, storing or processing.  We will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this privacy policy.

4.2 All information you provide to us is stored on our secure servers.  Any payment transactions will be encrypted.

4.3 Unfortunately the transmission of information via the internet is not completely secure.  Although we will to our best to protect your personal data, we cannot guarantee the security of your data submitted to our site: any transmission is at your own risk.  Once we have received your information we will use strict procedures and security features to try to prevent unauthorised access.


5.1 We use information held about you in the following ways:

5.1.1 To administer the site and for research, analysis, testing and statistical purposes;

5.1.2 To ensure that content from our site is presented in the most effective manner for you and for your computer;

5.1.3 To provide you with information, products, or services that you request from us, or which we feel may interest you;

5.1.4 To carry out our obligations arising from any contracts entered into between you and us;

5.1.5 To allow you to participate in any interactive features of our site; or

5.1.6 To notify you about changes to our site or services.


6.1 We may disclose your personal information to third parties:

6.1.1 In the event that we sell or buy any business or assets in which case we may disclosure your personal data to the prospective seller or buyer.

6.1.2 If PIMFA or substantially all of its assets are required by a third party in which case personal data may be one of the transferred assets.

6.1.3 If we are under a duty to disclose or share your personal data in order to comply with any legal obligation or in order to enforce or apply our terms and conditions or to protect the rights, property or safety of the PIMFA or our members.  This includes exchanging information with other companies and organisations for the purposes of fraud protection and credit risk reduction.


You have the right to ask us not to process your personal data for marketing purposes.  We will usually inform you before collecting the data if we intend to use your data for such purposes or if we intend to disclose your information to any third party for such purposes.  You can exercise your right to prevent such processing by checking certain boxes on the forms we use to collect your data.

You can also exercise the right at any time by contacting us at .

8. PIMFA Complaints Policy

Complaints Policy Final_updated July 2022