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The information in this area of the website is aimed at financial advisers, corporate service providers, wealth advisers, and legal and accountancy professionals. It is not intended for direct use by private investors or onward distribution to retail clients or the general public. Please visit our homepage for information and resources for private clients.

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Internet use policy

At Canaccord Genuity Wealth Management (CGWM), we value your privacy, and have created this Internet use policy to ensure that you understand our policies and procedures. This policy applies to the following sites:

http://www.canaccordgenuity.com/wealth-management-uk

https://wealth.canaccordgenuity.com/

Information collected by CGWM

CGWM may collect and store personally identifiable information about persons who visit this site and voluntarily submit information in contacting CGWM. CGWM may also collect and store aggregate or anonymous information about user contact with and use of the site. Information obtained in connection with the site may be intermingled with and used by us in conjunction with information obtained through sources other than the site, including both offline and online sources. You can find further information on how we use personal data in our Privacy Notice available here.

Cookie policy

What are cookies?

We reserve the right to utilise cookie technology. A cookie is a small, harmless data file that certain websites write to your hard drive when you visit them. A cookie file can contain various types of information, including a user ID that the site uses to track the pages you have visited.

How long do cookies last?

Cookies last for different lengths of time, depending on their purpose. Some cookies are temporary and remain in your browser's cookie file until you leave the site, these are called session cookies, and others remain for up to six months or until you remove them from your browser, these are called persistent cookies.

How do we use cookies?

We use first and third party cookies on our website. First party cookies are set and can only be read by us. Third party cookies are set by another organisation and might be used to track visitor interactions or to target advertising.  For example, we use Google Analytics cookies to help us improve your experience by collecting and reporting information on how you use our website. The cookies collect information in a way which does not directly identify anyone.

The cookies we use can be separated into the following categories:

  • Strictly necessary - These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.
  • Performance - These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.
  • Functional - These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.
  • Targeting - These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.

Managing cookies

You can manage your cookie preferences on our website by clicking on the button below:

To turn off the cookies on your browser, please visit www.allaboutcookies.org which can assist you in managing cookies. Please note CGWM can take no responsibility for the information provided on this site.

Please be aware that parts of this site will not function correctly if you disable cookies.

Further information

If you have any questions, or would like further information about this policy please email marketing@canaccord.com.

You can find further information on how we use personal data in our Privacy Notice available here.

Reviewing or changing your information

In order to ensure that the information we maintain is accurate, CGWM gives users the option to change or modify their information previously provided. If you would like to change your information currently in our database, please contact us at: marketing@canaccord.com.

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.