Website Privacy Policy

This privacy policy was last updated on 22/03/2017. We may change this privacy policy from time to time. You should check this policy occasionally to ensure you are aware of the most recent version which will apply each time you access this website. 

This privacy policy does not apply to your use of the Ascentric Wrap Platform.  The Ascentric Wrap Platform may be entered by logging in using the link on the Website.

For the purpose of the Data Protection Act 1998 (the Act), the data controller is Investment Funds Direct Limited, a company registered in England and Wales (registration number: 1610781), whose registered office is at Trimbridge House, Trim St, Bath BA1 1HB.

We take the privacy of our website users seriously. We request that you read this Privacy Policy (‘the Policy’) carefully as it contains important information about how we will use your personal data. We are the company responsible for, and which controls, the processing of your personal data.

We will obtain personal data about you (such as your name, address, email, contact number) whenever you complete an online form, such as the online contact form.

We may also obtain other sensitive personal data about you should you volunteer it during the completion of online forms.

The site may link to other websites and we are not responsible for their data policies, procedures or content. You have the right to receive information about the personal information we maintain on you. If you are concerned that any of the information we hold is incorrect, please contact us.

If you give us information on behalf of someone else, you confirm that the other person has appointed you to act on his/her behalf and has agreed that you can:

  • Give consent on his/her behalf to the processing of his or her personal data;
  • Receive on his/her behalf any data protection notices; and
  • Give consent to the transfer of his/her personal data abroad.

We will use your personal data for:

  • Helping us identify you and any accounts you hold with us;
  • Administration;
  • Statistical Analysis;
  • Customer profiling and analysis;
  • Marketing;
  • Fraud prevention and detection;
  • Customisation of this website and its content to your particular preference needs; and
  • Improving our services.

We may monitor and record communications with you (such as telephone conversations and emails) for the purpose of quality assurance and training.

We may disclose your personal data to:

  • Other companies within our group;
  • Our agents, service providers and law enforcement agencies in connection with any investigation to help prevent unlawful activity; and
  • Our business partners.

You are aware and acknowledge that we are permitted to disclose to the Financial Conduct Authority (‘FCA’) and to other regulatory authorities to which we are subject, or to any person empowered to require such information by or under legal enactment, any information they may request or require relating to you or if relevant any of your clients.

A cookie is a tiny text file that a website can store on your machine and can read on subsequent visits. This allows that website to identify you and, for example, remember your login details for the next time you visit.

There are different types of cookies used for different purposes. The cookies we use are listed below under the four cookie categories proposed by the International Chamber of Commerce. 

Strictly necessary cookies
These are cookies that are directly required to fulfil an action requested by you, such as logging in or adding an item to a shopping basket.




Session ID


Set when visiting the website. This is a cookie used to track the user’s session when in transactional sites and is imperative for the functionality. There could be one or more of these cookies in place.

Performance cookies
These are cookies used to improve a website, for example, analytics let companies see how their site is used and where to make improvements.

We use these performance cookies:




More Information



This cookie is placed on a user’s machine to identify if the user has been selected as a “Financial Adviser” or “Private Investor”.

1 year from set/last visit, first party.



This cookie is placed on a user’s machine to record aspects such as acceptance of cookie policy etc.

Persistent, first party.



This cookie is used to track the user across the Ascentric site.

Persistent, first party.

Google Analytics

See Google's latest cookie list here.

These cookies are used to collect information about how visitors use our site. We use the information to compile reports and to help us improve the site. The cookies collect information in an anonymous form, including the number of visitors to the site, where visitors have come to the site from and the pages they visited.

Persistent, first party.

For more information: 

Google’s privacy policy.

See Vimeo's latest cookie list here.

Vimeo uses cookies on and related domains and applications (the “Vimeo Service”). We embed Vimeo videos within the website. This means that the cookies Vimeo use will apply to the user. By using the Vimeo Service, the user consents to the use of these cookies.

For more information:

Vimeo's cookie policy.

Vimeo's privacy policy.



For more information view Flashtalking's privacy policy.


Functionality cookies
These are cookies that are needed for a specific piece of functionality, often as a result of something you are doing as a user, but are not directly requested by you. For example, in order to stop you from being repeatedly offered a service that you have previously said no to. We do not use any functionality cookies.

Targeting cookies
These cookies can be quite intrusive as they track a user’s browsing behaviour from website to website, often to be used for targeted advertising. We do not use any targeting cookies.

Disabling/Enabling cookies
This can be done through your browser or by using the “Cookie Control” function in the bottom left hand corner of the screen when you visit the website.

Deleting Cookies
If you want to remove any cookies already set, you can do so from your browser. You can find out how to do this by going to the help menu in your browser. For more information about how to control and disable cookies in your browser please visit: Please note that if you attempt to delete cookies while you are logged in, the system will automatically log you out. 

The data that we collect from you may be transferred to, and stored at, a destination outside the European Economic Area ('EEA') in connection with the above purposes. It may also be processed by staff operating outside the EEA who work for us or for one of our suppliers. Such staff may be engaged in, among other things, the fulfilment of your order, the processing of your payment details and the provision of support services. By submitting your personal data, you agree to this transfer, storing or processing. Please be aware that countries which are outside the EEA may not offer the same level of data protection as the United Kingdom, although we will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this privacy policy.

We store your personal data on secure servers. The secure communication protocol (TLS - Transport Layer Security) encrypts all information you input before it is sent to us. The information between you and us is converted into random meaningless forms. Whilst we will use all reasonable efforts to safeguard your personal data, you acknowledge that the use of the internet is not entirely secure and for this reason we cannot guarantee the security or integrity of any personal data which is transferred from you or to you via the internet or email. We recommend that you do not send sensitive or confidential information via email. You are not required to provide any personal information on this website unless you choose to do so or are required to do so by HMRC or by governing legislation.

The website may, from time to time, contain links to and from the websites of our partner networks, advertisers and affiliates, and other websites operated by third parties. Please note that this privacy policy applies only to the personal information that we collect in connection with this website and we cannot be responsible for personal information that third parties may collect, store and use through their websites or their services. If you follow a link to any of these websites, you should always check the privacy policies of such websites before you submit any personal data to these websites.

We may share your personal data with our business partners or companies within our group and we, or they, may contact you directly or send you communications (unless you specifically ask us or them not to do so) by mail, telephone, SMS, text/picture/video message, fax, or email, about products, services, promotions and events that we or they feel will be relevant to you.

If you prefer not to receive any further marketing communications from us, you can opt out at any time. If you wish to exercise this right you should:

  • Put your request in writing using the subject ‘Unsubscribe’ for email; and
  • Provide us with enough information to identify you (e.g. name & email address).

You have the right to ask us to provide you with copies of personal information that we hold about you at any time. To obtain a copy of the information we hold on you contact the Data Protection Manager at Trimbridge House, Trim Street, Bath, BA1 1HB. A small charge may be charged for this service. If any of your details are incorrect, let us know and we will correct them.

We welcome your feedback and questions. If you wish to contact us, please send an email to or you can write to us at Marketing, Trimbridge House, Trim Street, Bath BA1 1HB or call us on 0345 076 6140. Our registered office is Trimbridge House, Trim Street, Bath BA1 1HB. 

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01225 787 575

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