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How we collect information

The information that we collect when a policy valuation is requested may include personal details such as your name, address, telephone number, e-mail address, date of birth and other information.

What we do with your information

Your information will be used for the valuation of your policy and if an offer is made and accepted, for the purposes of processing the transaction. This will involve your information being disclosed to companies within the same group as Oakwood Capital Limited, life offices and other parties involved in the transaction at the discretion of Oakwood Capital Limited. It may be disclosed to regulatory bodies for the purposes of monitoring and/or enforcing Oakwood Capitalís compliance with any regulatory rules/codes.

Your information may also be used for research, statistical purposes and marketing. It may be transferred to any country, including countries outside the European Economic Area for any of these purposes and for systems administration. Where this happens, we will ensure that anyone to whom we pass your information agrees to treat your information with the same level of protection as if we were dealing with it and such persons are bonding by confidentialirty agreements as appropriate.

In the case of personal data, with limited exceptions, you have the right to access and if necessary rectify information held about you.

Your rights

You can ask us to amend your personal information by e-mail or by writing to the Compliance Officer at the address on the contact us page.

You also have the right to request a copy of all the personal information we hold about you. To do this, simply write to us the Compliance Officer at the above.

We will take all reasonable steps to confirm your identity before providing you with details of any personal information we hold about you.


Oakwood Capital Limited and carefully selected third parties may use your information to keep you informed by post, telephone, e-mail, text messaging or other electronic means, about products and services which may be of interest to you. If you do not wish to be contacted in this way, you have an opportunity to prevent this by indicating your preference to us