This policy explains how the Adviser Portals marketing website and platform use cookies and similar technologies. A cookie is a small text file stored by your browser so a website can remember information between requests.
1. Essential cookies
We use strictly necessary cookies to operate secure website and account functions. They do not require consent because the requested service cannot work properly without them.
| Cookie | Purpose | Typical duration |
|---|---|---|
| Session cookie | Maintains a secure session, sign-in state, form state and account preferences. | Session or the configured secure session period |
| XSRF-TOKEN | Helps protect forms and account requests against cross-site request forgery. | Session or the configured secure session period |
2. Cookieless analytics
We use our own first-party cookieless analytics to understand website activity. It does not set an analytics cookie, create a persistent visitor identifier or store a complete IP address or raw browser user-agent string in the analytics event.
The information recorded may include the page viewed, page title, external referrer domain, campaign tags, broad device type and interactions such as email, telephone or form clicks. Raw events are normally retained for 60 days and aggregated reports for up to 24 months.
3. Optional and third-party services
We do not currently use Google Analytics on this marketing website. If we introduce an optional service that stores or reads non-essential cookies, we will provide clear information and request consent where required before activating it.
A link to another website does not place that website's cookies on your device, but the other website may use cookies after you visit it under its own policy.
4. Customer websites
Financial advice firms using our platform manage their own website settings and may enable integrations or scripts that use additional cookies. Their cookie notice and privacy policy explain the choices available on that specific website.
5. Managing cookies
You can block or delete cookies through your browser settings. Blocking essential cookies may prevent account sign-in, secure forms and other requested functions from working correctly.
6. Changes and contact
We may update this policy when our website, analytics or suppliers change. Questions can be sent to [email protected].