When you sign up for an account with Collins Sarri Statham Investments Limited (CSSI), details of your application, and any information obtained from a credit reference search that CSSI carry out with licensed credit reference and fraud prevention agencies, will be added to CSSI records and thereby form part of your personal data as defined under the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
CSSI understands the importance of protecting the personal information given to us by both actual and prospective clients, so CSSI ensures that all data held will be handled, stored and kept confidential in accordance with the UK’s data protection legislation — principally the UK GDPR and the Data Protection Act 2018, as amended by the Data (Use and Access) Act 2025.
We may disclose your personal information to our associated companies for business purposes, to successors in title to our business, and to third-party suppliers we engage (under contract) to process data on our behalf. For example, providers such as Saxo Capital Markets or James Brearley & Sons will be sent the information contained on your account application form, as your trading account will be opened with one of them. These companies acting on our behalf are also required to keep your personal information secure in accordance with the UK’s data protection legislation.
In addition, where we are required to do so, your personal information may be disclosed to a Government, Regulatory or Enforcement Authority. These Authorities may then use your personal information to investigate and act on any suspected breach of law or regulatory rule.
It is important that the personal details you provide to CSSI are accurate and current, as we will base our service on what you tell us. We may carry out additional checks and/or record calls in order to meet our regulatory obligations.
The following information (Data) you provide in your application, together with what we obtain from or about you (including that relating to the operation of your account), will be collected and stored on computer or in any other way, as set out below:
Whilst the personal information CSSI holds is primarily used for establishing and managing your account and to help us identify you when you contact us, we, or any of our associates, may from time to time use your details to:
You are entitled to request a copy of the details and information we hold about you if you contact us using the details shown below.
From time to time, we may need to transfer your information to a country or countries outside the United Kingdom. Where we do so, we will take reasonable steps to ensure that comparable data protection standards apply to the transfer, in accordance with the UK GDPR.
For information on how we use cookies, please see our Cookies Policy, which can be found here.
This section applies to subscribers to the CSS Investments newsletter. By signing up to our free email, you are consenting to receive these communications. The newsletter is sent up to three times per day during the week and up to once per day at weekends. It contains company news, market movements, CSSI research, promotions and breaking economic news. Occasionally our newsletter will contain advertisements from trusted partners. However, we will never give, sell or rent your email address to any other company. If you want to stop receiving our free emails, you can unsubscribe at any time by clicking the link at the bottom of each email.
Information collected & why
To receive the CSSI newsletters, we require your name and email address. If you choose to provide your telephone number, you may be contacted by a member of the team to obtain feedback and to provide you with details of the services from CSS Investments. Our software tracks your engagement with the newsletter, including a history of those communications, whether you open them or click on links, and information about products or services that may be of interest to you. By providing us with your contact details, you are giving us permission to contact you by phone or email.
We will retain information about you after the closure of your account or the end of our service provision for as long as is permitted for legal, regulatory, fraud prevention, business and financial crime purposes.
Under the UK GDPR and the Data Protection Act 2018 you have a number of rights in relation to your personal data:
Consent. If you have previously agreed to us using your personal information for our own marketing purposes, you may change your mind and withdraw this consent at any time.
Access. You may request details of the personal information we hold about you. We will provide this to you free of charge, normally within one month of your request. Where a request is complex or you have made a number of requests, we may extend this period by up to a further two months and will let you know if we need to do so. You also have the right to obtain and reuse your information across different services.
Correction. If you believe that any information we hold about you is incorrect or incomplete, please tell us as soon as possible and we will promptly correct anything found to be incorrect.
Objection, restriction or deletion. You may have the right to object to the way in which we process your data, to ask us to restrict the processing of your data, or to ask us to delete it (unless we have a legal or regulatory reason to retain it).
If you are concerned about the way we have handled your personal data, you have the right to raise this directly with us, and we would encourage you to do so first so that we have the opportunity to put things right.
You can make a data protection complaint using the contact details in section 8 below. You do not need to use the words “complaint”, “GDPR” or “data protection” for us to treat your concern as a complaint. When we receive a complaint, we will:
If you are not satisfied with our response, you have the right to complain to the Information Commissioner’s Office (ICO), which is the supervisory authority for data protection in the UK. Their helpline number is 0303 123 1113, or you can complete the online form found here. We would, however, ask that you first raise your concerns with us.
Please remember that internet communications are not secure unless the data being sent is encrypted. We cannot accept responsibility for unauthorised access by a third party and/or the corruption of data being sent by individuals to us. Some countries prohibit the transmission of encrypted data over telephone lines. You should not encrypt data you transmit if you know that doing so would contravene applicable local, national or international laws. For guidance relating to your specific situation, please contact your legal adviser.
You must ensure that viruses, trojans, worms or equivalent or similar items do not enter your computer system. We assume no responsibility for loss of whatever nature, howsoever arising, resulting from such viruses, trojans, worms or equivalent or similar items.
Should you wish to exercise any of your rights, make a data protection complaint, or obtain further information concerning how we control your personal data, you can contact us by:
Post: Data Protection Officer, 138 Fortis Green Road, London, N10 3DU.
Email: datacontroller@css-investments.com
Phone: 0208 057 6380
You may also request a copy of this privacy notice free of charge by contacting us using the above details.
The entire content of the site is subject to copyright with all rights reserved and it may only be stored, held or used for your personal use. You may not download (in whole or in part) for non-personal use or otherwise reproduce, transmit or modify the site without our prior permission. However, you may print out part or all of the site for your own personal use. These permissions are revocable by us at any time. You are granted a non-exclusive licence of those rights in order to view this site on a non-commercial basis only, revocable at any time.
Privacy Notice v9 01.09.2026 This notice may be subject to change.