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When you claim a listing or subscribe to a Wealth365 adviser plan, you accept the following data-sharing terms. Your acceptance is recorded with a version number and timestamp.

These data-sharing terms are a summary of the enquiry-handling obligations. The full Adviser Terms of Business & Data Processing Agreement covers the complete engagement, including the UK GDPR Article 28 processor terms that apply when your firm places client data on the platform.

• Consented sharing only. Enquiry details (the client's name, email address, phone number, advice need, investment size, timeframe and fee preference) are shared with your firm only after the client has given explicit consent, and only when the client requests an introduction to your firm.
• Purpose limitation. You may use enquiry details solely to respond to that client's enquiry. You must not add clients to marketing lists or contact them about unrelated services without their separate consent.
• No enquiry resale. You must never sell, rent, trade, or otherwise pass enquiry details to any third party. Resale or transfer in any form is prohibited and results in immediate removal from the directory.
• Continuing FCA-authorisation warranty. You warrant that your firm holds valid FCA authorisation, and that this authorisation will remain in force for as long as your firm is listed. You must notify us without delay if your firm's authorisation is suspended, varied, or cancelled.
• No contingent fees. Wealth365 never charges, and you must never offer or pay, any fee contingent on whether a client engages you, invests, transfers, or completes any transaction. No commission, success fee, or percentage-of-assets economics of any kind apply to enquiries.
• Involvement ends at delivery. Wealth365's role ends when an enquiry is delivered to your firm at the client's request. We take no part in, and receive no remuneration linked to, any subsequent advice, arrangement, or transaction between you and the client.
• Your listing is your own financial promotion (s.21 FSMA). All content in your listing and profile (including your bio, headline, video, specialisms, and fee details) is your firm's own financial promotion. You confirm it is communicated, issued, or approved by your firm as an FCA-authorised person in accordance with section 21 of the Financial Services and Markets Act 2000 and the FCA's financial-promotion rules. Wealth365 is not FCA-authorised, does not approve financial promotions, and acts solely as a conduit hosting your content on your behalf.
• Change notification duty. You must keep your listing and profile content accurate and up to date, and notify Wealth365 without delay of any change to your firm's circumstances that affects the compliance of that content (including changes to permissions, fee model, personnel named in the profile, or the substance of any claim made in it).
• No paid influence on reviews or ratings. You must not pay, incentivise, or otherwise induce anyone to write, alter, suppress, or remove a review, and you must not attempt to buy a higher star rating or ranking position in the "Highest Rating" sort. Breach of this clause results in removal from the directory.
• Claim identity verification. When you claim a listing you warrant that you are authorised to represent the firm and that any details you provide are true. You agree to complete our identity checks, which verify the claim against an email address at the firm's FCA-Register-recorded domain (or, where that is not possible, a documentary evidence or admin-mediated fallback). Claims that cannot be verified are held for manual review, and attempts to claim a listing you are not authorised to represent may be logged and refused.
• Accuracy and s.21 responsibility for claimed content. Once you claim a listing you are responsible for the accuracy of all firm-authored content on your profile (including your description, specialisms, fee details, qualifications, and locations). That content is your firm's own financial promotion, approved by your firm as an FCA-authorised person under section 21 FSMA; you must keep it accurate and correct or withdraw any statement that ceases to be true.
• Directory removal rights. You may request removal of your listing from public display at any time, via the "Report an inaccuracy" link on your profile, by replying to any outreach email, or through the claim/dashboard controls. A removal request from your firm (or any individual) results in the listing being hidden within two business days pending review, logged with timestamp and actor. Removal of the listing does not affect audit records we are required to retain.
• Data protection. You are an independent controller of enquiry details once delivered to you and must handle them in accordance with UK GDPR, including honouring deletion requests from the client.