Skip to content
Close
CONTACT
PHONE HOTLINE: 01565658840 E-MAIL: enquires@adviserservices.co.uk
Contact
PHONE HOTLINE: 01565658840 E-MAIL: enquires@adviserservices.co.uk
Contact

Adviser Services Holdings Limited (ASHL)

Acceptable Use Policy

 

Effective Date: 15 September 2026
Last Reviewed: 15 September 2026
Next Review Date: 15 September 2027
Version: 2.0  

1. Introduction

This Acceptable Use Policy explains the standards that apply when you access, browse, interact with, link to, or otherwise use any website, portal, application or online service operated by Adviser Services Holdings Limited ("ASHL", "we", "our" or "us").

The purpose of this policy is to ensure that our websites, systems and services are used lawfully, responsibly and securely, and to protect our users, business, systems, information and intellectual property.

Our websites and services are intended primarily for financial advisers and financial services professionals operating within the United Kingdom.

By accessing or using our website, you agree to comply with this Acceptable Use Policy.

If you do not agree with this policy, you must not use our website or services.

2. Who We Are

This website is operated by:

Adviser Services Holdings Limited

Company Number: 12012534

Registered Office:

Brookdale Centre
Manchester Road
Knutsford
Cheshire
WA16 0SR

Email: enquiries@adviserservices.co.uk

3. Other Terms That Apply

The following documents also govern your use of our website and services:

  • Website Terms of Use
  • Privacy Notice
  • Cookie Policy
  • Any service-specific terms applicable to portals or online services

In the event of any inconsistency between this policy and any applicable service agreement, the service agreement shall take precedence.

4. Acceptable Use

You may use our website only for lawful purposes and in accordance with this policy.

You agree to:

  • Use the website responsibly and professionally;
  • Provide accurate information where requested;
  • Comply with applicable laws and regulations;
  • Respect the rights of other users;
  • Use the website in a manner that does not adversely affect its security, performance or availability.

5. Prohibited Activities

You must not use our website or services:

Unlawful Use

  • In any way that breaches applicable laws or regulations;
  • For fraudulent, deceptive, misleading or unlawful purposes;
  • To facilitate criminal activity;
  • To misrepresent your identity, qualifications, authorisation or regulatory status.

Cybersecurity and System Misuse

You must not:

  • Attempt to gain unauthorised access to any part of the website, systems or networks;
  • Circumvent or attempt to circumvent security controls;
  • Conduct vulnerability assessments, penetration testing or security scanning without our prior written permission;
  • Probe, test or exploit security weaknesses;
  • Deploy malware, ransomware, viruses, worms, spyware or malicious code;
  • Use the website to launch denial-of-service attacks or distribute harmful software;
  • Interfere with the operation, security or availability of our systems.

Automated Access and Data Extraction

You must not:

  • Use robots, crawlers, spiders, scrapers or automated tools to access, monitor, extract or copy website content without our prior written consent;
  • Harvest personal information, contact information or business information from the website;
  • Use automated means to generate excessive requests or traffic;
  • Systematically download, cache or reproduce website content.

Artificial Intelligence and Machine Learning

Unless expressly authorised in writing by ASHL, you must not:

  • Use website content to train artificial intelligence systems, machine learning models, large language models or similar technologies;
  • Extract data, documents, images or content from the website for AI development purposes;
  • Use automated AI tools to reproduce, republish or redistribute website content.

Spam and Unsolicited Communications

You must not:

  • Send unsolicited marketing communications;
  • Use website forms for spam or promotional purposes;
  • Submit misleading or repetitive enquiries;
  • Use the website to distribute junk mail or chain communications.

Regulatory Misrepresentation

You must not:

  • Misrepresent any FCA authorisation or regulatory approval;
  • Submit inaccurate regulatory information;
  • Use the website in a manner that could create regulatory, compliance or reputational risks for ASHL or its group companies.

6. Account Security

Where access credentials are provided for secure areas of the website or adviser portals, you are responsible for:

  • Maintaining the confidentiality of your username and password;
  • Restricting access to your account credentials;
  • Ensuring that login information is not shared with unauthorised persons;
  • Notifying us immediately if you suspect unauthorised access or compromise of your account.

  You are responsible for all activity carried out using your account credentials unless and until you notify us of unauthorised use.  

7. Information and Data Submitted Through the Website

You must ensure that any information you submit:

  • Is accurate and not misleading;
  • Does not infringe the rights of any third party;
  • Is submitted lawfully;
  • Does not contain malicious code.

You must not submit:

  • Confidential information unless specifically requested by us;
  • Personal information relating to another individual unless you have a lawful basis to do so;
  • Material that is defamatory, abusive, threatening or unlawful.

8. Content Standards

Any information, communications, files, documents or materials submitted through our website must:

  • Be accurate where factual statements are made;
  • Be genuinely held where opinions are expressed;
  • Comply with applicable laws and regulations.

Submitted material must not:

  • Be defamatory;
  • Be obscene, offensive or discriminatory;
  • Promote violence or illegal activities;
  • Infringe intellectual property rights;
  • Contain malicious code;
  • Harass, threaten or intimidate others;
  • Impersonate any person or organisation;
  • Encourage terrorism or criminal activity;
  • Promote products, services or unrelated commercial activities without our permission.

 We reserve the right to remove or reject any material that breaches these standards.

9. Intellectual Property

All content made available through our website, including text, graphics, logos, documents, designs, software and databases, is protected by intellectual property rights.

You must not:

  • Copy, reproduce, adapt or distribute website content except as permitted by law;
  • Remove copyright, trademark or proprietary notices;
  • Use our intellectual property without prior written permission.

Nothing in this policy grants any licence or rights in relation to our intellectual property.

10. Monitoring and Security

To protect our business, users and systems, we may monitor and record activity on our websites and online services.

Monitoring may be carried out to:

  • Detect unauthorised access attempts;
  • Investigate security incidents;
  • Identify misuse;
  • Maintain system performance and security;
  • Meet legal and regulatory obligations.


 Any processing of personal information will be carried out in accordance with our Privacy Notice.

11. Reporting Security Concerns

If you become aware of:

  • A security vulnerability;
  • Suspected unauthorised access;
  • Website misuse;
  • Fraudulent activity;
  • Any other cybersecurity concern,

please notify us promptly.

Email: itsupport@adviserservices.co.uk

You must not exploit any security vulnerability you discover.

12. Suspension and Enforcement

If we reasonably believe this policy has been breached, we may take any action we consider necessary and proportionate, including:

  • Issuing warnings;
  • Removing content;
  • Suspending access;
  • Restricting accounts;
  • Blocking IP addresses;
  • Terminating access rights;
  • Reporting matters to law enforcement agencies, regulators or relevant authorities;
  • Taking legal action where appropriate.

Our rights under this section are not limited to the examples listed above.

13. Links to Our Website

You may link to our website only in a way that is fair, lawful and does not damage our reputation.

You must not:

  • Suggest endorsement where none exists;
  • Frame our website on another website;
  • Create links from websites that contain unlawful, offensive, misleading or inappropriate content.

We reserve the right to withdraw linking permission without notice.

14. Changes to This Policy

We may update this Acceptable Use Policy periodically to reflect changes in:

  • Law and regulation;
  • Cybersecurity risks;
  • Technology;
  • Business operations;
  • Website functionality.

The latest version will always be published on our website.

15. Governing Law

If you are a client or consumer, this policy and any dispute arising from it shall be governed by the laws of England and Wales, although you may also bring proceedings in Scotland or Northern Ireland where applicable.

If you are a business user, this policy and any dispute arising from it shall be governed exclusively by the laws of England and Wales and subject to the exclusive jurisdiction of the courts of England and Wales.

16. Contact Us

For questions about this policy:

General Enquiries
enquiries@adviserservices.co.uk

Privacy Enquiries
dataprivacy@adviserservices.co.uk

Security Concerns
itsupport@adviserservices.co.uk

Postal Address

Adviser Services Holdings Limited
Brookdale Centre
Manchester Road
Knutsford
Cheshire
WA16 0SR

Document Control

Version: 2.0
Policy Owner: ASHL Legal and Data Protection Department
Approved By: Adviser Services Holdings Limited
Last Reviewed: 15 September 2026
Next Scheduled Review: 15 September 2027