PDCOB 12.7 Use of data

Save for the circumstances in PDCOB 12.7.2R, a firm must not share customers’ information, including the outcome of post-view services, with any other person.

A firm may share customers’ information, including the outcome of post-view services, with a third party with which a firm has entered into an outsourcing arrangement concerning any service or activity in connection with its qualifying pensions dashboard service where necessary and to the extent necessary to provide a post-view service.