PDCOB 7.3 Obtaining a customer’s details for marketing purposes

1A firm must not:

1. (1)

   add a customer’s details to its marketing database, unless the customer has actively elected to be added; or

2. (2)

   undertake direct marketing to the customer, unless the customer has actively elected to receive direct marketing from the firm.

1Before requesting that a customer actively elects to receive direct marketing from the firm, the firm must tell the customer how and why their details will be processed.

1A firm must not require the customer to agree to direct marketing as a condition of using the pensions dashboard platform.

1A firm must not provide a customer’s details to another person for marketing purposes.