Privacy Control
Request Account Deletion
Request deletion of an Estate Advice Group app or portal account and the personal data associated with it.
You may also request account closure from the account settings area where that option is available. This public form can be used if you cannot access the app or portal.
What happens after a request
We will verify your identity, identify the relevant account and confirm the outcome by email. We will delete or anonymise account data that is no longer required. Limited records may be retained where necessary for fraud prevention, security, tax, accounting, complaint handling, regulatory compliance, dispute resolution or legal claims. Any retained information will be restricted and protected.
Deleting an Estate Advice Group account does not automatically delete records independently held by an advisor, solicitor, financial adviser or other professional. Those organisations may be separate data controllers and should be contacted directly about their records.