SEI definition
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More information about SEI's approach to complaints can be found in the SEI Terms and Conditions for Custody Services 23.
SEI’s appointment as a custodian of all or part of your financial assets was made on your behalf by a regulated firm (the “Intermediary Firm”) you have appointed to provide you with certain services associated with those assets (e.g. investment/asset/wealth management services) and which, as your agent, has arranged for SEI to provide to you relevant services governed by the Custody Terms.
This document is not legally binding to SEI or the reader, it should be read in conjunction with the Custody Terms and to the extent that there is any inconsistency between this document and SEI’s Custody Terms, SEI’s Custody Terms prevail.
The Custody Terms were provided to you when SEI was appointed as a custodian of all or part of your financial assets (including, to the extent relevant, both money and financial investments held by SEI on your behalf).
SEI Investments (Europe) Limited (“SEI”, “we”, or “us”) will process personal data (as a data controller) about you that you provide to us.