Vendor Name | Subject matter of the processing | Location in which data is hosted |
| Azets Document Solutions Limited | Digitisation and destruction of paper documents | GB |
| Box-it North | Secure storage of paper documents | GB |
| Cascade Cash Management Limited | Data sosting of SaaS "Cascade Cash Management Portal" | EU |
| Creanova Limited T/A Genovo | Data Hosting of SaaS "Genovo" reporting software | EU |
| Defaqto Limited | Data Hosting of SaaS "Defaqto Engage" Investment planning software | EU |
| Distribution Technology Limited | Data hosting of SaaS "Dynamic Planner WealthConnect" | UK |
| DocuSign Inc | Data hosting of SaaS "Docusign eSignature Business Pro Edition" digital signature platform | EU |
| FE fundinfo (UK) Limited T/A FE Fundinfo | Data hosting of SaaS "CashCalc" cashflow modelling platform | EU |
| Intelliflo Limited | Data hosting of Saas "Intelliflo Office" CRM | GB |
| Iress Portal Limited | Data Hosting of SaaS "Xplan" mortgage sourcing | GB |
| Microsoft Ireland Operations Limited | Data hosting of SaaS "M365 Copilot" | EU |
| Microsoft Ireland Operations Limited | Data hosting of SaaS "M365" | EU |
| Microsoft Ireland Operations Limited | Data hosting of SaaS "Teams Voice" VOIP telephony | GB |
| Novia Financial Plc T/A Wealthtime | Data hosting of SaaS "Wealthtime" | GB |
| Selectapension Limited | Data hosting of SaaS "Selectapension AM-Switching" | GB |
| Synaptic Software Limited | "Synaptic" cashflow modelling | EU |
| Voyant Inc. | Data hosting of SaaS "AviserGo" | EU |
| Xero (UK) Limited | Data hosting of SaaS "Xero" accountancy software | US |
