Chartered Capital AI Usage Policy
At Chartered Capital, our Chartered Capital AI Usage Policy outlines how we use artificial intelligence (AI) responsibly within our financial planning services. AI helps us improve clarity, communication, and efficiency. However, all financial advice is always delivered by qualified human advisers. This policy ensures clients understand exactly how AI supports our work and how we uphold transparency, ethics, and data protection at all times.
How We Use AI at Chartered Capital
AI plays a supportive role in our daily operations. As outlined in the Chartered Capital AI Usage Policy, we use AI tools to assist with:
1. Drafting Communications
AI helps us draft clear, client-friendly content. All messages are reviewed by a qualified adviser.
2. Improving Report Clarity
We use AI to refine written explanations, ensuring financial information is easy to understand without altering the underlying advice.
3. Enhancing Internal Workflows
AI assists with internal organisation, task management, and efficiency—allowing us to ultimately deliver better service.
What AI Does Not Do
Under our Chartered Capital AI Usage Policy, AI is never used to:
- Provide Financial Advice – AI does not analyse your finances, recommend products, or generate regulated advice.
- Make Decisions About Your Money – Only accredited human advisers make decisions or provide guidance.
- Process or Store Sensitive Data Without Safeguards – Client data is protected under GDPR and our strict confidentiality procedures. We only use AI tools that meet our compliance standards.
Our Ethical Commitments
Our policy is built on four core principles:
- Transparency – We tell you when AI has been used to support communications or processes.
- Privacy – Your information is handled securely. We only use GDPR-compliant AI tools.
- Oversight – Every AI-influenced output is reviewed by a qualified adviser.
- Ethics –We avoid harmful or misleading uses of AI and do not use prompts designed to imitate the style of living artists or creators.
Questions About Our AI Usage?
If you would like a copy of Chartered Capital AI Usage Policy or want to know more details on how AI is integrated into our work, our team is always happy to discuss it.