This website is designed to provide you with general information
only and does not attempt to give you advice on any particular
investment or to recommend any particular investment to you. If
you have any doubt as to whether a particular investment is
suitable for you, you should contact XYZ IFA for advice.
INFORMATION HELD ABOUT YOU
In order to advise you properly, we must obtain certain
information from you about your financial and personal
circumstances, to assess your suitability for particular
products and services.
By providing us with your personal data:
1. You agree that the information we hold about you can be held
on computer and/or paper files, in accordance with the Data
Protection Act 1998, and any subsequent amendments thereto.
2. You agree that any information which you give us, including
sensitive personal data such as health and medical records, may
be disclosed to third parties (e.g. credit reference agencies
and medical practitioners, where relevant) for the purpose of
processing your application and for the ongoing administration
of your investment or policy but for no other purpose. Your
information may also be accessed by our IT department for the
purpose of web site maintenance and administration, and the
Financial Services Authority for investigative work.
3. You agree that we may use the information that we hold about
you to contact you from time to time by post, fax, e-mail or
telephone to bring to your attention additional products or
services, which may be of benefit to you. 4. We agree that any
consent given by you under paragraph 3 above may be withdrawn by
you at any time by contacting us in writing at:
Download Client Agreement