What information will you maintain in my file and can I examine my file?
Posted on 02/02/2016 in
We maintain a record of your personal profile including details of your objectives, financial situation and needs. We also maintain records of any recommendations made to you.
We are committed to implementing and promoting a privacy policy, which will ensure the privacy and security of your personal information. A copy of our Privacy Notification Statement is enclosed for your information. If you wish to examine your file please ask us.
