Information we hold about you
In order to advise you properly, Carlton Independent Financial Advisers Ltd must obtain certain information
from you about your financial and personal circumstances.
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.
2. You agree that any information which you give us, including sensitive
personal data such as health and medical records, may be disclosed to
appropriate third parties for the purpose of processing your application
and for the ongoing administration of your investment or policy but for
no other purpose.
Please note:
All information sent to us via the enquiry forms on our website is
processed by a secure server. |
