During the course of our work we will ask you to provide relevant personal information such as full name, address, contact telephone number, email address, official identification etc. and will return any original documents to you following the preparation of our recommendations. We use the information that you give us in order to act on your behalf.
Your information is securely stored. You have the right to ask us for copies of your personal information. You have the right to ask us to rectify personal information you think is inaccurate. You also have the right to ask us to complete information you think is incomplete. You have the right to ask us to erase your personal information in certain circumstances. You have the right to ask us to restrict the processing of your personal information in certain circumstances. You have the right to object to the processing of your personal information in certain circumstances. You have the right to ask that we transfer the personal information you gave us to another organisation, or to you, in certain circumstances. If you make a request, we have one month to respond to you.
Unless you tell us not to, we intend to destroy correspondence and other papers we store that are more than five years old, other than those records which the Financial Conduct Authority require us to retain indefinitely, or which we consider to be of continuing significance. If you require us to retain any particular item you must notify us of that fact in writing. However, please be aware that we cannot hold original documents – such as birth certificates or policy schedules – on your behalf.
Please contact us if you wish to discuss anything further.