We will only use information held about you in accordance with the data protection act and for the purposes of dealing with you as a client of this regulated firm.
In order to advise you properly, we must obtain information from you about your financial and personal circumstances. By providing this, you agree that the information we hold about you can be held both electronically and/or on paper.
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 ongoing administration purposes.
For the avoidance of doubt, regulated firm means SCR Financial Services as well as any employee, appointed representative or associated business or enterprise.
SCR Financial Services will not sell or distribute your marketing details to anyone outside of the regulated firm without your prior agreement