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Data Protection Statement |
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DATA PROTECTION STATEMENT
The information you provide is subject to the Data Protection
Act 1998 (the “Act”). By using this site you consent to us or
any company associated with us (such companies include, for the
avoidance of doubt, Bankhall Investment Associates Limited and
any member of its group and/or companies, persons or entities of
any nature whatsoever with which it is associated or allied from
time to time) processing, both manually and by electronic means,
your personal data for the purposes of providing advice,
administration and management.
“Processing” includes obtaining, recording or holding
information or data, transferring it to other companies
associated with us, product providers, the FSA or any other
statutory, governmental or regulatory body for legitimate
purposes including, where relevant, to solicitors and/or other
debt collection agencies for debt collection purposes and
carrying out operations on the information or data.
We may also contact you or pass your details to other companies
associated with us to contact you (including by telephone) with
details of any other similar products, promotions, or for
related marketing purposes in which we think you may be
interested.
The information provided may also contain sensitive personal
data for the purposes of the Act, being information as to your
physical or mental health or condition; the commission or
alleged commission of any offence by you; any proceedings for an
offence committed or alleged to have been committed by you,
including the outcome or sentence in such proceedings; your
political opinions, religious or similar beliefs, sexual life;
or your membership of a Trade Union.
If at any time you wish us or any company associated with us to
cease processing your personal data or sensitive personal data,
or contacting you for marketing purposes, please contact The
Data Protection Officer on 08452255172 or in writing at 59
Market Street Hoylake Wirral Ch47 2BQ.
You may be assured that we and any company associated with us
will treat all personal data and sensitive personal data as
confidential and will not process it other than for a legitimate
purposes. Steps will be taken to ensure that the information is
accurate, kept up to date and not kept for longer than is
necessary. Measures will also be taken to safeguard against
unauthorised or unlawful processing and accidental loss or
destruction or damage to the data.
Subject to certain exceptions, you are entitled to have access
to your personal and sensitive personal data held by us. You may
be charged a fee (subject to the statutory maximum) for
supplying you with such data.
PAYMENT FOR SERVICES
We normally derive our income from commission paid to us by life
assurance companies and the operators of collective investment
schemes through which investments are made. We shall tell you
the amount of commission payable to us on any such investment.
If we receive a commission or other form of benefit from the
issuer of a security or from another intermediary, we will
inform you, but we will not tell you its amount unless you ask
us to do so.
Alternatively, if you or we propose to operate on a fee basis,
we will agree its basis, frequency and method with you in
writing before we carry out any chargeable work. Should we
receive commission from any third party in relation to
transactions arranged for you, we will offset the amount
received against any fees due.
ACCOUNTING TO YOU
Unless in exceptional circumstances, we will confirm to you in
writing the basis or our reason for recommending the transaction
executed on your behalf.
We will also make arrangements for all your investments to be
registered in your name unless you first instruct us otherwise
in writing. We will forward to you all documents showing
ownership of your investments as soon as practicable after we
receive them; where a number of documents relating to a series
of transactions is involved, we will normally hold each document
until the series is complete and then forward them to you.
INVESTMENT OBJECTIVES & RESTRICTIONS
Following the issue of this letter any subsequent advice or
recommendation offered to you will be based on your stated
investment objectives, acceptable level of risk and any
restrictions you wish to place on the type of investments or
policies you are willing to consider. Details of your stated
investment objectives will be included in the suitability letter
we will issue to you to confirm our recommendation. Unless
confirmed in writing, to the contrary, we will assume that you
do not wish to place any restrictions on the advice we give you.
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For More information on Invest & Protect Ltd and their services or for Independent financial advice please visit Investandprotect.co.uk
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