| This is our standard client agreement upon which we intend to rely. For your own benefit and protection you should read these terms carefully before signing them. If you do not understand any point please ask for further information. Your objectives, attitude to risk and other restrictions will be confirmed to you in due course, following completion of a Fact Find and subsequent discussion. You or your appointed agent have a right to inspect copies of contract notes, vouchers and entries in our books or computerised records relating to your transactions. We keep records of our business for at least six years. We offer independent financial advice, but occasions can arise where we or one of our other customers will have some form of interest in business which we are transacting for you. If this happens, or we become aware that our interests or those of one of our other customers conflict with your interests, we will inform you in writing and obtain your consent before we carry out your instructions.
We normally require you to give us instructions in writing to avoid possible disputes. We will, however, accept oral instructions provided they are subsequently confirmed in writing. Trafalgar Square Financial Planning Consultants DOES NOT HANDLE CLIENTS MONEY. Information provided by you may be held, processed, disclosed and used by ourselves, professional advisers and any associated companies in servicing our relationship with you. However, strict confidentiality will be maintained at all times. It is understood that, unless you notify us otherwise, you agree to the storage, use and disclosure of such information. This information may be disclosed to thirdparty product providers in the course of providing our analysis and servicing of our relationship with you. No information will be passed to another party without your prior consent unless we are legally obliged to do so. You also agree that, for the purposes described above, your data may be transferred to countries outside the European Economic Area (EEA). We may use and analyse your data, including the nature of your transactions, to provide you with information by post, telephone, fax or email to service and update you, as well as informing you of new investment opportunities. If you would prefer to be excluded from these services, please write to the company address as above. |
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