
| This website is designed to provide you with general information only and does not attempt to give you advice on any particular investment or to recommend any particular investment to you. If you have any doubt as to whether a particular investment is suitable for you, you should contact A B M Farnham for Independent Financial Advice. INFORMATION HELD ABOUT YOU In order to advise you properly, we must obtain certain information from you about your financial and personal circumstances, to assess your suitability for particular products and services. 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 personal data and information which you give us, including sensitive personal data such as health and medical records, may be disclosed to third parties (e.g. credit reference agencies and medical practitioners, where relevant) for the purpose of processing your application and for the ongoing administration of your investment or policy but for no other purpose. Your information may also be accessed by A B M Farnham for the purpose of web site maintenance and administration. 3. We keep records for all your business transactions for at least six years and you (or your agent) have the right to inspect these at a mutually convenient time 4. We treat all our clients records as confidential 5. We reserve the right to give you copies of your particular records rather than allow access to files containing records about other clients. 6. We will not pass information relating to you to a third party without your prior consent unless we are legally obliged to do so. 7. Information about your data will be put into our database and held, processed, disclosed and used by us, our associate companies and third party product providers in servicing our/their relationships with you including identity verification and money laundering checks. A B M Farnham 1 Kimbers Lane Farnham Surrey GU9 9PT T: (01252) 821093 F: (0871) 990 6339 |
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