Internet Privacy Policy
It is our aim to provide our clients with as much security and privacy as they require in dealing with Platinum Financial Consulting, whilst still obtaining all necessary and regulatory information required to provide compliant advice.
On an initial enquiry we only require a name and e-mail address to be provided to enable us to discuss basic concepts. However the client must accept that until all details pertinent to the business in question have been disclosed, full advice and recommendation cannot be deemed to have been given.
We will not telephone clients unless we have their permission to do so. Entering a telephone number on any of our electronic enquiry forms is taken as permission to call.
Where personal and/or financial information is to be sent to a customer via electronic means, we will send that information encrypted, or password protected where possible. Where it is not possible to protect data in this fashion, we will only send such information to a specific e-mail address on specific instruction from the customer.
We will not pass on your details to any third party, other than in the execution of submitting your business to a provider.
Where investment business services are provided to the firm by third parties then circumstances may arise which warrant the disclosure of more than just your basic contact details. On these occasions, such as processing business, and obtaining compliance and regulatory advice, you agree that personal information held by the firm may be disclosed on a confidential basis and in accordance with the Data Protection Act 1998 to such third parties. You agree that this information may be transferred electronically, e.g. e-mail. You also agree that any such third party or ourselves may contact you in future by any means of communication that we consider appropriate at the time.
We will treat your personal information as private and confidential (even when you are no longer a customer), except where we are permitted by law or where the disclosure is made at your request or with your consent in relation to arranging your financial business.
As a business regulated by the Financial Services Authority(FSA) we may be required by the FSA as part of their compliance activity to allow them access to our customer records. The FSA confirm that such information will only be sought for Compliance activities.
Our firm is registered under the Data Protection Act 1998. You therefore have rights of access to your personal records held by this firm. Providers may undertake credit enquiries on receipt of your mortgage or other application, details of which may be retained by one or more credit reference agencies. They may also supply information to a Credit Reference Agency regarding the way your account is managed.
If you have any questions about any of our policies or procedures please contact our compliance officer by writing to : The Compliance Officer, Platinum Financial Consulting, The Old School House, East End Road, Bradwell-on-Sea, Essex, CM0 7PY |
