Parker Kelly

IFA Promotion Link

www.visitliverpool.com

The Financial Services Authority (FSA) requires that certain information be provided to our client's prior to business being transacted.

Please download and read the following documents which are zip files that are provided in Adobe Acrobat format.
Click the links below to download the specified software.

Download Acrobat Reader:

Download Winzip:

Download


Terms of Business.zip



Investment IDD/Key Fact Document.zip



Mortgage and General Insurance IDD/Key Facts.zip

Parker Kelly Financial Services is authorised and regulated by the Financial Services Authority (www.fsa.gov.uk/register/) under reference number 183477

QB (Queen Building) Financial Services is an appointed representative of Parker Kelly Financial Services under reference number 207682

Parker Kelly Financial Services	QB Financial Services
Registered Address:	Registered Address:
Vincent House	Tithebarn House
17 Stanley Street	1-5 Tithebarn Street
Liverpool	Liverpool
L1 6AA	L2 2NZ

This website is designed to provide you with general information only and does not attempt to give you advice. For more information you should contact Parker Kelly Financial Services for independent advice.

PRIVACY STATEMENT

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 the suitability of 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 both computer and paper files.
2.	You agree that any information which you give to us, including sensitive personal data such as health and medical records, may be disclosed to third parties (e.g. credit reference agencies and general practitioners, where relevant) for the purpose of processing your application and for ongoing administration of your investment or policy but for no other purpose.
3.	You agree that we may use the information that we hold about you to contact you from time to time by post, fax, email or telephone to bring to your attention additional products or services, which may be of benefit to you.
4.	We agree that any consent given by you under paragraph 3 above may be withdrawn by you at any time by contacting us in writing at:-
Parker Kelly Financial Services Vincent House 17 Stanley Street Liverpool L1 6AA