Privacy Policy

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4.We agree that any consent given by you under paragraph 3 above may be withdrawn by you at any time by contacting us in writing at:-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 Limited
Vincent House
17 Stanley Street
Liverpool
L1 6AA