for independent advice
email us at :
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 Trafalgar Mortgage & Financial Services for advice.
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 IFA Systems Ltd for the purpose of web site maintenance and administration.
3. You agree that we may use the information that we hold about you to contact you from time to time by post, fax, e-mail 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 We agree that any consent given by you under paragraph 3 above may be withdrawn by you at any time by contacting us in writing at the address shown below.
5. 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
6. We treat all our clients records as confidential
7. We reserve the right to give you copies of your particular records rather than allow access to files containing records about other clients.
8. We will not pass information relating to you to a third party without your prior consent unless we are legally obliged to do so.
9. 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.
Trafalgar Mortgage & Financial Services
9 The Dale
Widley
Waterlooville
Hampshire
PO7 5DB
T: 023 92 321 882
F: 023 92 321 210
Plymouth Branch - Michael James
29 Kingston drive
Plymouth
Devon
PL7 2UZ
T: 01752 244196
M: 07766 521 111
F: 01752 244196
E: mike@ifa-trafalgar.co.uk
