Data Protection Act

Information provided on this form will be used to ensure that any financial advice offered by us is appropriate for the personal circumstances of each client. There is no requirement to provide all of the information requested, but failure to provide relevant information may have an adverse effect on the quality of advice provided. Personal data will not be released to third parties without the client's specific consent, except in connection with compliance or regulatory requirements, or in accordance with the due process of law, or in connection with investment products entered into or about to be entered into by clients. The provision of any information on this form means that the client has provided explicit permission to process that information under the terms of the Data Protection Act 1998