Privacy & Your Data
Welcome to the MyAdviser Privacy & Data Protection "Opt-In" Form.
Best practice dictates that you understand why we collect data from customers and how we use it. It also requires us to be clear with you how we share that data and our processes in managing and retaining the data on our systems.
Our principal business is to provide lifestyle financial planning services including advice services and a range of best in breed solutions in the areas of pensions, approved retirement funds, legacy planning, family and business protection, savings and investments.
To provide you with relevant information, respond to your enquiries and requests for products and/or services we sometimes request that you provide us with information about yourself and your circumstances. This Privacy Notice will inform you of the information we gather and how it is used. We take this privileged position very seriously and have always acted in our client’s best interest.
Please select the answers that suit your needs on the form opposite. Once we receive your preferences we will email them back to your normal email address to confirm it is you.
Alternatively print the form below, complete it, sign it and scan or post it back to us.