DATA PROTECTION ACT 1998 AND USE OF PERSONAL DATA
In the conduct of business with yourself we will need to collect information about you which we will hold as data controllers under the Data Protection Act 1998. We will use this information to ensure that our advice is suitable for your circumstances. The Financial Conduct Authority requires us to keep records of our business transactions for specified periods; we will not, however, keep your records for longer than is necessary. You have the right to inspect your records, and all such requests should be referred to the Data Protection Officer at C&S Financial Consultants Ltd. We make charge of £50.00 to cover cost of providing duplicate files.
Circumstances may arise which warrant the disclosure of more than just your basic contact details to third parties such as life assurance companies. On these occasions you are aware that sensitive personal information (health details for example) held by us may be disclosed on a confidential basis to such authorised companies.
There may also be occasions when regulatory inspectors, such as the FCA, need to look at your personal information and they may need to contact you directly.