Information we hold about you
In order to advise you properly, Winston Financial
Planning Ltd must obtain certain information from you
about your financial and personal circumstances.
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 information which you give us,
including sensitive personal data such as health and
medical records, may be disclosed to appropriate third
parties for the purpose of processing your application
and for the ongoing administration of your investment or
policy but for no other purpose.
Please note:
All information sent to us via the enquiry forms on
our website is processed by a secure server.
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