FINANCIAL AND PERSONAL

INFORMATION WE HOLD ABOUT YOU
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In order to advise you properly, we 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 email on our website is processed by a secure server. We are registered with The Office of the Data Protection Registrar as required by The Data Protection Act 1998

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LINKS

Please note:

The Site includes links to third party websites that are controlled and maintained by others.
EP Financial Services Ltd is not responsible for the content or availability of such sites. Any link to a third party's web site should not be construed as an endorsement by EP Financial Services Ltd of that third party or its products or services.