Information held about you

In order to advise you properly, we must obtain information from you about your financial and personal circumstances, to assess your suitability for particular products and services.

By providing us with your personal data:

  • You agree that the information we hold about you can be held on computer and/or paper files. We may send personal information supplied by you in confidence for processing to other companies (or companies acting on our instructions) including those located outside the european economic area.
  • You agree that any information which you give us, including sensitive personal data such as health and medical records, may be disclosed to third parties (e.G. Credit reference agencies and medical practitioners, where relevant) for the purpose of processing your application and for the ongoing administration of your investment or policy but for no other purpose.
  • You agree that we may use the information that we hold about you to contact you from time to time by post, fax, e-mail or telephone to bring to your attention additional products or services, which may be of benefit to you.
    We agree that any consent given by you under the above paragraph may be withdrawn by you at any time by contacting us in writing at: Darwin wealth management limited, knights court, archers way, battlefield enterprise park, shrewsbury, shropshire sy1 3ga