Data Protection

Personal data and information supplied by you will be used for the purpose of processing any transaction we have advised on or arranged. We keep records of all our business transactions for at least six years. You (or your agent) have the right to inspect the records at a mutually convenient time. We treat all clients’ records as confidential. We reserve the right to give you copies of your particular records rather than allow access to files containing records about other clients. It may be necessary for external professional advisers, or regulators to inspect our records. We will not pass information relating to you to a third party without your prior consent unless we are legally obliged to do so. Information about “your data” will be put into our database and held, processed, disclosed and used by us, our associated companies and third party product providers in servicing our/their relationships with you, including identity verification and money laundering checks.

Michael Jones Independent Financial Services Ltd is registered with the Office of Fair Trading and holds a Consumer Credit Licence.