Information held about you:
In order to advise you properly, we do need to obtain certain information from you about your financial and personal circumstances, and together we can assess your needs and aspirations.
We take your right to privacy extremely seriously.
We do not pass on your details to any third parties without your strict consent, and only then when it is in connection with business that we are placing for you and only to the company concerned.
We will treat your personal information as private and confidential (even if you are no longer a customer of SJB Associates) except where law forces us or where the disclosure is made at your request or with your consent in relation to arranging your business.
This firm is registered under the Data Protection Act 1998 which became effective from 1st March 2000.
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, in accordance with the Data Protection Act 1998.
2) 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. Insurance companies, 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.
SJB Associates is a trading name of Steven James Ball, who is authorised and regulated by the Financial Conduct Authority and is entered on the FCA's register on their website (www.fca.org.uk) under reference 572665.
This website and its contents are intended for UK consumers only and is subject to the UK regulatory regime.