Privacy Statement
Information held about you
In order to advise you properly, we must obtain certain information from you about your financial and personal circumstances; this allows us to assess your suitability for particular products and services.
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 of the Data Protection Act 1998, and any subsequent amendments thereto.
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. credit reference agencies and medical practitioners, where relevant] for the purpose of processing your application and for the ongoing administration of your investment or other policies but for no other purpose. Your information may also be accessed by for the purpose of web site maintenance and administration, and by the Financial Services Authority for investigative work.
3. 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.
4. We agree that any consent given by you under paragraph 3 above may be withdrawn by you at any time by contacting us in writing to:
AK & Associates Limited
Ground Floor Suite,
23 Westfield Park,
Redland,
Bristol,
BS6 6LT
T: 0117 9706087
F: 0117 9238820
Legal Information
The FSA requires that certain information be provided to clients prior to business being transacted so that the relationship between the client and the company is clearly stated and understood.
Terms of Business | This document sets out the terms of business between our company and our clients |
KeyFacts - about our services | This document sets out the Key facts about our services. This shows our typical terms and conditions: however, we will discuss your preferences such as how we are paid when you ask us for our advice. |
KeyFacts - about the cost of our services | This document sets out the Key Facts about the cost of our investment services. This shows the maximum amount we will receive in payment by either a fee or commission for advising on and arranging an investment for you. We will discuss this document in full with you when you ask us for advice |
Please download and read the above documents, which are provided in Adobe Acrobat format.