Disclaimer
While we will use all reasonable endeavours to ensure the accuracy of any information placed on this website, we make no representations or give any warranties of any kind with respect to this site or its contents and we disclaim any liability for all such representations and warranties, except where fraudulently made.his website is designed to provide you with general information only and does not attempt to give you advice on any particular investment or to recommend any particular investment to you. If you have any doubt as to whether a particular investment is suitable for you, you should contact for advice.
Where we have provided links to third party websites for further information, you should be aware that we are not responsible for the content, accuracy, availability or functionality of these sites, and thus cannot be held liable, directly or indirectly, for any loss however caused by your use of these linked sites.
Privacy Statement
INFORMATION HELD ABOUT YOU
Please note that we are not responsible for the accuracy or content of any sites linked from our own site, nor for the way in which those linked sites might handle any information with which you choose to provide them. We cannot be responsible or liable for any direct or indirect loss however caused by your use of any such websites.
These Terms shall be governed by and construed in accordance with English law and the English courts shall have jurisdiction over any disputes between us.
The majority of this site may be accessed without you having to provide any personal or identification details whatsoever. However, in order to advise you properly, we must obtain certain information from you about your financial and personal circumstances, to assess your suitability for particular products and services. If you wish us to provide advice you can telephone us to arrange a meeting, or you can register through the secure area of our site. You will be asked to complete an enquiry form, to provide us with basic personal and contact details, and, in some cases, data such as health and medical conditions.
By providing us with your personal data:
- You agree that the information we hold about you can be held on electronic storage media (whether local or web-based) and/or paper files.
- Where stored on our secure web server, we undertake to password protect your data giving direct access only to yourself, ourselves, and third parties who may need to maintain the database e.g. IFA Systems Ltd who manage our website.
- You may at any time, either online or by phone, request that your username and/or password to access your personal information be changed to one of your choice.
- You may access the information you have provided to us at any time for the purposes of viewing, amending or updating it. Any changes you make will be stored on our secure database. We will be notified that changes have been made.
- We aim to take all reasonable and appropriate steps to protect the personal information that you provide to us from unauthorised access or disclosure.
- You agree that any information which you give us, including sensitive personal data as defined by the Data Protection Act 1998 such as health and medical records, may be disclosed to third parties (e.g. credit reference agencies and medical practitioners and, where relevant, product providers and anyone whom we may use) for the purpose of processing your instructions and for the ongoing administration of your investments or policies but for no other purpose. Your information may also be accessed by IFA Systems Ltd for the purpose of website maintenance and administration, and the Financial Services Authority for investigative work. In addition, we will allow access to your information by fraud prevention agencies if requested to do so in order to meet our responsibilities under the Financial Services and Markets Act 2000 and to comply with our legal and statutory obligations generally.
- You agree that we may use the information that we hold about you to contact you from time to time by post, fax, email, telephone or text to bring to your attention information, additional products or services which may be of benefit to you, or comments and news features which may be of interest to you.
- In accordance with the Privacy and Electronic Communications Regulations 2003 we agree that any consent given by you under paragraphs 7 and 8 above may be withdrawn by you at any time by contacting us by email or in writing at:
King's Court Financial Planning L.L.P.
Arlington House
72 Fore Street
Trowbridge
Wiltshire
BA14 8HQ
We also have an office at Bristol
T: 01225 777343
F: 01225 777894
E: enq@kcfp.co.uk
Please read our Privacy Statement before completing any enquiry form or before sending an email to us.
King's Court Financial Planning L.L.P.
Registered Address:
Arlington House, 72 Fore Street, Trowbridge, Wiltshire, BA14 8HQ
Registered in Cardiff, No. OC02355
King's Court Financial Planning L.L.P. is an appointed representative of Wiltshire Financial Management Ltd., 20 Fore Street, Westbury, Wiltshire BA13 3AX which is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do).