As our client, you trust us with your personal information. We respect that trust and want you to be aware of our commitment to protect the information you share in the course of doing business with us.
When you hire us, you share personal information so that we may provide you with advice that best meets your needs. We assume your consent for Smarter Financial Planning Ltd. (SFP) to use this information in an appropriate manner. We may use and disclose this information in order to:
We do not sell client information to anyone. Nor do we share client information with organizations outside of our relationship with you that would use it to contact you about their own products or services.
All advisors, employees and suppliers who are granted access to client records understand the need to keep this information protected and confidential. They know they are to use the information only for the purposes intended. This expectation is clearly communicated.
You may withdraw your consent at any time (subject to legal or contractual obligations and on providing us reasonable notice) by contacting your advisor. Please be aware that withdrawing your consent may prevent us from providing you with timely advice. We may occasionally use your personal information to advise you of investments or services we believe may be of interest to you or fit your personal circumstances. If you would rather not receive this type of communication, please notify your advisor.
Until advised otherwise, SFP has your consent to collect and maintain your personal information.