In order to assess your needs, we will need you to provide us with sensitive personal information. Your information will be kept secure at all times and in accordance with the Data Protection Act 1998.
We endorse and adhere to the Data Protection Principles as set out in the Data Protection Act 1998. These principles are:-
Fairly and lawfully processed for limited purposes and not in any other way which would be incompatible with those purposes
Adequate, relevant and not excessive
Accurate and kept up to date Not kept for longer than is necessary
Processed in line with the data subject's rights
Kept secure Not transferred to a country which does not have adequate data protection laws.
When we collect any personal data from you, we will inform you why we are collecting your data and what we intend to use it for.
We may need to pass your details to third party product providers and companies to transact your requests effectively, your data will not be passed over for any other purpose. Customers may be contacted by other companies within our group, by mail, email or telephone with details of other products or services.
Where we provide access to products and services from other providers, they will supply us with your personal details so that we can contact you by mail, email or telephone with details of other products or services we feel may be of interest to you.
If you do not wish to receive marketing in this way you can write to the Data Protection Coordinator, at:
MK Financial Planning Limited
The Old Bank Buildings,
263-265 Southmead Road
Westbury On Trym
We can be reached via e-mail at firstname.lastname@example.org or you can reach us by telephone.
If you do not want to receive e-mails from us in the future, please let us know by sending us e-mail at the above address, calling us at the above telephone number, writing to us at the above address.
If you supply us with your postal address online you may receive periodic mailings from us with information on new products and services or upcoming events. If you do not wish to receive such mailings, please let us know by calling us at the number provided above, e-mailing us at the above address. Please provide us with your exact name and address. We will be sure your name is removed from the list we share with other organisations.
Persons who supply us with their telephone numbers on-line may receive telephone contact from us with information regarding new products and services or upcoming events. If you do not wish to receive such telephone calls, please let us know by sending us e-mail at the above address, calling us at the above telephone number or writing to us at the above address. Please provide us with your name and phone number. We will ensure your name is removed from the list we share with other organisations.
With respect to Ad Servers: We do not partner with or have special relationships with any ad server companies.
Changes to Information Practices
If our information practices change at some time in the future we will post the policy changes to our Web site to notify you of these changes and provide you with the ability to opt out of these new uses. If you are concerned about how your information is used, you should check back at our Web site periodically. Customers may prevent their information from being used for purposes other than those for which it was originally collected by e-mailing us at the above address, calling us at the above telephone number, writing to us at the above address.
Requesting Information we have Stored
Upon request we provide site visitors with access to all information [including proprietary information] that we maintain about them, financial information (e.g., credit card account information) that we maintain about them, unique identifier information (e.g., customer number or password) that we maintain about them.
Clients can access this information and have it corrected by e-mailing us at the above address, write to us at the above address, writing to us at the above address.
With respect to security: We have appropriate security measures in place in our physical facilities to protect against the loss, misuse or alteration of information that we have collected from you at our site.
If you feel that this site is not following its stated information policy, you may contact us at the above addresses or phone number.