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Your consent and declaration for ICF to hold, store and process your personal data and note your contact preferences

ICF Financial Services Ltd confirm that, when processing data on your behalf, we will comply with the relevant provisions of the Data Protection Act 1998 and the General Data Protection Regulation (GDPR—Regulation (EU) 2016/679)

ICF Financial Services Ltd (ICF) take the protection of your data very seriously as your personal information is very important to us. We will endeavour to take all due care to protect this information. We would like to highlight certain points relating to your information that you should be aware of. Some services are provided to ICF by third parties (such as processing business or obtaining compliance or regulatory advice), which warrant the disclosure of more than just your basic contact details. We require you to agree (or withhold consent) that personal information held by ICF may be disclosed on a confidential basis, and in accordance with the Data Protec on Act 1998, to any such third parties. We also require you to agree (or withhold) that this information may be transferred electronically, e.g. by email and you agree (or withhold) that ICF, or any such third party, may contact you in future by any means of communication which we consider appropriate at the time.

We need to point out that Product Providers and Investment Management companies may administer policies and plans you have with them and provide other services, from locations in countries outside Europe (such as India and the USA) that do not always have the same standard of Data Protection laws as the UK. However, they are required to put controls in place to ensure that your information is adequately protected and they undertake to be bound by the obligations under the Data Protec on Act even when your personal information is processed outside of Europe.

Your consent is required...

To enable us to provide the services we have agreed and for other related purposes – including updating and enhancing customer records, analysis for management purposes and statutory returns, crime prevention and legal & regulatory compliance – we may obtain, use, process and disclose personal data about you.
CONSENT to hold, store and process your Personal Data
- we require your consent for information supplied by you to be stored on a computer and that paper records and may be used for Regulatory, record-keeping, contact and marketing purposes by ICF. Details may be passed to our Regulatory Authorities & Auditors for the purpose of compliance.
We will NOT pass on your data to third parties for any marketing purposes but with your express agreement we may supply information to and liaise with your professional advisers, such as : accountants & solicitors.
CONSENT for ICF to contact you -
ICF wish to gain your agreement, so we may contact you at any point in the future (including by telephone, SMS, letter & email) for ongoing services & marketing purposes – for example, to make appointments for servicing calls, providing valuations, details of products, services or promotions we think you might be interested in.

Client 1- I consent to the above (any exceptions noted)

Date of Signing:

Email Address:

Client 2 - I consent to the above (any exceptions noted)

Date of Signing:

Email Address:

Please tick any method of contact that you wish to withhold consent for :

YOU MAY WITHOLD YOUR CONSENT FOR YOUR DATA TO BE STORED ON COMPUTER RECORDS BUT IN PRACTICE THIS WILL MAKE IT IMPOSSIBLE FOR US TO ACT FOR YOU

WITHDRAWAL OF CONSENT - If at anytime you wish us – or any company associated with us – to cease obtaining, using, processing and disclosing personal data about you (including contacting you for markekting purposes), please contact us to withdraw your consent:

This can be done by writing to : Mr Richard Firth, Data Protection Officer, ICF Financial Services Ltd, 2 Redcliff Rd, Melton, HU14 3RS Or by phone : Telephone (01482) 638300 and ask for Richard Firth - Data Protection Officer.

ACCESS TO YOUR RECORDS - Subject to certain exceptions you are en tled to have access to your personal data held by us upon request.