Common use of Recording telephone calls Clause in Contracts

Recording telephone calls. To ensure we carry out your instructions accurately, to help us to continually improve our service and in the interests of security, we may record and monitor your telephone communications or conversations with us. Client Declaration This is our standard Terms of Engagement upon which we intend to rely. For your own benefit and protection you should read these terms carefully before signing them. If you do not understand any point, please ask for further information. Name Signature Date Name Signature Date Adviser Notes Signed: ……………………………………………….. Date: ……………………………………… DATA PROTECTION DECLARATION We 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) Your personal information is very important to us. We will endeavour to take all due care to protect this information. As some services are provided to Church’s Financial Planning Limited by third parties, such as processing business or obtaining compliance or regulatory advice, which warrants the disclosure of more than just your basic contact details. You agree that personal information held by Xxxxxx’s Financial Planning Limited may be disclosed on a confidential basis, and in accordance with the Data Protection Act 1998, to any such third parties. You also agree that this information may be transferred electronically and you agree that Church’s Financial Planning Limited, or any such third party, may contact you in future by any means of communication which we consider appropriate at the time. 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) which 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 Protection Act even when your personal information is processed outside Europe. 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 and regulatory compliance we may obtain, use, process and disclose personal data about you. CONSENT to hold, store and process your Personal Data and for Church’s Financial Planning Ltd to contact you Information supplied may be stored electronically or paper records and may be used for Regulatory, record-keeping, contact and marketing purposes by Church’s Financial Planning Limited. Details may be passed to our Regulatory Authorities and Auditors for the purpose of compliance. We will NOT pass on your data to third parties for any m arketing purposes. Church’s Financial Planning Limited wishes to gain your agreement, so we may contact you at any point in the future (including by telephone and email) for ongoing services and marketing purposes for example, with valuations, details of products and services. Name Signature Date Name Signature Date WITHDRAWAL OF CONSENT If at any time you wish us, or any company associated with us, to cease obtaining, using, processing and disclosing personal data about you, please contact us to withdraw your consent: In writing: Data Protection Officer Church’s Financial Planning Limited 2 Xxxx Barns The Kilns Frith End GU35 0QW Telephone: 00000 000000 Subject to certain exceptions, you are entitled to have access to your personal data held by us.

Recording telephone calls. To ensure we carry out your instructions accurately, to help us to continually improve our service and in the interests of security, we may record and monitor your telephone communications or conversations with us. Client Declaration This is our standard Terms of Engagement upon which we intend to rely. For your own benefit and protection protection, you should read these terms carefully before signing them. If you do not understand any point, please ask for further information. Name Signature Date Name Signature Date Adviser Notes Signed: ……………………………………………….. Date: ……………………………………… DATA PROTECTION DECLARATION We 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) Your personal information is very important to us. We will endeavour to take all due care to protect this information. As some services are provided to Church’s Financial Planning Limited by third parties, such as processing business or obtaining compliance or regulatory advice, which warrants the disclosure of more than just your basic contact details. You agree that personal information held by Xxxxxx’s Financial Planning Limited may be disclosed on a confidential basis, and in accordance with the Data Protection Act 1998, to any such third parties. You also agree that this information may be transferred electronically and you agree that Church’s Financial Planning Limited, or any such third party, may contact you in future by any means of communication which we consider appropriate at the time. 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) which 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 Protection Act even when your personal information is processed outside Europe. 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 and regulatory compliance we may obtain, use, process and disclose personal data about you. CONSENT to hold, store and process your Personal Data and for Church’s Financial Planning Ltd to contact you Information supplied may be stored electronically or paper records and may be used for Regulatory, record-keeping, contact and marketing purposes by Church’s Financial Planning Limited. Details may be passed to our Regulatory Authorities and Auditors for the purpose of compliance. We will NOT pass on your data to third parties for any m arketing marketing purposes. Church’s Financial Planning Limited wishes to gain your agreement, so we may contact you at any point in the future (including by telephone and email) for ongoing services and marketing purposes for example, with valuations, details of products and services. Name Signature Date Name Signature Date WITHDRAWAL OF CONSENT If at any time you wish us, or any company associated with us, to cease obtaining, using, processing and disclosing personal data about you, please contact us to withdraw your consent: In writing: Data Protection Officer Church’s Financial Planning Limited 2 Xxxx Barns The Kilns Frith End GU35 0QW Telephone: 00000 000000 Subject to certain exceptions, you are entitled to have access to your personal data held by us.

Recording telephone calls. To ensure we carry out your instructions accurately, to help us to continually improve our service and in the interests of security, we may record and monitor your telephone communications or conversations with us. Client Declaration This is our standard Terms of Engagement upon which we intend to rely. For your own benefit and protection protection, you should read these terms carefully before signing them. If you do not understand any point, please ask for further information. Name Signature Date Name Signature Date Adviser Notes Signed: ……………………………………………….. Date: ……………………………………… DATA PROTECTION DECLARATION We 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) Your personal information is very important to us. We will endeavour to take all due care to protect this information. As some services are provided to Church’s Financial Planning Limited by third parties, such as processing business or obtaining compliance or regulatory advice, which warrants the disclosure of more than just your basic contact details. You agree that personal information held by Xxxxxx’s Financial Planning Limited may be disclosed on a confidential basis, and in accordance with the Data Protection Act 1998, to any such third parties. You also agree that this information may be transferred electronically and you agree that Church’s Financial Planning Limited, or any such third party, may contact you in future by any means of communication which we consider appropriate at the time. 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) which 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 Protection Act even when your personal information is processed outside Europe. 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 and regulatory compliance we may obtain, use, process and disclose personal data about you. CONSENT to hold, store and process your Personal Data and for Church’s Financial Planning Ltd to contact you Information supplied may be stored electronically or paper records and may be used for Regulatory, record-keeping, contact and marketing purposes by Church’s Financial Planning Limited. Details may be passed to our Regulatory Authorities and Auditors for the purpose of compliance. We will NOT pass on your data to third parties for any m arketing purposes. Church’s Financial Planning Limited wishes to gain your agreement, so we may contact you at any point in the future (including by telephone and email) for ongoing services and marketing purposes for example, with valuations, details of products and services. Name Signature Date Name Signature Date WITHDRAWAL OF CONSENT If at any time you wish us, or any company associated with us, to cease obtaining, using, processing and disclosing personal data about you, please contact us to withdraw your consent: In writing: Data Protection Officer Church’s Financial Planning Limited 2 Xxxx Barns The Kilns Frith End GU35 0QW Telephone: 00000 000000 Subject to certain exceptions, you are entitled to have access to your personal data held by us.