Recording telephone calls. You consent to our recording of your telephone calls with us (whether made via TBS or otherwise) and for such recordings to be used for any purpose as we deem fit including to provide evidence of instructions and other verbal communications, for quality and training purposes, as evidence in any proceedings against you or any other person.
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’ll record and may monitor your telephone communications or conversations with us. Copies of our telephone recordings will be available on request, for a period of 5 years after the recording was made. YOUR OBLIGATIONS This section sets out your obligations in agreeing to receive our services. Providing Information About Your Circumstances Our advice will be based on the information that you give so it’s important that you provide us with accurate and up to date information when we request details about your circumstances and objectives. This will allow us to provide you with suitable advice. If the information you provide is inaccurate or if you limit the information provided this could affect the suitability of the advice we give. Payment For Services All details relating to payment for services will be provided to you within a Services & Payment Agreement. Our initial charges are payable once we’ve completed our agreed work and must be settled within 28 business days – you may decide to pay these charges to us directly, or they may be paid to us by the relevant provider. In some limited circumstances (for protection planning business only) we may receive a commission payment from a product provider. If the commission payment relates to a regular contribution policy and you stop paying premiums on that policy we may be obliged to refund the commission received back to the policy provider. In such cases, we reserve the right to request the full payment of any outstanding balance of charges for our services. Any products we have arranged for you will only be kept under review as part of an ongoing service for which you have agreed to pay. Our ongoing services are optional, but if you agree to an ongoing service, unless otherwise agreed, the ongoing service will be provided as a follow up to the initial service. Our charges for ongoing services will start immediately after the initial charge. Ongoing services can be cancelled at any time by informing us in writing but please note that we do reserve the right to charge you for services we have provided before cancellation. Where our charges are based on a % of your investments, the amount of our ongoing charges may increase as the size of your fund grows, and of course decrease should your fund decline. Legal and Accounting Advice We are not qualified to provide legal or acco...
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 may monitor your telephone communications or conversations with us. Copies of our telephone recordings will be available on request, for a period of 5 years after the recording was made.
Recording telephone calls. Your call may be recorded for training or monitoring purposes. We ensure all call recordings are protected in the same way as any other digital or written data in strict accordance with the General Data Protection Regulations (GDPR) and The Data Protection (DPA) 2018.
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 proces...
Recording telephone calls. We can monitor, record and retain any telephone calls with you, including to:
Recording telephone calls. The Open University may monitor and record phone calls between you and the University to make sure that we have carried out your instructions correctly and to help us improve our services through staff training.
Recording telephone calls. Subject to federal and state law, we may monitor or record phone calls for security reasons, to maintain a record and to ensure that you receive courteous and efficient service. You consent in advance to any such recording. Express Consent for Telephone Calls Any time you provide us with a telephone number (including for a landline, cellular, VOIP, or any other form of telephone device), you are expressly consenting that we may use that number to contact you and that we may allow service providers who assist us in providing account services to you to use that number to contact you. We may contact you by any method, including voice call, autodialed call, prerecorded call, text messages, and other methods, even if you may incur charges from your phone provider when we do. We may contact you about any account or service you have with us. You represent that you have the right to grant consent to use your contact information as stated in this paragraph. You may revoke your consent to be called by us by contacting us in any of the ways listed in the ‘How to Contact Us’ section of this Agreement. However, certain services can be offered only if we can call you. We may close your account or terminate individual services if we do not have a current number at which we are authorized to call you. Facsimile Signatures Unless you make advance arrangements with us, we have no obligation to honor facsimile signatures on your checks or other orders. If we do agree to honor items containing facsimile signatures, you authorize us, at any time, to charge you for all checks, drafts, or other orders, for the payment of money, that are drawn on us. You give us this authority regardless of by whom or by what means the facsimile signature(s) may have been affixed so long as they resemble the facsimile signature specimen filed with us, and contain the required number of signatures for this purpose. You must notify us at once if you suspect that your facsimile signature is being or has been misused. Right of Set-Off If you ever owe us money and it is due, we may, to the extent we have a right under the law or under an agreement with you, use the money from any of your accounts with us (including joint accounts) to pay the debt, even if withdrawing the money results in an interest penalty to you. If your joint account holder owes us money and it is due, we may also use the money from your joint account to pay the debt. The use of your funds to pay a debt owed by you or your joint ac...
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/or monitor your telephone communications or conversations with us. • Copies of our telephone recordings will be available on request.
Recording telephone calls. LOYAL3 reserves the right to record all telephone calls, chat, emails, and other communications to LOYAL3 to help us with the quality of our service and for other reasons that we deem appropriate to protect our customers or for our own protection.
