Privacy Policy
At PBD we are committed to protecting your privacy. This means that, amongst other things, your privacy will be respected throughout the process of collecting, storing, use and disclosing of your personal details.
Collection of Information
The type of information we are collecting will be related to the product(s) and/or service(s) you are involved in.
Typically we would collect these details:-
- Name, age, sex, address and contact details spouse and dependant details
- Financial information
- Product or service information
- Contribution and/or withdrawal information
- Risk profile
- Client plans e.g. retirement, job changes etc.
- Use of that Information
Information Collected would typically be used to:-
- Process applications and respond to queries
- Administer and service products & services provided
- Performing necessary internal function, including satisfying statutory obligations.
- Providing accurate and timely financial advice to clients.
- With your approval, share with relevant other professionals, e.g. your accountant, legal advisor etc.
Security
Personal information is stored in our computer systems, (protected by login and/or password protocols), or in hard copy files securely stored at our offices. We take all reasonable steps to protect the information we hold from unauthorised access, modification, disclosure or other tampering.
Accuracy
Accuracy of information that we hold on our clients is paramount. If any information held about a client is inaccurate or out-of-date, we often depend on the client to inform us.
We will take immediate steps to correct our records if an error or omission is brought to our attention.