AoC-Privacy Statement

Information we hold about you

In order to advise you properly, we must obtain certain information from you about your financial and personal circumstances.

By providing us with your personal data:

1. You agree that the information we hold about you can be held on computer and/or paper files.

2. You agree that any information that you give us, including sensitive personal data such as health and medical records, may be disclosed to appropriate third parties for the purpose of processing your application and for the ongoing administration of your investment or policy.

3. We will undertake that any information will only be held as long as is necessary to ensure our obligations to you are met.

4. For further information regarding data protection and records please refer to our Terms of Business

5. Should you wish to obtain a copy of the personal data we hold about you please write to Compliance Officer at Advice on Care, 8a Richfield Avenue, Reading, Berkshire,
RG1 8EQ. We reserve the right to charge you a fee of £10 to cover administration.

Please note:

All information sent to us via the enquiry forms on our website is processed by a secure server.

Yours sincerely,

Keith Hargraves BA (Hons), Cert PFS

Principal

Download your own copy:

Advice on Care
8a Richfield Avenue,
Reading
RG1 8EQ

tel: 0118 9585571

fax: 0118 9588431

e-mail:
enquiries@adviceoncare.co.uk

Principal:
Keith Hargraves

Advice on Care is a trading style of Advice on Money which is an appointed representative of Sesame Ltd, which is authorised and regulated by the Financial Services Authority. Sesame is entered on the FSA register (www.fsa.gov.uk/register) under reference 150427.

Please read our Privacy Statement before sending any enquiry form or e-mail to us.

The information contained in this web site is for general information only and is not financial, investment or tax advice. It is also subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. If you would like to discuss a particular issue or generally ask us how we can advise on your particular situation then please contact us.

For researching and arranging the best equity release scheme for you, we will make a charge. This can be paid either by you as a fee, usually 2.25% charged on completion with any commission received from the lender refunded to you, or a combination of fee and commission, usually 1.25% fee charged on completion and 1% commission received from the provider.

“Equity release” includes home reversions plans and lifetime mortgages.

To understand the features and risks, ask for a personalised illustration