LFM Investment Portfolio CA (New)
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9.2. The Client(s) prefer to receive formal communications from the Company via:<br />
Client to initial the relevant boxes<br />
I prefer<br />
I do not<br />
prefer<br />
Electronic communication via email<br />
Paper communication via post<br />
10. Personal information<br />
10.1. The Company is registered with the Information Commissioner’s Office (ICO) to hold<br />
and process personal information. Details of the Company’s ICO registration can be found<br />
on https://ico.org.uk/ESDWebPages/Entry/Z8721312 under reference Z8721312.<br />
10.2. The Company will collect personal information from the Client(s) and relevant third<br />
parties for the purposes of providing the services set out in this agreement.<br />
10.3. Where the Company needs to obtain personal information from a third party, the<br />
Company will obtain the Client(s) express consent before doing so.<br />
10.4. The Company will not use the information for the purpose of unsolicited marketing<br />
unless the Client(s) has expressly consented to this.<br />
10.5. The Company will not release the information to any other source for the purposes of<br />
unsolicited marketing.<br />
10.6. The Company will share personal information with other financial product providers<br />
only where necessary for the purposes of providing the services set out in this agreement.<br />
10.7. The Company will make reasonable endeavours to keep up to date any personal<br />
information it holds regarding the Client(s) during the period this agreement is in force.<br />
10.8. The Company will continue to hold personal information after this agreement has<br />
terminated in order to comply with F<strong>CA</strong> regulations or as long as necessary to reasonably<br />
indemnify the Company against the risk of legal claims.<br />
11. Access to records<br />
11.1. The Client(s) may inspect copies of contract notes, vouchers and entries in our records<br />
relating to transactions undertaken on their behalf, provided that reasonable notice is given,<br />
and such access does not affect the confidentiality of other clients.<br />
11.2. On request by the Client(s), the Company will provide details of any personal data it<br />
holds on the Client(s) in accordance with the requirements of the Data Protection Act 2018.<br />
11.3. The Company will use reasonable endeavours to comply with requests from or on<br />
behalf of the Client for copies of documents and information not covered under data<br />
protection regulations.<br />
Page 5 of 15 <strong>LFM</strong> Customer Agreement - <strong>Investment</strong> <strong>Portfolio</strong> Service 01/01/2022