We will need to find out your individual objectives, financial situation and needs before we recommend any financial
product to you. You have the right not to divulge this information to us, if you do not wish to do so. In that case, we are
required to warn you about the possible consequences of us not having your full personal information. You should
read the warnings carefully. We keep a record of the personal information, which may include details of your
investment objectives, financial situation and particular needs, you provide to us. On your request, we can provide you
with a copy of your personal information and advice documents, which we keep on record for no less than 7 years.
which will ensure the privacy and security of your personal information.
Any information provided from clients is and always will be kept private and not divulged to third party sources not
related to your financial advice sought.