- Financial Planning
- Personal Insurance
- Life Assurance
- Business Insurance
- Savings & Investments
- Wealth Preservation
- Enquiry Forms
Information we hold about you
In order to advise you properly, smartifa 'the independent financial adviser' must obtain certain information from you about your financial and personal circumstances.
By providing us with your personal data:
- You agree that the information we hold about you can be held on computer and/or paper files.
- You agree that any information which 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 but for no other purpose.
All information sent to us via the enquiry forms on our website is processed by a secure server.