Your information will be held on computer-based databases and in paper files. We use the data primarily to provide you with financial services advice and complete transactions on your behalf. We analyse and assess your data to maintain and develop our relationships with you. Use of your data includes financial risk assessment, money laundering checks, compliance and regulatory reporting and fraud prevention. We use your data to help us prepare proposals for you to enter into transactions and insurance proposals and, in some circumstances, members of your family and others connected with these transactions, insurance proposals and claims. Your data will be kept for a minimum of six years in compliance with our financial services responsibilities.
confidentiality
Any personal details that we hold about you are held in strict confidence. We do not sell or give your details to any marketing agencies or telephone sales operators.
From time to time we may wish to keep you informed about any products that we feel may be of interest to you however should you prefer not to receive such material then please contact us. Our contact details can be found here
Telephone
0845 166 7971
Fax
0845 165 1106
Address
19 Southside Retail Park
Portrack Lane
Teesside
TS18 2TA
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Joslin Rhodes Ltd is authorised and regulated by the Financial Services Authority and is entered on the FSA register (www.fsa.gov.uk/register) under reference 449877. The FSA do not regulate conveyancing or some forms of Mortgage.
