Privacy Statement

INFORMATION HELD ABOUT YOU

In order to advise you properly, we must obtain certain information from you about your financial and personal circumstances, to assess your suitability for particular products and services.

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, in accordance with the Data Protection Act 1998, and any subsequent amendments thereto.

2. You agree that any information which you give us, including sensitive personal data such as health and medical records, may be disclosed to third parties (e.g. credit reference agencies and medical practitioners, where relevant) for the purpose of processing your application and for the ongoing administration of your investment or policy but for no other purpose. Your information may also be accessed by the Financial Services Authority for investigative work.

3. You agree that we may use the information that we hold about you to contact you from time to time by post, fax, e-mail or telephone to bring to your attention additional products or services, which may be of benefit to you.

4. We agree that any consent given by you under paragraph 3 above may be withdrawn by you at any time by contacting us in writing at:

Southern Financial Services Ltd

Russell House
Oxford Road
Bournemouth
Dorset
BH22 0DX

01202 786199

Southern Financial Services Ltd t/a LAfinancial was established in 1995

Southern Financial Services Ltd is authorised and regulated by the Financial Conduct Authority (www.fca.org.uk). FCA Registration No: 174623

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulation regime and is therefore targeted at consumers based in the UK only.

In the event of any complaint about the advice you receive or a product you have bought, please write to The Compliance Manager, LAfinancial, Russell House, Oxford Road, Bournemouth, BH8 8EX. Tel: 01202 786199. Following that, in the unlikely event that we are unable to settle a complaint, you may be able to refer it to the Financial Ombudsman Service (FOS). Full details of the FOS can be found on it’s website at www.financial-ombudsman.org.uk.

Disclaimer:  This website is designed to provide you with general information only and does not attempt to give you advice on any particular investment or to recommend any particular investment to you. If you have any doubt as to whether a particular investment is suitable for you, you should contact Southern Financial Services Ltd for advice.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Southern Financial Services Ltd
Registered Address:
Russell House
Oxford Road
Bournemouth
Dorset
BH8 8EX

Registered in England & Wales, No. 3058638 Neither Southern Financial Services Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.