Protection Enquiry - Financial advisers, investment, wealth management and pensions advice

PROTECTION ENQUIRY FORM

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Sensitive Personal Data

We may need to collect sensitive personal data including information about your health, ethnic origin, or criminal prosecutions from third parties such as employers and credit reference agencies, fraud prevention agencies and other similar organisations in order to provide you with the services, for example where you require advice on protection or mortgages products.

If you consent to us obtaining your sensitive personal data from third parties referred to above for the purpose of providing you with the services, and sharing it with third party providers and Quilter Financial Planning to obtain quotes on your behalf, for example where we are providing you with mortgage or protection advice as part of our services, please tick this box.

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From time to time, we would like to contact you about our products and services which we think you might be interested in. If you consent to us contacting you for this purpose please tick to say how you would like us to contact you.

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Please tick this box to confirm you have read and understood our privacy policy.

Company address: MBFS Mortgages & Financial Planning, 7 The Brambles, Magherafelt, BT45 5RY

T: 028 7963 4009 E: advice@mbfsfinancial.co.uk

MBFS Financial Limited is registered as a Limited company in Northern Ireland No: NI659600. Registered address: 7 The Brambles, Magherafelt, BT45 5RY.

MBFS Mortgages & Financial Planning is a trading style of MBFS Financial Limited which is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register (https://register.fca.org.uk )under reference 440703 and 440718.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is thereforetargeted at consumers based in the UK.

Approver Quilter Financial Services Limited and Quilter Mortgage Planning limited 01/08/2024