Hatherly Almic Financial Ltd.

Description

In the event that we transfer your personal information to a third party for processing (for example, when printing cheques, managing claims and client statements, or for data processing), we require any person or organization providing products or services on our behalf to protect our customers’ confidentiality in a manner consistent with our own internal measures, or as required by law.

We explain the scope of the financial planning process that directly relates to you. Discuss the services we provide and how they can help you achieve your goals. Clearly define the expectations we have of our clients. Clearly define our areas of responsibilities within the planning process and your expectations. This would include a discussion of how we get compensated. Define how decisions will be made.

We value you as a client and we are committed to protecting the privacy, confidentiality, accuracy, and security of your personal information that we collect, use, retain, and disclose in the course of providing you with superior products and services. This Personal Information Policy spells out the responsibility of the IPC Group of Companies ("IPC", "we", "our", "us"), and your rights as our applicant, client, former client or claimant ("you" or "your"), regarding the collection, use and disclosure of your personal information.

Products & services

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