Common use of Our Promise to You Clause in Contracts

Our Promise to You. We will take steps to protect your personal data against loss or theft, as well as from unauthorised access, disclosure, copying, use or modification. We will retain your personal data for at least 7 years from the end of the relationship or as long as we are required to for legal reasons to fulfil our record-keeping obligations and will not retain personal data longer than is necessary, unless there is a legal reason for extended retention, such as any ongoing contractual liability we may have for the advice provided. We may revise or supplement our Privacy Statement from time to time to reflect any changes in our business, law, markets or the introduction of new technology. Should you have any questions, requests or concerns relating to your personal data privacy or the information in this statement, please contact our Data Protection Team at xxxx@x-xx.xx.xx or write to the Data Protection Officer at the address shown at the back of this agreement. Occasionally we may wish to contact you with details of other products or services we think may interest you. Accepting this agreement demonstrates consent (which you can withdraw at any time) to us contacting you for this purpose. Some client data is deemed as sensitive, and we can only hold this with your explicit consent. If you disclose sensitive or confidential information, including documents that contain such information that you upload to our portal, you do so at your own freewill. For clients of O-IM, we may obtain details of your health to provide you with portfolio management advice. You understand that the information will be kept, securely, on file indefinitely or until O-IM no longer has any legal liability for advice that has been provided when it will be destroyed or deleted. a This is our standard terms of business upon which we intend to rely and should be read in conjunction with your account opening forms and the O-IM Glossary. Acceptance of this client agreement will be taken as confirming that you have read and accept these terms. For your own benefit and protection, you should read these terms carefully before accepting them. If you do not understand any point in either document, please ask for further information.

Appears in 2 contracts

Samples: Client Agreement, Client Agreement

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Our Promise to You. We will take steps to protect your personal data against loss or theft, as well as from unauthorised access, disclosure, copying, use or modification. We will retain your personal data for at least 7 years from the end of the relationship or as long as we are required to for legal reasons to fulfil our record-keeping obligations and will not retain personal data longer than is necessary, unless there is a legal reason for extended retention, such as any ongoing contractual liability we may have for the advice provided. We may revise or supplement our Privacy Statement from time to time to reflect any changes in our business, law, markets or the introduction of new technology. Should you have any questions, requests or concerns relating to your personal data privacy or the information in this statement, please contact our Data Protection Team at xxxx@x-xx.xx.xx xxxx@X-XX.xx.xx or write to the Data Protection Officer at the address shown at the back head of this agreement. Occasionally we may wish to contact you with details of other products or services we think may interest you. Accepting this agreement demonstrates consent (which you can withdraw at any time) to us contacting you for this purpose. Some client data is deemed as sensitive, and we can only hold this with your explicit consent. If you disclose sensitive or confidential information, including documents that contain such information that you upload to our portal, you do so at your own freewill. For clients of O-IM, we may obtain details of your health to provide you with portfolio management advice. You understand that the information will be kept, securely, on file indefinitely or until O-IM no longer has any legal liability for advice that has been provided when it will be destroyed or deleted. a This is our standard terms of business upon which we intend to rely and should be read in conjunction with your account opening forms and the O-IM Glossary. Acceptance of this client agreement will be taken as confirming that you have read and accept these terms. For your own benefit and protection, you should read these terms carefully before accepting them. If you do not understand any point in either document, please ask for further information.

Appears in 1 contract

Samples: Client Agreement

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Our Promise to You. We will take steps to protect your personal data against loss or theft, as well as from unauthorised access, disclosure, copying, use or modificationmodification. We will retain your personal data for at least 7 years from the end of the relationship or as long as we are required to for legal reasons to fulfil fulfil our record-keeping obligations and will not retain personal data longer than is necessary, unless there is a legal reason for extended retention, such as any ongoing contractual liability we may have for the advice provided. We may revise or supplement our Privacy Statement from time to time to reflect reflect any changes in our business, law, markets or the introduction of new technology. Should you have any questions, requests or concerns relating to your personal data privacy or the information in this statement, please contact our Data Protection Team at xxxx@x-xx.xx.xx or write to the Data Protection Officer Officer at the address shown at the back of this agreement. Occasionally we may wish to contact you with details of other products or services we think may interest you. Accepting this agreement demonstrates consent (which you can withdraw at any time) to us contacting you for this purpose. Some client data is deemed as sensitive, and we can only hold this with your explicit consent. If you disclose sensitive or confidential confidential information, including documents that contain such information that you upload to our portal, you do so at your own freewill. For clients of O-IM, we may obtain details of your health to provide you with portfolio management advice. You understand that the information will be kept, securely, on file indefinitely file indefinitely or until O-IM no longer has any legal liability for advice that has been provided when it will be destroyed or deleted. a This is our standard terms of business upon which we intend to rely and should be read in conjunction with your account opening forms and the O-IM Glossary. Acceptance of this client agreement will be taken as confirming that you have read and accept these terms. For your own benefit and protection, you should read these terms carefully before accepting them. If you do not understand any point in either document, please ask for further information.

Appears in 1 contract

Samples: Client Agreement

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