Please complete the following on-line Fact Find as instructed by your Financial Adviser.

Your personal information is very important to us. We will endeavour to take all due care to protect this information. You agree that personal information held by ourselves may be disclosed on a confidential basis, and in accordance with the Data Protection Act 1998, to any such third parties. You also agree that this information may be transferred electronically, e.g. e-mail and you agree that we, or any such third party, may contact you in future by any means of communication which we consider appropriate at the time.

If you should have any questions please do not hesitate to contact your financial adviser or the Heritage support team on 01352 770845 or email them at info@heritagefs.co.uk

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