Register – Impulse Plan

Username (E-mail)

First Name

Last Name

Mobile Number (Not Required)

Password

Confirm Password

Preferred Method of Contact

EmailMobile

Terms and Conditions

Data Protection and T&Cs

Privacy Statement
The information you have provided is subject to the General Data Protection Regulation (Regulation EU 2016/679). (GDPR)

Your data will be used for the sole purpose of providing financial advice, administration and management. “Processing” includes obtaining, recording or holding information or data, transferring it to other companies associated with us, such as product providers, the FCA or any other statutory, governmental or regulatory body for legitimate purposes including, where relevant, to solicitors and/or other debt collection agencies for
debt collection purposes and carrying out operations on the information or data.

In order to provide services to you we may be required to pass your personal information to parties located outside of the European Economic Area (EEA) in countries that do not have Data Protection Laws equivalent to those in the UK. Where this is the case we will take reasonable steps to ensure the privacy of your information.

The information provided may also contain sensitive personal data for the purposes of the Act,
including information that relates to your physical or mental health or condition; the committing or alleged committing of any offence by you; any proceedings for an offence committed or alleged to have been committed by you, including the outcome or sentence in such proceedings.

If at any time, should you wish to withdraw consent, for us or any company associated with us, to processing your personal data or sensitive personal data, please contact The Data Protection Officer on 01344 851250 or claire@impulseplan.com.

You may be assured that we and any company associated with us will treat all personal data and sensitive personal data as confidential and will not process it other than for a legitimate purpose associated with the service we will provide you. Steps will be taken to ensure that the information is accurate, kept up to date and not kept for longer than is necessary. If we provide you with financial advice, your data will be kept in accordance with FCA regulatory expectations, which in some cases mean the duration could be indefinite.Measures will also be taken to safeguard against unauthorised or unlawful processing and accidental loss or
destruction or damage to the data.

Subject to certain exceptions, you are entitled to have access to your personal and sensitive personal data that is held by us. You will not be charged for us supplying you with such data; however we do reserve the right to
apply a ‘reasonable fee’ where requests are deemed excessive. We will respond to your request as soon as possible and within the maximum time frame of one month.

1. Data Processing
1. Your data will be lawfully and fairly processed in a transparent manner.
2. Your data is collected on the grounds of explicit and legitimate purposes only.
3. We will only ask for your data when necessary, explain if data will be shared and how long it will be
kept.
4. Your data will be accurate, kept up to date and erased, without delay, should your data no longer be required for the purposes to be processed.
5. Your data will only be retained for as long as is necessary.
6. Your data will be secure.

2. Rights of the client
The points below clearly set out the rights each client is entitled to. Please ask us for an explanation of each, should you wish to have more information.
1. The right to be informed.
2. The right of access
3. The right to rectification.
4. The right to erasure
5. The right to restrict processing
6. The right to data portability
7. The right to object.
8. Rights to automated decision and profiling.

You may also wish alter your marketing preferences by accessing your own personal client site. Log in details, to access your client site, will be provided once you become a client of our firm.

T&Cs
Impulse Plan is a trading name of Impulse Invest Limited (FRN: 803724) which is an authorised representative of Ascot Wealth Management Limited. Ascot Wealth Management Limited – Scotch Corner, London Road,
Sunningdale, SL5 0ER – is authorised and regulated by the Financial Conduct Authority (FRN: 551744).
The Financial Conduct Authority is the independent watchdog that regulates financial services. They can be contacted at the following address: 25 The North Colonnade, Canary Wharf, London, E14 5HS.

We treat all our clients as “retail Clients” unless you request otherwise. This means you are provided with the highest level of protection under the regulatory system and should have the right to take any complaint to the Financial Ombudsman Service. We are committed to providing the highest standard of financial advice and service. Your interests are very important to us and for any advice or service we provide we will: be open, honest and transparent in the way we deal with you; not place our interests above yours; communicate clearly, promptly and without jargon.
We will only give advice and recommendations in the event that you request or require this service; we will discuss the relevant options available to you prior to making a decision on the servicing level.

We charge for our services by way of an Adviser charge. This charge is based on a percentage of the amount you invest. In most cases you can exercise a right to cancel by withdrawing from the contract. Generally you will normally
have a 30 day cancellation period for a life, pure protection, payment protection or pension contracts and a 14 day cancellation period for all other contracts.

Declaration

By accepting these terms, you consent to us or any company associated with us, for example, product
providers or platforms we use to provide you with our services, processing your personal data, both manually and by electronic means. This client agreement is governed and shall be construed in accordance with English Law and the parties shall submit to the exclusive jurisdiction of the English Courts.You also acknowledge that we are an authorised firm; however we will not provide advice or transact business without further discussions and consent.

Accept Contact

I give Impulse Plan permission to contact me regarding Financial Planning

Only fill in if you are not human