CPD CERTIFICATE OF ATTENDANCE REQUEST
Thank you for attending our recent Protecting the Assets of High Net Worth Clients webinar covering the fundamentals of different protection products, the potential risks and financial gaps in portfolios, and the effective techniques for discussing protection.
If you would like a CPD certificate for your records, please complete the below form and one will be sent to you automatically.
REQUEST CERTIFICATE OF ATTENDANCE
ABOUT CUSTOMER DATA AND PRIVACY
The Data Protection Act requires Lloyds Banking Group companies and associated companies to manage personal information in accordance with the Data Protection Principles. Our Group of companies is required to process your personal information fairly and lawfully. This means that you are entitled to know how we intend to use any information you provide. You can then decide whether you want to give it to us in order that we may provide the product or service that you require.
All our employees are personally responsible for maintaining customer confidentiality. We provide training and education to all employees to remind them about their obligations. In addition, our policies and procedures are regularly audited and reviewed: Read Scottish Widows Data Protection Notice.
|