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Privacy policy

Information we hold about you
In order to advise you properly, CDN Life Solutions must obtain certain information from you about your financial and personal circumstances. The principle reason for assembling this information is to enable us to understand your circumstances and establish how best to help you deal with the challenges you are likely to meet in planning your financial and investment arrangements, as well as your life. We will endeavour to keep your data up-to-date by liaising closely with you and updating planning assumptions prior to and during meetings.

By providing us with your personal data you agree that the information we hold about you can be held on computer and/or in paper files.

Any information which you give us, including sensitive personal data such as health and medical records, may be disclosed to appropriate third parties for the purpose of processing any applications you may make and for the ongoing administration of your investments or policies, but for no other purpose.