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PROTECTION ENQUIRY FORM

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Sensitive Personal Data

We may need to collect sensitive personal data including information about your health, ethnic origin, or criminal prosecutions from third parties such as employers and credit reference agencies, fraud prevention agencies and other similar organisations in order to provide you with the services, for example where you require advice on protection or mortgages products.

If you consent to us obtaining your sensitive personal data from third parties referred to above for the purpose of providing you with the services, and sharing it with third party providers and Quilter Financial Planning to obtain quotes on your behalf, for example where we are providing you with mortgage or protection advice as part of our services, please tick this box.

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From time to time, we would like to contact you about our products and services which we think you might be interested in. If you consent to us contacting you for this purpose please tick to say how you would like us to contact you.

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Please tick this box to confirm you have read and understood our privacy policy.

Company address: Principled Financial Planning Ltd, Horse & Jockey Stables, 81A King Street, Southport, PR8 1LQ

T: 01704 828120 E: mark@principledfp.com

Principled Financial Planning Limited is an appointed representative of Quilter Financial Services Limited, which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited are entered on the FCA register (https://register.fca.org.uk/s/) under reference 440703.

Principled Financial Planning Limited is registered in England and Wales, No: 11207310. Registered Address: The Horse and Jockey Stables, 81a King Street, Southport, Merseyside, PR8 1LQ.

The guidance and/or information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

Trusts, Tax planning including Inheritance Tax Planning, Estate planning, Some Employee Benefits, Offshore investments,National Savings & Investment products and Some buy to let mortgages are not regulated by the Financial Conduct Authority.

Approver Quilter Financial Services Limited 22/10/2025.