Document Library | Jem Financial Planning Ltd

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DOCUMENT LIBRARY

Following the introduction of the General Data Protection Regulation (GDPR) in May 2018 we have updated our internal data protection policy and a copy of our consent form is available below. If you have any questions or concerns then please let us know.

JEM Financial Planning Ltd - Risk Tolerance Questionnaire

JEM Financial Planning Ltd - Risk Tolerance Questionnaire

This risk tolerance questionnaire helps your adviser decide on the best mix of investments for you.

JEM Financial Planning Ltd - Privacy and Cookie Policy

JEM Financial Planning Ltd - Privacy and Cookie Policy

Under the General Data Protection Regulation (Regulation (EU) 2016/679) (the “GDPR”), we are required to give you certain information about the way your personal information is used.

Old Books

JEM Financial Planning Ltd - Privacy Consent Form (GDPR)

The information you provide is subject to the General Data Protection Regulation. (GDPR)

JEM Financial Planning Ltd - Value Service Proposition

JEM Financial Planning Ltd - Value Service Proposition

With so many financial products and solutions available on the
market today and with the ever increasing needs of clients, it is
important for you to know exactly what service we provide, how
our ongoing relationship will work and how much our services will
cost.

JEM Financial Planning Ltd - A Safe Pair of Hands

JEM Financial Planning Ltd - A Safe Pair of Hands

We can all find ourselves in vulnerable circumstances at some time in our lives. This guide explains how a financial adviser who has
committed to the Financial Vulnerability Taskforce CHARTER will seek to support you.

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