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PENSION 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 annuity or protection 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 TenetConnect to obtain quotes on your behalf, for example where we are providing you with annuity 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 statement.

Company address: Morley Fordham, 83 Ellerton Road, Wandsworth, London, SW18 3NH

T: 0208 877 3443 F: 0208 265 1442 E: derek@morleyfordham.com

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Morley Fordham is an appointed representative of 2plan Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority. Morley Fordham is entered on the FCA register (www.FCA.org.uk) under no. 165322.

Registered office: 83 Ellerton Road, Wandsworth, London, SW18 3NH.

Registered in England & Wales: 165322.

The guidance provided within the website is subject to the UK regulatory regime and is, therefore, primarily targeted at consumers based in the UK. This site does not confer any form of personalised financial advice, should you wish to receive specific financial advice please contact us.