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Terms of Business

    Private & Confidential

    Name:

    Address:

    Date:

    Re: Terms of Business Effective Date April 2020
    R.J. Walsh Consulting Ltd t/a Walsh Consulting

    Dear

    Status

    R.J. Walsh Consulting Ltd t/a Walsh Consulting (‘the Company’) is regulated by the Central Bank of Ireland.

    Terms of Business

    Attached are the Company’s Terms of Business, which outline the basis on which we provide services to our clients. Please ensure that you read this document. These Terms of Business apply to all business transactions undertaken for you or services provided to you and will remain in force until further notice. Should we make any material changes to our Terms, we will advise you in advance of providing any further services to you.

    Data Protection

    R.J. Walsh Consulting Ltd complies with the requirements of the General Data Protection Regulation 2018 and the Irish Data Protection Act. R.J. Walsh Consulting Ltd is committed to protecting and respecting your privacy. We wish to be transparent on how we process your data and show you that we are accountable with the GDPR in relation to not only processing your data but ensuring you understand your rights as a client.

    The data will be processed only in ways compatible with the purposes for which it was given and as outlined in our Data Privacy Notice; this will be given to all our clients at the time of data collection.

    We will ensure that this Privacy Notice is easily assessible. Please refer to our website http://www.walshgroup.ie, if this medium is not suitable, we will ensure you can easily receive a hard copy.

    Please contact us at info@walshgroup.ie if you have any concerns about your personal data.

    Yours Sincerely,

    Rose O’Halloran LIB QFA
    Qualified Financial Advisor
    Client Acknowledgement Terms of Business

    I acknowledge that I have been provided with a copy of the Terms of Business of R.J. Walsh Consulting Ltd and confirm that I have read and understand them.

    Direct Marketing

    Here at R.J. Walsh Consulting Ltd, we take your data protection seriously and will only use your data as discussed with you in our privacy statement. From time to time we may wish to contact you in relation to further specific products or services we provide.

    Agreed methods of contact:

    Email
    Phone
    SMS
    Post
    Fax
    Do-not-contact-me

    * Even if you do subscribe now you can always unsubscribe at any time.

    We would also like to pass your details onto our associated and partnership companies within Walsh Group so that they can contact you with details of specific products or services that they provide. If you consent to us passing on your details for that purpose please tick to confirm agreed method of contact:

    Agreed methods of contact:

    Email
    Phone
    SMS
    Post
    Fax
    Do-not-contact-me

    * Even if you do subscribe now you can always unsubscribe at any time.

    Our Trusting Partner