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Financial Wellbeing – Client Contract
Financial Wellbeing Client Contract
Client Reference Number
This begins with BR and will be assigned by your adviser
Your Adviser is:
This will be given to you before you complete this form
You have asked for debt advice from Bridge Community Project. This agreement is to help you understand how we can best work together as well as the way we collect, use and store your personal data. All advice offered by Bridge Community Project is free and unconditional and will be tailored to your individual needs.
Data collection and storage
All information obtained by Bridge Community Project about you and your circumstances will remain confidential to Bridge Community Project and CMA’s support staff (for case management and file auditing purposes).
All paperwork will be locked away when not in use and any electronic records securely stored in full compliance of data protection legislation. You are free to see a copy of your case notes and correspondence at any time and your adviser will provide paper copies on request. We would normally store your personal data for a period of six years. However, you can request that your data be amended, deleted and/or destroyed subject to any legal restrictions. The details of your creditors will be revealed to other creditors on production of the financial statement.
Your personal information and financial circumstances will only be disclosed to third parties (outside of Bridge Community Project and CMA support staff) with your written consent, unless requested by the process of law, e.g. if you reveal that you may be about to cause or have already caused, harm to yourself or others. In such circumstances, we may contact the police, Social Services, health workers, or other relevant professionals. If possible, we will inform you of the action we intend to take. If you would like further information about data protection and confidentiality, please ask to see a copy of Bridge Community Project Security Policy and Privacy Notice.
If, after discussing your situation, we feel it would be suitable to refer you to another agency for assistance, we will seek your written authorisation before contacting or releasing personal information to them.
The initial interview may last up to one and a half hours, during which time follow up appointments will be made as necessary. Following the initial interview, you will be sent a confirmation of advice letter (Hope Plan) via your chosen method of correspondence, outlining what was discussed and any actions that were agreed. Following subsequent appointments, agreed actions will be given to you in written form.
As a result of our involvement with your case, your credit rating may be adversely affected. This is because the credit rating agencies will become aware of your financial situation.
Termination of advice
As a client, you have the right to terminate the debt advice service you receive from us at any stage. However, in such circumstances, we would ask you to give us as much notice as possible. Our debt advice service may also be terminated if: It is mutually agreed that further appointments would not be of any further benefit to you. You fail to keep appointments without giving reasonable notice or explanation. You are involved in illegal activity or fail to comply with any legal requirements such as ensuring you carry out any actions necessary to prevent benefit or tax fraud. You take out further borrowing once the advice process begins, without speaking to us first. You seek advice from another debt advice agency, as two debt agencies cannot advise you at the same time. You threaten, harass or abuse a member of The Bridge Community Project team. If you ever feel unhappy or dissatisfied with the service you receive from Bridge Community Project, or you decide to seek advice elsewhere, please talk to your adviser or another member of our team and ask for a copy of Bridge Community Project complaints procedure.
By signing this form, you are agreeing to Bridge Community Project holding and processing your personal data. Additionally, you can ‘opt in’ to The Bridge Community Project contacting you for the following reasons:
I consent to Bridge Community Project contacting me by:
I also consent too:
To keep me informed about advice sessions, details of options available and notifying me of changes in circumstances.
Keep me informed about news, events and activities.
To provide feedback on the advice I have received through Bridge Community Project via questionnaires.
Date Format: DD slash MM slash YYYY
You can withdraw or change your consent at any time by contacting Alan Davidson, Project Director at Bridge Community Project 01506 238980. Please note that all processing of your personal data will cease once you have withdrawn consent, other than where this is required by law. This will not affect any personal data that has already been processed prior to this point. For more information about the use of your personal data, please ask for a copy of Bridge Community Project Privacy Notice.
We are committed to keeping your data safe and sound. Find out how your data will be used by reading our
. If you are happy to continue, please check the box above.
Find out more.
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