SJP Historic Servicing Refund

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Your details

Full name

Please enter your full name.

Payment reference

Email address

Please enter a valid email address.

Phone number

Please enter a valid phone number.

Account details to pay the refund into

Bank Account

Building Society Account

Account holder name (this should match the name on your Bank account statement e.g. John Smith)

Please enter the account holder's name as it appears on their bank account.

Bank sort code

Please enter a valid 6-digit sort code.

Bank account number

Please enter a valid 8-digit bank account number.

Building Society account number

Please enter a valid account number.

Building Society roll number

Please enter a valid Building Society roll number.

St. James’s Place Wealth Management are the data controllers of any personal data you provide to us on this form and St. James’s Place Wealth Management have a legal obligation to comply with applicable data protection legislation.

Purposes for which the data may be used

We will use the details you have provided on this form to make a refund payment to you. We will hold these payment details securely for a period of up to 3 years to enable us to facilitate any potential future refunds relating to the provision of your ongoing servicing.

We will be using approved third parties who have been through the St. James’s Place Wealth Management due diligence process to facilitate the payment process.

Your rights and how to contact us

For further information on our uses of your personal data, and your rights in relation to your personal data, please see the Privacy Policy of St. James’s Place Wealth Management, which can be accessed at www.sjp.co.uk/privacy.

Should you have any enquiries relating to the personal data that we may hold about you or how your personal data is processed, you can contact the St. James’s Place Data Protection Officer at dpo@sjp.co.uk.