I ­­­­­­­­­­­­­­­­­­­­­­understand that, as part of my work, I will have access to confidential information relating to clients of the firm.

I hereby undertake:

  • To take all possible steps to preserve strict confidentiality regarding any such information to which I have access through my work.
    • Never to pass any information obtained as part of my work to anyone outside the firm unless:
    • I am required to do so by the Financial Conduct Authority or by law.
    • I have been directed to do so as above, and the reasons for doing so are clearly understood.
    • I believe, on reasonable grounds, that doing so would be in accordance with the Public Interest Disclosure Act.
    • I believe, on reasonable grounds, that doing so would be in accordance with my obligations under Anti-Money Laundering rules.

I understand that any breach of the above will result in disciplinary action and may expose me to a suit for damages in a court of law.

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