We care about your privacy. We automatically delete unused contact data after 12 months. We have a data protection policy to ensure that we apply best practices, and to make sure that we uphold your rights under data protection law.
Safe and Secure. Protecting your privacy is very important to us. We’re committed to making sure that your personal data stays safe.
You’re in the driving seat. You have full control over the personal information we hold about you. You can request a copy of the information we hold and ask us to update or delete all or part of your details. You can amend your contact preferences for each method of communication separately, by contacting us or using unsubscribe links in any of the communications.
Your interests. We will only ever contact you about products and services that we think you may be interested in - only if you have consented.
This privacy notice sets out how we will use the personal data that we collect about you. It applies to information about you that you have provided to us, or information that we have collected about you.
We may collect personal information from you in a variety of ways, including, but not limited to, when you visit our website, fill out a form, during a telephone conversation, or subscribe to a newsletter. You may be asked for your name, email address, mailing address, phone number and other specific details relating to your enquiry. You may, however, visit our website anonymously.
Given that the Internet is a global environment, using it to collect and process personal data necessarily involves the transmission of data on an international basis. This means for instance that data you pass to us may be processed outside the European Economic Area, although the data will always be held securely and in line with the requirements of data protection legislation. By communicating electronically with us, you acknowledge and agree to our processing of personal data in this way. We will however ensure that adequate measures are in place to protect your information and treat it as securely as it would have been had it remained in the EEA.
We may also use your information to help us better understand you as a customer so that we can tailor our services to meet your needs, for statistical analysis and to monitor and analyse our business.
When you use our service, we may share your details with selected third parties, as required, so that they can provide you with quotations on the product or service you have expressed an interest in. We will only share your data when you have consented.
The personal data that we hold about you will be retained for a period of 1 year, at which point it will be securely destroyed. Within this 12-month period, we may contact you again to follow up your initial enquiry and to evaluate the service you received.
However, if you have opted-in to receive further marketing we will retain your data until such time that you withdraw consent.
If you visit our website, we will automatically collect the following information;
The information that we collect from any enquiry form that you complete will be used to process your interest in our services.
When your enquiry has been generated through an enquiry form, to gain additional information regarding your preferences, we may contact you by telephone. Only if you have consented, will we pass your details on to selected third parties as required in order that they can provide you with quotations, or with further information in respect of the financial product(s) or service(s) that you have expressed an interest in. You can withdraw your consent at any time.
We may ask you if you’d like to receive details of other services that we provide and any relevant offers. We will only use your personal information for this purpose if you have consented. You may unsubscribe from any email marketing via unsubscribe links placed within each email or by emailing email@example.com
Telephone calls may be recorded, and we inform you of this during the call; we believe that it is in both our customers interest and our own interest to record telephone calls to help resolve any queries that may arise and for training, quality control purposes. The recording of your telephone call will be used to help resolve any issues or complaints and for monitoring quality. For these purposes, we may share details of the call (or an edited version) with the relevant third party.
Call recordings are kept for a period of 12 months after which time they are securely destroyed.
If you have consented (or not objected) to email marketing, your personal data will be transferred to our mail client for processing. In accordance with our obligations under data protection legislation, we have a written data processor contract with them.
The email service allows us to track when you opened or clicked an email newsletter, this helps us measure performance. However, if you would prefer us not to track this activity, then please make sure that you update your preferences so that emails are sent to you in ‘plain text’. This will prevent any tracking. There is a link in every email we send to you that allows you to update your preferences or unsubscribe from receiving the newsletter.
We may also ask for consent for our partners to contact you with news and information of special offers. Please be assured that we will only share your data for this purpose when you have agreed for us to do so.
In accordance with data protection legislation, you can make a request to us for the personal information we hold about you. This is called a ‘subject access request’. If we do hold information about you, we will:
We may include links external websites. These links are relevant to the content they are linking from and are suitable for the likely audience. They may also offer commercial services, such as online purchases. However, we are not responsible for the content of external websites. This is because:
By using this website, you signify your acceptance of this policy. If you do not agree to this policy, please do not use our website. Your continued use of the website following the posting of changes to this policy will be deemed your acceptance of those changes.
If you are not satisfied with how we handle your personal data, in the first instance, please contact firstname.lastname@example.org Should you remain dis-satisfied, then you may contact the Information Commissioners Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF or visit www.ico.org
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