Why we collect and process your personal data
We collect and process personal data for the purposes of brokering and marketing.
Our legal bases for processing personal data for brokering purposes is:
- Where the processing is necessary for us to carry out activities for which it is in our legitimate interest
- Where we need to comply with legal obligations
We process our clients' personal data for marketing purposes with their full consent or to meet a legitimate interest. This means we can tell you about products and services that may be relevant to you. If you do not want us to process your personal data for marketing purposes, please let us know and we will stop.
The data we may collect and process
The personal data of clients that we may collect and process includes:
- Your full name and contact details (such as phone number, email address and postal address)
- Products and services you have purchased as our client
- Products and services for which you have shown an interest
How we hold and share your personal data
We process your personal data in strict confidence. We keep your personal data securely in our filing and electronic systems. Client data is only accessible to professionals working at our offices and those under their supervision.
As a broker, we are required to share client data with the underline developers of the products and services in-order to facilitate the introduction. This means that when a client is interested in a product and service, we act as facilitators and with the client's full consent share their data
with the producers of the product or service.
We will usually keep any personal data we hold about you for ten years after our last contact with you before we delete it.
You have legal rights in respect of the personal data we hold about you. The Information Commissioner's Office (ICO) has published guidance on the full range of rights (https://ico.org.uk/for-organisations/guide-to-the-general-data-protection-regulationgdpr/individual-rights/). The rights that are most relevant to the way in which we use your personal data include:
- The right to be informed about how we use personal data - this privacy notice gives that information
- The right to object - if you object to us processing your data for marketing purposes, or for brokerage purposes where our legal basis is legitimate interests (see 'why we collect and process your personal data', above), we will then stop doing so, unless we are processing the data in respect of a legal claim or can otherwise show that our legitimate interest in processing the data overrides your rights and interests
- The right of access - if you ask us for the personal data we hold about you we will provide it within a month, free of charge (unless we have already provided it to you, in which case we may have to charge you the administrative cost of providing it again).
- The right to rectification - if you ask us to correct personal data about you that is inaccurate or incomplete, we will do so within a month (unless we need longer, in which case we will discuss this with you)
- The right to erasure - also known as the 'right to be forgotten'. If you ask us to delete your personal data, we will do so if there is no compelling reason to continue processing the data. We will not usually delete data before the required time limit where we have a duty to keep accurate records - for example, to comply with a legal obligation, or in connection with a legal claim. If you ask us to delete such data we will discuss this with you
Contacting us and the ICO about your personal data
Please speak to us first if you have any questions or concerns about the way in which we process personal data. You can contact us by:
You have the right to complain to the ICO if you have a concern about our handling of your personal data which you do not think we can resolve. You can contact the ICO here (https://ico.org.uk/concerns/).