Privacy Notice

EU General Data Protection Regulation: Privacy Notice – How information about your EU Citizen Clients will be used

What Information we collect:
When you contact us for an insurance quotation we collect the relevant information needed by an insurer to calculate the premium and understand your client’s insurance needs. We collect this information during our meetings and /or telephone conversations with you and through the completion of proposal forms and fact finds. We expect you (i.e. the producer) to have obtained any relevant permissions from your client which are necessary to allow us to use their information in this way on their behalf.

How your client’s information will be used:
The information we collect will be passed to insurers to enable them to calculate a competitive insurance quotation to meet your client’s requirements. In order to obtain the most competitive cover it may be necessary to pass your information to other insurance intermediaries who are authorised and regulated by the Financial Conduct Authority.
Information provided by your client may be put onto a register of claims and shared with other insurers to prevent fraudulent claims.
We will retain any information we have collected about your clients for up to 6 years after our professional relationship has terminated however, data held electronically may be retained for longer.

Your client’s rights of access to their data:
Your client has a right to obtain a copy of the personal information that we hold about them. If they believe that any information held is incorrect or incomplete, they should contact us. Any information that is found to be incorrect or incomplete will be amended promptly.
Your client also has a right to “be forgotten”, this means they can ask for the information which we hold about them to be deleted from our records, but this will mean that we will be unable to continue to handle their insurance arrangements.