PRIVACY POLICY


Use of Data

Your information will be held on computer-based databases and in paper files. We use the data primarily to provide you with advice on general insurance and mortgages and complete transactions on your behalf. We analyse and assess your data to maintain and develop our relationships with you.

Use of your data may include financial risk assessment, money laundering checks, compliance and regulatory reporting and fraud prevention.

We use your data to help us prepare proposals for you to enter into transactions and insurance proposals and, in some circumstances, members of your family and others connected with these transactions, insurance proposals and claims.

 


We like to keep you informed of our products and services and we use your data to enable us to recommend them to you (if you do not want us to do this, please contact us). Your data will be kept for a minimum of six years in compliance with our financial services responsibilities.