What information do we collect about you?
We collect information about you when you engage us for financial planning services. This information will relate to your personal and financial circumstances. It may also include special categories of personal data such as data about your health, if this is necessary for us to provide services to you. We will also collect sensitive data, such as passport details for money laundering requirements or health and medical records for insurance products.
We may also collect information when you voluntarily complete client surveys or provide feedback to us.
Why do we need to collect and use your personal data?
The primary legal basis that we intend to use for the processing of your data is for the performance of our contract with you. The information that we collect about you is required for us to be able to carry out the services that you require from us effectively.
Without collecting your personal data we’d also be unable to fulfil our legal and regulatory obligations.
Where special category or sensitive data is required, such as passport details or medical records, we’ll obtain your explicit consent to collect and process this information.
How will we use the information about you?
We collect information about you so we can provide you with the services for which you engage us.
Who might we share your information with?
If you agree, we may email you about other products or services from Nsure Financial Services , or other members of the Nsure Group that we think may be of interest to you. We definitely don’t and won’t share or trade your information with any third party for marketing purposes.
In order to deliver our services to you effectively we may send your details to third parties such as those that we engage for professional compliance, accountancy or legal services as well as product and platform providers that we use to arrange financial products for you.
Where third parties are involved in processing your data we’ll have a contract in place with them to ensure that the nature and purpose of the processing is clear, that they are subject to a duty of confidence in processing your data and that they’ll only act in accordance with our written instructions.
Where it’s necessary for your personal data to be forwarded to a third party we’ll use appropriate security measures to protect your personal data in transit.
To fulfil our obligations in respect of prevention of money-laundering and other financial crime we may send your details to third party agencies for identity verification purposes.
How long do we keep hold of your information?
Your personal data shouldn’t be held for longer than is required under the terms of our contract for services with you. However, we’re subject to regulations which require us to retain data for specified minimum periods. We also reserve the right to retain data for longer than this due to the possibility that it may be required to defend a future claim against us.
You have the right to request deletion of your personal data. We’ll comply with this, subject to the restrictions of our regulatory obligations and legitimate interests as noted.
How can I access the information you hold about me?
You have the right to request a copy of the information that we hold about you. If you’d like a copy of some or all of your personal information, please email or write to us using the contact details noted below.
When your personal data is processed by automated means you have the right to ask us to move your personal data to another organisation for their use.
We are required to ensure that your personal information is accurate and up to date. Please ask us to correct or remove any information that you think is wrong. We may contact you from time to time to ensure that any information we have on file is correct.
We’d like to send you information about our products and services and those of other companies in our group which may be of interest to you. If you’ve agreed to receive marketing information, you may opt out at a later date.
You have a right at any time to stop us from contacting you for marketing purposes or giving your information to other members of the group. You can do this by clicking on the “unsubscribe” button on the foot of our mailchimp emails, or If you no longer wish to be contacted for marketing purposes, please contact us by email or post.
What are cookies?
How are cookies managed?
The cookies stored on your computer or other device when you access our websites are designed by:
What are cookies used for?
The main purposes for which cookies are used are: –
1. For technical purposes essential to effective operation of our websites, particularly in relation to on-line transactions and site navigation.
2. To enable Nsure Group to collect information about your browsing patterns on our group websites only.
How do I disable cookies?
If you want to disable cookies you need to change your website browser settings to reject cookies. How you can do this will depend on the browser you use. Further details on how to disable cookies for the most popular browsers can be found on the internet.
When someone visits any of the Nsure Group websites we use a third party service, Google Analytics, to collect standard internet log information and details of visitor behaviour patterns. We do this to find out things such as the number of visitors to the various parts of the site. This information is only processed in a way which does not identify anyone. We do not make, and do not allow Google to make, any attempt to find out the identities of those visiting our website.
What can you do if you are unhappy with how your personal data is processed?
You also have a right to lodge a complaint with the supervisory authority for data protection. In the UK this is the Information Commissioner’s Office (ico.org)
How to contact us
For newsletter and website related questions, please email firstname.lastname@example.org
For information we hold for contractual purposes, please contact Nsure Estate Planning Services on 01903 821010 or email as per above.