Why do we need private information?

In order to give suitable advice, we must obtain information from you about your financial and personal circumstances. This will allow us to assess the suitability of particular products and services for your given financial position.

By providing us with your personal data:

  • You agree that the information we hold about you can be held on computer and/or paper files.
  • We may send personal information supplied by you, in confidence, for processing to other companies (or companies acting on our instructions) if required. This includes those located outside of the European Economic Area (EEA).
  • You agree that any information you supply us – including sensitive personal data such as health and medical records – may be disclosed to third parties. This is would be for the purpose of processing your application and for the ongoing administration of your policy, but strictly for no other purpose. Examples of such third parties are credit referencing agencies and medical practitioners.
  • You agree that we may use the information we hold about you to contact you via post, fax, email, or telephone when required or for your benefit.

We agree that any consent given by you referring to the above bullet-points may be withdrawn by you at any time. This can be done by contacting us in writing. You can find our contact information by clicking here.