BBi Financial Planning is committed to respecting and protecting your privacy and would like you to feel safe when you give us your personal details. We will always clearly identify ourselves in correspondence and on our website.
Our principal business is to provide advice and arrange transactions on behalf of clients in relation investments, pensions and life assurance products. To provide you with relevant information, respond to your requests we sometimes request that you provide us with information about yourself.
This Privacy Notice will inform you of the information we gather and how it is used. BBi Financial Planning maintains the same privacy practices with respect to data that is collected off-line and on-line and this notice also covers both those methods of data collection and use. BBi Financial Planning complies with EU General Data Protection Directive (GDPR) for the collection, use, and retention of all personal data.
What information we gather
In general, you may visit our website without identifying yourself or revealing any personal information. BBi Financial Planning collects domain information from your visit to customise and improve your experience on our website.
This website may collect certain information from your visit, including the date and time of your access, the pages you have accessed, the name of the Internet Service Provider and the Internet Protocol (IP) address by which you are accessing the Internet, and the Internet address from which you linked to our site, if applicable. We use this information to better understand how our website is being used so that we can improve its performance.
Some portions of this website may request that you give us information about yourself, from which we are able to identify you, such as your name, email or other address. Some of the ways in which we may collect information from you are:
- Subscription to newsletters or other BBi Financial Planning content-related correspondence
- Event registrations for seminars, conferences, etc.
- White paper or other downloads
Use of the information we gather
When we collect information about you, we intend to tell you why we are asking for the information. You will have the option of not providing the information, in which case you may still be able to access other parts of this website, although you may not be able to access certain services. In certain areas of our website, we may, where appropriate, enable you to ‘opt in’ to certain uses of your information e.g. personal data and direct marketing. Data will not be held for longer than is necessary, credit card transactions will be held for the duration of the transaction and general client details will be held while you are a customer, in line with the Data Protection Act 2018 and required regulatory period thereafter.
The information we collect about you or your computer is used to run the website, respond to your requests or process any transactions you have requested. It may also be used to verify your identity, send you information or contact you in relation to a BBi Financial Planning product or service that you are using or that we believe may be of interest to you after you have chosen to ‘Opt in’.
We process personal data to provide you with our services which include:
- Providing quotations and arranging your insurance
- Administering your insurance policies
- Claims processing or assisting you in your claim
- Processing renewals and adjustments
- Complying with our legal or regulatory objectives
- Help improve our customer service
We will not:
- Send on marketing information unless ‘Opted In’
- Sell your personal data any 3rd parties
- Share your personal data to any 3rd parties unless specified in reasons below
Sharing information with third parties
In certain instances, we may make your information available to third parties with whom we have a relationship where that third party is providing services on our behalf. We will only provide those third parties with information that is necessary for them to perform the services and we take measures to protect your information.
The information we collect may be used, stored and processed in Europe, or in any other country in which BBi Financial Planning does business, as well as where third party websites are hosted, such as USA. By providing the information via the website, you are consenting to the transfer of the information outside of your country to any country (including countries which may not have adequate levels of protection).
BBi Financial Planning’s intent is to strictly protect the security of your personal information; honour your choice for its intended use; and carefully protect your data from loss, misuse, unauthorised access or disclosure, alteration or destruction. We have taken appropriate steps to safeguard and secure information we collect online, including the use of encryption when collecting or transferring sensitive data such as credit card information.
However, you should always take into consideration that the internet is an open forum and that data may flow across networks with little or no security measures, and therefore such information may be accessed by people other than those you intended to access it.
How to update and/or amend the personal information you have provided
You are entitled to know whether we hold information about you and, if we do (subject to certain limitations), to have access to that information and have it corrected if it is inaccurate or out of date. To exercise your Right of Access or to update your details under your Right of Rectification or Erasure please email your request to the contact address below with proof of identity.
This website contains links to other websites. BBi Financial Planning is not responsible for the privacy practices or the content of such websites. BBi Financial Planning uses pixels, transparent GIF files and other methods to help manage online advertising.
If you have any questions or comments about our privacy notice or practices, please contact us.
BBi Financial Planning may modify or update this privacy notice from time to time at any time without prior notice. You can check the “Last Updated” date below to see when the notice was last changed. We encourage you to check this notice often so that you can continue be aware of how we are protecting your personal information. Your continued use of the website constitutes your consent to the contents of this privacy notice, as it may be modified from time to time.
This page last updated 23rd May 2018.