Privacy Policy

Last updated: [Date]

Introduction

Get An Adviser ("we", "us", "our") is committed to protecting and respecting your privacy. This policy explains how we collect, use, store and share your personal information.

Who we are

Get An Adviser is an introduction service that connects consumers with qualified, whole-of-market insurance and protection advisers.

Information we collect

We may collect the following types of personal information:

Name, address, email, phone number
Date of birth and National Insurance number
Employment and income details
Financial information (bank accounts, debts)
Health information (where relevant to protection advice)
Details about what you'd like to protect and any existing cover

How we use your information

We use your personal information to:

Provide insurance and protection advice
Assess your eligibility for products
Submit applications on your behalf
Comply with regulatory obligations
Communicate with you about your enquiry or application
Improve our services

Legal basis for processing

We process your data on the following legal bases:

Contract: To provide the services you've requested
Legal obligation: To comply with FCA regulations and anti-money laundering requirements
Legitimate interest: To improve our services and communicate relevant information
Consent: For marketing communications (which you can withdraw at any time)

Who we share your data with

We may share your data with:

Insurance providers (to process applications)
Our network of qualified advisers for the purpose of providing advice
Credit reference agencies
Our technology providers (data processors acting under our instructions)

We will never sell your personal data to third parties for marketing purposes.

Data retention

We retain your personal data for as long as necessary to provide our services and comply with our legal obligations. Financial services records are typically retained for a minimum of [6] years after the end of our relationship.

Your rights

Under data protection law, you have the right to:

Access the personal data we hold about you
Request correction of inaccurate data
Request deletion of your data (where applicable)
Object to or restrict processing
Request data portability
Withdraw consent at any time

Cookies

For information about how we use cookies, please see our Cookie Policy.

Contact us

If you have questions about this privacy policy or wish to exercise your rights, please contact us via our contact page.

You also have the right to lodge a complaint with the Information Commissioner's Office (ICO) at ico.org.uk.