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.
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 third-parties
- Share your personal data to any third-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).
How to update and/or amend the personal information you have provided
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 9 July 2020.