We’re committed to protecting and respecting your privacy. Looking after the personal information that we collect on our clients, we want you to be confident that your information is in safe hands. So, we’ve developed this Privacy Statement to let you know:
Our data security policies mean that we hold all personal information securely and limit access to those who need to see it. We apply extra security to sensitive personal information, such as medical details, which are necessary to administer particular products, such as our Protection products.

What information do we collect about you?

We collect information about you when you engage us for estate planning / legal 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 the provision of our services.

Depending on the circumstances, the personal information we gather about you may include:
your name;
address;
date of birth;
plan number;
gender;
email address;
phone number;
financial information;
medical information, and any further personal information required as part of a product application or which you share through the website. 

You can find additional information on the more common ways we collect personal information and why below:

Enquiry forms
Personal information is collected through our enquiry forms to enable us to contact you.

Phone calls
We’ll ask you for some personal details to identify you when you call us and to allow us to confirm that you’re the owner or representative of the plan. 

Information obtained automatically through your use of the website and our tools (including cookies)
This website uses cookies and similar technologies such as tags and pixels to distinguish you from other users of the website. This helps us provide you with a good experience when you browse the website and also helps us to improve the website. 
Where selected, our website will collect and use information such as your name, address and phone number.

Google Analytics
This website uses Google Analytics, a web analysis service provided by Google Inc., 1600 Amphitheatre Parkway, Mountain View, California 94043, USA. Google Analytics also uses cookies that allow, among other things, to analyse the way you use the website. As a rule, the information generated by these cookies is transferred to and stored on a server operated by Google in the USA. Google will use this information on behalf of the operator of this website in order to evaluate your use of the website, compile reports regarding website activities and provide services for the website operator relating to website and Internet usage. These reports and services are used to continuously improve the facilities offered by this website. You can prevent the storage of cookies by making an appropriate setting in your browser. We must point out, however that if you do so, you will be unable to use all the functionalities of this website to their full extent. You can also prevent the capture and processing of data relating to your use of the website (incl. your IP address), generated by these cookies, by Google by simply downloading and installing the following Google browser plug-in, clicking on the following link: https://tools.google.com/dlpage/gaoptout?hl=en. Google’s data privacy statement, is available at www.google.com/intl/en/policies/privacy/

Direct marketing
If you’ve given us your consent, we may use the information we’ve collected about you to send you marketing offers and news about our products and services using various channels such as mail, phone, email and SMS. 
We’ll ask for your consent when you apply for a plan with us. We won’t sell your personal information to other organisations for a marketing purpose.
Sharing of special categories of personal information, for example medical information
If we request medical information from you or a medical practitioner who has cared for you or from other insurers, this will be sufficiently protected.  We may ask for information from other insurers or medical practitioners to check, clarify or expand answers you’ve given us for example, on a claim or application.
So that we can administer your plan, we may need to give your information to others who are, in turn, providing us with information about you, such as reinsurers, medical practitioners, private investigators and healthcare management companies, and access to this type of information is restricted.

Your rights
You have a number of rights under the Data Protection laws, including:

The right to request a copy of the personal information we hold on you.  When you request this information, this is known as making a Subject Access Request (SAR). In most cases, this will be free of charge, however in some limited circumstances, for example, repeated requests for further copies, we may apply an administration fee;   
The right to have personal information we hold about you transferred securely to another service provider in electronic form;
The right to have any inaccurate personal information corrected;
The right to have any out of date personal information deleted once there’s no business need or legal requirement for us to hold it;
The right to object or restrict some processing, in limited circumstances and only when we don’t have legitimate grounds for processing your personal information;
The right to object to your personal information being used to send you marketing material.  As mentioned above, we’ll only send you marketing material where you’ve given us your consent to do so.  You can remove your consent at any time, and
The right to ask for a decision to be made manually, where a decision is made using automated means and this adversely impacts you.

Making a complaint
If you believe we haven’t processed your personal information in accordance with our Data Protection obligations, and that you’ve been affected by our non-compliance, you can make a complaint to us by contacting our. You also have the right to ask us to escalate your complaint to our Group Data Protection Officer if you don’t think it’s been handled appropriately. 

Links
This website may contain links to other websites. If you use the links to leave this website and visit a website operated by a third party, then we don’t have any control over that website. So we can’t be held responsible for the protection and privacy of any information that you provide while visiting such websites.

Changes to this privacy statement

We keep our privacy notice under regular review. This privacy statement was last updated on  May 2019.

How to contact us

Please contact us if you have any questions about our privacy policy or information we hold about you: by email at: info@marshallfinancialsolutions.co.uk Or write to us at: Marshall Financial Solutions
Wessex Suite
Union House
7  Union Street
Andover
Hampshire
SP10 1PA

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