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Privacy notice

How information about you will be used

Legal basis for processing data:

Processing data is necessary for the purposes of legitimate interest pursued by Corrigans except where such interests are overridden by the interests, rights or freedoms of the data subject (you).

 

What information we collect about you:

When you contact us for advice we collect detailed personal information about you to enable us to provide suitable advice.

 

When we collect this information:

We collect information during our meetings and/or telephone conversations or via our client portal on Intelliflo.

 

How we store your personal data:

We hold your personal data on Intelliflo. All historic data is held on Document Manager or Microsoft office. These systems are securely backed up and a firewall is in place to protect your data from cyber-attacks and online hackers.

 

How your information will be used and who might we share it with:

Your information may be shared with investment providers and insurance providers. All providers will be authorised and regulated by the Financial Conduct Authority.

 

How long we will keep your data for:

We will retain the information we have collected about you but will not use it after our professional relationship has ended.

 

Your rights of access to your data:

Under GDPR you have the right to object to us processing personal data based on grounds relating to your particular situation. If you object to us processing your personal data we will stop unless: there are compelling legitimate grounds for processing which override your interests, right and freedoms or, the processing is for the establishment, exercise or defence of a legal claim.

 

Your right to complain:

You have a right to complain to the Information Commissioners Office if you feel there is a problem with the way Corrigans handle your data.
Please contact https://ico.org.uk/concern/handling/

 

Marketing:

At Corrigans we take your privacy seriously and will only use your personal information to administer your account and to provide the products and services you have requested from us. We will not use your information or share your information with any other company for marketing purposes without your prior consent.

 

Contact details:

If you need any further information or need to contact us please write to us at 5 Sycamore Court, Birmingham Road, Coventry, CV5 9BA, email us at info@corrigans.org.uk or call on 024 7655 5594.