We share your personal data with trusted third parties who assist us in operating our website and providing our facilities, services and products to you. When we do share your data with these third parties, we have written contracts in place with them to ensure they only use your data for the purpose we specify to them and that your privacy is secure and respected.
These trusted third parties include the following who may process your data, depending on the services or products we are providing:
Organisation / Entity
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Information shared
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Reason for sharing
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Google Analytics
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IP address, browser types, operating system, general country location from where you accessed our website, see above for more information.
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To enhance and improve your experience on our website, ensure the security of our website facilities
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Product providers, which may include life assurance companies, mortgage lenders, investment companies, and general and health insurers, depending on your needs.
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Personal information you have provided in relation to the products/services being used or applied for
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To obtain quotations, arrange policies and plans for you, and to help administer them
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Intelligent Office, Enable, JCS, IRESS and Watermark
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Personal information you have provided in relation to the products/services being used or applied for
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To provide back office systems which help us provide the products and services we are contracted for
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The Exchange and Trigold from IRESS
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Personal information you have provided in relation to the products/services being used or applied for
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To obtain quotations on financial products such as annuities and mortgages
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Hubspot
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Browsing history, publicly available information such as job title etc. and any preferences saved via cookies
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To collect information about you when providing the services to you, and to manage how we provide information on services and products and financial news updates that may be of interest to you
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Turtl
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Browsing history and any preferences saved via cookies
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To provide personalised communications to you as part of our services
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SurveyMonkey
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Email address
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For client satisfaction surveys
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Microsoft Teams and Skype for Business
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Video and voice call recordings
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For recording video and voice calls to monitor our call quality for training purposes, as well as for regulatory Compliance. You will be notified if your call is being recorded
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SmartSearch
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Undertaking anti-money laundering identification checks.
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To help us make personal recommendations to you
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Research, reporting and modelling tools provided by Prestwood (Truth), Selectapension, Distribution Technology (Dynamic Planner), Synaptics, FE Analytics, Adviser Asset, Paraplanning Online and Voyant
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Details of the services we provide to you e.g. investments etc.
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To help us provide our services to you
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We will also disclose your personal data to third parties if we are under a duty to disclose or share your personal data in order to comply with any legal obligation.
If you would like confirmation of the third parties we have shared your data with, and how those companies process your data, please let us know.
We may share your personal data with other companies within Punter Southall Group for the purposes set out in this privacy policy. This website contains information relating to various Punter Southall group companies and the services they provide and when you raise a query or request collateral or further information relating to a particular service or group company, we will pass on your details to the group company that is best placed to deal with your query or request for them to respond to you. They will provide you with their own privacy policy which explains how they will use your personal data as a result of your interaction with that group company.
Our group companies may also share your personal data for analytics and marketing purposes, where permitted by data protection laws. We will only share your personal data with third parties (including our group companies) for them to use for their own direct marketing purposes when you have given your consent for us to do so.
We may also share your personal data in connection with a business transition (such as a merger, acquisition by another company, or a sale of all of or portion of our assets). In these circumstances, we may need to share your personal data with a prospective buyer and external professional advisors such as accountants, insurers, lawyers or financial institutions.
We may be required to share your personal data with the police, administrative authorities (such as HMRC) or other enforcement, regulatory or Government bodies, where we are legally obliged to do so.