Privacy Statement

Privacy Statement of Quinlan Wealth Services Limited Trading As Quinlan Financial

Introduction

Quinlan Wealth Services Limited Trading As Quinlan Financial is committed to protecting and respecting your privacy. We wish to be transparent on how we process your data and show you that we are accountable with the GDPR (General Data Protection Regulation) in relation to not only processing your data but ensuring you understand your rights as a client.

It is the intention of this privacy statement to explain to you the information practices of Quinlan Wealth Services Limited Trading As Quinlan Financial in relation to the information we collect about you.

For the purposes of the GDPR the person responsible for Data Protection in the firm is:

Please read this Statement carefully as this sets out the basis on which any personal data we collect from you, or that you provide to us, will be processed by us.

Who We Are

Established in 1978, Quinlan Financial principal business is to provide advice and assist clients receive their financial goals in the following areas: Financial Planning, Pensions, Savings & Investments, Life Insurance, Mortgage Services, Corporate Services.

Why do we need to collect and store personal data?

We do this in order for us to provide you with the services that we are authorised to advise you in relation to a wide range of Insurance, Protection, Pension, Investment and Mortgage Products.

We research the products on your behalf with the Product Producers with whom we hold appointments.
We will identify and select suitable products from the Product Producers and on receipt of your instructions we will transmit orders on your behalf to one or more Product Producers, a list of which is available on request. This process applies to all classes of insurance policies and mortgage applications. Therefore we need to collect personal data to provide the service requested.

Why we are processing your data?

In order for us to provide you the appropriate Financial Advice and recommend a suitable Financial Product we need to collect certain personal data. Quinlan Financial needs to process your data as this is necessary in relation to a contract of insurance to which the individual has entered into or because the individual has asked for something to be done so they can enter into a contract.

In any event, we are committed to ensuring that the information we collect and use is appropriate for this purpose, and does not constitute an invasion of your privacy.

How will Quinlan Financial use the personal data it collects about me?

Quinlan Financial will process (collect, store and use) the information you provide in a manner compatible with the EU’s General Data Protection Regulation (GDPR). We will endeavour to keep your information accurate and up to date, and not keep it for longer than is necessary.

Special Categories Of Personal Data

When enquiring about a product/service you may be asked to provide personal information. If you contact us we may keep a record of that correspondence/conversation. If we collect any special categories of personal data we will obtain your explicit consent.

Who are we sharing your data with?

We may pass your personal data on to third-party service providers contracted to Quinlan Financial in the course of dealing with you. Any third parties that we may share your data with are obliged to keep your details securely, and to use them only to fulfil the service they provide on your behalf. When they no longer need your data to fulfil this service, they will dispose of the details in line with Quinlan Financial procedures.

If we wish to pass your sensitive personal data onto a third party we will only do so once we have obtained your explicit consent, unless we are legally required to do otherwise.

If we transfer personal data to a third party or outside the EU we as the data controller will ensure the recipient (processor or another controller) has provided the appropriate safeguards and on condition that enforceable data subject rights and effective legal remedies for you the data subject are available.

Data Subjects Rights:

Quinlan Financial facilitate you, our clients, rights in line with our data protection policy and the subject access request procedure. This is available on request.

Your Rights As A Data Subject

At any point while we are in possession of or processing your personal data, you, the data subject, have the following rights:

Right of access – you have the right to request a copy of the information that we hold about you.
Right of rectification – you have a right to correct data that we hold about you that is inaccurate or incomplete.
Right to be forgotten – in certain circumstances you can ask for the data we hold about you to be erased from our records.
Right to restriction of processing – where certain conditions apply to have a right to restrict the processing.
Right of portability – you have the right to have the data we hold about you transferred to another organisation.
Right to object – you have the right to object to certain types of processing such as direct marketing.
Right to object to automated processing, including profiling – you also have the right to be subject to the legal effects of automated processing or profiling.
Right to judicial review: in the event that Quinlan Financial refuses your request under rights of access, we will provide you with a reason as to why.

All of the above requests will be forwarded on should there be a third party involved as we have indicated in the processing of your personal data.

Retention Of Your Personal Data

Data will not be held for longer than is necessary for the purpose(s) for which they were obtained. Quinlan Financial will process personal data in accordance with our retention schedule. This retention schedule has been governed by our regulatory body, Central Bank and our internal governance.

Complaints

In the event that you wish to make a complaint about how your personal data is being processed by Quinlan Financial or how your complaint has been handled, you have the right to lodge a complaint directly with Data Protection Commission at:

Telephone: +353 (0)761 104 800
Email: info@dataprotection.ie
Data Protection Commission Canal House, Station Road Portarlington, R32 AP23, Co. Laois

If you have questions about how we use your information or wish to exercise your information rights, please contact us at: Quinlan Wealth Services Limited Trading As Quinlan Financial at

Telephone: 067 32 283
Email: our GDPR Owner online at hugh@quinlanfinancail.ie
14 Summerhill, Nenagh, Co Tipperary

Failure To Provide Further Information

If we are collecting your data for a specific financial product and you cannot provide this data the consequences of this could mean the contract cannot be completed or details are incorrect.

Profiling – Automatic Decision Making

As part of providing our services to you we may carry out a risk questionnaire for establishing a risk profile of our clients. By using this method it establishes clients attitude to risk, by identifying the risk profile this will allow us give a more suitable investment strategy. Risk profiling only relates to pensions, investments and savings.

Additional Processing

If we intend to further process your personal data for a purpose other than for which the data was collected, we will provide this information prior to processing this data.

Contact Us

Your privacy is important to us. If you have any comments or questions regarding this statement, please contact us on 067 32 283 or hugh@quinlanfinancial.ie

Privacy Policy Statement Changes

Quinlan Financial may change this privacy policy from time to time. When such a change is made, we will post a revised version online and a hard copy will available in our office. Changes will be effective from the point at which they are posted. It is your responsibility to review this privacy policy periodically so you’re aware of any changes. By using our services you agree to this privacy policy.