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:
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.
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.
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.
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.
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.
At any point while we are in possession of or processing your personal data, you, the data subject, have the following rights:
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.
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
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 email@example.com
14 Summerhill, Nenagh, Co Tipperary
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.
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.
Your privacy is important to us. If you have any comments or questions regarding this statement, please contact us on 067 32 283 or firstname.lastname@example.org