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Important things you need to know

Our data protection statement

How we collect your information

We collect personal information (such as name, address, date of birth, occupation and bank account details) when you get a quote and/ or apply to us for any of our products and services on behalf of your clients. We may get information directly from you or from a third party such as a credit reference agency. We'll also collect information about you when you register to use the services on our website.

Depending on the product or service, the information you give may be classed as sensitive personal data. For example, we may need to ask you questions about health or convictions.We'll only ask you for or use this sort of information to help us administer the business and for business analysis. We won't use it for marketing purposes, for example.


How we use the information we collect

We put your information on database systems and we may keep it in paper files where appropriate. You'll find more details on how we use it and which LV= company collects it, in individual application declarations – here are the main uses:

  • to give you a quotation
  • to manage the services we provide and to administer your records and those of your clients
  • to improve and develop our products and services
  • to respond to any questions given to us
  • to keep you informed of our products and those of other carefully selected organisations which we think you'll be interested in (unless you opt out from receiving this information)

How we share your information

We may share the information with third parties, for example with credit reference agencies. You’ll find more detail about this on the individual application forms and information request forms on our website.


Keeping your information secure

We look after personal data by security that's appropriate for its nature and the harm that might result from a breach of security.

We don't ask you for any more information than we need, and we don't keep the information for any longer than we need to.

We will take reasonable steps to keep the details up to date and accurate. Please bear in mind that we may hold on to records after we've stopped providing our service. This is to make sure we have an effective audit trail and to comply with legislative and/or regulatory requirements.


Rights

The Data Protection Act 1998 gives certain rights, for example:

  • Accessing certain personal data we hold by writing to CCA Department, County Gates, Bournemouth, BH1 2NF. A fee is payable for this.
  • Asking us in writing to stop or not start processing personal data if this is causing or likely to cause unwarranted substantial damage or distress (unless it is allowed for by the Data Protection Act 1998).
  • You can tell us not to use information about you for direct marketing purposes. Direct marketing means any advertising or marketing material that's sent to you. You can opt out of our direct marketing at any time.

FOR UK FINANCIAL ADVISERS ONLY
LV=, County Gates, Bournemouth, BH1 2NF, UK