Privacy Policy

Privacy Policy

Here at Blue Water Financial , we know how important it is to keep your personal data safe, that’s why we’re committed to making sure that you receive the service you’d expect and that your privacy is protected throughout your journey with us.

We invite you to read the following privacy statement that details what information we collect from you and how we then use this to deliver our services, as well as your rights.

What do we do with your Information and how do we look after it?

When you buy a product or service through us, we have to collect some of your personal details, to make sure you have everything you need for us to provide our financial products.

We’ll only use this for administering your contract and to support the delivery of the services.

Examples of the types of personal information we usually collect are:

  • Name
  • Address
  • Telephone number (including mobile)
  • Email address
  • Date of birth
  • Payment details (Direct Debit, credit/debit card number)
  • Property type (flat, house etc.)
  • Boiler details (make and model – only applicable to heating policies)
  • Any additional requirements such as large print or Braille documentation
  • Details of any additional authorised parties who can manage your requirements on your behalf

 

The information requested during the application process is required to complete the sale of the product on offer and forms part of your contract with us. Unless otherwise stated, the information you provide will never be used for any other purpose without your permission. If any of the data is missing from the application form or is incorrect, we may not be able to process your requirements.

Third Party information sources

Occasionally we'll use data from third parties or publicly available sources such as Credit Expert, The electoral roll or the deceased preference service. Utilising this additional data often helps us to ensure that our records are correct and current, which supports filling in any gaps on an address or clarifying house names or house numbers. It also allows us to remove anyone from our mailings that is deceased.

We will also use data for marketing purposes. Your data will be used in this way but it is thoroughly checked by both the supplier and our own internal teams to make sure that the correct marketing permissions are in place and that the data is being used as you would expect it to be.

Keeping your data safe

If you’re a current or past customer, we’ll keep a copy of your personal details for no longer than 6 years, from the time your active relationship with us ends.

Sharing your data with third parties

We respect your privacy and that’s why we don’t give your data to any third parties for marketing purposes. However, we may pass your information to a limited number of third parties for the following reasons:

  • To deliver the services you’ve asked for, which might include giving information to members of your family, household, or other people who have an interest in the property, for instance, landlords or letting agents.
  • For legal or regulatory purposes including fraud prevention.
  • If we buy or sell any business or company assets.

 

We're very flexible.

We promise not to inundate you with marketing messages but if you change your mind and would like to opt out of receiving further communication, please contact us on the email below and we will happily remove you. You’ll also find an unsubscribe link at the bottom of every marketing email we send to you

If you’ve given us an email address you may receive messages related to the management of your policy via email, which include policy and renewal documents. If you’d prefer not to receive these messages in this way, just let us know and we’ll be happy to provide them in paper form instead.

Your rights matter

If you’d like to see the personal information that we hold about you, you can request a copy any time. If you find that this information is incorrect you can ask for it to be updated. Or, if you believe the information is being processed without a legal basis, you can ask us to stop or request that it’s deleted from our systems.

To action any of the above, send an email to: dpo@bwfinancial.co.uk

or write to us at

Hill House, 23-25 Spur Road, Portsmouth, PO6 3DY

We won’t ever charge you for a copy of your personal data but we may ask you for proof of your identity before we disclose any information. Once we’ve seen this, we’ll send you a copy of the personal data we hold within 30 days.