The Directors of Cleary Baker Ltd. respect the data protection rights of our customers. This statement sets out how we collect, use and disclose personal and sensitive data. Our activities are compliant with the Data Protection Acts 1988 and 2003 and General Data Protection Regulations.

Cleary Barker follows these principles relating to processing of personal data

• We process data lawfully, fairly and in transparent manner
• We collect data for our specified, explicit and legitimate purposes only
• We only process data that is adequate, relevant and limited to what is necessary for the purposes for which the personal data are processed
• We keep data up to date and accurate. Any inaccuracies are erased or rectified without delay
• We do not keep data for longer than is necessary for the purpose for which the personal data are processed
• We process data in a manner that ensures appropriate security of the personal data, including protection against unauthorised or unlawful processing and against accidental loss, destruction or damage, using appropriate technical or organisational measures

WHAT INFROMATION CLEARY BARKER KEEP AND WHY

We obtain and keep personal data in order to provide an insurance underwriting and quotation service. The information is used to underwrite & offer insurance quotations.

The uses we obtain and retain this information relate to:

• Underwriting of the risks proposed
• The administration of policies at inception, midterm and renewal and throughout the term of the policy
• Assessment of assistance or processing of any claims
• Compliance with regulatory, legal and tax laws and regulation
• Internal reporting and statistical purpose

WHO DO WE SHARE OR SEEK INFORMATION FROM

We may share details or seek information from a number of external parties such as:

• Persons acting on the customer behalf e.g. Insurance Companies, Loss Assessors, Solicitors and Executors
• Persons acting on the insurers behalf e.g. Loss Adjusters, External Investigators, Medical Practitioners & Solicitors
• Insurance Companies & Third Party Underwriters who we obtain quotations from
• Re-insurers
• Loss Adjusters, Repairers and other Claims Handling Agents
• Private Investigators when we need to further investigate certain claims
• Personal Advisors and Consultants e.g. surveyors for the purpose of surveying a risk
• Debt Collection and Tracing Agencies
• Financial Organisations
• The Financial Services Ombudsman, the Central Bank, the Financial Conduct Authority or any equivalent foreign supervisory body
• The Gardai / Police, the Revenue Commission /HMRC or any other person authorised by law to access records
• Computer Network Maintenance companies
• The Central Bank / Financial Conduct Authority

WHAT INFORMATION DO WE KEEP

• Name
• Address
• Phone numbers
• Date of birth
• Email addresses
• CV’s
• Occupation
• Medical history
• Bank details
• Fee income
• Convictions

It may sometimes be necessary to transfer personal information overseas. When this is needed information is only shared within the European Economic Area (EEA). Any transfer made will be in full compliance with all aspects of the data protection act ombudsman and regulatory authorities.

We respect the right of our customers and only ask for information that is relevant and we only keep data for specified, explicit and lawful purposes. We only retain data as necessary and we keep personal and sensitive data safe and secure and ensure that appropriate security measures are taken against unauthorised access to, alteration disclosure or disclosure or destruction of personal / sensitive data.

HOW LONG WE KEEP YOUR PERSONAL INFORAMTION FOR

Information submitted for quotation may be retained by us for a period up to 15 months from date of the quotation. Where you purchase a product through us information will be held for the duration of your insurance cover and for at least six years after our relationship ends in order to comply with applicable laws and regulations and for use in connection with any claims.

You have certain rights under data protection regulations to include:

• Right of access to date
• Right of rectification
• Right of erasure
• Right to restrict processing
• Right to data portability
• Right to object

If you would like to exercise any of these rights please contact Christine White at Cleary Barker Ltd. who will review your requests in line with the General Data Protection Regulations and Legislation.

In addition you have a right to lodge a complaint with the Data Protection Supervisory Authority if you are unhappy with any aspects of how your data is handled.

Contact Details

Republic of Ireland

See raise a concern on http://www.dataprotection.ie/docs/complaints/1592.htm

OFFICERS DATA PROTECTION

The officer nominated to receive any queries in individual customer data protection queries activites is Christine White.

Cleary Barker Limited is a data controller as defined in the Data Protection Act 1988 and 2003. We collect your personal details in order to provide the highest standard of service to you. We take great care with the information provided; taking steps to keep it secure and to ensure it is only used for legitimate purposes. To fulfill these objectives we may share information with other affiliated professionals. The information and other data provided to our office may be used to advise you of products and services we may offer from time to time.