SON Financial Planning Limited trading as Shefflin O’Neill 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 in relation to not only processing your data but ensuring you understand your rights.
For the purposes of the GDPR the data controller is SON Financial Planning Limited trading as Shefflin O’Neill. Our contact details are PRL Office Complex, Talbots Inch, Freshford Road, Kilkenny, R95 KWH2 with email address info@shefflinoneill.ie.
When we refer to we/us, we mean SON Financial Planning Limited trading as Shefflin O’Neill.
Please read this Privacy Notice 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 are we?
SON Financial Planning Limited is a member of Brokers Ireland.
Our principal business is to provide advice and arrange transactions on behalf of clients in relation to life & pensions. A full list of insurers, product producers and lending agencies with which we deal is available on request.
GDPR Owner
Name: Richie O’Neill
Email: richie@shefflinoneill.ie
Phone: 086 8865490
How do we collect your information?
- Request a service from us
- Register with or use our websites or online applications
- Use our website which installs cookies
- Engage with us on social media (e.g. LinkedIn)
- Contact us with a complaint or query
- Apply for a position with us
What information do we collect?
- Contact details (name, address, phone, email)
- Unique identifiers (PPS number, pension scheme reference, policy numbers)
- Demographic data (age, gender, marital status, dependents)
- Family and beneficiary data
- Employment information
- Publicly available information
- Health information
- Pensions and insurance benefits
- Financial details
- Claims data
- Marketing preferences
- Online usage information
- Event participation
- Social media activity
- Criminal records checks
- Sanctions and AML checks
- Website calculators data
When our organisation collects sensitive personal data we will ensure we have your explicit consent and/or authorisation.
Information we automatically collect
We may collect IP addresses, cookies, web beacons and analytical data. Functional and marketing cookies will only be used with your expressed consent. Further details can be found in our Cookie Notice.
How do we use your personal data?
- Provide financial and insurance services
- Meet regulatory requirements (AML, Fact Find, Consumer Protection Code)
- Communicate and market to you
- Process claims
- Respond to enquiries
- Administer and improve our website
- Provide contracted services
- Handle complaints
- Notify you of service changes
Legal Basis
- Contract: To provide services
- Legal obligation: Regulatory compliance
- Consent: Criminal records and marketing
- Legitimate interests: Business operations
How we share your data
- Insurance providers and underwriters
- Risk and vetting agencies
- Medical professionals
- Law enforcement and regulators
- IT and CRM service providers
- Auditors
- Business sale or reorganisation
Transfers outside Ireland
We ensure appropriate safeguards are in place for any transfers outside the EEA. We share data with Cash Calc Ltd in the UK under adequacy agreements.
Security
We use appropriate technical and organisational measures to protect your personal data.
Retention
We only keep personal data as long as necessary. Data is securely disposed of.
Your Rights
- Right of access
- Right of rectification
- Right to erasure
- Right to restrict processing
- Right to data portability
- Right to object
- Right to object to automated processing
- Right to complain
Complaints
You may lodge a complaint with our GDPR Owner or with the Data Protection Commission:
Data Protection Commission
21 Fitzwilliam Square South,
Dublin 2, D02 RD28
www.dataprotection.ie
info@dataprotection.ie
Failure to Provide Information
If you fail to provide required data, we may be unable to offer our services.
Profiling & Automated Decision Making
- Risk profiling
- Marketing profiling
- Affordability checks
- Bankruptcy checks
- PEP checks
Special Categories of Data
We process special categories of data only with consent or under the Data Protection Act 2018 for insurance and pension purposes.
Contact Us
If you have any questions, contact us on 086 8865490 or info@shefflinoneill.ie.
Privacy Notice Updates
We may update this Privacy Notice from time to time. Changes will be posted on our website.
