Introduction
This Privacy Policy explains how Conthati, an independent financial adviser registered in the United Kingdom, collects, uses, and protects your personal information when you interact with our life insurance advertisements and services. Conthati is committed to safeguarding your privacy and ensuring that your personal information is handled responsibly and in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
Who We Are
Conthati
Independent Financial Adviser
Email: [email protected]
Data Protection Contact: Conthati Data Protection Team
Information We Collect
We may collect the following information when you engage with our Meta ads, submit a form, or contact us:
Full name
Email address
Phone number
Date of birth (if provided)
Details about your insurance needs or current policies
We collect this information directly from you when you submit a lead form or contact us through our website or landing page.
How We Use Your Information
We use your information to:
Contact you regarding your life insurance enquiry
Provide tailored financial advice and product recommendations
Arrange a consultation or quotation
Fulfil any legal or regulatory obligations as a financial adviser
Your personal information will never be sold or shared for marketing purposes outside of legitimate business use.
Legal Basis for Processing
We process your personal data under the following lawful bases:
Consent: When you submit your details to request a quote or callback.
Legitimate Interest: To follow up on your enquiry and provide related services you have expressed interest in.
Legal Obligation: To comply with financial regulations and record-keeping requirements.
Data Sharing
Your personal information may be shared with:
Regulated financial institutions or insurers relevant to your enquiry
Compliance or auditing partners (where required)
Professional advisers or service providers assisting our business operations
All third parties are required to keep your information secure and use it only for legitimate business purposes.
Data Retention
We retain your data only for as long as necessary to fulfil the purposes for which it was collected and to comply with regulatory requirements. Typically, this means keeping your records for up to 6 years after your last interaction with us.
Your Rights
Under the UK GDPR, you have the right to:
Access the personal data we hold about you
Request correction or deletion of your data
Withdraw consent at any time
Object to or restrict processing of your data
Lodge a complaint with the Information Commissioner’s Office (ICO) at www.ico.org.uk
To exercise any of these rights, please contact us at [email protected].
Security
We use appropriate technical and organisational measures to protect your personal information from unauthorised access, loss, misuse, or disclosure.
Changes to This Policy
We may update this Privacy Policy from time to time. Any updates will be published on this page with a new “Last Updated” date.
Contact Us
If you have any questions about this Privacy Policy or how we handle your data, please contact:
Conthati
Email: [email protected]