Privacy Policy

We collect various types of personal information to provide our expert insurance and reinsurance intermediary services. This includes contact details like your name, email address, phone number, and postal address when you request a consultation or send an inquiry. Depending on the service you seek, we may also gather financial information, business details, or other data necessary to adapt appropriate insurance solutions. Also, we collect non-personal data such as IP addresses, browser types, and website usage patterns to enhance our service delivery and user experience.

The information we collect is primarily used to provide you with personalized insurance consultations and matched service. We use your data to respond to your inquiries, communicate about our services, and administer your insurance needs effectively. Also, this data helps us improve our website, comply with legal and regulatory obligations in Ireland, and ensure the security of our operations. We process your data based on your consent, our contractual necessity, or legitimate business interests.

Lifeplan Investments Ltd. retains your personal data only for as long as is necessary to fulfill the purposes for which it was collected, including for the purposes of satisfying any legal, accounting, or reporting requirements. We also keep data for the duration of our business relationship with you and for a period thereafter to comply with our regulatory obligations in the Irish financial sector. Specific retention periods are determined by the nature of the data and applicable laws.

Your information, including personal data, may be transferred to and maintained on computers located outside of your state, province, country, or other governmental jurisdiction where the data protection laws may differ from those of your jurisdiction. We may share your data with trusted third-party partners, such as insurance underwriters, re-insurers, or IT service providers, strictly for the purpose of delivering our services. When transferring data outside the European Economic Area (EEA), we ensure adequate safeguards are in place, such as Standard Contractual Clauses or adherence to appropriate data protection frameworks, to protect your personal information.

We focus on ensuring the security of your personal data and employ appropriate technical and organizational measures to protect it against unauthorized access, alteration, disclosure, or destruction. These measures include data encryption, secure servers, access controls, and regular security assessments. However, it is important to acknowledge that no method of transmission over the Internet or method of electronic storage is 100% secure, and we cannot guarantee absolute data security.

Under Irish and EU data protection law, you possess several rights regarding your personal data. You have the right to access, rectify, or erase your personal data, as well as the right to restrict or object to its processing. You also have the right to data portability and the right to withdraw consent at any time where consent is the legal basis for processing. To exercise any of these rights, please contact us using the details provided on our website; we will respond to your request in accordance with applicable laws.

Lifeplan Investments Ltd. may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any significant changes by posting the new Privacy Policy on this page and updating the 'Last updated' date. We encourage you to review this Privacy Policy periodically for any modifications.