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Personal data

Customer


What types of personal data do we process?

The data we process about you are your name, telephone number, address, e-mail address, personal ID number, insurance information, whether you are a politically exposed person, financial information, health information, and information about your family circumstances and your employment.

Where does the data come from?

We collect the information directly from you as well as from the company with which you have a relationship, such as your employer and insurance company. We also receive information from other companies in the Söderberg & Partners group.

What is the purpose of the processing?

The purpose of the processing is to enable us to give you advice on your choice of insurance, and to administer the insurance policies that you have, directly or through your employer, a member organisation or a group insurance solution. We may also process your data in order to take preparatory measures enabling you to take out new insurance. The purpose is also to enable us to meet the legal documentation requirements that apply to our business.

Required or voluntary?

The information we have about you is required to enable us to provide insurance brokerage services, with the exception of your e-mail address, which you may choose whether to provide or not.

What is Söderberg & Partners’ legal basis/legitimate interest?

The legal basis for the processing is partly the fulfilment of a legal obligation to document the customer relationship and partly the implementation of the agreement you have with your employer or the agreement you have directly with us. We also have a legitimate interest in marketing our services.

Who are recipients of personal data and in which countries are they located?

The data we process about you are sent to the insurance company where your insurance policy is held and to your employer. Your contact details will be disclosed to other companies in the Söderberg & Partners group for marketing purposes. We may also need to disclose necessary information about you to our service providers for the performance of our services, in connection with data storage. The recipients are mainly located in Sweden or the EU/EEA. In a small number of cases we use service providers where personal data may be transferred outside the EU/EEA. In these cases we ensure that measures are taken to meet the safeguard requirements in Article 46 of the General Data Protection Regulation. Your contact details may also be shared with other companies in the Söderberg & Partners group for marketing purposes.

How long is the data stored?

We will retain your personal data for as long as necessary with regard to the period of insurance and the period in which claims for damages in respect of the insurance can be submitted. We normally store data for 11 years after our agreement with you or the company/organisation has been terminated.

Are automated decisions made?

We do not make any automated decisions based on your personal data.


Family members


What types of personal data do we process?

The data we process about you are your name, family circumstances and financial information

Where does the data come from?

We collect the information from your family member who is a customer with us.

What is the purpose of the processing?

The purpose of the processing is to provide advisory services to our customer and to fulfil the legal documentation requirements that apply to our business.

Required or voluntary?

Your family member may choose whether to provide the information or not.

What is Söderberg & Partners’ legal basis?

The legal basis for the processing is that we, in order to be able to provide appropriate advice, have a legal obligation to demand certain information about family members.

Who are recipients of personal data and in which countries are they located?

The recipients are mainly located in Sweden or the EU/EEA. In a small number of cases we use service providers where personal data may be transferred outside the EU/EEA. In these cases we ensure that special measures are taken to meet the safeguard requirements in Article 46 of the General Data Protection Regulation.

How long is the data stored?

We will retain your personal data for as long as necessary with regard to the period of insurance and the period in which claims for damages in respect of the insurance can be submitted. We normally store data for 11 years after our agreement with you or the company/organisation has been terminated.

Are automated decisions made?

We do not make any automated decisions based on your personal data.