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Platinum Financial Data Protection and Privacy Policy

General Statement

This statement serves as the Data Protection and Privacy Policy for Platinum Financial, applicable to our clients, potential clients, and visitors to our online services. We are committed to continually updating this policy in alignment with evolving legislation, best practices, and enhancements in data protection and privacy.

Collection and Processing of Information

  • Fair Practices: At Platinum Financial, we respect your right to privacy. We only collect personal information with your explicit consent, ensuring the highest standards of security and confidentiality in compliance with the General Data Protection Regulation (GDPR) 2018.
  • Agreement with Policies: Prior to engaging with our services, clients must agree to our Terms and Conditions and this Data Protection and Privacy Policy. Visitors to our website are required to accept the use of cookies via a pop-up notification.

Use and Disclosure of Information

  • Emails, Messages, and Form Data: We use and store this information solely for the purpose of providing our financial services. Personal data collected is managed in accordance with the principles of the GDPR, and is deleted as per our data retention policies.
  • Assessment Documents: Any documents related to financial assessments are securely uploaded and encrypted on our platform. We only use this data to provide our services, with deletion protocols in line with our retention policies.
  • Statistical Data: We maintain aggregate statistical data for internal analysis, which does not personally identify clients.
  • Website Data and Cookies: We clearly state the purpose of data collection on our forms and use the data accordingly. Our website employs both session and tracking cookies to enhance user experience and for analytical purposes.

Data Accuracy and Rights

  • Accuracy and Updates: Clients have the right to rectify inaccurate personal data.
  • Data Access: Clients are entitled to a free copy of their data in an electronic format upon request, fulfilled within one month.
  • Right to Erasure: Clients can request the deletion of their personal data.
  • Direct Marketing: Clients have the right to object to the use of their data for marketing purposes. All marketing communications are opt-in and include opt-out options.

Data Sharing and Retention

  • Third-Party Sharing: We may share your data with necessary parties for service provision, assessment, or certification. We do not share personal data for marketing purposes.
  • Retention Policy: We retain data only as long as necessary, regularly purging data that is no longer needed. Our data retention periods are clearly defined and comply with regulatory requirements.

Data Security

  • Security Measures: We implement robust security measures, including staff training, secure payment processing, encrypted eLearning systems, website security, physical security measures, and network and device security protocols.
  • Data Classification: Data is classified for sensitivity and managed accordingly.

Lead Generation Forms Privacy Policy

Privacy Policy URL Requirement

When using Lead Gen Forms on our website or through our marketing channels, we include a privacy policy URL as required. This URL directs users to our dedicated privacy policy page, ensuring transparency and easy access to our full privacy policy.

Use of Information Collected via Lead Gen Forms:

  • We may use the information you provide in this form to process your request for more information about our services.
  • The information submitted may be used to register you to receive our newsletters and updates.
  • We may use your contact details to reach out to you about our products and services that might interest you.
  • Your information may be used to inform you about upcoming events and opportunities related to Platinum Financial’s offerings.

This approach ensures that we collect and manage personal data in full compliance with GDPR and other relevant data protection regulations, maintaining the highest standards of privacy and respect for our clients’ and prospects’ personal information.

Contact and Exercise of Rights

  • Contact Information: For any queries or to exercise your rights, please contact our Data Protection Officer at info@platinumfinancial.ie
  • Exercising Your Rights: To access, amend, or withdraw your personal data, please email us at info@platinumfinancial.ie