This Privacy Policy describes and explains our approach to information collected by Forte Brokers Limited. Any information that we collect from you is used to help us improve our service to existing and potential clients, partners, and you.

The Group includes:

• Forte Brokers Limited. Company registration number 16450975 Identeco

If you tell us that you do not want us to use this information as a basis for further contact with you, we will respect your wishes. Just send an email stating this to info@fortebrokers.com. We do keep track of the domains from which people visit us. We analyse this data for trends and statistics, and then we discard it.

Personal information

Forte Brokers Limited collects personal information on a voluntary basis only. When you complete forms connected with the arrangement of insurance, whether submitted to us physically or electronically or on this website, you may be asked to provide personal information such as your name, employee’s names, company name and address, email address, and telephone number.

You may also be asked for further information such as industry type, business environment, and other information about your company. Such information in conjunction with other information may constitute personal data. You do not have to submit such personal information in order to gain access to the website but often the provision of personal information will be necessary to comply with your duty of Fair Presentation to an insurer. Failure to provide information classed as a material circumstance (whether personal data or not) will impair the operation of the insurance arranged and may result in an insurance claim not being paid, or the insurance policy being cancelled.

If you do submit personal information of any kind to us, you agree thereby to us storing and using it in accordance  with our Privacy Policy.

If you do submit personal information of any kind to us, you agree that you have and will obtain all necessary consents and permissions in relation to personal information provided by you being stored and/or processed by Forte Brokers Ltd in accordance with our Privacy Policy.

Any personal information that you do submit will be kept and treated as confidential and will only be used by Forte Brokers Limited for internal and commercial purposes. Forte Brokers Limited will not sell, rent, lease, or give away your personal information to others. We may, however, share your personal information with Group entities (if any), insurance companies, our service providers (for example our auditors, our IT consultants or our compliance consultants) and regulatory bodies.

Email addresses

At certain instances on this website, you may choose to give us your email address. This address will be treated as personal information (see above) and will be used solely as a means for us to contact you.

IP addresses

Forte Brokers Limited keeps track of the pages visitors access on our website and of the general IP addresses from which these users visit our website. We analyse this information for trends and statistics in order to improve and optimise the Forte Brokers Limited website.

Cookies

A cookie is an element of data that a website sends to your browser, and which might be stored on your system. The only personal information a cookie can contain and retain is information that you supply yourself. We use cookies for statistical purposes only. Forte Brokers Limited does not store any personal information through cookies.

Security

Forte Brokers Limited has implemented appropriate procedures to protect this website and data held by Forte Brokers Ltd against the unauthorised use, loss, or alteration of information under our control.

Third party websites

This site contains hyperlinks to other third-party websites. Forte Brokers Limited is not responsible for the privacy practices of these websites. We advise you to read the privacy statements of any website you visit.

Privacy Notice – GDPR

What we need

For the purpose of the General Data Protection Regulation (GDPR) and the Data Protection Act 2018 (DPA), Forte Brokers Limited is the data controller. We will use information held about you in the following ways:

• To provide our services to you.
• To tell you about our services.
• To help us make relevant suggestions to you about further services you may benefit from.
• To improve our services.

Why we need it

The legal basis for processing your data include: necessary for the performance of a contract to which the data subject is party; in order to take steps at the request of the data subject prior to entering into a contract; or our legitimate interests including to provide information about our services (marketing). We will not collect any personal data from you that we do not need in order to provide and oversee services to you.

What we do with it

Personal data we process is usually processed by our staff in the UK. However, for IT hosting and maintenance purposes, this information is located on servers within the European Union. No third parties have access to your personal data unless the law allows them to do so.

In isolated instances our sub-processors may process personal data in ways which include temporary transfer of data outside of the EEA. We make efforts to limit any instance of this occurring, and where it does take place we seek appropriate measures to be in place to ensure any transfer is in compliance with Data Protection Law.

Examples of where such transfer may occur are:

• The use of Microsoft Outlook for email communication, and any resulting processing by Microsoft and its sub-processors outside of the EEA/in the US
• Our broker client record management provider uses Reducto for AI-enabled analysis which may involve transfer of data outside of the EEA by Reducto. The AI-enabled analysis is defined input/defined output use, such as generating quote comparison material.

We have a Data Protection regime in place to oversee the effective and secure processing of your personal data.

How long we keep it

We will keep your data until you withdraw consent for us to hold your details or until we no longer reasonably need to retain the information, subject to a maximum of six years after our legal liability for services provided ends. Marketing emails we may send you will contain a clearly identified unsubscribe option; if you use this option, your information will not be used for marketing purposes. Your information used for marketing purposes will be kept until you notify us that you no longer wish to receive it.

What we would also like to do with it

We would, however, like to use your name and email address to inform you of our future offers and similar products. This information is not shared with third parties, and you can unsubscribe at any time via phone or email.

What are your rights?

Forte Brokers Limited abides by all relevant Data Protection legislation. Under the legislation, you have the following rights regarding our processing of your personal data:

• The right to be informed about how we use your personal data (this Privacy Notice).
• The right to see a copy of the personal information we hold about you.
• The right to have personal information rectified if inaccurate or incomplete.
• The right of erasure of your personal information where there is no compelling reason for its continued processing.
• The right to object to certain processing, including marketing.

If you wish to raise a complaint on how we have handled your personal data, you can contact our Privacy & Compliance Officer who will investigate the matter.

If you are not satisfied with our response or believe we are processing your personal data not in accordance with the law, you can complain to the Information Commissioner’s Office (ICO).

Our Privacy & Compliance Officer can be contacted at info@fortebrokers.com.