Privacy Policy
Financial Planner Technology Limited - Financial Planner Security Policy
Please note that Financial Planner takes security of client information as first priority and has a comprehensive security policy in place for staff, employees, agents and all users and clients. Please read carefully this security policy before you register for Financial Planner and strictly enforce its code.
When you visit the Financial Planner website, we collect your IP address and standard web log information, such as your browser type and the pages you accessed on our website.
We collect the following types of information from you:
Contact information - your name, address, phone, email, and other information.
When permitting you to use our Service, we may require additional information that we can use to verify your identity or address or manage risk, such as your date of birth, social security number or other information. We may also obtain information about you from third parties such as credit bureaus and identity verification services.
Financial Planner information is not held on our offices but it is in located in a secured server held with Hosting & Web Solutions in a secure data centre. Financial Planner has encrypted by verifiable security certificate SSL 128 provided by Hosting & Web Solutions. However, there are times when security intrusions can be outside our control, so in the event of breach of security, we will shut down all client access for a minimum period of 24 hours until the breach is identified and security systems installed to prevent same. This will be done in the interests of all clients and agents.
When you are using our Service, we collect information about your account transactions and we may collect information about your computer or other access device for fraud prevention purposes.
How we use cookies
Cookies are small pieces of information, stored in simple text files, placed on your computer by a website. Cookies can be read by the website on your subsequent visits. The information stored in a cookie may relate to your browsing habits on the web page, or a unique identification number so that the website can "remember" you on your return visit. Generally speaking, cookies do not contain personal information from which you can be identified, unless you have furnished such information to the website.
If you do not wish to accept these terms, then we strongly advise you to leave our website.
How Financial Planner uses cookies
Financial Planner uses cookies to collect information about visitors' use of the website, including things like connection speed, operating system details, the time and duration visits and IP addresses. The information collected by cookies enables Financial Planner to understand the use of its site, including the number of visitors it has, the pages viewed per session, time exposed to particular pages etc. This in turn helps to provide visitors with a better experience. Financial Planner will not attempt to personally identify visitors from their IP addresses.
Advertisements and promotional information are displayed on Financial planner websites. These are presented to all users. Cookies may also be used to present specific marketing or advertising messages to you, using targeting cookies (see below for more information about targeting cookies)
Cookies do not in any way compromise the security of your computer. Visitors can use most of Financial Planner website with no loss of functionality if cookies are disabled from the web browser.
How we protect and store personal information
Throughout this policy, we use the term "personal information" to describe information that can be associated with a specific person and can be used to identify that person.
We use computer safeguards such as firewalls and data encryption, we enforce physical access controls to our buildings and files, and we authorize access to personal information only to employees who require it for their job responsibilities.
How we use the personal information we collect
The purpose of collecting personal information is to provide you with a safe, smooth and efficient experience. We may use your personal information to provide the services and customer support you request, prevent potentially prohibited or illegal activities, and enforce our User Agreement, customize, measure, and improve our services and the content and layout of our website, send you targeted marketing, service update notices, and promotional offers based on your communication preferences, compare information for accuracy and verify it with third parties.
The General Data Protection Regulation (GDPR) in Ireland is based on the seven fundamental principles that guide the collection, processing, and protection of personal data. These principles provide a framework for businesses to ensure compliance with GDPR requirements. The seven principles of GDPR in Ireland are as follows:
Lawfulness, Fairness, and Transparency
Purpose Limitation
Data Minimization
Accuracy
Storage Limitation
Integrity and Confidentiality
Accountability
By adhering to these seven principles, businesses can ensure they are processing personal data in a lawful, fair, and transparent manner, thereby protecting individuals' privacy rights and complying with GDPR regulations.
Collection of Data
Our site uses technologies of third-party partners [such as NextRoll] to help us recognize your device and understand how you use our site(s) so that we can improve our services to reflect your interests and serve you advertisements about the [products and/or services] that are likely to be of more interest to you. Specifically, [NextRoll/these partners] collect information about your activity on our site(s) to enable us to:
measure and analyze traffic and browsing activity on our site(s);
[Optional: if you are using our Media Services to run campaigns include this disclosure] show advertisements for our products and/or services to you on third-party sites;
[Optional: if you are using our Cross Channel Measurement Services include this disclosure] measure and analyze the performance of our advertising campaigns;
Cross-Device [Optional: if you are using our Cross Device or AdRoll Email Services]
We may share data, such as hashed email derived from emails or other online identifiers collected on our site(s) with [NextRoll/ our advertising partners]. This allows our partners to recognize and deliver you ads across devices and browsers. To read more about the technologies used by [NextRoll/our partner] and their cross device capabilities please refer to NextRoll’s Privacy Notice.
Opting-Out
Our partners [such as NextRoll] may use non-cookie technologies that may not be impacted by browser settings that block cookies. Your browser may not permit you to block such technologies. For this reason you can use the following third party tools to decline the collection and use of information for the purpose of serving you interest based advertising:
If you need to contact the DPC (Data Protection Commissioners), the contact details are as follows:
c/o Data Protection Commission, 21 Fitzwilliam Square South, Dublin 2, DO2 RD28
Phone 01-7650100 / 1800 437 737
Our privacy statement is subject to changes going forward we endeavor to always keep this updated but if you have any questions, please contact Financial Planner 01-627 9495.