Privacy Policy

This Privacy Notice explains how personal data about you is collected, handled and processed by The Association of Policy Market Makers (APMM) and its administrator, SL Investment Management Limited.

APMM is an association of member companies; inter alia, it collects information centrally on behalf of all members which is then passed to these companies to allow financial products to be evaluated. This information includes both personal and product data.

SL Investment Management Limited of One City Place, Queens Road, Chester, CH1 3BQ acts as the Data Controller for the APMM.

Any personal data that we handle will be processed in accordance with applicable data protection laws in force from time to time.

Personal data – what is it?

Personal data is information about a living individual who can be identified from that data. Identification can be by the information alone or in conjunction with any other information in the data controller’s possession or likely to come into such possession. The processing of personal data is governed by the General Data Protection Regulation (the “GDPR”).

The information we may collect

The information about you that we may collect, hold and process is set out below:

  • Your name
  • Your address
  • Your email address
  • Your telephone number(s)
  • Financial information about your endowment policy
  • A log of our communications with you by email and telephone

This information will have been provided by you after you have contacted the association or its administrator

How we hold the information

All the personal data that we have will be processed and distributed securely. It is stored on secure databases in the UK.

How we use the information

The above information is used to provide our services to you in our capacity as a Financial Services Company. These services include the collection and verification of information provided by you or your agent before it is then passed to our member companies for evaluation.

Disclosure of your information

Your personal information will be shared with companies that are members of APMM, but will not be shared with others unless there is a legal or regulatory requirement for us to do so.

Retention of your data

Your data will be retained for no longer than is necessary and in accordance with our Data Retention Policy.

What is the legal basis for processing the information?

In providing us with our personal and financial information you are consenting to the association processing your personal information and distributing it to our member companies.

  • Telephone
  • e-mail
  • Post

Your rights

You have the right to ask for a copy of the personal information that we hold about you at any time. We do not process your data by automated means so cannot provide the data in a machine readable format.

Requests for this information must be made either by e-mail to: info@slinvest.co.uk. or in writing to: The APMM Data Controller, SL Investment Management Limited of One City Place, Queens Road, Chester, CH1 3BQ

In addition to this right of access, you also have the following rights:

  • Erasure
  • Restriction of processing
  • Objection
  • Data portability

Should you disagree with any elements of this Privacy Policy, you also have the right to contact the lead supervisory authority in the UK (the Information Commissioner’s Office at the time of writing).

Withdrawal of consent

As you have provided us with your consent to process your data for the purpose of using our services, you have the right to withdraw this consent at any time. In order to do this you must contact us by email at info@slinvest.co.uk or in writing to: The APMM Data Controller, SL Investment Management Limited of One City Place, Queens Road, Chester, CH1 3BQ

Transferring your information outside of Europe

As part of the services offered to you, the information which you provide to us may at times reside outside the European Union (“EU”). For example, should you email the APMM from a country located outside of the EU.

These countries may not have similar data protection laws to the UK. By submitting your personal data, you are agreeing that this transfer, storing or processing may occur. Should we transfer your information outside of the EU in this way, we will take steps to ensure that appropriate security measures are taken to protect your privacy rights in accordance with this Policy.

Cookies

We may use cookies to store information such as your user id and session identifiers to enable us to identify whether you are registering onto the website and, if so, to shortcut your access to the website. We will only read cookies from your cookie file placed there through your web-browser’s interaction with the website.

It is possible to switch off cookies by setting your browser preferences. However, turning cookies off may result in a loss of functionality when using our websites.

Contact

Please address any questions, comments and requests regarding our data processing practices to: The APMM Data Compliance Officer, SL Investment Management Limited of One City Place, Queens Road, Chester, CH1 3BQ.

Changes to the Privacy Notice

This Privacy Notice may be changed by us at any time.