Privacy Policy
Our Policies
Asset Harbour Ltd is committed to protecting the privacy and confidentiality of all individuals and takes its responsibilities regarding the security of data very seriously.
We abide by the rules of the General Data Protection Regulation (GDPR), which is applicable from 25 May 2018 and upheld by the Information Commissioner Office (ICO). This includes processing any personal data lawfully, fairly and in a transparent manner.
Who regulates us?
We are an Appointed Representative of AFP Partnership Network, 44 Broadway, Maidenhead, SL6 1LU for the purposes of Protection & Mortgages. AFP are authorised and regulated by the Financial Conduct Authority (FCA). Their Financial Services Register number is 300003. Asset Harbour’s FRN is 630539.
Our permitted business is advising on and arranging non-investment Insurance.
Express Consent
The lawful basis for processing data are set out in Article 6 of the General Data Protection Regulation (GDPR). The processing of your personal data is carried out on the basis of having your express consent.
We may use/process your personal information to:
Conduct research
Handle complaints
Share it with Business Partners for the purpose of arranging other business
Comply with our Legal & Regulatory Obligations
Asset Harbour will use client’s data to process, maintain and manage the insurance contract for which the data was obtained, and may from time to time, use client data for recommending products which may be suitable to you i.e. secured loans, Mortgages and Investment & Pension products from our strategic panel of firms as defined in the Data Protection Policy.
Privacy Policy
Insurance
We offer products from a range of insurers for:
Household Insurance (Buildings & contents)
Whole of Life (WOL)
Level Term Insurance (LTA)
Decreasing Term Insurance (DTA)
Critical Illness Cover (CIC)
Income Protection Plans (IPP)
Personal and Business Medical Insurance
Will Writing
We are members of the Society of Will Writers and comply with their Code of Practice. All our work and advice is covered by Professional Indemnity Insurance of £2m. Will writing is not regulated by the Financial Conduct Authority. Which service will we provide you with? We will advise and make a recommendation for you after we have assessed your need for: –
Household Insurance (Buildings & Contents)
Whole of Life (WOL)
Decreasing Term Insurance (DTA)
Critical Illness Cover (CIC)
Income Protection Plans (IPP)
Private Medical Insurance
Will Writing, Trusts and Lasting Powers of Attorney
Other Services
We provide an advice and recommendation service only on the products and services mentioned above. Additionally, we can help arrange other types of financial products through third party firms. Asset Harbour maintain a strategic panel of such firms to facilitate access for clients to the following:
Investment & Pension Products
Commercial Finance
Equity Release Products
Commercial Insurances
Mortgages
Secured Loans
Advice on these products will be provided by the third-party firm, who will have the relevant permissions and expertise.