Just in Time Notice

In dealing with us you will provide information known as ‘personal data’ such as your/your clients’ name, address, date of birth, as well as what’s termed as ‘special categories of data’ such as your/your clients’ health details or criminal convictions.

We will process this personal data and special categories of data in order to:

• provide you with our service to quote, incept, administer, review and renew your/your clients’ insurances.
• Assist you in the processing of your/your clients’ insurance claim
• To provide you with our risk managements services, report production, training, and assessments
• To understand your financial situations, goals and objectives, and to provide an ongoing service to you

It will also be used to communicate with you, to include providing you with details on other products and services we, or our associated companies provide. Should you prefer not to receive these please email: aconway@wfrgroup.co.uk.

We have determined the legal basis for which we process your/your clients’ information, and we shall only use it for the reason we collected it. We will only share your/your clients’ information within our firm, third parties in the insurance product(s) and risk management cycles, where we are entitled, and in order to provide the service you requested.

Should you wish to know more about how we process your information and the bases of law we use to do so, please visit our website www.willisinsurance.co.uk to see a copy of our privacy notice, click here, or email: rsmall@generationunderwriting.com