O'Connor Financial Planning
Riverfront, Howleys Quay, Limerick
Phone – 061 409330
Email – info@oconnorfp.ie

Data Protection

At O’Connor Financial Planning the privacy and protection rights of our customers is very important to us.

Data Protection is the safeguarding of the privacy rights of individuals in relation to the processing of personal data, in both paper and electronic format. The Data Protection Acts 1988 and 2003 (the “Data Protection Acts”) lay down strict rules about the way in which personal data and sensitive personal data are collected, accessed, used and disclosed. The Data Protection Acts also permit individuals to access their personal data on request, and confer on individuals the right to have personal data amended if found to be incorrect.

This document outlines O’Connor Financial Planning’s policy to help ensure that we comply with the Data Protection Acts.

Enquiries about our Data Protection Policy should be made to the Compliance Officer, O’Connor Financial Planning, 10 The Crescent, Limerick, or info@oconnorfp.ie.

Collection of Information

We collect and use information to provide the following:

Data Protection Principles

We shall perform our responsibilities under the Data Protection Acts in accordance with the following eight Data Protection Principles:

1. Obtain and process information fairly

2. Keep it only for one or more specified, explicit and lawful purposes

3. Use and disclose it only in ways compatible with these purposes

4. Keep it safe and secure

5. Keep it accurate, complete and up to date

6. Ensure it is adequate, relevant and not excessive

7. Retain it for no longer than is necessary

8. Give a copy of his/her personal data to that individual, on request

Responsibility

Overall responsibility for ensuring compliance with the Data Protection Acts rests with O’Connor Financial Planning

Procedures and Guidelines

O’Connor Financial Planning is committed to ensuring personal privacy and compliance with the Data Protection Acts, including the provision of best practice guidelines and procedures in relation to all aspects of Data Protection.

This Data Protection Policy is supplemented (and may be amended) by specific policies and procedures adopted by O’Connor Financial Planning

Review

The Data Protection Policy will be reviewed regularly in light of any legislative or other relevant developments.

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