Gratis adviesgesprek

Privacy Statement

About us

NLPensioen’s core business is advising on and intermediating in financial services and products. In providing these services to customers, we process a multitude of personal data. Our contact details are:

telephone: 023-2024665
e-mail:
info@nlpensioen.nl
website: https://nlpensioen.nl
mail address: Zandvoortselaan 125, 2042 XJ Zandvoort.

Why this declaration?

We are responsible for protecting your personal data as much as possible. In doing so, we must comply with the requirements of the privacy regulations. We want to be transparent about the types of data we process, the purposes for which we process data, with whom we share data and what rights you have regarding your own data. This Privacy Statement informs you about this. Do you still have questions after reading this document? Please contact us.

Kinds of data

1.1 We process (potentially) the following personal data from you:

  • contact details, such as name, address, place of residence, telephone number, and e-mail address;
    age, gender, marital status;
  • Data relating to passport, driving licence or other proof of identity (sometimes we ask for a copy of an identity document);
  • information about employment, income, profession and employer;
  • information about your financial situation, assets and debts, if any;
  • information about current financial products, such as bank accounts or insurance policies;
    Special personal details, such as health (in some cases);
  • data on any criminal offences, fraud aspects (if relevant);
  • Claims/claims history data;
    (other data).

1.2 When we process health or criminal data, we do so with great care, and usually only with your consent.

Purpose of data processing

2.1 We process your personal data for the purposes of the following activities in our business:

  • Assessing and accepting potential customers;
    Managing our relationship with (potential) customers and visitors;
  • Managing and expanding our customer base;
    Concluding and executing agreements;
  • Performing analyses of personal data for statistical purposes and the use of an archive destination;
  • Carrying out (targeted) marketing and promotional activities in order to establish, maintain or expand a relationship with a (potential) customer;
  • complying with legal obligations;
  • Sending newsletters or information of a specific nature.

Legal grounds for processing data

3.1 We use at least one of the following grounds for processing your personal data:

  • executing an agreement for a financial product or service;
  • To enable us to comply with a legal obligation to which we are subject, for example to fulfil our legal duty of care during the lifetime of a financial product that has come about through our mediation, or to comply with legal time limits for the retention of data;
  • the explicit permission you have given us to process data for specific purposes. You can always revoke this permission;
  • For the protection of our legitimate interests in the context of our business operations or those of a third party. In doing so, we will always weigh up your interests against ours. Our interests include the careful execution of agreements with you, maintaining and possibly expanding our customer relationship through direct marketing and/or profiling for marketing purposes.

Storage and retention period of personal data

4.1 We will only store your personal data for as long and as far as we need them. We keep the data we need at least for the duration of our relationship or agreement. If our relationship or agreement ends, we will retain the data for the statutory retention periods applicable to us.

Information, amendment and objection

5.1 You have specific rights regarding the processing of your personal data. You can always contact us about this.

5.2 This certainly applies to the following subjects:

  • Whether we process your personal data;
  • the way we process your personal data;
  • access to the personal data we process from you;
  • objections against the processing of your personal data;
  • Adjustment of your personal data if these are (possibly) incorrectly processed;
  • restriction of your personal data;
  • removal (deletion) of your personal data;
  • transfer of your personal data to yourself or another organisation at your request;
  • questions about the content of this Privacy Statement.

5.3 Please note that it may not be possible for us to comply with a request in all cases. If this is the case, we will let you know with motivation.

Protection of your data

6.1 We have taken adequate technical and organisational measures to secure your personal data.

Provision of data to third parties

7.1 We do not provide your personal data to others. We may do so if you have given us permission to do so, if we are obliged to do so by law or by a court ruling, or if such a disclosure is in the service of our purposes for processing personal data.

7.2 In order to carry out our business operations and depending on the services provided to you, we may provide your personal data to the following persons or parties:

  • financial institutions (such as banks or insurers) with whom we apply for a financial product for you or with whom you have a financial product that we manage for you; or; with whom we guide you during the term of the product;
  • persons and institutions who must be informed pursuant to a statutory obligation;
  • external parties that process data under our control and responsibility, such as our ICT service provider or our (direct) marketing agency;
  • Claim experts, databases aimed at combating fraud such as Fish and Cis
  • Notaries, lawyers, accountants (if applicable).

7.3 External parties who process personal data under our responsibility do so only for purposes and under conditions that we have agreed with them. We lay this down in written agreements.

Amendments to the Privacy Statement

8.1 We may amend this Privacy Statement in the future. You will always find the most current statement on our website.

Right to complain

9.1 Do you disagree with the way we process your personal data or deal with your rights as a customer? Please contact us in any case.

9.2 You can also lodge a complaint with the Dutch Data Protection Authority. To do so, please visit www.autoriteitpersoonsgegevens.nl.

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