Privacy Policy

1. Introduction

Trotter Financial Group ("we," "us," or "our") respects your privacy and is committed to protecting your personal data. This privacy policy explains how we look after your personal data when you visit our website (regardless of where you visit it from) and tells you about your privacy rights and how the law protects you.

2. Information We Collect

We may collect, use, store and transfer different kinds of personal data about you which we have grouped together as follows:

• Identity Data: includes first name, last name, marital status, title, date of birth and gender.
• Contact Data: includes email address, telephone numbers, and mailing address.
• Financial Data: includes details about your income, assets, liabilities, and insurance needs relevant to providing accurate quotes.
• Technical Data: includes internet protocol (IP) address, your login data, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform, and other technology on the devices you use to access this website.

3. How We Use Your Personal Data

We will only use your personal data when the law allows us to. Most commonly, we will use your personal data in the following circumstances:

• To provide services: To process your insurance application, provide quotes, and manage your policies.
• To communicate: To send you administrative information, such as changes to our terms, conditions, and policies.
• For business purposes: For data analysis, identifying usage trends, determining the effectiveness of our promotional campaigns, and to evaluate and improve our website, products, services, marketing, and your experience.

4. Disclosures of Your Personal Data

We may share your personal data with the parties set out below for the purposes set out in the table "Purposes for which we will use your personal data" above.

• External Third Parties: Service providers acting as processors who provide IT and system administration services, and insurance carriers for the purpose of underwriting and policy issuance.
• Legal Requirements: Regulatory bodies and other authorities who require reporting of processing activities in certain circumstances.

We do not sell your personal data to third parties for marketing purposes.

5. Data Security

We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorized way, altered or disclosed. In addition, we limit access to your personal data to those employees, agents, contractors and other third parties who have a business need to know. They will only process your personal data on our instructions and they are subject to a duty of confidentiality.

6. Your Legal Rights

Under certain circumstances, you have rights under data protection laws in relation to your personal data, including the right to request access, correction, erasure, restriction, transfer, to object to processing, to portability of data and (where the lawful ground of processing is consent) to withdraw consent.

7. Contact Us

If you have any questions about this privacy policy or our privacy practices, please contact us at: