Privacy Policy

1. Introduction

Glimpse Insurance ("we," "our," or "us") is committed to protecting your privacy and personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website glimpse-insurance.com or use our financial planning services.

2. Information We Collect

2.1 Personal Information

We may collect personal information that you voluntarily provide to us, including:

• Name, email address, and phone number
• Financial information (income, assets, investment goals)
• Demographic information (age, employment status)
• Communication preferences
• Any other information you choose to provide

2.2 Automatically Collected Information

When you visit our website, we may automatically collect certain information, including:

• IP address and browser type
• Device information and operating system
• Pages visited and time spent on our site
• Referring website addresses
• Cookies and similar tracking technologies

3. How We Use Your Information

We use the information we collect for the following purposes:

• Provide financial planning and advisory services
• Respond to your inquiries and customer service requests
• Send you newsletters, marketing communications, and service updates
• Improve our website and services
• Comply with legal and regulatory requirements
• Prevent fraud and ensure security

4. Information Sharing and Disclosure

We do not sell, trade, or otherwise transfer your personal information to third parties without your consent, except in the following circumstances:

4.1 Service Providers

We may share your information with trusted third-party service providers who assist us in operating our business, including:

• Technology and hosting providers
• Payment processors
• Marketing and analytics services
• Professional service providers (attorneys, accountants)

4.2 Legal Requirements

We may disclose your information when required by law or to:

• Comply with legal processes or government requests
• Protect our rights, property, or safety
• Prevent fraud or illegal activities
• Comply with financial regulations (FCA requirements)

5. Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:

• Encryption of sensitive data in transit and at rest
• Regular security assessments and updates
• Restricted access to personal information
• Employee training on data protection

6. Cookies and Tracking Technologies

Our website uses cookies and similar technologies to enhance your browsing experience. You can control cookie preferences through your browser settings or our cookie management tool.

6.1 Types of Cookies We Use

• Essential Cookies: Necessary for website functionality
• Analytics Cookies: Help us understand website usage
• Marketing Cookies: Used for targeted advertising

7. Your Rights Under UK GDPR

As a UK resident, you have the following rights regarding your personal data:

• Right of Access: Request copies of your personal data
• Right to Rectification: Request correction of inaccurate data
• Right to Erasure: Request deletion of your personal data
• Right to Restrict Processing: Limit how we use your data
• Right to Data Portability: Receive your data in a structured format
• Right to Object: Object to processing based on legitimate interests

8. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, and resolve disputes. Financial records may be retained for up to 7 years as required by UK financial regulations.

9. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites and encourage you to review their privacy policies.

10. Children's Privacy

Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from children under 18.

11. International Data Transfers

If we transfer your personal data outside the UK or EU, we ensure appropriate safeguards are in place, including adequacy decisions or standard contractual clauses.

12. Changes to This Privacy Policy

We may update this Privacy Policy periodically. We will notify you of any material changes by posting the new policy on our website and updating the "Last updated" date.

13. Contact Information

If you have questions about this Privacy Policy or wish to exercise your rights, please contact us:

14. Regulatory Information

Glimpse Insurance is authorized and regulated by the Financial Conduct Authority (FCA). Our FCA registration number is available upon request.