| Company Name: |
Acorn Life DAC
|
| Ref Number: |
0349/A |
| Reg Type: |
DC
|
| Company Address: |
St Augustine Street Galway |
| Contact: |
JoanneRyan
|
| Purpose: |
Sale and Administration of Life assurance, Pension, Investment and Savings policies and related services, including Financial needs analysis, Claims assessments/investigations.Provision of information to regulatory bodies and Revenue as appropriate. Staff and Agent administration, payroll and commission processes and payment and Staff and Agent Training and HR purposes.
|
| Continuation Due Date: |
20/08/2018
|
| Description: |
Policy data (the personal data kept will depend on the type of policy or policy amendment applied for by an individual):Name, Address, Gender, Country of residence, Date of Birth, Telephone Numbers, Marital status, Occupation, E-mail address, Financial Data, Bank account details, Copy of Photo ID and other documentation required for Client ID requirements, Consumption of alcohol/cigarettes, Height, Weight, Present health, Defects, Medical and psychiatric history, Possible exposure to aids, Special medical investigations, Hazardous sports, Source of Wealth and Funds for investment policies.PPSN details will be collected on new business from Jan 2013.Other details collected during factfinding process include details of children (names/ages) and details of existing policies.Staff and Agents personal data for Payroll and HR purposes:Name, address, date of birth, marital status, educational or previous employment background, history with the company and details of current position, CV's, applications and interview records, records of exam history and CPD records for regulatory purposes, references. performance reviews, salary, bonuses, records of internet or email usage, photographic images, records of disciplinary investigations/meetings or grievances, next of kin information, information in relation to assessment under Central Bank Fitness and Probity regime, ESOS scheme information, pension and other insurance documentation, payroll details. |
| Disclosees: |
Policy data:All relevant internal administration, sales, underwriting and other relevant staff, Munich Reinsurance Company, SCOR Global Life Reassurance Company, Medical Advisors, Auditors, Legal Advisors, Morgan Ash (teleinterviewing company), Revenue Commissioners, Central Bank of Ireland, Financial Services Ombudsman, Pensions Ombudsman, Pensions Board and other Statutory bodies as required.Staff and Agent data:AIB Lynch''s castle, Life assurance companies providing PHI and Life cover for Pension Scheme, Auditors, Legal Advisors, Payroll Administration Company, Pension Scheme Consultants, relevant Banks, Tax & Financial Services Consultants, Revenue Commissioners, Financial Services and Pensions Ombudsman, Central Bank of Ireland, Pensions Board and other statutory bodies as required, Training Companies, Security Companies, Aviva Health Insurance Ireland Limited |
| Transfers Abroad: |
Yes |
|
Contact details are transferred to a UK based teleinterviewing company so that they may contact prospective clients for underwriting purposes.Personal data is transferred to our UK based reinsurers (Munich Re and SCOR) in order to assist in the underwriting and/or claims process |
