Modelo de tratamiento de datos RGPDStudy of the specific needs of each potential policyholder in order to propose suitable contracts

Por: Deleted user

PrivateInsurance

This processing model relates to the study of the specific needs of each potential insured in order to offer suitable contracts in the insurance sector

Finalidades (1)

La finalidad de un tratamiento es el objetivo principal del uso de los datos personales. Estos datos deben ser recopilados para un propósito bien determinado y legítimo y no deben ser tratados posteriormente de manera incompatible con este objetivo inicial.

Offer suitable contracts as part of the insurance distributor's obligation to provide advice

This involves studying the needs of potential policyholders, at their request, as part of the insurance distributor's obligation to provide advice. This obligation requires, on the one hand, specifying the requirements and needs of the prospective policyholder, and on the other hand, the reasons justifying the advice given for a given insurance product. In life insurance, the data controller must also ask the prospective policyholder about his or her financial situation and investment objectives, as well as his or her knowledge and experience in financial matters.

Medidas contractuales o precontractuales - art. 6-1 b)

Datos (2)

El artículo 30 del RGPD exige el registro de las categorías de datos tratados. Se trata aquí de definir las categorías de datos tratados. Estas pueden ser consideradas comunes o sensibles.

Identification Data of Insured/Claimant

Detalles de los datos

Emailrequerido

Telephone numberrequerido

Postal Addressrequerido

First namerequerido

Last name

requerido

Reglas de conservación

Base activa:

For the duration of the contractual relationship.

Archivado intermedio:

Up to 6 years after last contact.

Aligns with UK limitation periods for contractual and tort claims. consistent with UK limitation rules.

Orden final

Economic, asset and financial data

Detalles de los datos

Balances and credit taken out (amount and duration, name of lending institution) in the case of order financing by creditrequerido

Financial assetsrequerido

Outstandings and indebtednessrequerido

Proof of economic activity, resources or assetsrequerido

Origin, valuation and composition of the assets and funds involvedrequerido

Data relating to working liferequerido

Marital status

requerido

Incomerequerido

Employment datarequerido

Reglas de conservación

Base activa:

For underwriting and contract performance.

Archivado intermedio:

Up to 6 years after last contact.

Orden final

Personas afectadas (1)

Una persona interesada es toda persona cuyos datos son recopilados, retenidos o tratados por el tratamiento de datos en cuestión. Ej: En el marco de un tratamiento de gestión de reclutamiento, cualquier candidato para el puesto en cuestión constituye una persona interesada.

Prospects

Autor:

Deleted user

Creado el:07/08/2023

Actualizado el:00/01/1970

Número de usos:4