Personal Data and Cookies | Söderberg & Partners

Data Controller

Who is the data controller?

Responsibility for our personal data processing differs between the various companies within the Söderberg & Partners Group. Please contact info.finland@soderbergpartners.com for questions.

Söderberg & Partners Finland is a group composed of the following renowned Finnish broker companies (Business ID in brackets):

Benefit Advisors Oy (1993917-3), Nuijamiestentie 5 A, 00400 Helsinki
Finnrisk Oy (2841505-6), Alkutie 37 F, 00660 Helsinki
Finpremium Oy (1064154-9), Petikontie 4, 01720 Vantaa
Söderberg & Partners Oy (3142631-1), Töölönkatu 4, 00100 Helsinki
ITM Brokers Oy (1870131-5), Runeberginkatu 36, 06100 Porvoo (own webpage)
Meklaritalo Oy (2282436-9), Kuninkaankatu 22 B, 70100 Kuopio (own webpage)
MSR Finser Oy (2631473-7), Kauppapuistikko 12 B 24, 65100 Vaasa
Söderberg & Partners International Insurance Oy (2294884-7), Töölönkatu 4, 00100 Helsinki
Rewenda Oy (0986763-9), Töölönkatu 4, 00100 Helsinki
Suunta Meklarit Oy (2733310-4), Hallituskatu 13-17 C 19, 90100 Oulu
Vakuutusmeklariliike Semita Oy (1711876-9), Tikkaajantie 3, 35300 Orivesi

We have been approved to distribute insurances and our companies can be found in the Financial Supervisory Authority’s register of insurance intermediaries. By using our joint website, you accept that the Söderberg & Partners group processes your client data and personal data. In addition to having an internal agreement regarding processing of personal data, we also have a controller’s legitimate interest to transmit personal data within the concern.

Data may be disclosed, inter alia, within our group, to insurance companies, pension institutions, social insurance institutions, health care providers, client entities and the subject individual for the fulfilment of our contractual obligations or in order to handle the matter in question; and to competent authorities in statutory situations. Data will be saved only as long as our contractual obligations to the client or our statutory obligations so require. We may, for example, save correspondence until the time frame to make a claim has expired. Unnecessary and outdated data will be erased, also at other times when deemed necessary or required by law or statutory regulations.

What personal data is processed?

What personal data does Söderberg & Partners process?

The personal data we process on you depends on your relationship with Söderberg & Partners. Further down the page you can learn about the data we process, which is dependent on the type of services you purchase from us. Even if you are not a customer with us we may process your data for marketing purposes. If a relative of yours is a customer at Söderberg & Partners, we may process some data about you in order to provide your relative with the best possible advice. Even those who are not yet a customer can learn further down the page about the data we process about you along with some additional information about our processing of your data.

Why is my personal data processed?

Why does Söderberg & Partners process my personal data?

Personal data pursuant to you as a customer is processed in order to execute our agreement along with other commitments we have with you, and to provide good customer service. Furthermore, we are required by law to document some of our customer relationships and we are therefore compelled to process personal data about our customers and their relatives. We also need to process certain personal data in order to manage our accounting and financial reporting. Finally, we process personal data to contact potential and existing customers, including for marketing purposes, and to develop systems, products and the offers we send to our customers.

Contacted without being a customer

I have been contacted by Söderberg & Partners, but I am not yet a customer

If you have been contacted by us without being a customer, we are processing your data for marketing purposes, which includes booking meetings with you. If you do not want us to process your personal data, please contact us and we will delete the data we have on you. Get in touch with your adviser, send an email to info.finland@soderbergpartners.com.

How is personal data protected?

How does Söderberg & Partners protect my personal data?

Söderberg & Partners runs a highly ambitious information security operation. This means, among other benefits, that we have robust technical solutions in place to protect all of our data, such as firewalls and intrusion protection. Moreover, we work with data access control, which means that personal data is not accessible to more employees than is absolutely necessary to enable each employee to perform his/her work duties. Finally, we set equivalently high security requirements on the suppliers who process your personal data on our behalf.

Your rights

What rights do I have and how do I exercise them?

If we process personal data about you, you have a number of rights that you can exercise. If you are unsure as to whether we are processing data about you, you are also entitled to receive information confirming this is the case or not. Get in touch with your adviser or send an email to info.finland@soderbergpartners.com.

Right of access

You are entitled to know if we are processing personal data about you. If we do, you are also entitled to an extract containing information on the personal data we are processing about you. Your rights also include additional information about how we process your personal data.

If you wish to receive a registry extract, you can apply for this by submitting the application form available here.

Right to correction

If we process erroneous or incomplete personal data about you, you are entitled to have this data corrected.

If you wish the data to be corrected, you can apply for this by submitting the application form available here.

Right to deletion and limitation

Under certain circumstances, you are entitled to have the data we process about you deleted. This applies, for example, if we have no lawful basis for processing your data or if your data is no longer required in our business operations. Instead of requesting that we delete the data, you can also request that we limit our processing. This means we save the data but limit the processing to passive storage.

If you wish the data to be deleted or limited, you can apply for this by submitting the application form available here.

Right to object

If we use your personal data to market our services to you, you are entitled to object to this processing. If this is the case, we will stop processing your data for marketing purposes.

In the event you wish to oppose the use of your personal data for direct marketing to you, please contact info.finland@soderbergpartners.com and explain what your objection concerns.

Right to data portability

If we process personal data about you in order to execute an agreement that we have with you, or with the backing of your consent, you are entitled to what is called data portability of your data. This means that you are entitled to require us to provide you with the data in electronic format. You can also request that we send the data directly to another personal data controller where this is technically possible.

If you wish your data to be subject to data portability, you can apply for this by submitting the application form available here.

Personal data processing for services

How does Söderberg & Partners process my personal data for the services I have?

Here you can read more about what is applicable to the various services we have. Read more under the service and person category you are interested in.

Insurance brokerage through your employer or directly to you as a private individual

Customer

What types of personal data do we process?	The data we process about you are your name, telephone number, address, e-mail address, personal ID number, insurance information, whether you are a politically exposed person, financial information, health information, and information about your family circumstances and your employment.
Where does the data come from?	We collect your data both directly from you, from the company with which you have a relationship, for example your employer and insurance companies, as well as from publicly available sources. We also receive contact data from other companies within the Söderberg & Partners Group for marketing purposes.
What is the purpose of the processing?	The purpose of the processing is to enable us to give you advice on your choice of insurance, and to administer the insurance policies that you have, directly or through your employer, a member organisation or a group insurance solution. We may also process your data in order to take preparatory measures enabling you to take out new insurance. The purpose is also to enable us to meet the legal documentation requirements that apply to our business.
Required or voluntary?	The information we have about you is required to enable us to provide insurance brokerage services, with the exception of your e-mail address, which you may choose whether to provide or not.
What is Söderberg & Partners’ legal basis/legitimate interest?	The legal basis for the processing is partly the fulfilment of a legal obligation to document the customer relationship and partly the implementation of the agreement you have with your employer or the agreement you have directly with us. We also have a legitimate interest in marketing our services.
Who are recipients of personal data and in which countries are they located?	The data we process about you are sent to the insurance company where your insurance policy is held and to your employer. Your contact details will be disclosed to other companies in the Söderberg & Partners group for marketing purposes. We may also need to disclose necessary information about you to our service providers for the performance of our services, in connection with data storage. The recipients are mainly located in Sweden or the EU/EEA. In a small number of cases we use service providers where personal data may be transferred outside the EU/EEA. In these cases we ensure that measures are taken to meet the safeguard requirements in Article 46 of the General Data Protection Regulation. Your contact details may also be shared with other companies in the Söderberg & Partners group for marketing purposes.
How long is the data stored?	We will retain your personal data for as long as necessary with regard to the period of insurance and the period in which claims for damages in respect of the insurance can be submitted. We normally store data for 11 years after our agreement with you or the company/organisation has been terminated.
Are automated decisions made?	We do not make any automated decisions based on your personal data.

Family members

What types of personal data do we process?	The data we process about you are your name, family circumstances and financial information
Where does the data come from?	We collect the information from your family member who is a customer with us.
What is the purpose of the processing?	The purpose of the processing is to provide advisory services to our customer and to fulfil the legal documentation requirements that apply to our business.
Required or voluntary?	Your family member may choose whether to provide the information or not.
What is Söderberg & Partners’ legal basis?	The legal basis for the processing is that we, in order to be able to provide appropriate advice, have a legal obligation to demand certain information about family members.
Who are recipients of personal data and in which countries are they located?	The recipients are mainly located in Sweden or the EU/EEA. In a small number of cases we use service providers where personal data may be transferred outside the EU/EEA. In these cases we ensure that special measures are taken to meet the safeguard requirements in Article 46 of the General Data Protection Regulation.
How long is the data stored?	We will retain your personal data for as long as necessary with regard to the period of insurance and the period in which claims for damages in respect of the insurance can be submitted. We normally store data for 11 years after our agreement with you or the company/organisation has been terminated.
Are automated decisions made?	We do not make any automated decisions based on your personal data.

Insurance mediation - Non-life insurance

What types of personal data do we process?	If you are a contact person at a company or organisation that Söderberg & Partners has a brokerage assignment with, we process the following data: name, telephone number, email address and the type of position you hold at the company or in the organisation. If your company is a sole proprietorship, we also process your personal identity number. If you are employed or otherwise named in an insurance policy, or underlying policy, which has been signed by a company or organisation that Söderberg & Partners has a brokerage assignment with, we process data about you that is necessary for the policy in question, i.e. personal identity number, name and insurance information. If Söderberg & Partners assists a company or organisation in the event of damages, information concerning the damages is processed. If you as an individual subscribe to a policy via Söderberg & Partners, we will process your name, personal identity number, address, telephone number, e-mail address and the insurance information attributable to the policies in question.
From where does the data originate?	We collect the data both directly from you and from the company or organisation with which you have a relationship. This could be an employer, member organisation, group representative or other company or organisation with which you have a similar relationship.
What is the purpose of the processing?	The purpose of the processing is to advise and assist you, or the company/organisation that you have a relationship with, when selecting insurance, and to manage the insurance policies that you or the company/organisation have. It may also be to take the measures necessary before signing a policy or to assist in the event of damages. The purpose is also to comply with the legal documentation requirements that apply to our business.
Required or optional?	The data we hold about you is required for us to mediate insurance, with the exception of e-mail address and type of employment which are optional choices.
What is Söderberg & Partners’ lawful basis/legitimate interest?	The lawful basis for processing personal data for you as a policyholder, or as a recipient of advice from us, is to fulfil the agreement or to perform the preparatory work ahead of signing an agreement. We also have legal obligations to document each customer relationship. If we do not have an agreement with you directly but with your employer, member organisation or group representative and you do not have an agreement with the company/organisation that is our customer, we have a legitimate interest in processing your data in order to execute the contractual relationship with our customer or perform the preparatory work prior to entering into such an agreement. We also have a legitimate interest in marketing our services. If you want to be informed of on what basis the assessment of legitimate interest has been made, please contact us at info.finland@soderbergpartners.com.
Who are the recipients of my personal data and in which countries do they reside?	The data we process about you is sent to the insurance company where the policy is signed and to your employer. Your contact details can be shared with other companies within the Söderberg & Partners Group for marketing purposes. We may also need to disclose certain information about you to our suppliers in order to execute our services, for example in connection with data storage. The recipients reside mainly in Sweden or within the EU/EEA. In certain cases we engage with suppliers where personal data may be transferred outside of the EU/EEA, and in these cases we ensure that measures are taken to meet the protection requirements stipulated in Article 46 of the GDPR. In addition, your contact details may be shared with other companies within the Söderberg & Partners Group for marketing purposes.
For how long is the data stored?	We keep your personal data for as long as necessary with respect to the duration of insurance and the period within which liability claims arising from the insurance can be made. We usually hold your data for 11 years after our agreement with you or the company/organisation has expired.
Are automated decisions made?	We make no automated decisions based on your personal data.

Personal data processing for marketing

Marketing

Customers and potential customers

What types of personal data do we process?	Within the framework of our appointment setting operations, we process data concerning your name, address and telephone number, as well as information about your position if you are a representative of a company. In connection with setting an appoinment, your e-mail address is also processed. For event invitations, your name, address, telephone number and income information will be processed. If you register an interest via our contact form on the website, we will process your name, your location in Sweden, personal identity number, contact details, which company you are a customer of since before (if you are a customer) and any other data you choose to submit to us. If we have recorded a video with youwe will, in addition to the video, save information on name, title and company that you represent. If you have stated that you do not want to receive any marketing material from us, we will keep your e-mail address. Our website uses cookies. A cookie is a small text file containing information about the visitor's settings and preferences that is saved in your browser when you visit the website. We use cookies to enhance your user experience and website functionality, as well as for analysing visitor statistics. (Learn more about using cookies here)
From where does the data originate?	We collect the data from the companies within Söderberg & Partners Group, which you are a customer of, as well as from external suppliers.
What is the purpose of the processing?	The purpose of the processing is to market our services.
Required or optional?	It is up to you whether we are allowed to use your personal data to market our services. You will find more information on how to object to us using your personal data for marketing purposes under the heading of Right to object, which is set out above.
What is Söderberg & Partners’ lawful basis/legitimate interest?	We have a legitimate interest in marketing our services. If you want to know the reasons behind the assessment we have made, please get in touch by emailing to info.finland@soderbergpartners.com.
Who are the recipients of my personal data and in which countries do they reside?	Your data is only forwarded to external companies that help us with our marketing or events. The recipients of your personal data are in Sweden or within the EU/EEA.
For how long is the data stored?	If you are a customer, we will hold your data for the time specified in the service-specific information above. If you are not a customer but subscribe to our newsletter, we will hold your data until you notify us that you wish to unsubscribe.. If you are not a customer and we contact you for marketing purposes, we will hold your data for three months after it has been collected.
Are automated decisions made?	We make no automated decisions based on your personal data.

Cookies

What applies to Söderberg & Partners’ use of cookies?

What is a cookie?

Cookies are small text files that can be used by websites to make a user's experience more efficient.

Why are cookies used?

This website uses cookies. Söderberg & Partners uses cookies to identify your browser to make our websites user friendly, prevent fraud and to collect statistics. You consent to our cookies if you continue to use our website.

What cookies do we use?

Essential cookies

These cookies help make a website usable by enabling basic functions like page navigation and access to secure areas of the website. The website cannot function properly without these cookies.

The law states that we can store cookies on your device if they are necessary for the operation of this site. For all other types of cookies we need your permission.

Non-essential cookies

Preferences: These cookies enable a website to remember information that changes the way the website behaves or looks.
Statistics: Statistics cookies help website owners to understand how visitors interact with websites by collecting and reporting information anonymously.
Marketing: Marketing cookies are used to track visitors across websites. The intention is to display ads that are relevant and engaging for the individual user and thereby more valuable for publishers and third-party advertisers.

Third-party cookies

Third-party cookies are cookies that are not stored by Söderberg & Partners. Third-party cookies that we use include:

Google Analytics: We use Google analytics to register anonymized visitor statistics.
Social media: We use cookies from Facebook, LinkedIn and Twitter to allow you to ”like” and share our pages.
Doubleclick: As you browse our websites, advertising cookies will be placed on your computer so that we can understand where you have been on our website. Our display advertising partner, DoubleClick, then enables us to present you with retargeting advertising on other sites based on your previous interaction with us. The techniques our advertising partners employ do not collect personal information such as your name, email address, postal address or telephone number. You can visit this page to opt out of DoubleClick and their respective partners’ targeted advertising.

How we use cookies

Session cookies
We use session cookies to improve your navigation on the website and to increase your security. Session cookies don't collect personal information from you and disappear as soon as you close your browser.

Permanent cookies
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Consent to cookies

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