Your privacy.Our responsibility.

1. Who we are

B. Portwood & Company Ltd (Company No: 00785468) is an insurance brokerage authorised and regulated by the Financial Conduct Authority (FCA No: 300694).

• 145 Newgate Street, Bishop Auckland, England, DL14 7EN
• Phone: 01388 607105
• Email: info@portwood.co.uk
• ICO Registration Number: Z6949959

We act as a data controller in respect of personal data you provide to us.

2. What data we collect

• Identity data: name, date of birth, gender
• Contact data: address, email, telephone
• Business data: company name, nature of business, turnover, employees
• Financial data: payment information and bank details
• Insurance data: policy details, claims history, risk information
• Technical data: IP address, browser type, website usage
• Communications data: records of emails, calls, and correspondence

3. How and why we use your data

• Arrange, administer and renew insurance policies
• Provide quotations and respond to enquiries
• Manage claims and liaise with insurers
• Meet legal and regulatory obligations (FCA, AML)
• Send policy updates and renewal reminders
• Improve our services and website

4. Who we share your data with

• Insurers and underwriters
• Insurance intermediaries (wholesale brokers and MGAs)
• Claims handlers and loss adjusters
• IT and software providers
• Regulatory authorities (FCA, HMRC, ICO where required)

We do not sell your personal data. All third parties are subject to strict data protection obligations.

5. How long we keep your data

• Insurance records: minimum 7 years after policy ends
• Claims data: longer where required depending on claim type
• Enquiries (no policy taken): up to 2 years

Retention is aligned with FCA and legal requirements.

6. Your rights

• ✓ Access your data
• ✓ Correct inaccurate data
• ✓ Request deletion (where applicable)
• ✓ Restrict processing
• ✓ Data portability
• ✓ Object to processing
• ✓ Not be subject to automated decision-making

To exercise your rights: info@portwood.co.uk
Complain to the ICO: ico.org.uk

7. Cookies

• Strictly necessary cookies — required for functionality
• Analytics cookies — to understand website usage

You can manage cookies through your browser settings. See our full Cookie Policy.

8. Security

• Encrypted (HTTPS) website
• Access-controlled internal systems
• Secure data handling procedures

In the event of a data breach, we will notify the ICO within 72 hours where required.

9. Changes to this policy

We may update this Privacy Policy from time to time. Updates will be reflected by the revised "Last updated" date.