TrustPoint Finance
Privacy Notice — Future Proof Finance Limited trading as TrustPoint Finance, Future Proof Finance & Future Proof Mortgages
Regulated by the Central Bank of Ireland
1 Data Controller
Email: info@trustpointfinance.ie
For concerns about your personal data, you may also contact:
www.dataprotection.ie
2 Personal Data We Collect
3 Purpose of Processing
- Providing financial advice
- Arranging financial products
- Complying with regulatory obligations
- Identity verification and anti-money laundering checks
- Communicating with you about services
- Marketing communications where consent is provided
4 Marketing Communications
Where you have provided consent, we may contact you regarding:
- Financial planning updates
- Mortgage information
- Investment insights
- Educational webinars
You may withdraw marketing consent at any time by contacting us or using the unsubscribe option in marketing emails.
5 Sharing Your Data
- Mortgage lenders
- Insurance companies
- Investment providers
- Compliance and regulatory authorities
- Professional advisers (solicitors, accountants)
Where we do not hold a direct agency with a lender, your information may be shared with a regulated intermediary to submit your application.
6 International Data Transfers
Some support services may be provided outside the EEA. Appropriate safeguards are in place including:
- EU Standard Contractual Clauses
- Confidentiality agreements
- Controlled system access
7 Website Data & Cookies
Our website may collect anonymous technical data including IP address, browser type, device information, and usage behaviour. Cookies are used to improve user experience and analytics.
8 AI & Meeting Recording
Meetings via Zoom or Microsoft Teams may be recorded or transcribed for note-taking. Consent will be obtained before recording. AI tools may generate meeting summaries but will not be used to train external AI systems using client data.
9 Data Security
- Secure document storage
- Encryption
- Access controls
- Confidentiality agreements
10 Data Breach Procedure
In the event of a breach, we will investigate and, where required, notify the Data Protection Commission and affected individuals in accordance with GDPR requirements.
11 Data Retention
Client data is normally retained for at least six years after advice is provided or a transaction completed. Longer retention may apply for regulatory or legal purposes.
12 Your Rights
To exercise your rights, contact: info@trustpointfinance.ie
13 Updates
This Privacy Notice may be updated from time to time. The latest version is always available on request.