Privacy Policy

Who We Are

Surely is a trading style of PJG Financial Limited, a company registered in the United Kingdom. Our registered address is 5 South Charlotte Street, Edinburgh, United Kingdom. We are authorised and regulated by the Financial Conduct Authority under firm reference number 919697. We operate as an introducer only and do not provide advice or make insurance decisions.

What This Policy Covers

This Privacy Policy explains how we collect, use, store and share your personal data when you use our website or request a quote. We aim to handle your information in a clear, secure and responsible way.

What Information We Collect

Information You Provide

We may collect personal information including your name, email address, phone number, date of birth, postcode and any lifestyle or health information relevant to your enquiry.

Technical Information

We collect information such as your IP address, device type, browser and how you interact with our website.

Communication Data

We may keep records of your preferences, enquiries and any communication you have with us.

How We Use Your Information

We use your information to provide quotes, match you with suitable providers or brokers and pass your details to relevant partners so they can contact you about your enquiry. We also use your data to improve our website, prevent fraud and comply with legal and regulatory obligations.

Legal Basis for Processing

We rely on consent when you request a quote or agree to be contacted. We also rely on legitimate interests to operate and improve our services, and legal obligations where we are required to process data by law. Where consent is used, you can withdraw it at any time.

Who We Share Your Data With

When you request a quote, we share your information with selected third parties including life insurance brokers, insurance providers and technology partners. These partners may contact you by phone, email or SMS regarding your enquiry. We work with partners we believe are reputable and compliant with UK data protection requirements.

How Long We Keep Your Data

We retain your data only for as long as necessary to provide our services, meet legal and regulatory requirements and resolve disputes. Retention periods may vary depending on the type of data and our obligations.

Your Rights

You have the right to access your personal data, request correction of inaccurate data, request deletion, object to processing, restrict how your data is used and withdraw consent at any time. You can exercise these rights by contacting us.

Marketing

If you have opted in, we may send you information about relevant products or services. You can unsubscribe at any time by using the link in our emails or contacting us directly.

Cookies

We use cookies to improve your experience and understand how our website is used. Further information is available in our Cookie Policy.

Data Security

We use appropriate technical and organisational measures to protect your data, including secure systems, access controls and ongoing monitoring. While we take security seriously, no system can be completely secure.

Third Party Links

Our website may contain links to other websites. We are not responsible for their privacy practices or content.

Changes to This Policy

We may update this Privacy Policy from time to time. The latest version will always be available on our website.

Contact Us

If you have any questions or wish to exercise your rights, you can contact us at contact@surely.co.uk or by post at 5 South Charlotte Street, Edinburgh, United Kingdom.

Complaints

If you are not satisfied with how we handle your data, you can complain to the Information Commissioner’s Office via ico.org.uk.

Important Information

Surely is an introducer service only. We do not provide advice or recommend specific insurance products. Any decisions are made by the provider or broker you are introduced to.