Privacy notice
We care about your personal integrity, and it is important that you feel safe in our processing of your personal data. Here we tell you more about our personal data processing. The information is intended for you as a customer of Max Matthiessen.
What is personal data?
Personal data is information that can be directly or indirectly linked to you as an individual. Examples of such information are name, social security number, address, telephone number, financial information such as insurance premiums, assessments under anti-money laundering laws and technical information such as IP addresses. If information is classified as sensitive, such as health data, special measures are required to ensure that the information is handled in a safe and correct manner.
PensionsSelskabet.dk only collects and uses personal data that is necessary to fulfil the purposes for which it is collected. This information is needed for us to be able to deliver our services and comply with applicable legislation. You have the right to object to certain processing of your data, for example for marketing purposes. More information about your rights and how you can exercise them can be found under the section "Your rights in relation to your personal data".
Your rights in relation to your personal data
According to the GDPR, you have several rights, for example, you have the right to know if and what personal data we process about you. Below you can read about your rights and if you want to read more about each right, we refer you to Datatilsynet. Do you want to get in touch with us to exercise any of your rights? Then you are welcome and do it easiest by sending an email to databeskyttelse@pensionsselskabet.dk.
In some cases, you have the right to have your personal data deleted. This applies, for example, to information that we do not need to comply with a legal obligation or to fulfil our obligations under the applicable agreement.
Right to access your personal data
You have the right to find out whether PensionsSelskabet.dk is processing your personal data and to receive a copy of your personal data. Through a so-called register extract, you get to know what information we have about you and how we process your personal data.
You have the right to receive confirmation as to whether we process personal data about you and, if so, information about our processing. You also have the right to receive a register extract showing the personal data. Additional register extracts may be associated with a reasonable cost to you.
Right to data portability
You have the right to request that the personal data that you have provided to PensionsSelskabet.dk in a structured, commonly used and machine-readable format be transferred to another data controller, so-called data portability. The right to data portability requires that we process the relevant personal data on the basis of consent.
Right to rectification
This right means that you can request that we correct incorrect or incomplete information about you, and that we complete your information.
Right to restriction
If you believe that the data we hold about you is not accurate, that we do not need the data for a specific purpose or that the processing is contrary to law, you have the right to request that PensionsSelskabet.dk restrict our processing of your personal data. You can also request that we do not process your data while we are checking this, or while we are checking whether you have the right to object to certain processing as described below.
Right to object to the processing of your personal data
You have the right to object to our processing based on the lawful basis of legitimate interest, which is normally used when we contact you for marketing purposes. When you tell us that you no longer wish to receive direct marketing from us, we will turn off marketing and stop sending you marketing.
How do I contact PensionsSelskabet.dk?
If you have questions about how PensionsSelskabet.dk handles your personal data, want to make a complaint about our processing of it or wish to exercise your rights, you can turn to the person you already have an established contact with or to PensionsSelskabet.dk's data protection officer at databeskyttelse@pensionsselskabet.dk.
If you wish to file a complaint about how we process your personal data to the Danish Authority for Privacy Protection, you can do so by contacting the authority in one of the following channels:
Datatilsynet
33 19 32 00
dt@datatilsynet.dk
Carl Jacobsens Vej 35
2500 Valby
Datatilsynet - Sådan klager du
If you live in a country other than Denmark, you can also contact the supervisory authority in that country.
What we do with your personal data
PensionsSelskabet.dk processes personal data relating to its customers for one or more of the following purposes, depending on the type of customer relationship. The overall purpose is to provide insurance mediation or securities services and related activities.
To make it easy for you to find the sections that interest you, we have divided them under a number of headings. Click on each heading to get more information.
Insurance distribution
Distribution to companies regarding pension and group & life insurance
Who is the data controller?
PensionsSelskabet.dk, CVR: 34723907, and headquartered at Silkegade 8, 2. sal, 1113 København ("PensionsSelskabet.dk", "we", "our" or "us"), is the data controller in accordance with the EU General Data Protection Regulation ("GDPR"). If you have any questions regarding the processing of your personal data, you can contact our Data Protection Officer at databeskyttelse@pensionsselskabet.dk.
How do we process your personal data?
If PensionsSelskabet.dk provides you, or your employer, with insurance distribution or related services, your personal data will be processed for these purposes.
Quotation
In order to be able to offer proposals for insurance solutions, we process information such as your name, employment information, contact information, social security number, financial information and other relevant details that have emerged during the advisory meeting.
If you represent a company, we also handle your name, title and social security number.
Drawing up agreements or powers of attorney
In order to be able to sign an agreement, assignment agreement or establish a power of attorney with you or the company you represent, we need to process personal data such as name, contact information, title and social security number.
Advice and documentation
In order to fulfil our obligations to you, including analysing insurance needs, taking out and administering insurance policies and documenting our advice, we process data such as name, contact details, employment information, financial information, social security number, family relationships, company involvement, health information, data on work absence and information about the object to be insured if relevant.
If you represent a company, we also process your name, title and social security number.
Taking out and administering insurance policies
In order to be able to take out the agreed insurance policies and administer these, employment information and social security numbers about the beneficiaries are processed.
Customer Knowledge
In order to comply with legal requirements under anti-money laundering rules, we need to process information about you as a representative or beneficial owner. This includes name, social security number, contact details, business involvement, citizenship, financial information, any status as a politically exposed person (or a relative of one), and information about the origin of the funds.
If necessary, additional information may be collected to ensure sufficient customer knowledge.
Stay in touch and schedule appointments with you
In order to maintain contact with you in general and book a counselling meeting with you specifically, we need to process information about your name and your contact details.
Other legal obligations
When we offer insurance distribution, we are required to comply with extensive regulations. In order to meet these requirements, for example to prevent crime, report to authorities or handle accounting, we process personal data such as name, social security number, contact details, financial information, tax information, citizenship and other information that is deemed necessary.
Distribution to you as an individual regarding the distribution of pension insurance
Who is the data controller?
PensionsSelskabet.dk, CVR: 34723907, and headquartered at Silkegade 8, 2. sal, 1113 København ("PensionsSelskabet.dk", "we", "our" or "us"), is the data controller in accordance with the EU General Data Protection Regulation ("GDPR"). If you have any questions regarding the processing of your personal data, you can contact our Data Protection Officer at databeskyttelse@pensionsselskabet.dk.
How do we process your personal data?
If PensionsSelskabet.dk provides you with insurance distribution for pension insurance or related services, your personal data will be processed for these purposes.
Drawing up agreements or powers of attorney
In order to be able to sign an agreement, assignment agreement or establish a power of attorney with you, we need to process personal data such as name, contact information, title and social security number.
Advice and documentation
In order to fulfil our obligations to you, including analysing insurance needs, taking out and administering insurance policies and documenting our advice, we process data such as name, contact details, employment information, financial information, social security number, family relationships, company involvement, health information, data on work absence and information about the object to be insured if relevant.
If you represent a company, we also process your name, title and social security number.
Taking out and administering insurance policies
In order to be able to take out the agreed insurance policies and administer these, employment information and social security numbers about the beneficiaries are processed.
Customer Knowledge
In order to comply with legal requirements under anti-money laundering rules, we need to process information about you as a representative or beneficial owner. This includes name, social security number, contact details, business involvement, citizenship, financial information, any status as a politically exposed person (or a relative of one), and information about the origin of the funds.
If necessary, additional information may be collected to ensure sufficient customer knowledge.
Stay in touch and schedule appointments with you
In order to maintain contact with you in general and book a counselling meeting with you specifically, we need to process information about your name and your contact details.
Other legal obligations
When we offer insurance distribution, we are required to comply with extensive regulations. In order to meet these requirements, for example to prevent crime, report to authorities or handle accounting, we process personal data such as name, social security number, contact details, financial information, tax information, citizenship and other information that is deemed necessary.
Distribution to you as an individual regarding group insurance
PensionsSelskabet.dk, CVR: 34723907, and headquartered at Silkegade 8, 2. sal, 1113 København ("PensionsSelskabet.dk", "we", "our" or "us"), is the data controller in accordance with the EU General Data Protection Regulation ("GDPR"). If you have any questions regarding the processing of your personal data, you can contact our Data Protection Officer at databeskyttelse@pensionsselskabet.dk.
How do we process your personal data?
If PensionsSelskabet.dk provides you with insurance distribution in respect of group insurance, such as accident insurance or health insurance or related services, your personal data will be processed for these purposes.
Advice and documentation
In order to fulfil our obligations to you, including analysing insurance needs, taking out and administering insurance policies and documenting our advice, we process data such as name, contact details, financial information, social security number, family circumstances and health information.
Taking out and administering insurance policies
In order to be able to take out the agreed insurances and administer these, your identity information and personal identity number are processed.
Stay in touch and schedule appointments with you
In order to maintain contact with you in general and book a counselling meeting with you specifically, we need to process information about your name and your contact details.
Other legal obligations
When we offer insurance distribution, we are required to comply with extensive regulations. In order to meet these requirements, for example to prevent crime, report to authorities or handle accounting, we process personal data such as name, social security number, contact details, financial information, tax information, citizenship and other information that is deemed necessary.
Distribution to companies regarding non-life insurance
PensionsSelskabet.dk, CVR: 34723907, and headquartered at Silkegade 8, 2. sal, 1113 København ("PensionsSelskabet.dk", "we", "our" or "us"), is the data controller in accordance with the EU General Data Protection Regulation ("GDPR"). If you have any questions regarding the processing of your personal data, you can contact our Data Protection Officer at databeskyttelse@pensionsselskabet.dk.
How do we process your personal data?
If PensionsSelskabet.dk provides non-life insurance distribution to a company where you are employed, your personal data will be processed for these purposes.
Quotation
In order to be able to offer proposals for insurance solutions, we process data such as your name, employment information and your contact details in order to be able to create and submit a quote for our insurance solutions.
Advice and documentation
In order to fulfil our obligations to you, including analysing insurance needs and documenting our advice, we process data about your name and contact details.
Taking out and administering insurance policies
In order to be able to take out the agreed insurance policies and administer these, employment information and social security numbers about the beneficiaries are processed.
Stay in touch and schedule appointments with you
In order to maintain contact with you in general and book a counselling meeting with you specifically, we need to process information about your name and your contact details.
Other legal obligations
When we offer insurance distribution, we are required to comply with extensive regulations. In order to meet these requirements, for example to prevent crime, report to authorities or handle accounting, we process personal data such as name, social security number, contact details, financial information, tax information, citizenship and other information that is deemed necessary.
Distribution to you as an individual regarding non-life insurance
PensionsSelskabet.dk, CVR: 34723907, and headquartered at Silkegade 8, 2. sal, 1113 København ("PensionsSelskabet.dk", "we", "our" or "us"), is the data controller in accordance with the EU General Data Protection Regulation ("GDPR"). If you have any questions regarding the processing of your personal data, you can contact our Data Protection Officer at databeskyttelse@pensionsselskabet.dk.
How do we process your personal data?
If PensionsSelskabet.dk provides you, or your employer, with insurance distribution or related services, your personal data will be processed for these purposes.
Quotation
In order to be able to offer suggestions for insurance solutions, we process data such as your name, contact details, address and home details, vehicle data, income data, data on existing insurance holdings and data on any co-insured.
Advice and documentation
In order to document the insurance distribution, we carry out, we process information about your insurance, your identity information and personal identity number.
Taking out and administering insurance policies
In order to be able to take out the agreed insurance policies and administer them, information about your insurances, your personal identity number and your contact details are processed.
Stay in touch and schedule appointments with you
In order to maintain contact with you in general and book a counselling meeting with you specifically, we need to process information about your name and your contact details.
Other legal obligations
When we offer insurance distribution, we are required to comply with extensive regulations. In order to meet these requirements, for example to prevent crime, report to authorities or handle accounting, we process personal data such as name, social security number, contact details, financial information, tax information, citizenship and other information that is deemed necessary.
Investment Advice
Who is the data controller?
PensionsSelskabet.dk, CVR: 34723907, and headquartered at Silkegade 8, 2. sal, 1113 København ("PensionsSelskabet.dk", "we", "our" or "us"), are controllers for the processing of personal data within the framework of the provision of investment advice in accordance with the EU General Data Protection Regulation ("GDPR”). If you have any questions regarding the processing of your personal data, you can contact our Data Protection Officer at databeskyttelse@pensionsselskabet.dk.
How do we process your personal data?
If PensionsSelskabet.dk has an agreement with you to provide investment services, we will use your personal data to fulfil the purposes set out below.
Drafting of agreements and powers of attorney
In order to be able to sign an agreement or act on the basis of a power of attorney with you or the company you represent, we process personal data such as name, contact details, title and social security number.
Advice and documentation
In order to be able to fulfil our obligations to you, including providing advice, managing custody accounts and fulfilling orders in accordance with agreements, as well as documenting the advice we provide, we process data such as name, contact information, employment information, financial information, social security number, family relationships, custody information and company involvement.
Customer Knowledge
In order to fulfil our obligations under anti-money laundering legislation, we process information about you as a customer. This includes name, social security number, contact details, company involvement, citizenship, financial information, any status as a politically exposed person (including those close to one), and information about the origin of the funds. If necessary, additional information may be processed to ensure sufficient customer knowledge.
Other legal obligations
When PensionsSelskabet.dk offers investment services, we are obliged to comply with extensive regulations. In order to meet these requirements, for example to prevent crime, report to authorities or handle accounting, we process personal data such as name, social security number, contact information, financial information, tax information, citizenship and other necessary information.
Portfolio management
Who is the data controller?
PensionsSelskabet.dk, CVR: 34723907, with its registered office at Silkegade 8, 2. sal, 1113 København ("PensionsSelskabet.dk", "we", "our" or "us"), is the data controller in accordance with the EU General Data Protection Regulation ("GDPR"). If you have any questions regarding the processing of your personal data, you can contact our Data Protection Officer at databeskyttelse@pensionsselskabet.dk.
How do we process your personal data?
If you have chosen to invest in a portfolio management service, i.e. a service where PensionsSelskabet.dk makes decisions on investments in financial instruments on your behalf in accordance with predetermined investment limits, we will use your personal data in accordance with the purposes set out below. Portfolio management is provided only in conjunction with investment advice from PensionsSelskabet.dk.
Drafting of agreements and powers of attorney
In order to be able to sign an agreement or act on the basis of a power of attorney with you or the company you represent, we process personal data such as name, contact details, title and social security number.
Advice and documentation
In order to be able to fulfil our obligations to you, including providing advice, managing custody accounts and fulfilling orders in accordance with agreements, as well as documenting the advice we provide, we process data such as name, contact information, employment information, financial information, social security number, family relationships, custody information and company involvement.
Customer Knowledge
In order to fulfil our obligations under anti-money laundering legislation, we process information about you as a customer. This includes name, social security number, contact details, company involvement, citizenship, financial information, any status as a politically exposed person (including those close to one), and information about the origin of the funds. If necessary, additional information may be processed to ensure sufficient customer knowledge.
Other legal obligations
When PensionsSelskabet.dk offers investment services, we are obliged to comply with extensive regulations. In order to meet these requirements, for example to prevent crime, report to authorities or handle accounting, we process personal data such as name, social security number, contact information, financial information, tax information, citizenship and other necessary information.
Other purposes
Who is the data controller?
PensionsSelskabet.dk, CVR: 34723907, headquartered at Silkegade 8, 2. sal, 1113 København, is the data controller for personal data processing that takes place for the purposes described below, provided that it takes place as part of our pension brokerage business.
If you have any questions regarding the processing of your personal data, you can contact our Data Protection Officer at databeskyttelse@pensionsselskabet.dk.
Marketing
Data may be processed for the purpose of marketing PensionsSelskabet.dk's other products or services to you. You can always opt out of receiving marketing communications by either using the unsubscribe link in the email or contacting PensionsSelskabet.dk.
Troubleshooting and development
Your personal data may be used for troubleshooting in specific cases and for further development of the company's proprietary systems.
Maintain contact with our customers
PensionsSelskabet.dk's main customers are companies, and we process the personal data of our contact persons for the various customer companies and their various services (Life & Pension, Non-life Insurance, Group Life Insurance, etc.). The personal data that is processed is usually name, e-mail address, title/role, telephone number.
What is PensionsSelskabet.dk's legal basis for the processing of personal data?
Our processing of your personal data is based on a combination of the performance of a contract.
Legitimate interest
When we use the legal basis of legitimate interest, we always carry out a so-called balancing of interests. This means that PensionsSelskabet.dk has assessed that PensionsSelskabet.dk's interest in processing your personal data in this way outweighs yours.
PensionsSelskabet.dk's legitimate interests:
- To collect contact information about you in order to be able to get in touch with you.
- To be able to offer insurance mediation services to you and your employer.
- To process your personal data in order to be able to charge for the services performed.
- To use your personal data to develop new and existing systems.
- To present your insurance policies and other investments to you in our private service.
Performance of contracts
When PensionsSelskabet.dk has an agreement with you or your employer, we need to process personal data in order to fulfil our part of the agreement, for example to provide you with insurance distribution.
Compliance with legal obligation
PensionsSelskabet.dk is subject to several other laws such as the Accounting Act, the Money Laundering Act where the processing of personal data is necessary to be able to comply with these laws. For example, we need to be able to show that we know you as a customer through a so-called "customer due diligence" process.
When does PensionsSelskabet.dk share personal data with others?
You can be sure that PensionsSelskabet.dk never sells your personal data to other companies. However, your data may be shared within the PensionsSelskabet.dk Group when there is a legitimate interest in doing so, or if another company within the Group performs administrative tasks for the company with which you have a relationship.
Depending on the service we offer, your personal data may be shared with other recipients, such as the insurer you have chosen, your employer or the company where your custody account is registered. In order to comply with our legal obligations, we may also share data with authorities such as the Danish Tax Agency and, if necessary, the Danish Financial Intelligence Agency.
PensionsSelskabet.dk collaborates with external suppliers for services such as IT, communication, contract management, storage and invoicing. Therefore, your personal data may be shared with these suppliers and partners, who act as data processors for PensionsSelskabet.dk. We place the same high demands on confidentiality and security at our suppliers as we do in our own handling of personal data.
In the event of legal proceedings or disputes, we may need to share your personal data with, for example, courts, tribunals or lawyers in order to comply with legal requirements or in order for PensionsSelskabet.dk to be able to defend or assert its legal claims.
The processing of your personal data takes place within Denmark or within the EU/EEA. However, it may happen that PensionsSelskabet.dk's suppliers or their subcontractors are located outside Denmark and the EU/EEA. When PensionsSelskabet.dk cooperates with such suppliers, we ensure that the necessary measures are taken to ensure that the transfer meets the GDPR's requirements for the level of protection in the case of third-country transfers. This may mean that the supplier is based in a country with an adequate level of protection or that standard contractual clauses are used in conjunction with supplementary safeguards.
How long do we keep your personal data?
The basic principle is that PensionsSelskabet.dk will only retain your personal data for as long as it is necessary to fulfil the purposes for which it was collected. This means that we store your personal data for as long as you have a contractual or customer relationship with PensionsSelskabet.dk or there is an active power of attorney from you, or until we no longer have a legitimate interest in retaining it. If the processing is based on your consent, the storage will cease when you withdraw your consent.
Due to our business, we have to comply with extensive legal requirements, which may mean that we need to retain certain personal data for longer than your active relationship with us. For example, insurance distribution legislation requires that specific data be retained even after your relationship with us has ended. In addition, we need to store your personal data during the general limitation period in order to be able to defend ourselves against or assert legal claims.
Automated decision-making and profiling?
Within the framework of our marketing, we may process personal data about you through profiling in order to be able to provide you with targeted messages and offers that are relevant to you. You have the right to object to this processing of personal data at any time. The information we process through profiling will not be used to make fully automated decisions.