Privacy and Integrity Policy

 

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We protect your personal integrity and it is important that you feel safe with our processing of your personal data. In this document, we tell you more about our processing of personal data. The information is directed towards customers of Max Matthiessen

Types of and Provision of Personal Data

Aside from the information provided to us by you, we may collect certain personal data from your employer, provided that your employer has an agreement with us. If you have given us a power of attorney we may also collect information from your insurance providers and so-called valcentraler. This information consists in:

  • name,
  • personal identification number,
  • date of hire,
  • percentage of full-time employment,
  • salary,
  • absence from work,
  • employment number,
  • cost center,
  • email address, and
  • deduction of salary.

If you have savings through Maxfonder.se, we also collect information about your assets from Fondab AB.

The Purpose of the Processing

Your personal data is being processed in order to provide you with insurance mediation or investment services and thereto connected services. The data may also be used for the development of the systems of Max Matthiessen.

Legal Basis of the Processing

Our processing of personal data is based on a combination of the performance of a contract (GDPR article 6.1b), compliance with a legal obligation (article 6.1.c), and legitimate interests (article 6.1.f), and the establishment, exercise or defence of legal claims (art. 9.2f). We have a legitimate interest to collect personal data concerning you in order to come into contact with you and offer you and your employer insurance mediating services. We also have a justified interest in processing your personal data in order to charge for the services which we have provided. Furthermore, we may process your personal data in order to develop new and current IT systems, and to ensure the security thereof. Lastly, we have a legitimate interest to pre-sent your insurances and other investments in our private services.

Do You Need to Provide Us with Information?

The provision of personal data is not a required according to the agreement between you and Max Matthiessen. Nor are you required by law to provide us with the personal data we request. The information is needed in order for us to fulfil our commitment to you or, when applicable, to your employer. In order for us to fulfil our obligations according to the Insurance Mediation Act, the Securities Markets Act and the Anti- Money Laundering and Counter-Terrorist Financing Act, we are obliged to request and, in some cases, collect certain personal data. The consequence of us not obtaining the sufficient data is us being unable to provide certain insurance mediation or securities services, or a lower quality of such services.

Recipients of the Data

The personal data may be disclosed to the insurance companies or securities companies of which you are or intend to become a customer. The data may also be disclosed to Max Matthiessen Värdepapper AB or other companies within the group. Provided that your current or former employer has signed an agreement with Be My Compensation Management AB or Insclear AB, certain data may be disclosed to them. If you have savings through Maxfonder.se, certain personal data will be disclosed to Fondab AB. The personal data may also, upon request or in order to comply with a legal obligation, be disclosed to government authorities such as the Swedish Tax Authority, the Swedish Financial Supervisory Authority or the Swedish Police Authority.

Data Protection Officer

Max Matthiessen has appointed a data protection officer who administers inquiries regarding the processing of personal data. You can contact our data protection officer on 08-613 02 00 or dataskyddsombud@maxm.se

Time of Storage

Personal data which is being processed as a part of providing insurance mediation services or securities services will be stored in accordance with the Insurance Mediation Act, the Securities Markets Act and the Anti- Money Laundering and Counter- Terrorist Financing Act.

Your Rights


Information and access to personal data

You have the right to obtain a confirmation as to whether or not we process your personal data, and, when that is the case, information regarding the processing. You also have the right to obtain a transcript of the personal data which is being processed. Additional transcripts may be subject to a reasonable cost.

Rectification and erasure
You have the right to require rectification of inaccurate personal data. You also have the right to require the addition of supplementary personal data which is missing. Furthermore, you have the right to request the deletion of your personal data. We will assess each request and delete the personal data if we have the legal right to do so according to, for example, the Insurance Mediation Act.

Restriction of processing
Under certain circumstances, you have the right to restrict the processing of your personal data.

Data portability
You have the right to require that the personal data which you have provided to Max Matthiessen in a structured, commonly used and machine-readable format, be transmitted to another data controller. The right to data portability is contingent on our processing of the personal data in question being based on consent (art. 6.1.a) or the performance of a contract (art. 6.1.b).

Automated Decision-Making

Your personal data will not be subject to automated decision-making or profiling.

If You Are Dissatisfied

If you are dissatisfied with our processing of your personal data, we would like you to contact us on dataskyddsombud@maxm.se and describe in what way you think the processing is incorrect. We will investigate your complaint and, if necessary, improve our procedures. Regardless, you always have the right to direct your complaints to the Swedish Data Protection Authority.

Data Controller

Max Matthiessen AB, organizational number 556421-0911, is the data controller responsible for the personal data which is being processed as a part of our insurance mediation services. Max Matthiessen Värdepapper AB, organizational number 556523-8606, is the data controller responsible for the personal data which is being processed as a part of the provision of securities services. The address of both companies is Lästmakargatan 22, 114 89 STOCKHOLM



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