List of Sub-processors

Fairstone uses a number of data sub-processors to perform our Services to customers. All sub-processors acting on our behalf only process your data in accordance with instructions from us and comply fully with this privacy notice, the data protection laws and any other appropriate confidentiality and security measures. A list of these sub-processors is outlined below:

• Acuity Scheduling
• Bookly
• Broker Assist
• CalQRisk
• CashCalc
• ClearChoice
• CreditLogic
• Dataships
• DocuSign
• Facebook
• Gong
• HubSpot
• Instagram
• IT.ie
• Proposify
• Round13
• Stripe
• TikTok
• Tishkint
• Twitter
• Usercentrics
• YouTube
• Zoom

Acuity Scheduling is a customizable appointment scheduling software we use to automate our workflows, payments, and bookings. Acuity offers powerful tools, including calendar syncing, automated email and text message reminders, payment processor integrations. Acuity Scheduling is provided by Squarespace, an American website building and hosting company which is based in New York City.

For more information about Acuity Scheduling, please visit https://www.acuityscheduling.com/

Bookly is a scheduling plugin for WordPress that allows us to accept online bookings on our website and automates our reservation system. Bookly is based in London, England.

For more information about Bookly, please visit https://bookly-pro.com/

We use Broker Assist to streamline and funnel the submission of our business and eliminates the need to utilize several portals for doing same and they act in the capacity of a processor on our behalf. The only information we provide them with is the information provided to meet business and legal requirements.

For more information about Broker Assist, please visit www.brokerassist.ie

CalQRisk is a modular Governance, Risk & Compliance (GRC) software solution. We use it to streamline and enhance our risk management processes while ensuring compliance with relevant legal and regulatory obligations. CalQRisk is based in Ireland.

For more information about CalQRisk, please visit www.calqrisk.com

Cash flow modelling and lifetime planning is an increasingly prominent part of our financial advice industry in Ireland. CashCalc makes it easy to engage our clients in the financial planning process with interactive calculators and insightful graphics. CashCalc allows us to create detailed and precise cash flow models for our clients, without any of the added complexity.

For more information about Cashcalc, please visit

www.cashcalc.co.uk

ClearChoice is a comparison tool & quote engine. They are used to compare price and different policy types. The only information they are provided with are the name, DOB & smoker status.

For more information about ClearChoice, please visit www.clearchoice.ie

CreditLogic is a Digital Mortgage Lending Platform provider. They enable banks and brokers to deliver a digital mortgage application experience by automating the application process. The platform leverages Open Banking, AI and Analytics to process new loan applications.

For more information about CreditLogic, please visit www.creditlogic.io

Dataships are an Irish-based technology company that specialise in data privacy. Dataships provide us with software that automates a number of our data privacy (GDPR) obligations. This software is featured on our website in the form of a Privacy Centre. It provides our customers with a portal where they can view key privacy related documents (e.g. Privacy Policy) and exercise many of their data privacy Rights.

For more information about Dataships, please visit www.dataships.io

DocuSign is an American company that allows companies to manage electronic agreements. We use DocuSign as a tool to gather eSignatures on important documents we have with our customers.

For more information about DocuSign, please visit www.docusign.com

Facebook is an online social media and social networking service owned by American company Meta Platforms. We use Facebook to measure the performance and reach of our ad campaigns and provide insights about the people who use our services. We may also use Facebook to create a Custom Audience for our advertising campaigns.

For more information about Facebook, please visit their website at www.facebook.com

Gong analyzes your customer-facing interactions across phone, email, and web conferencing to deliver the team the insights.

For more information about Gong, please visit www.gong.io

HubSpot is an American developer and marketer of software products for inbound marketing, sales, and customer service. We use HubSpot for sending emails to our clients.

For more information about HubSpot, please visit www.hubspot.com

Instagram is a photo and video sharing social networking service owned by American company Meta. The app allows users to upload media that can be edited with filters and organised by hashtags and geographical tagging. We use Instagram to reach more users and advertise our products.

For more information about Instagram, please visit their website at www.instagram.com

IT.ie deliver Managed IT Services & Technology Solutions such as IT Support, Cyber Security, VoIP Services and more. They are headquartered in Dublin, Ireland.

For more information about IT.ie, please visit it.ie

Proposify is a proposal software product. The software allows us to create, send, track, and e-sign proposals, contracts, and agreements with our customers.

For more information about Proposifty, please visit www.proposify.com

Round13 is a Scottish marketing consulting agency based in Glasgow, Scotland. Round13 help us to build lead generation strategies that have consistent results, from the right media buying strategies, traffic sources, creatives, copy, landing pages and funnels.

For more information, please visit www.round13.co.

Stripe is an Irish-American financial services and software as a service company dual-headquartered in San Francisco, United States and Dublin, Ireland. The company primarily offers payment processing software and application programming interfaces for e-commerce websites and mobile applications.

For more information about Stripe, please visit https://stripe.com/

TikTok, known in China as Douyin, is a short-form video hosting service owned by Chinese company ByteDance. It hosts a variety of short-form user videos, from genres like pranks, stunts, tricks, jokes, dance, and entertainment with durations from 15 seconds to ten minutes. We use TikTok to reach more users and advertise our new products.

For more information about TikTok, please visit their website at www.tiktok.com

Tishkint is an Irish company that offers an advanced CRM and Business Intelligence system. We use this software to increase efficiency and reduce errors to run a successful wealth management business. It offers features such as daily portfolio feeds, dashboards, central bank reporting etc. Tishkint are based in Limerick, Ireland.

For more information about Tishkint, please visit www.tishkint.com

Twitter, Inc. is an American social media company based in San Francisco, California. Twitter enables users to send and respond publicly or privately to texts, images and videos known as "tweets". We use Twitter to build brand awareness, provide timely customer service and leverage the power of ads.

For more information about Twitter, please visit their website at www.twitter.com

UserCentrics is a Consent Management Platform located in Germany. We use Usercentrics to track users data through various web technologies on the website in a privacy-compliant manner.

For more information about Usercentrics, please visit their website at www.usercentrics.com

YouTube is an American online video sharing and social media platform headquartered in San Bruno, California. It is currently owned by Google, and is the second most visited website, after Google Search. We use YouTube to introduce our services, provide instructions, and reach more users.

For more information about YouTube, please visit their website at www.youtube.com

Zoom Video Communications, Inc. is an American communications technology company headquartered in San Jose, California. It provides videotelephony and online chat services through a cloud-based peer-to-peer software platform and is used for teleconferencing, telecommuting, distance education, and social relations.

For more information about Zoom, please visit https://zoom.us/

Last updated on 2nd October 2023