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AXA Wealth Ltd and AXA Wealth Services Ltd both trade under the brand name SunLife. We collect the following personal and sensitive information:
We collect personal information about you when you request a quote for any of our products or services. This includes your name, address, gender, date of birth and telephone number. Should you decide to purchase one of our products we will need to collect additional personal information, such as your bank account details. We may also request additional information about you from a third party such as credit agencies, customer research companies or customer segmentation and data cleansing agencies.
Depending on the product and service you apply for, some of the information you may be asked to provide could be classed as sensitive personal information. For example, we may need to ask you about your health or medical history. We'll only ask you for this sensitive personal information if it is necessary to set up and administer your policy.
We will hold and use your personal information:
We will record your personal information on our policy administration system and marketing database (please see the paragraph below on our use of your data for
marketing purposes), and we may keep it on paper files where necessary to set up and administer your policy.
To assist us in the processing of your personal information, we may use other companies in the Phoenix Group or companies who work under contract for us; this may include companies located outside of the European Economic Area. We will ensure that all of these other companies protect your personal information by applying the same standards of security as we do.
In order to process some payments through the banking payments system, the bank may require to transfer your personal information to countries which do not provide for the same level of protection for personal information as the UK. This may be provided to overseas authorities in order to comply with applicable legal obligations and to investigate and prevent crime and terrorism.
If you take out a SunLife Insurance policy, we may need to get medical reports in the event of a claim. By applying for SunLife Insurance, you are consenting to this. We will treat these medical reports with additional confidentiality as they are sensitive personal information.
We may request limited information about your health and medical records from your doctor, but this will be limited to the information necessary to satisfy the claim. When you provide your consent to the disclosure of your health information and medical records in the event of a claim, this also includes disclosure by your doctor for medical information about you after your death.
(Your Rights under the Access to Medical Reports Act) 1988 (Access to Personal Files and Medical Reports (Northern Ireland) Order 1991)
Please read this carefully
Under the terms of your policy, we will require the completion of a medical report by any doctor who is or has cared for you. In this connection, you should know that you have certain rights under the Access to Medical Report Act 1988 (Access to Personal Files and Medical Reports (Northern Ireland) Order 1991).
The Act requires us to obtain your consent before we apply for a medical report from a doctor who has cared for you and enables you, if you wish, to ask the doctor to let you see the report, or a copy of it, before or after it is sent to us. Full details of your rights under the Act are set out below:
Your doctor will be asked to only give medical information which relates to the claim. Additionally, your doctor is asked not to reveal information about:
The information your doctor provides about your health may affect any claim you may make.
We may share your personal information with third party verification services and credit reference agencies, to help prevent financial crime. We may also share your information with other organisations as necessary in order to meet our legal obligations.
We may also share your personal information with other companies within the wider Phoenix Group including AXA Wealth Ltd and AXA Wealth Services Ltd.
If you have purchased a product or service from a product provider that we work with, we will provide them with information about that purchase.
If you have been introduced to SunLife by another company, we may provide them with your personal information if they request it. This may include changes to your personal information e.g. change of address.
We will not share any health or medical information (sensitive personal information) about you and we will not sell your personal information to another company.
From time to time, we'd like to send you information about other products and services you might be interested in. This information could be from AXA Wealth Services Ltd (trading as SunLife) and other companies within the Phoenix Group. We may also introduce you to other products and services from other companies that we work with, but we will never sell your personal information to another company.
We may do this by post, phone, SMS (text message) or email.
If you prefer we didn't do this (and you have not contacted us already to tell us that you do not wish us to do this) just give us a call on 0800 904 7678 - it's that simple. Lines are open Monday to Friday 8am-8pm).
Or write to us at - SunLife, PO Box 7054, Willenhall, WV1 9ZH.
Otherwise we will assume you are happy to be contacted in this way for the time being.
You have the right to request a copy of the information that we hold about you. If you would like a copy of some or all of your personal information, please write to us at the following address:
The Data Protection Manager
1 Wythall Green Way
We may make a small charge for this service.
If you have any questions regarding anything else, please call our customer services team on 0800 008 6060 or visit our
contact us page. Lines are open Monday to Friday 8am-8pm). Call charges vary depending on your phone provider.
(e.g. verifying your identity to prevent Fraud and Money Laundering)
Your security is important to us. That's why to verify your identity and prevent financial crime, AXA Wealth Ltd may use and share your information with any company within the Phoenix Group, with companies who work for us and with appropriate organisations.
We may also search, send your details to, and use information from third party verification service providers and financial crime and credit reference agencies (Third Parties). This involves checking your details against databases these Third Parties use. Phoenix Group and these Third Parties may keep a record of the search, the results of the search, any suspicions of financial crime and the details may be used to assist other companies for verification and identification purposes. The search is not a credit check and your credit rating should be unaffected.
By accepting our
Financial Crime page.
Here's the information that you need to know about who we are and the other companies that we work with in order to provide our products and services.
Who are SunLife?
AXA Wealth Ltd trades as SunLife and is the provider of the Guaranteed Over 50 Plan, SunLife Insurance and the life insurance policy payment option for Funeral Plans. AXA Wealth Ltd is a company limited by shares and the registered office is at 1 Wythall Green Way, Wythall, Birmingham B47 6WG (registered in England, No. 01225468). AXA Wealth Ltd is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. AXA Wealth Ltd is entered on the Financial Services Register (registration no. 119201).
AXA Wealth Services Ltd distributes financial products and services and trades as SunLife. AXA Wealth Services Ltd is a company limited by shares and the registered office is at 1 Wythall Green Way, Wythall, Birmingham B47 6WG (registered in England, no. 02238458). AXA Wealth Services Ltd is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register (registration no. 465753).
‘SunLife’ (comprising of the companies AXA Wealth Services Limited, AXA Wealth Limited and AXA Sun Life Direct Limited) has been acquired by Pearl Life Holdings Limited (and now forms part of the Phoenix Group -
www.thephoenixgroup.com). ‘AXA’ is a trademark that is owned by AXA SA and will be used for a short period under a licence granted by AXA SA to the Phoenix Group.
Pearl Life Holdings Limited is registered in England (4560778) at 1 Wythall Green Way, Wythall, Birmingham B47 6WG. As part of the Phoenix Group, AXA Wealth Limited will continue to be authorised by the Prudential Regulation Authority and regulated by Prudential Regulation Authority and Financial Conduct Authority. AXA Wealth Services Limited will continue to be regulated by the Financial Conduct Authority.
You can contact us by post at SunLife, PO Box 7054, Willenhall, WV1 9ZH or by phone on 0800 008 6060. As part of our commitment to quality service and security, calls may be recorded.
If you choose to add Funeral Benefit Option to your Guaranteed Over 50 Plan the funeral services are arranged and provided by Dignity Funerals Limited. Dignity Funerals Limited is a company registered in England and Wales No. 00041598. VAT registered No. 486 6081 14. 4 King Edwards Court, King Edwards Square, Sutton Coldfield, West Midlands, B73 6AP. Telephone No. 0121 354 1557. Fax No. 0121 355 808. Part of Dignity plc. A British Company. Dignity are not regulated by the Financial Conduct Authority or the Prudential Regulation Authority but are registered providers with the Funeral Planning Authority.
Who provides the Funeral Plans?
The funeral services are arranged by a funeral director selected by Golden Charter Ltd. Golden Charter Ltd are not required to be authorised or regulated by the Financial Conduct Authority or the Prudential Regulation Authority in relation to funeral plans but are registered providers with the Funeral Planning Authority.
If you choose to pay for your funeral in one go, with a single payment, you will have a contract with Golden Charter. The funeral services will be arranged by a funeral director selected by Golden Charter Ltd.
If you choose to pay for your funeral with a life insurance policy, the policy will be provided by AXA Wealth Ltd, trading as SunLife. The funeral services will be arranged by a funeral director selected by Golden Charter Ltd.
Who provides My Smarter (ISA)?
My Smarter (ISA) is provided by Scottish Friendly Asset Managers Limited. Authorised and regulated by the Financial Conduct Authority. Details can be found on the Financial Services register, registration No. 188832. Member of The Investment Association. Registered Office: Scottish Friendly House, 16 Blythswood Square, Glasgow G2 4HJ.
Who provides the Will writing services?
Hugh James is authorised and regulated by the Solicitors Regulation Authority (SRA Number:303202).
The information contained on this website is based on Hugh James' understanding of the law of intestacy in England and Wales only as at April 2014. The law in Scotland and Northern Ireland is significantly different. This is for information purposes and is not intended to be legal advice.
Who provides Family Life Insurance?
SunLife Family Life Insurance is provided by Scottish Friendly Assurance Society Limited which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Details can be found on the Financial Services register (registration number 110002). Registered Office: Scottish Friendly House, 16 Blythswood Square, Glasgow G2 4HJ.
Who provides SunLife Pet Insurance
SunLife Pet Insurance is arranged and administered by BDML Connect Limited. BDML Connect Limited is authorised and regulated by the Financial Conduct Authority (No. 309140). Registered in England and Wales Number 02785540. Registered Office: 45 Westerham Road, Bessels Green, Sevenoaks, Kent, TN13 2QB.
Who provides SunLife Home Insurance
SunLife Home Insurance is arranged and administered by One Insurance Solution which is a trading style of Brightside Insurance Services Ltd who is authorised and regulated by the Financial Conduct Authority (Firm reference No. 302216). Registered in England and Wales No 04137311. Registered Office: Brightside Park, Severn Bridge, Aust, Bristol, BS35 4BL. VAT no: 851 1469 32