Privacy Policy

 

TRINITY GROUP

DATA PRIVACY POLICY

For Clients, Prospective Clients, Business Partners, and Other External Parties

1. Our Commitment to Data Privacy

Trinity Insurance and Reinsurance Brokers, Inc., Trinity Insurance Brokers Cebu, Inc., and Trinity Property Ventures, Inc. (collectively referred to as the"Trinity Group") value and respect your right to privacy.

We are committed to protecting the personal information entrusted to us and ensuring that all personal data is collected, used, stored, and processed in accordance with the provisions of Republic Act No. 10173, otherwise known as the Data Privacy Act of 2012, its Implementing Rules and Regulations, and applicable issuances of the National Privacy Commission (NPC).

This Policy explains how we collect, use, disclose, retain, and protect personal information obtained from our clients, prospective clients, policyholders, claimants, business partners, suppliers, service providers, website visitors, and other external stakeholders.

2. Personal Information We Collect

Depending on the nature of our relationship and the services you require, we may collect the following types of personal information:

Personal Information

• Full Name
• Company Name
• Home or Business Address
• Email Address
• Mobile or Telephone Number
• Date of Birth
• Nationality
• Civil Status
• Occupation
• Tax Identification Number (TIN)
• Government-issued Identification Information

Sensitive Personal Information

Where necessary and legally permitted, we may also collect:

• Health or medical information
• Insurance claims information
• Financial information
• Government-issued identifiers
• Other information classified as sensitive personal information under applicable laws

We only collect information that is relevant, necessary, and proportionate to the purpose for which it is required.

3. How We Collect Information

We may collect your personal information through:

• Client Information Forms
• Insurance application and renewal forms
• Claims documents and supporting records
• Business correspondence
• Email communications
• Website inquiries and contact forms
• Client meetings and discussions
• Contracts and agreements
• Third parties authorized by you or permitted by law

By providing information to us, you acknowledge that such information may be processed in accordance with this Privacy Policy and applicable law.

4. Purposes of Processing

We process personal information for legitimate business purposes, including:

Insurance and Brokerage Services

• Procuring and placing insurance coverage
• Processing policy applications and renewals
• Administering insurance programs
• Managing insurance claims

Customer Relationship Management

• Communicating with clients and prospective clients
• Responding to inquiries and requests
• Providing customer support

Regulatory and Legal Compliance

• Compliance with insurance regulations
• Know-Your-Customer (KYC) requirements
• Anti-Money Laundering (AML) requirements
• Compliance with court orders and lawful government requests

Business Operations

• Contract administration
• Billing and payment processing
• Risk assessment and business analysis
• Service improvement initiatives

Marketing and Client Engagement

Subject to applicable laws and your preferences, we may send information regarding products, services, events, or updates that may be relevant to you. You may withdraw your consent or unsubscribe at any time.

5. Sharing and Disclosure of Personal Information

We may share personal information only when necessary and for legitimate purposes, including with:

• Insurance companies and reinsurers
• Health Maintenance Organizations (HMOs)
• Service providers supporting our operations
• Professional advisers
• Regulatory bodies and government agencies
• Courts, law enforcement agencies, or other authorities when legally required

We require third parties that receive personal information from us to implement appropriate safeguards and process such information in accordance with applicable privacy laws.

6. Data Retention

We retain personal information only for as long as necessary to fulfill the purposes for which it was collected, to comply with legal, regulatory, contractual, and operational requirements, and to establish, exercise, or defend legal claims.

When personal information is no longer required, it will be securely disposed of, anonymized, or deleted in accordance with applicable laws and retention requirements.

7. Protection of Personal Information

We maintain reasonable organizational, physical, and technical safeguards to protect personal information against:

• Unauthorized access
• Unauthorized disclosure
• Misuse
• Alteration
• Accidental loss
• Destruction

While no system can guarantee absolute security, we continuously strive to implement appropriate safeguards to protect the information entrusted to us.

8. Rights of Data Subjects

Under the Data Privacy Act of 2012, you may have the right to:

Right to Be Informed

Be informed about how your personal data is being processed.

Right to Access

Request access to personal information that we hold about you.

Right to Object

Object to the processing of your personal information under certain circumstances.

Right to Rectification

Request correction of inaccurate, incomplete, outdated, or misleading information.

Right to Erasure or Blocking

Request deletion or blocking of personal information where legally permissible.

Right to Data Portability

Request a copy of your personal information in a commonly used format where applicable.

Right to Damages

Seek compensation for damages arising from unlawful processing of personal data, subject to applicable laws.

Right to Lodge a Complaint

File a complaint with the National Privacy Commission if you believe your privacy rights have been violated.

9. Requests, Inquiries, and Complaints

Clients and external parties may submit requests regarding:

• Access to personal information
• Correction of records
• Withdrawal of consent
• Data privacy concerns
• Complaints regarding data processing

Requests may be forwarded to the appropriate Data Privacy Officer through the contact details below.

10. Data Privacy Officer Contact Information

For questions, requests, concerns, or complaints relating to privacy and data protection, you may contact:

Trinity Insurance and Reinsurance Brokers, Inc.

📧 dpo@trinity-insures.com

Trinity Insurance Brokers Cebu, Inc.

📧 dpo.cebu@trinity-insures.com

Trinity Property Ventures, Inc.

📧 dpo.tpvi@trinity-insurance.com

📞 Telephone: (02) 8810-1653

📍 Trinity Insurance Center, 7504 Bagtikan Street, San Antonio Village, Makati City, Philippines

11. Updates to this Privacy Policy

Trinity Group may update this Privacy Policy from time to time to reflect changes in legal requirements, business processes, technologies, or privacy practices.

The latest version of this Policy shall be made available through our official communication channels and website. Continued engagement with Trinity Group after any update constitutes acknowledgment of such revisions.

Effective Date: January 2026
Version: 1.0
Classification: Public / External Use

This version is designed specifically for clients, prospects, insurers, suppliers, and other external stakeholders, while excluding internal governance structures, security controls, access management processes, incident response procedures, employee obligations, and other confidential operational details contained in the internal Privacy Manual.