Casentra — Personal Information Collection Statement

This Statement is displayed when you register for a Casentra account and complete licence or identity verification. It concerns personal data relating to you as an applying insurance intermediary. It does not govern Client Data relating to your customers, which is handled under Casentra’s Terms of Service, Privacy Policy and Data Processing Addendum. In the event of inconsistency, the English version prevails.

1. Who Collects Your Data

Casentra Limited (Hong Kong) ("Casentra"), the operator of the Casentra platform, collects and holds your personal data as a data user under the Personal Data (Privacy) Ordinance (Hong Kong).

2. Personal Data We Collect

(a)your name, email address and phone number;

(b)your insurance licence or registration information, and the results of licence and identity verification;

(c)your organisation, team and professional role;

(e)device information, logs and usage data generated when you use the Service.

3. Purposes of Collection

(b)verify that you are, and remain, eligible to access the Service as an insurance professional;

(c)provide, secure, support and improve the Service;

(e)communicate service, security and administrative messages;

(f)detect and prevent fraud, abuse and unauthorised or non-compliant access; and

(g)comply with legal, regulatory and record-keeping obligations.

4. Whether Provision Is Obligatory

Providing the personal data described in Section 2 is necessary for registration and account verification.

If you do not provide the required information, Casentra may be unable to verify your eligibility, create or maintain your account, or provide the Service.

5. Disclosure and Transfer of Personal Data

Your personal data may be transferred, on a need-to-know and confidential basis, to:

(a)service providers and subprocessors that process data on Casentra’s behalf, including cloud infrastructure providers, artificial intelligence providers, identity verification providers and other technology providers;

(c)regulators, law enforcement authorities, government bodies or other parties where required by law.

6. Direct Marketing

Casentra will not use your personal data for direct marketing unless permitted under applicable law, including where you have provided the required consent or indicated no objection where applicable.

Each direct marketing communication will provide an appropriate opt-out mechanism.

Service, security and administrative communications are not considered direct marketing.

7. Access and Correction Rights

Under the Personal Data (Privacy) Ordinance (Hong Kong), you have the right to request access to and correction of your personal data held by Casentra.

Casentra may charge a fee permitted by law and may require identity verification before processing a request.

8. Contact

Casentra Limited, Office 5, 8/F, Mega Cube, 8 Wang Kwong Road, Kowloon Bay, Kowloon, Hong Kong

9. Further Information

This Statement should be read together with Casentra’s Privacy Policy and Terms of Service, which describe how Casentra handles personal data, including Client Data submitted through the Service.

Other languages：简体中文繁體中文English