Legal notice

The company Socalmed - Sociedade Caldense de Mediação de Seguros Lda., is a Portuguese entity that develops the Insurance Mediation activity of branches of Life and Non Life insurances.


Socalmed - Sociedade Caldense de Mediação de Seguros Lda., undertakes to comply with the applicable legal requirements regarding the privacy of personal data, namely with the General Data Protection Regulation, Regulation (EU) 2016/679, on the protection of individuals data.


Purpose & Treatment Law

The personal data to be collected and processed by the company Socalmed - Sociedade Caldense de Mediação de Seguros Lda. Are intended for the following processing purposes:

• Pre-contractual arrangements;

• Execution of the provision of an excellent insurance intermediation service;

• Marketing actions for the legitimate interests of the controller, not interfering with the privacy of data subjects.


Socalmed - Sociedade Caldense de Mediação de Seguros Lda., ensures that personal data is considered to be minimal and is processed for the legitimate business interests of the company and in a lawful manner, and will only be processed in the context of professional insurance mediation activity.


Data collection

The personal data to be collected in the context of the professional insurance mediation activity, aiming at an excellent service, are the following:

• Basic identification data of the individual person;

• Base location data of events related to the Client in the context of the provision of the service.


Data Protection

Socalmed - Sociedade Caldense de Mediação de Seguros Lda., actively manages technical and administrative measures appropriate to the protection of personal data under its responsibility.


Socalmed - Sociedade Caldense de Mediação de Seguros Lda., does not share the personal data collected with other entities outside its sphere.


All partners are understood as our sphere, namely the companies, brokers, and related insurance agents with whom we work.


Socalmed - Sociedade Caldense de Mediação de Seguros Lda., may communicate personal data to service providers for the sole purpose of fulfilling the purposes mentioned above. In this case, it will be ensured that these entities incorporate technical and administrative measures appropriate to the protection of said data.


Exercise of Holders' Rights

The Data Subject is entitled to exercise the right of access, rectification, forgetfulness, limitation, or opposition to treatment and portability, as well as complaints to the Portuguese Control Authority.


At the end of the processing of personal data, these will be retained for a legally applicable period and following the sectoral obligations of the insurance activity.


Communication and Cooperation

Any need for clarification on the Policy and/or Practices of Socalmed - Sociedade Caldense de Mediação de Seguros Lda., in terms of Data Protection and Privacy or exercise of rights by the Data subjects must be sent to geral@socalmed.pt


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