Privacy Policy

How we collect your personal data

We collect personal data, or personal information, directly from you, for example when you:

Visit our website and complete a form.

• Contact us by any means to enquire about us or our services.

• Engage us to provide services.

• Subscribe to our services such as our regular newsletter.

 

Other data controllers (including our clients) may also provide your personal data to us. You should contact those firms or individuals about their privacy policies.

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We may also obtain information about you from publicly available sources (such as Companies House and the FCA Register) and collect website usage information using cookies (see “Cookies” section below).

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The personal data we collect

We may collect personal data about you including:

• Identity Data such as your title, full name and date of birth.

• Contact Data such as your email address, telephone numbers and residential address.

• Transaction Data, for example details about payments to and from you.

• Usage Data which includes information about how you use our website, products and services.

 

As we are a consultancy business, once our services are engaged, we act as a data processor. This means that we process personal data on the instructions of a data Controller. We do not normally store personal data when acting as a data processor as it is our policy to utilise the data Controller’s storage facilities.

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How information is used

We may use your information in the following ways:

• To provide FCA and PRA compliance advice and to answer your specific questions.

• Carry out our obligations arising from any contracts entered into by you and us.

• To fulfil our legal and regulatory obligations.

• Send you communications which you have requested and that may be of interest.

• For other legitimate business purposes.

 

If you choose not to share your personal data with us, or refuse certain contact permissions, we might not be able to provide some services you’ve asked for.

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How long we hold your data for

We will only retain your personal data for as long as necessary to fulfil the purposes we collected it for, including for the purposes of satisfying any legal, accounting, regulatory or reporting requirements.

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Personal data will generally not be held for more than seven years after the end of the relationship/appointment, unless otherwise prescribed by law or regulation.

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Sharing your personal data

We do not sell your personal data. We may process your personal data without your knowledge where this is required or permitted by law, for example, if required to do so by regulatory bodies.

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International Transfers

We do not usually share personal data outside the European Economic Area (EEA). However, in the rare event data is shared outside the EEA, any transfer will be made in accordance with an adequacy decision or subject to appropriate and documented safeguards.

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Cookies

Like many websites, our website uses cookies. Cookies are text files placed on your computer to collect standard internet log information and visitor behaviour information. This information is used to track visitor use of the website and to compile statistical reports on website activity. The data we collect is aggregated in its nature and is not specific to any one visitor. This helps us to improve our website and deliver a better service.

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You can set your browser not to accept cookies or to remove cookies from your browser. If you do this, it may mean some of our website features may not function as a result. For further information about cookies visit www.aboutcookies.org or www.allaboutcookies.org.

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Links to other websites

Our website may contain links to other websites. This Privacy Notice only applies to our websites so when you link to other websites you should read their privacy policies. We cannot be responsible for the privacy policies and practices of other sites even if you access them using links from our website.

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Your rights

Under the DPA 2018 and the GDPR, you have rights as an individual which you can exercise in relation to the personal data we hold about you. For example, you can exercise your right to:

• Request access to, and deletion or correction of, information about you.

• Object to the way in which we use information about you.

• Request that your personal data be transferred to another organisation.

• Complain to the Information Commissioner’s Office if you are unhappy about the way we use information about you.

• Rights are not absolute; you can find out more about your rights here: https://ico.org.uk/your-data-matters/

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Security of personal data

When you give us personal information, we take steps to ensure that it’s treated securely. Policies and procedures are in place to safeguard it from loss, misuse and improper disclosure. We, also, have procedures to deal with any suspected personal data breach.

 

How to contact us

Please contact us if you have any questions about our Privacy Notice or information we hold about you by emailing us at: add email address contact@complianceadvice.co.uk