We may collect information about you in a number of circumstances, including when you seek finance director services from us; or when you offer to provide or provide services to us.
The information we collect may include your name, job title, postal address, email address, telephone number, information regarding your job and/or other information regarding your preferences or where it is relevant to finance director services that we provide. From time to time, it may include information about your membership of a professional or trade association or union, health information and details of any criminal record you may have.
In some circumstances, we collect personal information about you from a third-party source. For example, we may collect personal information from a company for whom you work, other organisations with whom you have dealings, government agencies, a credit reporting agency, an information or service provider or from a publicly available record.
We may use any of the information about you which we have collected to provide you with finance director services; for the purposes of the supply or retention of services; for insurance purposes, to send you invoices or reminder notices; to process your requests of, and applications to, us; and for any other purpose for which this information was provided to us or for any purpose related or ancillary to any of the above. We may also use personal information or data where we are permitted by law to do so. This includes circumstances where you have expressly or impliedly consented to such use and will be set out in our letter of engagement.
We will take appropriate technical and organisational measures to keep your information confidential and secure in accordance with our internal procedures covering the storage, access and disclosure of information. Information may be kept on our IT system or in paper files.Who we share your personal information with
We may disclose your personal information in the following circumstances:
• If we have collected your personal information in the course of providing finance director services to any of our clients, we may disclose it to that client and, where permitted by law, to others for the purpose of providing those services;
• We may disclose your personal information to our directors who assist us in running our business, including this website, and who are subject to security and confidentiality obligations; and
• We will make whatever disclosures of your personal information that the law requires or authorises us to make.If you do not provide your personal information
If you do not provide information requested by us from time to time, we may not be able to provide services to you or otherwise fulfil the purpose for which we have requested the information.How long we retain your personal information for
The periods for which we retain personal information depend on the purpose for which the information was obtained but, in general terms, we will retain personal data for so long as required by law, or as may be required for record keeping and legal claims purposes. If you are a client, these are described in our terms of engagement.Holding personal information outside the EEA
We may transfer information about you between countries if required for a relevant purpose as described above. These may include countries that do not provide the same level of protection as English law.Using our website
Our website makes use of cookie files to distinguish you from other users of our site, to provide you with a bespoke user experience tailored to your individual preferences. A cookie file (a small file of letters and numbers) will be placed on your computer or other access device each time you visit our site.
We also use a third-party service, Google Analytics, to collect standard internet log information and details of visitor behaviour patterns. These allow us to recognise and count the number of visitors to our site and to see how visitors move around our site when they are using it. This helps us to improve the way our site works, for example, by ensuring that users are finding what they are looking for easily.
If you wish to delete any such cookie files, please refer to the instructions for your file management software to locate the file or directory that stores cookies.
You may refuse to accept cookie files when visiting our site, by activating the setting on your browser which allows you to refuse the setting of cookies. However, if you choose this setting, you may not get an optimal web site experience.Your rights
Access to your information
You have the right to request a copy of the personal information about you that we hold.
Correcting your information
We want to make sure that your personal information is accurate, complete and up to date and you may ask us to correct any personal information about you that you believe does not meet these standards.
Deletion of your information
You have the right to ask us to delete personal information about you where:
• You consider that we no longer require the information for the purposes for which it was obtained.
• We are using that information with your consent and you have withdrawn your consent – see Withdrawing consent to using your information below.
• You have validly objected to our use of your personal information – see Objecting to how we may use your information below.
• Our use of your personal information is contrary to law or our other legal obligations.
Objecting to how we may use your information
You have the right at any time to require us to stop using your personal information for direct marketing purposes.In addition, where we use your personal information to perform tasks carried out in the public interest then, if you ask us to, we will stop using that personal information unless there are overriding legitimate grounds to continue.
Restricting how we may use your information
In some cases, you may ask us to restrict how we use your personal information. This right might apply, for example, where we are checking the accuracy of personal information about you that we hold or assessing the validity of any objection you have made to our use of your information. The right might also apply where this is no longer a basis for using your personal information but you don't want us to delete the data. Where this right to validly exercised, we may only use the relevant personal information with your consent, for legal claims or where there are other public interest grounds to do so.
If we use your personal information on an automated basis to make decisions which significantly affect you, you have the right to ask that the decision be reviewed by an individual to whom you may make representations and contest the decision. This right only applies where we use your information with your consent or as part of a contractual relationship with you.
Withdrawing consent using your information
Where we use your personal information with your consent you may withdraw that consent at any time and we will stop using your personal information for the purpose(s) for which consent was given.
Please contact us in any of the ways set out in the Contact information and further advice section if you wish to exercise any of these rights.
Changes to our privacy statement
We keep this privacy statement under regular review and will place any updates on this website. Paper copies of the privacy statement may also be obtained by emailing firstname.lastname@example.org.
This privacy statement was last updated on 11 May 2018.
Contact information and further advice
For further information please contact Lyndsay Henderson, email@example.com.
We seek to resolve directly all complaints about how we handle personal information but you also have the right to lodge a complaint with the Information Commissioner's Office, whose contact details are as follows:
Information Commissioner's Office
Telephone - 0303 123 1113 (local rate) or 01625 545 745
Website - https://ico.org.uk/concerns