Privacy Notice

Introduction

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This notice provides you with information concerning our collection and use of personal data. If you have any queries regarding this statement, please do not hesitate to contact us.

 

Legal basis

 

We collect, control and process your personal information because this is necessary to provide you with information, answer any queries you may have and for the provision of our services to you. Contractual necessity is therefore the lawful basis for collecting, controlling and processing your personal details and those of your employees and service providers other than sensitive personal data for which we require individual consent. We do not normally request or process any sensitive personal data.

 

Sensitive personal data:

 

• Racial or ethnic origin

• Political opinions

• Religious or philosophical beliefs

• Trade union membership

• Genetic data

• Biometric data

• Data concerning health

• Data concerning sex life or sexual orientation

 

We would discuss with you the need for the provision of sensitive data before you provide this information. The subsequent provision of sensitive personal data will be taken as consent to this processing.

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It is entirely up to you as to whether or not you choose to provide us with any personal information. If you choose not to, we simply may not be able to assist you.

We do not use your personal data for marketing purposes nor will we share your data with any other organisation for marketing purposes.

 

What data we collect & what we do with it

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Once we are trading, in order to provide financial/insurance advisory services we will obtain personal information from you concerning your finances, circumstances, objectives and other relevant details. We will collect, store and process this information.

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Esupport updates

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We will store your name and email address with a data processor to enable us to communicate service updates to you. Mailchimp.

 

Our communication with you

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We will generally communicate with you via email. This will be via Microsoft 365, which is again protected by single-factor authentication (SFA).

 

Communication between staff

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Alongside emails through Microsoft 365, staff members will also communicate with each other through Microsoft Teams, which is a secure instant messaging service where messages are encrypted both in transit and at rest. We will also communicate through WhatsApp, which is protected by end-to-end encryption.

 

Sharing your data

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In the course of our work with you we will share your personal data with product and service providers; we may also share you date with compliance monitoring & support organisations and regulatory bodies who are also ‘Data Controllers’ and registered with a supervisory authority in the UK unless otherwise indicated before we share any of your data.

 

We also use external data processors that will hold information for the following purposes:

 

• Secure file sharing

• Data backup

• Dissemination of information

 

Otherwise we will not share your personal information with other companies without your express authority except if the firm is sold or where we are required to do so by law.

 

Data processors

• Microsoft

• Docusign

• Smartsearch

• Google (Gmail, Sheets, Forms)

• Mailchimp

• The GI Consultant

 

All our data processing takes place within UK jurisdiction. Or should any processor hold any data on our behalf outside of the UK we will take steps to ensure that it is held in a satisfactory jurisdiction. In the case of the US we will ensure that the UK-US Privacy Shield applies.

 

Marketing

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The information we collect about you is used solely for the purposes for which it was provided. We will never use your data or share it for marketing purposes.

If we have collected information from you for marketing purposes we will inform you and specifically gain your consent.

 

Retention

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We will keep your personal data throughout our business relationship. At the end of any contractual relationship we are required to continue to hold personal data under current legislation for varying periods and in some circumstances indefinitely. We may also consider it necessary to keep data beyond the timescales in order to defend any future legal action. Where we no longer need regular access to your data we will transfer your data to a secure archive in order to avoid any unnecessary processing.

 

Your rights

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Under data protection law you have the right to ask us for a copy of the information we hold about you, and to have any inaccuracies corrected or removed. You may also ask us to delete all personal data held by us or any controller or processor with which we have shared your data.

 

To do this, please either contact us in writing, by telephone or email.

 

Complaints

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The UK Information Commissioner’s Office is our supervising authority where you can refer any complaints about data protection. Click here for more information.

 

Contact

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For any queries about data protection please contact:

 

Contact name     Adam Downes

Address             16 Wharfedale Drive, Otley, Leeds, LS21 2FE

Telephone           07986269054

Web                 www.puravidafp.com

Email                adamdownes@puravidafp.com

 

 

Where we store your Personal Data

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All the data that we collect is stored on our encrypted server or back-up drives in the UK or with our listed processors under contract.