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Privacy Notice

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Privacy Notice (also known as “Fair Processing Notice”)

 

Data Controller: Coalesce Consultancy Limited

Telephone: 07525459719

Email: claire@coalesce-consultancy.co.uk

 

How will we use the information you give us?

We will use your information to provide compliance consultancy services to your firm or a firm acting on your behalf that uses our services.

  • If you are a director, shareholder, approved person, senior manager, employee, or potential employee of a firm, we provide services to or a customer of such a firm, it will be on the basis that processing your data is necessary for the performance of a contract for compliance or training and competency services.

We may need to obtain special category data from or about you, such as health or criminal conviction information.

  • If you are a director, shareholder, approved person, senior manager, employee or potential employee of a firm we provide services to, it will be on the basis that processing is necessary for the purposes of carrying out the obligations and exercising specific rights of the controller or of the data subject in the field of employment.

  • If you are a customer of such a firm, it will be on the basis that processing your data is necessary for reasons of substantial public interest. We do so because insurance is in the public interest to be available to you and fight crime.

We also have a legitimate interest in using your data for business operations to ensure we can continue to provide our services. We may use your data to send you marketing information. This will either be because we have a legitimate interest in doing so or because you have consented. You can withdraw your consent or unsubscribe easily at any time from these communications. We also need to use your information to process payments or collect debts.

 

Who will we share your data with?

To provide Compliance Services, these firms will be your employer, the FOS, the FCA, HMRC, other regulators, or other compliance companies.

 

To provide Training & Competency Services, these firms will be your employer, other compliance and training providers, and venues.

 

To help run our operations, including marketing, they include firms that provide information technology support to us. Payments include accountancy providers and payment service providers.

 

Do we send your information outside the UK, EEA or EU?

If we must transfer information to a third country outside the UK/EEA/EU, we will only do so if a similar level of protection applies.

 

How long will we keep your information?

We will only collect what is necessary and keep it for as long as we are required to do in line with our data retention policy.

 

Type of Data: All

Reason for Retention: Future services

Retention Period: 7 years from end of contract

 

What are my legal rights?

  • You can complain to the Information Commissioner at ico.org.uk, Tel 0303 123 11132.

  • You can obtain a copy of your personal information from us without charge by contacting us at the email address above. This may include the right to transfer information to other providers.

  • You have the right to ask us to correct information.

  • You have the right to ask us to delete your information or stop using it unless it is necessary for us to retain it as set out in our retention policy.

  • You may have the right to object if decisions about you are made solely by a computer.

 

This Privacy Notice was last updated on 12/03/2024

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