Customer Privacy Notice

This privacy notice tells you what to expect us to do with your personal information.

· Contact details

· What information we collect, use, and why

· Lawful bases and data protection rights

· Where we get personal information from

· How long we keep information

· Who we share information with

· How to complain

Contact details

Telephone

01487 491221

Email

nadine@upliftfinancial.co.uk

What information we collect, use, and why...

We collect or use the following information to provide and improve products and services for clients:

· Names and contact details

· Addresses

· Gender

· Pronoun preferences

· Occupation

· Date of birth

· Marital status

· Third party information (such as family members or other relevant parties)

· Payment details (including card or bank information for transfers and direct debits)

· Financial data (including income and expenditure)

· Transaction data (including details about payments to and from you and details of products and services you have purchased)

· Usage data (including information about how you interact with and use our website, products and services)

· Employment details (including salary, sick pay and length of service)

· Credit history and credit reference information

· Health information (such as medical records or health conditions)

· Information relating to compliments or complaints

· Video recordings

· Audio recordings (eg calls)

· Records of meetings and decisions

· Website user information

We also collect or use the following special category information to provide and improve products and services for clients. This information is subject to additional protection due to its sensitive nature:

· Health information

We collect or use the following personal information for information updates or marketing purposes:

· Names and contact details

· Addresses

· Marketing preferences

· Purchase or account history

· Website and app user journey information

We collect or use the following personal information for research or archiving purposes:

· Names and contact details

· Addresses

· Purchase or client account history

· Website and app user journey information

We also collect or use the following special category information for research or archiving purposes. This information is subject to additional protection due to its sensitive nature:

· Health information

We collect or use the following personal information to comply with legal requirements:

· Name

· Contact information

· Identification documents

· Client account information

· Any other personal information required to comply with legal obligations

We collect or use the following personal information to protect client welfare:

· Names and contact information

· Client account information

· Health and wellbeing information

We collect or use the following personal information for dealing with queries, complaints or claims:

· Names and contact details

· Addresses

· Purchase or service history

· Call recordings

· Customer or client accounts and records

· Financial transaction information

· Correspondence

Lawful bases and data protection rights

Under UK data protection law, we must have a “lawful basis” for collecting and using your personal information. There is a list of possible lawful bases in the UK GDPR. You can find out more about lawful bases on the ICO’s website.

Which lawful basis we rely on may affect your data protection rights which are set out in brief below. You can find out more about your data protection rights and the exemptions which may apply on the ICO’s website:

· Your right of access - You have the right to ask us for copies of your personal information. You can request other information such as details about where we get personal information from and who we share personal information with. There are some exemptions which means you may not receive all the information you ask for. Read more about the right of access.

· Your right to rectification - You have the right to ask us to correct or delete personal information you think is inaccurate or incomplete. Read more about the right to rectification.

· Your right to erasure - You have the right to ask us to delete your personal information. Read more about the right to erasure.

· Your right to restriction of processing - You have the right to ask us to limit how we can use your personal information. Read more about the right to restriction of processing.

· Your right to object to processing - You have the right to object to the processing of your personal data. Read more about the right to object to processing.

· Your right to data portability - You have the right to ask that we transfer the personal information you gave us to another organisation, or to you. Read more about the right to data portability.

· Your right to withdraw consent – When we use consent as our lawful basis you have the right to withdraw your consent at any time. Read more about the right to withdraw consent.

If you make a request, we must respond to you without undue delay and in any event within one month.

To make a data protection rights request, please contact us using the contact details at the top of this privacy notice.

Our lawful bases for the collection and use of your data

Our lawful bases for collecting or using personal information to provide and improve products and services for clients are:

· Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.

Our lawful bases for collecting or using personal information for information updates or marketing purposes are:

· Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.

Our lawful bases for collecting or using personal information for research or archiving purposes:

· Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.

Our lawful bases for collecting or using personal information to comply with legal requirements:

· Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.

Our lawful bases for collecting or using personal information to protect client welfare are:

· Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.

Our lawful bases for collecting or using personal information for dealing with queries, complaints or claimsare:

· Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.

Where we get personal information from

· Directly from you

· Credit reference agencies

How long we keep information

For information on how long we keep personal information, see our retention schedule at https:\/\/acrobat.adobe.com\/id\/urn:aaid:sc:EU:d1152e2d-a0ac-4c90-8c59-079e75fbed0e

Who we share information with

Joint data controllers

We have a joint controller relationship with THE MONEY GROUP DIRECT. We process your personal information with that joint controller for the following reason: Principal Firm.

Data processors

Professional

This data processor does the following activities for us: Processes and regulates the information we provide to submit Mortgage and Protection applications on behalf of our clients.

Others we share personal information with:

· Other financial or fraud investigation authorities

· Insurance companies, brokers or other intermediaries

· Professional or legal advisors

· Regulatory authorities

· External auditors

· Organisations we’re legally obliged to share personal information with

· Suppliers and service providers

How to complain

If you have any concerns about our use of your personal data, you can make a complaint to us using the contact details at the top of this privacy notice.

If you remain unhappy with how we’ve used your data after raising a complaint with us, you can also complain to the ICO.

The ICO’s address:           

Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

Helpline number: 0303 123 1113

Website: https://www.ico.org.uk/make-a-complaint