Please read the following carefully to understand our views and practices regarding your personal data and how we will treat it. By visiting our website and leaving your details and also in conducting business enquiries through us you are accepting and consenting to the practices described in this policy.
For the purpose of the Data Protection Act 1998 (the Act) and GDPR legislation, the Data Controller is Credere Solutions Limited of Credere House, Ravenstone Drive, Greetland, Halifax HX4 8DY
INFORMATION WE COLLECT FROM YOU
We will collect and process the following data about you:
- The information you give us. This is information about you that you give us by filling in forms on our website (our site) or by corresponding with us by phone, e-mail or otherwise. The information you give us may include your name, address, e-mail address and phone number, plus any relevant financial information.
- Information we pass to other associated business partners. As professional business introducers, this is information we receive about you and from you for the intention of passing on to our product service providers and for the sole purpose of processing your requests to save money through one of our service providers, all of whom are also covered by and registered with the ICO (Independent commissioners office ) for the purpose of compliance with the GDPR regulations. In this case, we will have informed you when we collected that data if we intend to share that data and for what purpose and with whom.
We are working closely with third parties (including, for example, business partners, Innovation Relief Specialists for Tax claims, advertising networks, and other cost-saving and service providers as stated on our website.
The legal basis for processing your Personal Data
In order to comply with applicable data privacy laws, we are required to set out the legal basis for the processing of your Personal Data. In accordance with the purposes for which we collect and use your Personal Data, as set out above, the legal basis for processing your Personal Data will typically be one of the following:
- our own or our third parties’ legitimate business interests (for example, in maintaining and promoting our business by providing customers with feedback opportunities or other instances where we have carried out a legitimate interests assessment and have established an existing legitimate interest);
- the performance of a contract that we have in place with you;
- your consent where appropriate; or compliance with our legal obligations.
We use information held about you in the following ways:
The information you give to us.
We will use this information:
- to carry out our obligations arising from any contracts entered into between you and us and/or any third party contracts that you will be made aware of at the time we enter into a business discussion and also to provide you with the information, products and Services that you request from us;
- to provide you with information about other goods and services we offer that are relevant and of interest to you;
- to notify you about changes to our service; Disclosure of your information You agree that we have the right to share your personal information with Selected third parties including:
- business partners, suppliers and sub-contractors for the performance of any contract we enter into with them or you; We will disclose your personal information to third parties:
- In the event that we sell or buy any business or assets, in which case we will disclose your personal data to the prospective seller or buyer of such business or assets.
- If Credere Solutions Limited or substantially all of its assets are acquired by a third party, in which case personal data held by it about its customers will be one of the transferred assets.
Where we store your personal data
The data that we collect from you is stored on our servers inside the European Economic Area (“EEA”). However, your email information will also be stored and transferred outside the EEA and in particular with our email processor Zoho in the USA. By submitting your personal data, you agree to this transfer, storing or processing. We will take all steps reasonably necessary to ensure that your data is treated securely and that suitable data transfer solutions are in place. Unfortunately, the transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our site; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features to try to prevent unauthorised access.
We will keep your personal data for as long as we need it, or as otherwise prescribed by law, for the purposes set out above, and so this period will vary depending on your interactions with us. For example, where you have requested that we process a tax claim with us, we will keep a record of your claim period in order to assist in the next years claim. We may also keep a record of correspondence with you (for example if you have requested to be contacted at a later date or in relation to any other enquiries you have made with us) for as long as is necessary to carry out a service or claim.
Our data retention policy further describes our retention practices. Please note that where you unsubscribe from our marketing communications, we will keep a record of your email address to ensure we do not send you marketing emails in future.
You have the right to ask us not to process your personal data for marketing purposes. We will usually inform you (before collecting your data) if we intend to use your data for such purposes or if we intend to disclose your information to any third party for such purposes. You can exercise your right to prevent such processing by checking certain boxes on the forms we use to collect your data. You can also exercise the right at any time by replying to any emails to ask to be unsubscribed and forgotten on our systems.
Access to information
The Act gives you the right to access information held about you. Your right of access can be exercised in accordance with the Act. Any access request may be subject to a fee (under certain circumstances but not generally) to meet our costs in providing you with details of the information we hold about you. You also have a right to require any inaccuracies in your information to be corrected free of charge. You can ask us to modify your details by sending an e-mail to [email protected] we reserve the right to ask for your identification to ensure we are passing your data on to you, your elected third party and no-one else.
Updated 17th May 2018