Privacy Policy

Privacy notice - Professional Services- Sophie Kerr

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 · How to complain

Contact details

Email

[email protected]

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 · Date of birth · Payment details (including card or bank information for transfers and direct debits) · Health information (such as medical records or health conditions) · Video recordings · Audio recordings (eg calls) · Records of meetings and decisions We also collect or use the following information to provide and improve products and services for clients: · Health information We collect or use the following personal information for information updates or marketing purposes: · Names and contact details · Website and app user journey information We also collect or use the following information for information updates or marketing purposes: · Health information

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 in brief set out 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. You can read more about this right here. · Your right to rectification - You have the right to ask us to correct or delete personal information you think is inaccurate or incomplete. You can read more about this right here. · Your right to erasure - You have the right to ask us to delete your personal information. You can read more about this right here. · Your right to restriction of processing - You have the right to ask us to limit how we can use your personal information. You can read more about this right here. · Your right to object to processing - You have the right to object to the processing of your personal data. You can read more about this right here. · 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. You can read more about this right here. · Your right to withdraw consent – When we use consent as our lawful basis you have the right to withdraw your consent at any time. You can read more about this right here. 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: · Consent - we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time. · Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object. Our lawful bases for collecting or using personal information for information updates or marketing purposes are: · Consent - we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time. · Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.

Where we get personal information from

· Directly from you

How long we keep information
We will only retain your personal data for as long as necessary to fulfil the purposes we collected it for, including for the purposes of satisfying any legal, accounting, or reporting requirements. We may retain your personal data for a longer period in the event of a complaint or if we reasonably believe there is a prospect of litigation in respect to our relationship with you. To determine the appropriate retention period for personal data, we consider the amount, nature, and sensitivity of the personal data, the potential risk of harm from unauthorised use or disclosure of your personal data, the purposes for which we process your personal data and whether we can achieve those purposes through other means, and the applicable legal requirements. By law we have to keep basic information about our customers (including Contact, Identity, Financial and Transaction Data) for six years after they cease being customers for tax purposes. If you are not a customer we shall retain your data for 2 years following your last engagement with us. In some circumstances you can ask us to delete your data: see ‘Request erasure’ below for further information. In some circumstances we may anonymise your personal data (so that it can no longer be associated with you) for research or statistical purposes in which case we may use this information indefinitely without further notice to you. Your legal rights Under certain circumstances, you have the following rights under data protection laws in relation to your personal data: Request access to your personal data. Request correction of your personal data. Request erasure of your personal data. Object to processing of your personal data. Request restriction of processing your personal data. Request transfer of your personal data. Right to withdraw consent. If you wish to exercise any of the rights set out above, please contact us [email protected] No fee usually required You will not have to pay a fee to access your personal data (or to exercise any of the other rights). However, we may charge a reasonable fee if your request is clearly unfounded, repetitive or excessive. Alternatively, we may refuse to comply with your request in these circumstances.

GDPR Compliance Statement

By providing your personal information, you consent to us collecting, storing, and using it in accordance with GDPR regulations. We will only use your data to send you relevant updates, offers, and information. Your data will be handled securely, and we will never share your information with third parties without your explicit consent. You can unsubscribe or request your data to be deleted at any time by contacting us.