Privacy Policy

The information we collect

Personal data is information that relates to an identified or identifiable individual. We may collect, use, store and disclose different kinds of personal data about you, including:

• Identity Data — first name, middle name, last name, and job title.
• Contact Data — billing address, email address and telephone numbers.
• Financial Data — bank account and payment card details (through our third-party payment processors, CashFlows and FireServ).
• Background Verification Data — passport number, driving licence number, photographic identification or other details requested as part of our Know Your Customer process to comply with anti-money laundering obligations.
• Transaction Data — details about payments from you to us and other details of products and services you have purchased from us.
• Technical and Usage Data — IP address, login data, browser session and geo-location data, device and network information, statistics on page views and sessions, search queries and browsing behaviour.
• Profile Data — your username and password for our Services, purchases or orders made, support requests, content you post or share, and your interests, preferences, feedback and survey responses.
• Interaction Data — information you provide when you participate in surveys, contests, promotions, activities or events.
• Marketing and Communications Data — your preferences in receiving marketing from us and your communication preferences.
• Professional Data — where you are a worker of ours or applying for a role with us, your professional history such as previous positions and experience.

We do not actively request special categories of personal data (such as race or ethnicity, health data, or criminal convictions). If we ever need to collect such data, we will only do so as required or authorised by law.

How we collect personal data

• Directly — when you register for an account, submit a 'Get Quote' or 'Contact Us' form, or contact us by email or telephone.
• Indirectly — when you interact with our website, in emails, over the telephone, and through online enquiries.
• From third parties — from our analytics and cookie providers, marketing providers, and publicly available sources such as Companies House and LinkedIn.

Purposes and legal bases for processing

We collect and process personal data only where we have a legal basis under applicable law. The table below describes the purposes for which we use your data and the legal basis for each use.

Our disclosures of personal data to third parties

We may disclose personal data to:

• Our employees, contractors and related entities;
• IT service providers, data storage, web-hosting and server providers — such as Webflow;
• Marketing or advertising providers — such as Instantly.ai;
• CRM providers — such as Hubspot;
• Payment systems operators — such as CashFlows, E Merchant Pay, and FireServ;
• Professional advisors, bankers, auditors, insurers and insurance brokers;
• Our existing or potential agents or business partners;
• Courts, tribunals and regulatory authorities as required or authorised by law.

Overseas transfers

Some third parties listed above may store, transfer or access personal data outside of the United Kingdom. Where we transfer your personal data outside the UK, we will use appropriate safeguards in accordance with applicable data protection laws — including transferring only to countries with an adequate level of protection, or by including standard contractual clauses in our agreements with those third parties.

Data retention

We will only retain your personal data for as long as reasonably necessary to fulfil the purposes for which we collected it, including for any legal, regulatory, tax, accounting or reporting requirements. We consider the amount, nature and sensitivity of the data, the potential risk of harm from unauthorised use or disclosure, the purposes for which we process it, and whether we can achieve those purposes through other means.

Your rights and controlling your personal data

• Access and correction — you may request details of the personal data we hold about you and how we process it (a "data subject request"), and may have the right to have it rectified or deleted.
• Restriction and objection — you may have the right to restrict our processing, or to object to decisions based on automated processing.
• Portability — in some circumstances, you may have the right to have your data transferred to you or another organisation.
• Withdraw consent — where we rely on consent, you may withdraw it at any time, without affecting the lawfulness of prior processing.
• Unsubscribe — to opt out of marketing communications, contact us using the details below or use the opt-out facility in any communication we send you.
• Complaints — you have the right to complain to the Information Commissioner's Office (ICO) at www.ico.org.uk. We would appreciate the opportunity to address your concerns first.

Storage and security

We are committed to ensuring that the personal data we collect is secure. We have implemented suitable physical, electronic and managerial procedures to safeguard personal data and protect it from misuse, interference, loss and unauthorised access. While we are committed to security, we cannot guarantee the security of information transmitted over the Internet; such transmission is at your own risk.

Cookies

We may use cookies on our website from time to time. For full details about the cookies we use and to manage your preferences, please see our Cookie Policy.

Links to other websites

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those websites. Those websites are not governed by this Privacy Policy.

Amendments

We may change this Privacy Policy from time to time. We will notify you of significant changes by contacting you through the details you have provided to us and by publishing an updated version on our website.