Privacy Policy


Privacy Policy
 

Privacy Policy- professional services 

I Am About You customer privacy notice

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

Contact details

Email

williamthompson@iamaboutyou.com

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
  • Occupation
  • 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)
  • Information relating to compliments or complaints
  • Records of meetings and decisions
  • Website user information

We collect or use the following personal information for the operation of client or customer accounts:

  • Names and contact details
  • Addresses
  • Purchase or service history
  • Account information, including registration details
  • Information used for security purposes
  • Marketing preferences
  • Technical data, including information about browser and operating systems

We collect or use the following personal information for the prevention, detection, investigation or prosecution of crimes:

  • Names and contact information
  • Client accounts and records

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

  • Names and contact details
  • Addresses
  • Profile information
  • Marketing preferences
  • Purchase or account history
  • Website and app user journey information

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

  • Name
  • Contact information
  • 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

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

  • Names and contact details
  • Addresses
  • Payment details
  • Account information
  • Purchase or service history
  • Call recordings
  • Witness statements and contact details
  • Relevant information from previous investigations
  • 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:

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.
  • 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.
  • Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
    • I have to be able to create and be faithful with contracts I need to be able to respond to any legal queries If I create new material, I want to be able to make people who are interested in my services aware of the new material. Having information from people who are interested in what I Am About You does means that they believe that I will continue to generate material that will be beneficial. I need consent to store and use material generated from interactions. If I am in a coaching situation and I believe that someone is at risk of harm, I will need to respond as necessary. I am keen to make sure that I am compliant in the eyes of the law.

For more information on our use of legitimate interests as a lawful basis you can contact us using the contact details set out above.

  • Recognised legitimate interests - our pre-approved purpose for collecting or using personal information to provide and improve products and services for clients:

We need to respond to, or deal with, an emergency event or situation (the ‘emergencies condition’)., We need to prevent, detect, or investigate a crime, including the apprehension and prosecution of offenders (the ‘crime condition’)., We need to protect the physical, mental or emotional well-being of people who need extra support, or to protect them from harm or neglect (the ‘safeguarding condition’).

  • Vital interests – collecting or using the information is needed when someone’s physical or mental health or wellbeing is at urgent or serious risk. This includes an urgent need for life sustaining food, water, clothing or shelter. All of your data protection rights may apply, except the right to object and the right to portability.
  • Public task – we have to collect or use your information to carry out a task laid down in law, which the law intends to be performed by an organisation such as ours. All of your data protection rights may apply, except the right to erasure and the right to portability.

Our lawful bases for collecting or using personal information for the operation of client or customer accounts 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.
  • 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.
  • Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
    • I have to be able to create and be faithful with contracts I need to be able to respond to any legal queries If I create new material, I want to be able to make people who are interested in my services aware of the new material. Having information from people who are interested in what I Am About You does means that they believe that I will continue to generate material that will be beneficial. I need consent to store and use material generated from interactions. If I am in a coaching situation and I believe that someone is at risk of harm, I will need to respond as necessary. I am keen to make sure that I am compliant in the eyes of the law.

For more information on our use of legitimate interests as a lawful basis you can contact us using the contact details set out above.

  • Recognised legitimate interests - our pre-approved purpose for collecting or using personal information for the operation of client or customer accounts:

We need to respond to, or deal with, an emergency event or situation (the ‘emergencies condition’)., We need to prevent, detect, or investigate a crime, including the apprehension and prosecution of offenders (the ‘crime condition’)., We need to protect the physical, mental or emotional well-being of people who need extra support, or to protect them from harm or neglect (the ‘safeguarding condition’).

  • Vital interests – collecting or using the information is needed when someone’s physical or mental health or wellbeing is at urgent or serious risk. This includes an urgent need for life sustaining food, water, clothing or shelter. All of your data protection rights may apply, except the right to object and the right to portability.
  • Public task – we have to collect or use your information to carry out a task laid down in law, which the law intends to be performed by an organisation such as ours. All of your data protection rights may apply, except the right to erasure and the right to portability.

Our lawful bases for collecting or using personal information for the prevention, detection, investigation or prosecution of crimes 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.
  • 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.
  • Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
    • I have to be able to create and be faithful with contracts I need to be able to respond to any legal queries If I create new material, I want to be able to make people who are interested in my services aware of the new material. Having information from people who are interested in what I Am About You does means that they believe that I will continue to generate material that will be beneficial. I need consent to store and use material generated from interactions. If I am in a coaching situation and I believe that someone is at risk of harm, I will need to respond as necessary. I am keen to make sure that I am compliant in the eyes of the law.

For more information on our use of legitimate interests as a lawful basis you can contact us using the contact details set out above.

  • Recognised legitimate interests - our pre-approved purpose for collecting or using personal information for the prevention, detection, investigation or prosecution of crimes:

We need to respond to, or deal with, an emergency event or situation (the ‘emergencies condition’)., We need to prevent, detect, or investigate a crime, including the apprehension and prosecution of offenders (the ‘crime condition’)., We need to protect the physical, mental or emotional well-being of people who need extra support, or to protect them from harm or neglect (the ‘safeguarding condition’).

  • Vital interests – collecting or using the information is needed when someone’s physical or mental health or wellbeing is at urgent or serious risk. This includes an urgent need for life sustaining food, water, clothing or shelter. All of your data protection rights may apply, except the right to object and the right to portability.
  • Public task – we have to collect or use your information to carry out a task laid down in law, which the law intends to be performed by an organisation such as ours. All of your data protection rights may apply, except the right to erasure and the right to portability.

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.
  • 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.
  • Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
    • I have to be able to create and be faithful with contracts I need to be able to respond to any legal queries If I create new material, I want to be able to make people who are interested in my services aware of the new material. Having information from people who are interested in what I Am About You does means that they believe that I will continue to generate material that will be beneficial. I need consent to store and use material generated from interactions. If I am in a coaching situation and I believe that someone is at risk of harm, I will need to respond as necessary. I am keen to make sure that I am compliant in the eyes of the law.

For more information on our use of legitimate interests as a lawful basis you can contact us using the contact details set out above.

  • Recognised legitimate interests - our pre-approved purpose for collecting or using personal information for information updates or marketing purposes:

We need to respond to, or deal with, an emergency event or situation (the ‘emergencies condition’)., We need to prevent, detect, or investigate a crime, including the apprehension and prosecution of offenders (the ‘crime condition’)., We need to protect the physical, mental or emotional well-being of people who need extra support, or to protect them from harm or neglect (the ‘safeguarding condition’).

  • Vital interests – collecting or using the information is needed when someone’s physical or mental health or wellbeing is at urgent or serious risk. This includes an urgent need for life sustaining food, water, clothing or shelter. All of your data protection rights may apply, except the right to object and the right to portability.
  • Public task – we have to collect or use your information to carry out a task laid down in law, which the law intends to be performed by an organisation such as ours. All of your data protection rights may apply, except the right to erasure and the right to portability.

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

  • 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.
  • 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.
  • Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
    • I have to be able to create and be faithful with contracts I need to be able to respond to any legal queries If I create new material, I want to be able to make people who are interested in my services aware of the new material. Having information from people who are interested in what I Am About You does means that they believe that I will continue to generate material that will be beneficial. I need consent to store and use material generated from interactions. If I am in a coaching situation and I believe that someone is at risk of harm, I will need to respond as necessary. I am keen to make sure that I am compliant in the eyes of the law.

For more information on our use of legitimate interests as a lawful basis you can contact us using the contact details set out above.

  • Recognised legitimate interests - our pre-approved purpose for collecting or using personal information to comply with legal requirements:

We need to respond to, or deal with, an emergency event or situation (the ‘emergencies condition’)., We need to prevent, detect, or investigate a crime, including the apprehension and prosecution of offenders (the ‘crime condition’)., We need to protect the physical, mental or emotional well-being of people who need extra support, or to protect them from harm or neglect (the ‘safeguarding condition’).

  • Vital interests – collecting or using the information is needed when someone’s physical or mental health or wellbeing is at urgent or serious risk. This includes an urgent need for life sustaining food, water, clothing or shelter. All of your data protection rights may apply, except the right to object and the right to portability.
  • Public task – we have to collect or use your information to carry out a task laid down in law, which the law intends to be performed by an organisation such as ours. All of your data protection rights may apply, except the right to erasure and the right to portability.

Our lawful bases for collecting or using personal information to protect client welfare 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.
  • 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.
  • Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
    • I have to be able to create and be faithful with contracts I need to be able to respond to any legal queries If I create new material, I want to be able to make people who are interested in my services aware of the new material. Having information from people who are interested in what I Am About You does means that they believe that I will continue to generate material that will be beneficial. I need consent to store and use material generated from interactions. If I am in a coaching situation and I believe that someone is at risk of harm, I will need to respond as necessary. I am keen to make sure that I am compliant in the eyes of the law.

For more information on our use of legitimate interests as a lawful basis you can contact us using the contact details set out above.

  • Recognised legitimate interests - our pre-approved purpose for collecting or using personal information to protect client welfare:

We need to respond to, or deal with, an emergency event or situation (the ‘emergencies condition’)., We need to prevent, detect, or investigate a crime, including the apprehension and prosecution of offenders (the ‘crime condition’)., We need to protect the physical, mental or emotional well-being of people who need extra support, or to protect them from harm or neglect (the ‘safeguarding condition’).

  • Vital interests – collecting or using the information is needed when someone’s physical or mental health or wellbeing is at urgent or serious risk. This includes an urgent need for life sustaining food, water, clothing or shelter. All of your data protection rights may apply, except the right to object and the right to portability.
  • Public task – we have to collect or use your information to carry out a task laid down in law, which the law intends to be performed by an organisation such as ours. All of your data protection rights may apply, except the right to erasure and the right to portability.

Our lawful bases for collecting or using personal information for dealing with queries, complaints or claims 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.
  • 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.
  • Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
    • I have to be able to create and be faithful with contracts I need to be able to respond to any legal queries If I create new material, I want to be able to make people who are interested in my services aware of the new material. Having information from people who are interested in what I Am About You does means that they believe that I will continue to generate material that will be beneficial. I need consent to store and use material generated from interactions. If I am in a coaching situation and I believe that someone is at risk of harm, I will need to respond as necessary. I am keen to make sure that I am compliant in the eyes of the law.

For more information on our use of legitimate interests as a lawful basis you can contact us using the contact details set out above.

  • Recognised legitimate interests - our pre-approved purpose for collecting or using personal information for dealing with queries, complaints or claims:

We need to respond to, or deal with, an emergency event or situation (the ‘emergencies condition’)., We need to prevent, detect, or investigate a crime, including the apprehension and prosecution of offenders (the ‘crime condition’)., We need to protect the physical, mental or emotional well-being of people who need extra support, or to protect them from harm or neglect (the ‘safeguarding condition’).

  • Vital interests – collecting or using the information is needed when someone’s physical or mental health or wellbeing is at urgent or serious risk. This includes an urgent need for life sustaining food, water, clothing or shelter. All of your data protection rights may apply, except the right to object and the right to portability.
  • Public task – we have to collect or use your information to carry out a task laid down in law, which the law intends to be performed by an organisation such as ours. All of your data protection rights may apply, except the right to erasure and the right to portability.

Where we get personal information from

  • Directly from you
  • Publicly available sources
  • Market research organisations

How long we keep information

In Short: We keep your information for as long as necessary to fulfil the purposes outlined in this privacy notice unless otherwise required by law.

 

We will only keep your personal information for as long as it is necessary for the purposes set out in this privacy notice, unless a longer retention period is required or permitted by law (such as tax, accounting, or other legal requirements).

When we have no ongoing legitimate business need to process your personal information, we will either delete or anonymise such information, or, if this is not possible (for example, because your personal information has been stored in backup archives), then we will securely store your personal information and isolate it from any further processing until deletion is possible.

For more information on how long we store your personal information or the criteria we use to determine this please contact us using the details provided above.

Who we share information with

Others we share personal information with

  • Other financial or fraud investigation authorities
  • Professional or legal advisors
  • Emergency services
  • Regulatory authorities
  • Organisations we’re legally obliged to share personal information with
  • Publicly on our website, social media or other marketing and information media

How to complain

If you have any concerns about our use of your personal information, you can make a data protection complaint to us:

Email: williamthompson@iamaboutyou.com

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

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