Privacy Policy

We are company number OC447276 registered in the United Kingdom. Our registered office is at Sutton Point 6 Sutton Plaza, Sutton Court Rd, Sutton London, England SM14FS.

ICO Reference number: ZB644309

By using this site or/and our services, you consent to the processing of your Personal Data as described in this Privacy Policy.

Introduction

This privacy notice aims to inform you about how we collect and process any information that we collect from you, or that you provide to us. It covers information that could identify you (“personal information”) and information that could not. In the context of the law and this notice, “process” means collect, store, transfer, use or otherwise act on information. It tells you about your privacy rights and how the law protects you.

We are committed to protecting your privacy and the confidentiality of your personal information. Our policy is not just an exercise in complying with the law, but a continuation of our respect for you and your personal information.

We undertake to preserve the confidentiality of all information you provide to us, and hope that you reciprocate.

Our policy complies with the Data Protection Act 2018 (Act) accordingly incorporating the EU General Data Protection Regulation (GDPR). The law requires us to tell you about your rights and our obligations to you in regard to the processing and control of your personal data. We do this now, by requesting that you read the information provided at www.knowyourprivacyrights.org

As set out below, we do not share, or sell, or disclose to a third party, any information collected through our website.

1. Definitions

Personal Data – any information relating to an identified or identifiable natural person.

Processing – any operation or set of operations which is performed on Personal Data or on sets of Personal Data.

Data subject - a natural person whose Personal Data is being Processed.

Child - a natural person under 16 years of age.

2. Data Protection Principles

We promise to follow the following data protection principles:

1. Processing is lawful, fair, transparent. Our Processing activities have lawful grounds. We always consider your rights before Processing Personal Data. We will provide you information regarding Processing upon request.

2. Processing is limited to the purpose. Our Processing activities fit the purpose for which Personal Data was gathered.

3. Processing is done with minimal data. We only gather and Process the minimal amount of Personal Data required for any purpose.

4. Processing is limited with a time period. We will not store your personal data for longer than needed.

5. We will do our best to ensure the accuracy of data.

6. We will do our best to ensure the integrity and confidentiality of data.

3. Data Subject's rights

The Data Subject has the following rights:

1. Right to information – meaning you have to right to know whether your Personal Data is being processed; what data is gathered, from where it is obtained and why and by whom it is processed.

2. Right to access – meaning you have the right to access the data collected from/about you. This includes your right to request and obtain a copy of your Personal Data gathered.

3. Right to rectification – meaning you have the right to request rectification or erasure of your Personal Data that is inaccurate or incomplete.

4. Right to erasure – meaning you have to right to know whether your Personal Data is being processed; what data is gathered, from where it is obtained and why and by whom it is processed.

5. Right to restrict processing – meaning where certain conditions apply, you have the right to restrict the Processing of your Personal Data.

6. Right to object to processing – meaning in certain cases you have the right to object to Processing of your Personal Data, for example in the case of direct marketing.

7. Right to object to automated Processing – meaning you have the right to object to automated Processing, including profiling; and not to be subject to a decision based solely on automated Processing. This right you can exercise whenever there is an outcome of the profiling that produces legal effects concerning or significantly affecting you.

8.Right to data portability – you have the right to obtain your Personal Data in a machine-readable format or if it is feasible, as a direct transfer from one Processor to another.

9. Right to lodge a complaint– in the event that we refuse your request under the Rights of Access, we will provide you with a reason as to why. If you are not satisfied with the way your request has been handled please contact us.

10. Right for the help of supervisory authority – meaning you have the right for the help of a supervisory authority and the right for other legal remedies such as claiming damages.

11. Right to withdraw consent – – you have the right withdraw any given consent for Processing of your Personal Data.

4. Data we process

Information you have provided us with.
This might be your e-mail address, name, billing address, home address, NI Number, Tax reference number, Bank Statement, your personal income details etc – mainly information that is necessary for delivering you a product/service or to enhance your customer experience with us. We save the information you provide us with in order for you to comment or perform other activities on the website. This information includes, for example, your name and e-mail address.

Information automatically collected about you.
This includes information that is automatically stored by cookies and other session tools. For example, your browsing history, your IP address, your shopping history (if there is any) etc. This information is used to improve your customer experience. When you use our services or look at the contents of our website, your activities may be logged.

Information from our partners.
We gather information from our trusted partners with confirmation that they have legal grounds to share that information with us. This is either information you have provided them directly with or that they have gathered about you on other legal grounds.

Publicly available information.
We might gather information about you that is publicly available.

5. How we use your Personal Data

We use your Personal Data in order to:
1. Provide our service to you. This includes for example registering your account; providing you with other products and services that you have requested; providing you with promotional items at your request and communicating with you in relation to those products and services; communicating and interacting with you; and notifying you of changes to any services.
2. enhance your customer experience 3. fulfil an obligation under law or contract
4. promoting content that's of interest to you

We use your Personal Data on legitimate grounds and/or with your Consent.

On the grounds of entering into a contract or fulfilling contractual obligations, we Process your Personal Data for the following purposes:
1. to identify you
2. to provide you a service or to send/offer you a product
3. to communicate either for sales or invoicing
4. to provide you with information that's of interest to you

On the ground of legitimate interest, we Process your Personal Data for the following purposes:

1. to send you personalized offers* (from us and/or our carefully selected partners)
2.to administer and analyse our client base (purchasing behaviour and history) in order to improve the quality, variety, and availability of products/ services offered/provided
3. to conduct questionnaires concerning client satisfaction
4.inform you of changes to the changes in tax and accounting legislation.
5. inform you with valuable information for tax savings purposes.
6. inform you if we start offering additional services that may be useful to you

As long as you have not informed us otherwise, we consider offering you products/services that are similar or same to your purchasing history/browsing behaviour to be in our legitimate interest.
With your consent we Process your Personal Data for the following purposes:
1. to send you newsletters and campaign offers (from us and/or our carefully selected partners);
2. for other purposes we have asked your consent for.

We will inform you of any further Processing and purposes.

6. Who else can access your Personal Data

We do not share your Personal Data with strangers. Personal Data about you is in some cases provided to our trusted partners in order to either make providing the service to you possible or to enhance your customer experience. We share your data with:
1. Our continuity partner:
a. BEVAN AND BUCKLAND LLP, Ground Floor Cardigan House Castle Court Swansea Enterprise Park Swansea SA7 9LA
2. Our member firms:
a. BSN Member network firms
3. Our third parties:
a. Veriphy, a DAVIES Company

8. Children

We do not intend to collect or knowingly collect information from children. We do not target children with our services.

9. Cookies and other technologies we use

We use cookies and/or similar technologies to analyse customer behaviour, administer the website, track users' movements, and to collect information about users. This is done in order to personalise and enhance your experience with us.
A cookie is a tiny text file stored on your computer. Cookies store information that is used to help make sites work. Only we can access the cookies created by our website. You can control your cookies at the browser level. Choosing to disable cookies may hinder your use of certain functions.

We use cookies for the following purposes:
1. Necessary cookies – these cookies are required for you to be able to use some important features on our website, such as logging in. These cookies don't collect any personal information.
2. Functionality cookies – these cookies provide functionality that makes using our service more convenient and makes providing more personalised features possible. For example, they might remember your name and e-mail in comment forms so you don't have to re-enter this information next time when commenting.
3. Analytics cookies - these cookies are used to track the use and performance of our website and services
You can remove cookies stored in your computer via your browser settings. Alternatively, you can control some 3rd party cookies by using a privacy enhancement platform such as optout.aboutads.info or youronlinechoices.com. For more information about cookies, visit allaboutcookies.org.
We use Google Analytics to measure traffic on our website. Google has their own Privacy Policy which you can review here. If you'd like to opt out of tracking by Google Analytics, visit the Google Analytics opt-out page.

10. Contact Information

11. Version

It is our policy to maintain the most valid version of Privacy policy and we reserve the right to make changes to this Privacy Policy.



Last modification was made January 11th, 2024.
If you have any questions regarding our Privacy policy, please contact us email:connect@optimyze.finance.