Privacy Policy
How we keep your data private at Optimyze Finance LLP
This is the privacy notice of Optimyze Finance LLP. In this document, “we”, “our”, or “us” refer to Optimyze Finance LLP.
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 SM1 4FS.
ICO Reference number: ZB644309
By using this site or 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, sell, or disclose to a third party, any information collected through our website.
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. |
Data Protection Principles
We promise to follow the following data protection principles:
- 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.
- Processing is limited to the purpose. Our Processing activities fit the purpose for which Personal Data was gathered.
- Processing is done with minimal data. We only gather and Process the minimal amount of Personal Data required for any purpose.
- Processing is limited with a time period. We will not store your personal data for longer than needed.
- We will do our best to ensure the accuracy of data.
- We will do our best to ensure the integrity and confidentiality of data.
Data Subject’s Rights
The Data Subject has the following rights:
| Right to information | You have the 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. |
| Right to access | 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. |
| Right to rectification | You have the right to request rectification or erasure of your Personal Data that is inaccurate or incomplete. |
| Right to erasure | In certain circumstances you can request for your Personal Data to be erased from our records. |
| Right to restrict processing | Where certain conditions apply, you have the right to restrict the Processing of your Personal Data. |
| Right to object to processing | In certain cases you have the right to object to Processing of your Personal Data, for example in the case of direct marketing. |
| Right to object to automated Processing | You have the right to object to automated Processing, including profiling; and not to be subject to a decision based solely on automated Processing. |
| 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. |
| 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. |
| Right for the help of supervisory authority | You have the right for the help of a supervisory authority and the right for other legal remedies such as claiming damages. |
| Right to withdraw consent | You have the right to withdraw any given consent for Processing of your Personal Data. |
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 or service or to enhance your customer experience with us.
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.
Information from our partners.
We gather information from our trusted partners with confirmation that they have legal grounds to share that information with us.
Publicly available information.
We might gather information about you that is publicly available.
How We Use Your Personal Data
We use your Personal Data in order to:
- Provide our service to you — including registering your account, providing products and services you have requested, communicating with you and notifying you of changes to any services.
- Enhance your customer experience.
- Fulfil an obligation under law or contract.
- Promoting content that is of interest to you.
On the grounds of entering into a contract or fulfilling contractual obligations:
- To identify you.
- To provide you a service or to send/offer you a product.
- To communicate either for sales or invoicing.
- To provide you with information that is of interest to you.
On the ground of legitimate interest:
- To send you personalised offers from us and/or our carefully selected partners.
- To administer and analyse our client base in order to improve the quality, variety, and availability of products and services offered.
- To conduct questionnaires concerning client satisfaction.
- To inform you of changes to tax and accounting legislation.
- To inform you with valuable information for tax savings purposes.
- To inform you if we start offering additional services that may be useful to you.
With your consent:
- To send you newsletters and campaign offers from us and/or our carefully selected partners.
- For other purposes we have asked your consent for.
We save your billing information and other information gathered about you for as long as needed for accounting purposes or other obligations deriving from law, but not longer than 7 years.
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:
Our Continuity Partner
BEVAN AND BUCKLAND LLP, Ground Floor Cardigan House Castle Court Swansea Enterprise Park Swansea SA7 9LA
Our Member Firms
BSN Member network firms
Our Third Parties
Veriphy, a DAVIES Company
We only work with Processing partners who are able to ensure an adequate level of protection to your Personal Data. We disclose your Personal Data to third parties or public officials when we are legally obliged to do so.
How We Secure Your Data
We do our best to keep your Personal Data safe. We use safe protocols for communication and transferring data (such as HTTPS). We use anonymisation and pseudonymisation where suitable. We monitor our systems for possible vulnerabilities and attacks.
Even though we try our best we cannot guarantee the security of information. However, we promise to notify suitable authorities of data breaches. We will also notify you if there is a threat to your rights or interests.
Children
We do not intend to collect or knowingly collect information from children. We do not target children with our services.
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:
- — required for important features on our website such as logging in. These cookies do not collect any personal information.
- — provide functionality that makes using our service more convenient and enables more personalised features.
- — 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.
Contact Information
Supervisory Authority: https://ico.org.uk/for-organisations/
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.
If you have any questions regarding our Privacy Policy, please contact us.
