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How do we collect Your Personal Data?

 

We will collect and record Your Personal Data from a variety of sources, but mainly directly from you. You will usually provide information during the course of our initial meetings or conversations with you to establish your circumstances and needs and preferences in relation to our consultation.  You will provide information to us verbally and in writing, including email.

 

What happens to Your Personal Data when it is disclosed to us?

 

In the course of handling Your Personal Data, we will:

 

  • Record and store Your Personal Data in our paper files, mobile devices and on our computer systems (websites, email, hard drives, and cloud facilities). This information can only be accessed by employees and consultants within our firm and only when it is necessary to provide our service to you and to perform any administration tasks associated with or incidental to that service

  • Submit Your Personal Data to Product Providers, both in paper form and on-line via a secure portal. The provision of this information to a third party is essential in allowing us to progress any enquiry or application made on your behalf and to deal with any additional questions or administrative issues providers may raise.

 

Sharing Your Personal Data 

 

From time to time Your Personal Data will be shared with:

 

  • Product Providers

  • Third parties who we believe will be able to assist us with your enquiry or application, or who are able to support your needs as identified. These third parties will include but may not be limited to, our Compliance Advisers, Product specialists, Developers and Providers of legal services (in each case where we believe this to be required due to your particular circumstances).

 

In each case, your Personal Data will only be shared for the purposes set out in this customer privacy notice, i.e. to progress your project and enquiry and to provide you with our professional services.

 

Please note that this sharing of Your Personal Data does not entitle such third parties to send you marketing or promotional messages: it is shared to ensure we can adequately fulfil our responsibilities to you, and as otherwise set out in this Customer Privacy Notice.

 

Security and retention of Your Personal Data

 

Your privacy is important to us and we will keep Your Personal Data secure in accordance with our legal responsibilities. We will take reasonable steps to safeguard Your Personal Data against it being accessed unlawfully or maliciously by a third party.

 

We also expect you to take reasonable steps to safeguard your own privacy when transferring information to us, such as not sending confidential information over unprotected email, ensuring email attachments are password protected or encrypted and only using secure methods of postage when original documentation is being sent to us.

 

Your Personal Data will be retained by us either electronically or in paper format for a minimum period of six years following the advice/service you receive from us, although your data could be held for a longer period where this may be needed to meet the requirements of a regulatory body.

 

Your rights in relation to Your Personal Data

 

You can:

 

  • request copies of Your Personal Data that is under our control

  • ask us to further explain how we use Your Personal Data

  • ask us to correct, delete or require us to restrict or stop using Your Personal Data (details as to the extent to which we can do this will be provided at the time of any such request)

  • ask us to send an electronic copy of Your Personal Data to another organisation should you wish

  • change the basis of any consent you may have provided to enable us to market to you in the future (including withdrawing any consent in its entirety)

 

Use of Cookies on our website

 

A cookie is a small text file that is downloaded onto your computer when you visit certain websites and allows a website to recognise a user’s computer. Cookies are used to help users navigate websites more efficiently and to perform certain functions, as well as to provide information to the owners of the website.

 

The cookies we use are essential for parts of the website to operate, some may have already been set. You may delete and block all cookies from this website, but please be aware that restricting or deleting cookies may impact on the functionality of the website. Your web browser may allow you to restrict or delete cookies set by this website. The Help function within your browser should tell you how. Alternatively, you can visit www.allaboutcookies.org which provides general information about cookies and how you can manage cookies on your computer.

 

Google Analytics

 

This website uses Google Analytics, a web analytics service provided by Google, Inc. Google Analytics sets a cookie in order to evaluate your use of our website and compile reports for us on activity of our website.

 

Use of Third Party Testimonials

 

At certain times we may ask our clients consent to provide online testimonials or reviews about the service they have received from Digital Planning Limited. We always protect our clients’ identity by ensuring that actual names are not provided in the reviews.

 

How Secure are your details?

 

When you register your details, we will take all reasonable steps to keep these details secure and free from unauthorised access by use of technology and internal systems which will be updated as new technology becomes available and is appropriate to our systems.

 

Third Party Sites

 

Third party internet sites that you can link through to from our website will not be covered by our Privacy Policy and Digital Planning Limited accept no responsibility or liability for any actions that these sites may perform. We advise that you should check the policy of each site that you visit.

 

How to make contact with our Firm in relation to the use of Your Personal Data

 

If you have any questions or comments about this document, or wish to make contact in order to exercise any of your rights set out within it please contact James Ferraby or Mark Underwood, 2 The Church Rooms, 6 Church Street, Barrow Upon Soar, Leicestershire, LE128PR

 

If we feel we have a legal right not to deal with your request, or to action it in a different way to how you have requested, we will inform you of this at the time.

 

You should also make contact with us as soon as possible on you becoming aware of any unauthorised disclosure of Your Personal Data, so that we may investigate and fulfil our own regulatory obligations.

 

If you have any concerns or complaints as to how we have handled Your Personal Data please contact us straight away to let us know. You may lodge a complaint with the UK’s data protection regulator, the ICO, who can be contacted through their website at https://ico.org.uk/global/contact-us/ or by writing to Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF.

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