Privacy Notice
Introduction
This Privacy Notice explains the types of personal data we collect, how we store and handle it, and how we keep it safe. We aim to inform you fully about your rights and how Phoenix FSC uses your data. If you have any questions, please contact us at contact@phoenixfsc.com.
Who is Phoenix FSC?
Phoenix FSC is a consulting firm specialising in helping financial services companies with development, transformation, and management. For more details on our services and how to contact us, please visit our website.
We take your privacy seriously and are registered with the Information Commissioner’s Office (ICO) under registration number C1598481.
Why Do We Process Your Information?
The law provides several legitimate reasons for processing your personal data, including:
- Legitimate interests: We may collect and process your data as part of running our services and offering appropriate advice.
- Legal obligation: In some cases, we are required to collect data to comply with the law.
- Consent: Where applicable, we will seek your consent for collecting personal data, making clear what information is necessary for the service requested.
When Do We Collect Your Information?
- When you request information or services from us.
- When you contact us or complete forms (e.g. online).
- When third parties share information about you (with your permission).
- From publicly available sources (e.g. Companies House, regulatory bodies).
What Information Do We Hold About You?
We only collect relevant information necessary to advise you on your objectives. This can include personal details such as your name, contact information, and banking details (for payment purposes). In some cases, we may collect special category data (e.g. health, ethnicity) with your explicit consent, which you can withdraw at any time.
Who Do We Share Your Information With?
We only share your data with individuals and organisations on a need-to-know basis, such as:
- Business associates and professional advisers
- Service providers
- Government and regulatory bodies
We will agree with you beforehand who your information may be shared with.
Transferring Information Overseas
We primarily operate in the UK, but if your information needs to be shared outside the UK (e.g. with advisors), we will ensure compliance with the UK GDPR before transferring any data.
Your Rights
You have several rights regarding your personal data:
- The right to be informed about what we do with your data.
- The right of access to the data we hold on you.
- The right to rectification if data is inaccurate.
- The right to erasure (also known as the right to be forgotten).
- The right to restrict processing.
- The right to data portability, allowing you to request your data in a machine-readable format.
- The right to object to certain types of data processing.
If you wish to exercise any of your rights, please contact us. In some cases, we may not be able to comply due to legal obligations, but we will inform you if this is the case.
Marketing
We may occasionally send newsletters. If you do not wish to receive these, please let us know, and we will remove you from the mailing list.
Record Retention
We will only retain your data for as long as necessary, typically for five years after our relationship ends. This may be extended if required by law or regulatory bodies that has authority over you or us such as the Financial Conduct Authority (FCA) or HM Revenue and Customs (HMRC).
How to Complain
If you are unhappy with how your data has been handled or our response to your concerns, you can contact the ICO at 0303 123 1113 or visit www.ico.org.uk/concerns.
Changes to this Notice
We periodically review and update our policies. You will be informed of any material changes.