Privacy Policy
Ward Goodman – Privacy Notice
WardGoodman – Privacy Notice
References to Ward Goodman in this privacy notice include the following Data Controllers: Ward Goodman Ltd, Ward Goodman Accountancy Services Ltd, Ward Goodman Financial Services Ltd, HK Financial Advice Service Ltd and Blanchards Bailey Financial Services Ltd.
This Privacy Notice provides details of the personal data we collect from you, what we do with it, how you might access it and who it might be shared with.
Our Contact Information
Ward Goodman
4 Cedar Park, Cobham Road
Ferndown Industrial Estate
Wimborne
Dorset
BH21 7SF
Telephone: 01202 875900
Email: data.protection@wardgoodman.co.uk
What Personal Data Do We Collect?
The personal data we collect depends on whether you just visit our website or use our services. If you visit our website, you do not need to provide us with any personal data. However, your browser transmits some data automatically, such as the date and time of retrieval of one of our web pages, your browser type and settings, your operating system, the last web page you visited, the data transmitted and the access status, and your IP address.
If you use our services, personal data is required to fulfil the requirements of a contractual or service relationship, which may exist between you and Ward Goodman.
We collect data in respect of the following;
- Credit History
- Digital Images
- Employment History
- Family
- Financial Details
- Identification Number
- Photographs together with Identifiers
- Visual Images
- Email, Social Networks
- Location Information
- Name
- Telephone contact details
- Banking Details
- Confidential Correspondence
- Online Identifiers
We collect sensitive personal data only with explicit consent of the data subject for the purposes of providing specific services, eg life and critical illness quotations/ recommendations, in respect of the following:
- Health
- Racial or Ethnic Origin
What we do with your personal data
We process personal data only for the purpose for which they are collected. The purpose is dependent on whether you use only our website, or additionally, our services. If you use our services you are required to engage in a contract for our services before we collect your personal data. We use this personal data for the provision of the service or the performance of the contract. We may use your personal data for other similar purposes, including marketing and communications, but that will only occur if we have your consent or another legal justification for doing so.
From our clients we process and retain personal data for the following purposes and periods, with the applicable legal basis.
| Processing purpose | Legal Basis | Retention Period |
|---|---|---|
|
Identity verification, business operations, and due diligence, fraud detection and prevention, legal and regulatory compliance. |
We have to comply with a legal obligation |
Until tax or other retention period expires |
|
Service delivery |
We have a contract with the data subject |
Until tax or other retention period expires |
|
Communications and marketing |
It’s in our legitimate interest |
Until consent withdrawn |
|
Payment card processing |
We have the data subject’s consent |
Destroyed once processed |
From our prospective clients we process and retain personal data for the following purposes and periods, with the applicable legal basis.
| Processing purpose | Legal Basis | Retention Period |
|---|---|---|
|
Communications and marketing |
It’s in our legitimate interest |
Until consent withdrawn |
From our service providers we process and retain personal data for the following purposes and periods, with the applicable legal basis.
| Processing purpose | Legal Basis | Retention Period |
|---|---|---|
|
Service delivery |
We have a contract with the data subject |
Until tax or other retention period expires |
From our visitors to our offices we may process and retain personal data for the following purposes and periods, with the applicable legal basis.
| Processing purpose | Legal Basis | Retention Period |
|---|---|---|
|
Site management and security |
We have the data subject’s consent |
1 year |
From our suppliers we process and retain personal data for the following purposes and periods, with the applicable legal basis.
| Processing purpose | Legal Basis | Retention Period |
|---|---|---|
|
Business operations and due diligence |
We have a contract with the data subject |
Until tax or other retention period expires |
From our event attendees we may process and retain personal data for the following purposes and periods, with the applicable legal basis.
| Processing purpose | Legal Basis | Retention Period |
|---|---|---|
|
Communications and marketing, service delivery, events management |
We have the data subject’s consent. |
Until consent withdrawn |
Who might we share your personal data with?
To maintain and improve our services, your personal data may need to be shared with or disclosed to service providers, other controllers or, in some cases, public authorities. We may be mandated to disclose your personal data in response to requests from a court, police services or other regulatory bodies. Where feasible, we will consult with you prior to making such disclosure and, in order to protect your privacy, we will ensure that we will disclose only the minimum amount of your information necessary for the required purpose.
We transfer personal data to the following organisations and countries:
| Data subject type | Organisation name | Organisation type | Country |
|---|---|---|---|
|
Clients, employees, and suppliers |
HM Revenue & Customs, Companies House, regulators and other authorities |
Data Controller |
United Kingdom |
|
Clients |
Any organisation for which you give your permission |
Data Controller/ Processor |
United Kingdom |
|
Clients and employees |
Subcontractors and other persons who help us provide our products and services or provide services to us |
Data Controller/ Processor |
United Kingdom |
Automated Decision Making
Ward Goodman does not use computers to automatically make decisions which may have an effect on you.
How do we look after personal data?
We limit the amount of personal data collected only to what is fit for the purpose, as described above. We restrict, secure and control all of our information assets against unauthorised access, damage, loss or destruction; whether physical or electronic. We retain personal data only for as long as is described above, to respond to your requests, or longer if required by law and/or establishment and defence of legal rights. Where we retain your personal data for historical or statistical purposes we ensure that the personal data cannot be used further. While in our possession, together with your assistance, we try to maintain the accuracy of your personal data.
How can you access your personal data?
You have the right to request access to any of your personal data we may hold. If any of that information is incorrect, you may request that we correct it. If we are improperly using your information, you may request that we stop using it or even delete it completely.
If you would like to make a request to see what personal data of yours we hold, you may make a request through our company website.
Where you have previously given your consent to process your personal data, you also have the right to request that we port or transfer your personal data to a different service provider or to yourself, if you so wish.
Where it may have been necessary to get your consent to use your personal data, you have the right to withdraw that consent. If you withdraw your consent, we will cease using your personal data without affecting the lawfulness of processing based on consent before your withdrawal.
Our Supervisory Authority
You have the right to lodge a complaint with any Supervisory Authority.
Our Supervisory Authority contact details below
ICO
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF
01625 545 745
www.ico.org.uk
