This policy is effective as of 21st May 2018 and replaces the previous version so as to comply with the provisions set out under the European Union General Data Protection Regulation and the Privacy and Electronic Communications Regulations and to reflect changes on the Advance Financial Consultants Ltd website.
Information Collection and Use
Advance Financial Consultants Ltd is the controller of the information collected on the website (www.advancefinancial.co.uk) and via telephone, documents, emails, and post. Our primary purpose in collecting personal information is to provide you with access to all parts of our websites and to supply the services and advice you require. We will also use and analyse the information we collect so that we can administer, support, improve and develop our business and where necessary refer you to the most appropriate financial solution.
In particular, we may use your information to contact you for your views on our services and to notify you occasionally about important changes or developments to the websites or our services. Further, where you have consented, we might also use your information to let you know about other products and services we offer as well as those of carefully selected third parties which may be of interest to you or where they may offer services or solutions to improve your financial situation. If you change your mind about being contacted in the future, please let us know.
By providing us with your contact details, you consent to be contacted by mail, telephone, fax, email, and SMS/MMS to let you know about any services offered by ourselves or carefully selected business partners or other third parties, which may be of interest to you. You can, of course, withdraw this consent at any time by contacting us to let us know.
This information is stored on Advance Financial Consultants Ltd computers and databases, and access is restricted to specific personnel. We store this information to ensure that you receive the type of communications from us that you have consented to, and to respond to your inquiries.
Advance Financial Consultants Ltd collects and stores information from users at several different points on our database which is adequate IT protection and stored/located within UK and EU.
Registration and email preferences
In order to use some features of our website, users may first be required to complete a registration form. During registration, users are required to complete the mandatory fields of name and email address. All additional fields are optional, including company name, job title and research/marketing communications preferences. This information is used to contact users about the topics on our site where they have expressed interest, it also acts as a security feature, to enable users to retrieve lost passwords. If you register to use the site, access to your personal details is restricted. Only the necessary Advance Financial Consultants ltd personnel are able to view and amend your information in order to administer any services that you require. We use a third-party mailing list specialist services, to deliver our emails and marketing communications. We gather statistics around email opening and clicks using industry standard technologies so that we can analyse our reports for readership trends.
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Customer Service Correspondence
All customer service correspondence is recorded in our records and in the records of your accounts on our dedicated servers via in-house software. We retain these records in order to keep records of our relationship, to measure and improve our customer service, and to investigate potential fraud and contraventions of our User Agreement.
We may share aggregated demographic information with business affiliates, for example, advertisers. This is not linked to any personal information that can identify any individual person.
We will not sell or rent your personal information to third parties for their marketing purposes without your explicit consent. However, for us to offer our services to our users; enhance the quality of our service from time to time; and protect the interests of our users, we will in limited circumstances share some of your personal information with third parties under strict restrictions, as described in more detail in the section “Our Use and Disclosure of Information”.
Our Use and Disclosure of Information
Disclosure to Third Parties: We will not sell or rent any of your personal information to third parties for their marketing purposes without your explicit consent and will only disclose this information in the limited circumstances and for the purposes described in this policy.
This Website contains links to other sites. Please be aware that Advance Financial Consultants Ltd does not claim any responsibility for the privacy practices of such other sites, and this policy does not apply to any external site that you might visit. We encourage our users to be aware when they leave our sites and to read the privacy statements of each and every Web site that collects personally identifiable information. This privacy statement applies solely to information collected by this Web site.
We take every precaution to protect our users’ information, and we have security measures in place to protect the loss, misuse, and alteration of the information under our control. For example, users’ passwords are stored in encrypted form.
We may also send the user site and service announcement updates, or notices concerning a report, presentation, app or visualization which they have purchased, where for example we have identified an error in the data. Users are not able to unsubscribe from service announcements that contain important information about the service. We communicate with users to provide requested services and to discuss issues relating to the site via e-mail.
Rights to withdraw consent
Our users are given the opportunity to “opt-in” and tailor the content that they receive. If you don’t wish to receive marketing communications from us, you have the option to withdraw your consent at any time. You can withdraw your consent during registration, by following the unsubscribe links in the marketing email or reply us your choice to not receive any marketing communication or by logging into your account, or by contacting us using our information at the bottom of this page with a request to unsubscribe. We take your privacy seriously. We will only store your information for as long as you have provided consent to receive our communications.
Correction/Updating Personal Information
If a user’s personally identifiable information changes (such as an e-mail address), or if a user no longer desires our service, you can rectify your data by clicking on the ‘Update your preferences’ button visible in all of our marketing.
Access to personal information
Advance Financial Consultants Ltd tries to be as open as it can be in terms of giving people access to their personal information. Users have the right to access, rectify and erase their personal data. Individuals can find out if we hold any personal information by making a ‘subject access request’ under the Data Protection Act 1998. If we do hold information about you we will: give you a description of it; tell you why we are holding it; tell you the origin of it; tell you who it could be disclosed to, and let you have a copy of the information in an intelligible form.
To make a request to Advance Financial Consultants Ltd for any personal information we may hold you need to put the request in writing to our details specified at the bottom of this page.
If we do hold information about you, you can ask us to correct any mistakes by, once again, contacting our Compliance Officer.
Notification of Changes
How to contact us
FAO Compliance Officer
Advance Financial Consultants Ltd
75-81 Staines Road