T:

0151 949 1666

E:

info@afm.org.uk

Our Website – general brochure – Single controller Policy

We will update our Privacy Notice occasionally and it will replace any prior version. The date of this notice is 23rd February 2024.

Privacy Notice

This is our Privacy Notice to you about how we use and share your personal data. We are the Data Controller and our legal name is Alpha Financial Management Ltd.

We collect the personal data you provide us when you fill in the blanks in the website forms.

We also collect personal data from you when you fill in a contact form, from our cookies (see our Cookie Policy), when you call us, when you email us for any reason:

– through word of mouth

– through paper-based documents

– through word of mouth

– through social media

– through social media

  • Facebook
  • Instagram
  • LinkedIn
  • Twitter

– through whatsapp

– through text message

To fulfil the request or other order we use your data to allocate you the brochure, information, materials, any goods, manage and track your request or order, update you on progress, generate delivery notes and invoices, process payments and administration generally.

It is in our legitimate interests to use and share your personal data to enforce our rights, manage our business, to identify other things you may like from us, interact with providers of services to us, to protect society, and protect your and our interests. We will pass it to businesses we sell all or part of our business to in the future.

The following is a list of the outside parties we use and share your data with:


Your personal data will be made available for the purposes mentioned above and only to responsible management, human resources, accounting, audit, compliance, information technology and other corporate staff. It may also be made available to third parties providing relevant services to us, such as Paradigm Partners LLP, who provide us with certain support services, including regulatory support. Certain personal data will also be reported to government authorities where required by law and for tax or other purposes. Personal data may also be released to external parties as required by legislation, or by legal process, as well as to companies you authorise us to release your personal data to. We will not sell your personal data to any third party.

We combine the personal data given over the website with data we get from paper documents, data you provide over the telephone (including any text or other messages), and other sources.

We monitor and may record telephone calls and online chat for training purposes, to monitor customer service, to record and prove what was said or other issue, or if we are not available to take your call.

We will keep your data for 7 years after the year you order it so we can comply with contract law issues, product liability issues, insurance issues, company law obligations, record keeping for accounting and tax audits. If there are any complaints or questions on product liability or insurance issues we will keep your data for 6 years after the matter is dealt with. We may hold onto data were there are legal reasons to retain it.

We might use data for different purposes if similar or necessary to what it was initially collected for.

You have rights in relation to your data to ask to know what we process, access it, request correction if wrong or deletion, restrict or object to processing, request a copy is sent to another organisation, withdraw any consents and complain to the Information Commissioner. You can find out more by contacting us.

We have put in place appropriate security measures in relation to your data.

This helps us deliver the right goods.

We may share it with others to get the services we need.

We may share it with other businesses who will deliver the goods to you.

We need you to provide us with the following Sensitive personal data on the basis of your consent:

– health details [ ]

– sex life or gender orientation [ ]

Please tick to show that you will permit us to market our products to you by telephone [ ] text/MMS [ ] post [ ] and those of others we think you will like [ ]

You can contact us by email at steve@afm.org.uk or telephone 0151 949 1666 or post 22 Stuart Road, Waterloo, Liverpool, L22 4QS.

 

About Us

This is our Privacy Notice and we control the personal information you give us. We are Alpha Financial Management Ltd. We share some or all of your personal data with others, being:

Your personal data will be made available for the purposes mentioned above and only to responsible management, human resources, accounting, audit, compliance, information technology and other corporate staff. It may also be made available to third parties providing relevant services to us, such as Paradigm Partners LLP, who provide us with certain support services, including regulatory support. Certain personal data will also be reported to government authorities where required by law and for tax or other purposes. Personal data may also be released to external parties as required by legislation, or by legal process, as well as to companies you authorise us to release your personal data to. We will not sell your personal data to any third party.

The Personal Data we collect from you

We collect the personal data you provide us when you fill in the blanks in the website forms. A full list can be found clicking this link.

We also collect the following personal data from you:

– fill in a contact form online

– information you provide when you telephone us about your order or any other reason

– the information in your emails to us

– from cookies you permit to collect personal data or which are needed to make the site work.

– the information you provide through word of mouth

– the information you provide through paper-based documents

– the information you provide through word of mouth

– the information you provide through social media

  • Facebook
  • Instagram
  • LinkedIn
  • Twitter

– the information you provide through whatsapp

– the information you provide through text message

Using your data to fulfil the Contract

To fulfil the request or contract we use your data to allocate you the brochure, materials or products, manage and track your request or order, update you on progress, generate delivery notes and administration generally. We may have to use third parties to help us achieve these aims in accordance with our legitimate interests (see below).

Your personal data will be made available for the purposes mentioned above and only to responsible management, human resources, accounting, audit, compliance, information technology and other corporate staff. It may also be made available to third parties providing relevant services to us, such as Paradigm Partners LLP, who provide us with certain support services, including regulatory support. Certain personal data will also be reported to government authorities where required by law and for tax or other purposes. Personal data may also be released to external parties as required by legislation, or by legal process, as well as to companies you authorise us to release your personal data to. We will not sell your personal data to any third party.

Sharing with others to deliver the products and for legitimate interests

To help us fulfil the request or contract we share your data with these parties for the reasons below as it is in our legitimate interests to do so having taken into account all relevant factors around your privacy. If we do not engage these external contractors our prices would have to increase as we would have to engage more staff and buy more infrastructure. We require them to be GDPR compliant and enter data processor contracts with us or ensure their contracts make appropriate statements.

We share personal data with our designated delivery service so we can get the brochure, materials or products delivered to you. We will communicate who they are at the time they are going to deliver.

We use an external email provider which we use so we can confirm your request or order by email and handle any enquiries. They are a data processor for this purpose but also their own data controller.

Your personal data will be made available for the purposes mentioned above and only to responsible management, human resources, accounting, audit, compliance, information technology and other corporate staff. It may also be made available to third parties providing relevant services to us, such as Paradigm Partners LLP, who provide us with certain support services, including regulatory support. Certain personal data will also be reported to government authorities where required by law and for tax or other purposes. Personal data may also be released to external parties as required by legislation, or by legal process, as well as to companies you authorise us to release your personal data to. We will not sell your personal data to any third party.

We use it to trace debtors, beneficiaries, recover debt, prevent fraud and manage the transaction or your relationship with us.

We analyse your use of the site and products you buy or view so we can promote similar or related products, sites or services to you.

The following is a list of the outside parties we use:

Your personal data will be made available for the purposes mentioned above and only to responsible management, human resources, accounting, audit, compliance, information technology and other corporate staff. It may also be made available to third parties providing relevant services to us, such as Paradigm Partners LLP, who provide us with certain support services, including regulatory support. Certain personal data will also be reported to government authorities where required by law and for tax or other purposes. Personal data may also be released to external parties as required by legislation, or by legal process, as well as to companies you authorise us to release your personal data to. We will not sell your personal data to any third party.

Who else we share your personal data with for legitimate interest reasons

We share your personal data with the following parties for reasons of legitimate interest:

– we use a cloud based Customer Relationship Management software which means your personal data is on their cloud servers as our data processor.

– we use agents, advisers or others involved in running accounts and services for you and your business or collecting what you or your business owe;

– we use Third party vendors who help us to manage and maintain the IT infrastructure, website, and linked services;

– we use Logistics and delivery providers who enable us to deliver brochures, materials or products you request or order on our websites;

– we use professional advisors, such as lawyers, accountants, debt collectors and consultants;

Your personal data will be made available for the purposes mentioned above and only to responsible management, human resources, accounting, audit, compliance, information technology and other corporate staff. It may also be made available to third parties providing relevant services to us, such as Paradigm Partners LLP, who provide us with certain support services, including regulatory support. Certain personal data will also be reported to government authorities where required by law and for tax or other purposes. Personal data may also be released to external parties as required by legislation, or by legal process, as well as to companies you authorise us to release your personal data to. We will not sell your personal data to any third party.

Cookie Policy

We analyse your use of our site to present useful adverts to you.

Special Category Data

We collect Sensitive or Special Category Personal data of the type set out below and the reasons for its necessity:

– about your mental and/or physical health. We need this information so we can ensure that you, the client get the most appropriate solution based on your individual circumstances. If you are unable to give your consent we will potentially not be able to provide the best solution for you.

We require these details in order to ensure we provide you with the correct goods ordered.

We may need to share it with outside parties (see list above) in order to get the goods delivered to you.

We may also need to provide it to other firms who provide us with services our business needs.

Adding Data Together

We aggregate the following data we collect from different sources and put it together:

– any paper based documents you have or do provide us with

– data you provide over the telephone (including any text or other messages),

and other sources.

Customer Service

We may listen in to and record any telephone calls and online chat

– for training purposes;

– to monitor and ensure customer service levels are being met;

– to record what was said in the event of any issue or dispute.

– if we are not available to take calls for any reason

Retention of Data

We will keep your data for 7 years after the year you request or order it so we can comply with contract law issues, product liability issues, insurance issues, company law obligations, record keeping for accounting and tax audits. If there are any complaints or questions on product liability or insurance issues we will keep your data for 6 years after the matter is dealt with. We may hold onto data were there are legal reasons to retain it.

Where we process your personal data to fulfil:

– your request or a contract with you, we will process such personal data until we fulfil that request or contract and for so long thereafter as may be necessary to keep a record of that request or contract, which will typically for a request will be 6 months and for a contract 6 years, and to deal with any complaints or claims relating to that request or contract, which will be until the final resolution of such complaints or claims (having regard to the nature of any potential claims and the limitation of liability periods that apply to them); or

– a legal obligation (such as anti-Money Laundering, tax and accounting obligations), we will process such personal data for so long as necessary to fulfil that obligation; or

Where we process your personal data based on:

– our legitimate interest, we will process such personal data for so long as necessary to achieve that legitimate interest, which will typically be for 6 years after we collect your personal data or the last time we use your personal data (or longer in relation to any legal claims that might arise having regard to the nature of any potential claims and the limitation of liability periods that apply to them); or

-your consent, for example, to send you marketing information, we will process such personal data until you withdraw that consent. Please bear in mind that it may take a short time to process any withdrawal of your consent. We aim to do this as soon as reasonable after receipt of your request, although you may still receive emails that are already in process around the time of your withdrawal.

Marketing

We will use your personal data only to market to you inline with your permissions given to us.

– by email. We may promote our products to you by email until you unsubscribe. The unsubscribe option will be present in any marketing email we send. We may send you our marketing by email as you have bought goods from us.

– by telephone. Please help us by telling us of any changes to your contact numbers.

-by text and picture message. Please help us by telling us of any changes to your numbers.

– by post to the address we have at any time

We may send you offers from selected third parties from time to time if you have given us permission. You can withdraw your consent at any time.

Your rights regarding your personal information

Data privacy laws provide you with a number of rights over your personal information.

You may be entitled to:

ask us for access to the personal information we hold about you;

request the correction and/or deletion of your personal information;

request the restriction of the processing of your personal information, or object to that processing;

withdraw your consent to the processing of your personal information (where we are processing your personal information based on your consent);

request for the receipt or the transfer to another organisation, in a machine-readable form, of the personal information that you have provided to us; and

complain to your local data protection authority if your privacy rights are violated, or if you have suffered as a result of unlawful processing of your personal information.

If you would like to exercise your rights, please let us know by getting in touch with us as set out in the Contact us section below.

Change of Purpose

We will only use your personal data for the purposes for which we collected it, unless we reasonably consider that we need to use it for another reason and that reason is compatible with the original purpose. If you wish to get an explanation as to how the processing for the new purpose is compatible with the original purpose, please contact us. If we need to use your personal data for an unrelated purpose, we will notify you and we will explain the legal basis which allows us to do so. Please note that we may process your personal data without your knowledge or consent, in compliance with the above rules, where this is required or permitted by law.

Data Security

We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed. In addition, we limit access to your personal data to those employees, agents, contractors and other third parties who have a business need to know. They will only process your personal data on our instructions and they are subject to a duty of confidentiality. We have put in place procedures to deal with any suspected personal data breach and will notify you and any applicable regulator of a breach where we are legally required to do so.

Contact Us

If you have any questions please contact us:

By filling out the [contact us form]

By email: steve@afm.org.uk

Call: 0151 949 1666

By Postal address: 22 Stuart Road, Waterloo, Liverpool, L22 4QS

You can contact Information Commissioner’s Office Wycliffe House Water Lane Wilmslow Cheshire SK9 5AF Telephone: 0303 123 1113 Fax: 01625 5245