Privacy Notice

For: [Your Firm Name]
Effective Date: [Insert Date]

1. Introduction

[Your Firm Name] ("we", "us", "our") is committed to protecting your personal data. This privacy notice explains how we collect, use, disclose, and safeguard your information in accordance with the UK General Data Protection Regulation (UK GDPR), the Data Protection Act 2018, and the Privacy and Electronic Communications Regulations (PECR).

2. Who We Are

We are a Claims Management Company authorised and regulated by the Financial Conduct Authority (FCA) for claims management activities.

FCA Reference Number: FRN 1037114

3. What Data We Collect

We may collect and process the following personal data:

Full name
Contact details (email, phone number, address)
Date of birth
Claim-related financial information
Communication records
Any other personal data necessary to pursue your claim

4. How We Use Your Data

We use your personal data to:

Provide claims management services
Communicate with you
Comply with legal obligations
Maintain internal records
Improve our services

5. Lawful Basis for Processing

We process your personal data based on one or more of the following legal grounds:

Consent
Performance of a contract
Legal obligation
Legitimate interest

6. Data Sharing

We may share your data with:

third-party service providers involved in your claim
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Regulatory bodies such as the FCA
The Financial Ombudsman Service (if applicable)

We do not sell your data to third parties.

7. Data Retention

We retain personal data for as long as necessary to fulfil the purposes outlined in this notice, or as required by legal and regulatory obligations (typically 6 years from the end of our relationship).

8. Your Rights

You have the right to:

Access your data
Correct inaccurate data
Request erasure
Object to processing
Restrict processing
Data portability
Lodge a complaint with the Information Commissioner’s Office (ICO)

9. Marketing and PECR

We will only send you marketing communications by electronic means if we have your explicit consent, in accordance with PECR. You can opt out at any time by contacting us.

10. Contact Us

If you have any questions or concerns about how we use your personal data, or wish to exercise your rights, please contact:

Data Protection Officer
[Your Firm Name]
[Insert Address]
Email: [Insert Email]
Phone: [Insert Phone]