Privacy policy

Last updated: [DATE]

1. Who we are

is a trading name of [COMPANY NAME], a company registered in England and Wales (company number [COMPANY NUMBER]), registered with the Information Commissioner's Office (ICO) under registration number [ICO REGISTRATION NUMBER]. In this policy, "we", "us" and "our" mean [COMPANY NAME].

We are the controller of the personal data you give us on this website. You can contact us about your data at [CONTACT EMAIL].

2. What we do

is a referral service. We help businesses score how they manage profit and cash flow, and, where it may help, introduce them to an independent finance director (our "partner"). Partners may pay us for introductions.

We only share your details with a named partner after you have agreed. Before any details are shared, we will tell you who the partner is.

3. The information we collect

• Details you give us: your first name, company name, phone number and work email address.
• Your quiz answers: your role, who handles your business's finances, your annual turnover band and what would help most.
• Your consent: the consent wording you agreed to and when you agreed to it.
• How you reached us: the page address and any advertising campaign tags in the link you followed (for example utm_source).
• Technical information: basic information your browser sends, such as your IP address, device and browser type, used to run and secure the site.

4. How we use your information and our lawful basis

• To send your scorecard and contact you about your results and options by phone, text and email. Lawful basis: your consent, which you give by ticking the box on our form.
• To introduce you to a partner finance director, only after you have agreed and been told who they are. Lawful basis: your consent.
• To keep records of your consent and our contact with you. Lawful basis: our legitimate interests in showing we follow data protection law, and our legal obligations.
• To run, secure and improve this website and measure our advertising (advertising cookies only if you accept them). Lawful basis: our legitimate interests, and your consent for advertising cookies.

5. Who we share it with

• A named partner finance director, only after you agree and after we have told you who they are.
• Our service providers who help us run this website and our contact systems (for example website hosting, customer relationship management and phone or email tools). They act on our instructions and must keep your data secure.
• Advertising platforms (Meta), only if you accept advertising cookies. We tell them a page was viewed or a form was sent. We never send them your quiz answers.
• Authorities, where the law requires it.

We never sell your personal data.

6. International transfers

Some of our service providers may process data outside the UK. Where they do, we make sure appropriate safeguards are in place, such as the UK International Data Transfer Agreement or an adequacy decision.

7. How long we keep it

We keep your details for up to [RETENTION PERIOD, e.g. 24 months] after our last contact with you, unless you ask us to delete them sooner or we need to keep them longer to meet a legal obligation. Consent records are kept for as long as we hold your details.

8. Cookies

We use essential cookies and similar storage to make this page work (for example to remember your cookie choice). With your permission, we also use advertising cookies from Meta to measure how our ads perform. You can accept or reject advertising cookies on the banner, and change your mind at any time by clearing this site's cookies in your browser.

9. Your rights

Under UK data protection law you have the right to:

• ask for a copy of the personal data we hold about you;
• ask us to correct or delete it;
• object to or ask us to restrict how we use it;
• ask us to transfer it to you or another organisation;
• withdraw your consent at any time (this does not affect anything we did before you withdrew it).

To use any of these rights, email [CONTACT EMAIL]. We will reply within one month.

10. Complaints

If you are unhappy with how we have handled your data, please contact us first at [CONTACT EMAIL]. You also have the right to complain to the Information Commissioner's Office: ico.org.uk/make-a-complaint, or call 0303 123 1113.

11. Changes to this policy

We may update this policy from time to time. The latest version will always be on this page.