This policy explains when and why we collect personal information, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time. You can always find the latest version on this page.
If you have any questions about privacy you can email us at firstname.lastname@example.org.
Who we are
FP Advance exists to help financial planning professionals create and build better businesses. We are a company registered in England and Wales (no. 05374616). Our registered office address is 30 City Road, London, EC1Y 2AB.
How do we collect information?
We obtain limited information about you when you use our website, contact us, or if you sign up to our newsletter.
What type of information is collected?
When you sign up for our newsletter, you provide us with your name and email address. As you browse the website, your IP address is briefly accessible to us.
How we use information
We may use your information to:
- carry out our obligations arising from any contracts entered into by you and us;
- seek your views or comments on the services we provide;
- notify you of changes to our services;
- send you communications which you have requested (such as our newsletters)
We hold your personal information only for as long as is necessary for the relevant activity, or as long as is set out in any relevant contract you hold with us.
Who has access to your information?
We do not sell or rent your information. We do not share your information with third parties for marketing purposes. For example, we don’t share your email address with other companies so that they can advertise to you.
Third Party Service Providers working on our behalf: We do pass limited information to our third party service providers, so that they can complete tasks for us and provide services to you on our behalf. For example, Mailchimp is a software provider that makes it easier for companies to send newsletters. Mailchimp handles the delivery of our newsletters; we must share subscriber names and email addresses with them, but only so the newsletters can be sent. Whenever we use third party service providers, we disclose only the personal information that is necessary to deliver the service. We have contracts in place that requires these third parties to keep your information secure and not to use it for their own marketing purposes. For example, Mailchimp cannot share your email address, and they can’t use it to promote their services to you.
Of course, if we were required by law to disclose or share your personal data—for example, a court order—we would be bound by this as any other business.
We do not send newsletters without obtaining prior consent. If you no longer wish to receive them, you can unsubscribe at any time by clicking the “unsubscribe” link in the newsletter.
Your right to access
Under the General Data Protection Regulation (GDPR), you have a right to access a copy of all the data we hold about you. In almost all cases this is likely to be only your name and email address if you subscribe to our newsletter. If you have entered into a contract with us we might also have any other information you have chosen to share directly. Ask us if you need a copy.
Your right to erasure
Under the General Data Protection Regulation (GDPR), you can request that we delete your data. This extends to our third-party providers, so if you do choose to exercise this right, we also request the deletion of your data from their servers where applicable.
Note that where we are legally obliged to hold records for a certain period of time, these data cannot be erased immediately. For example, if you have a contract for services with us, HMRC may require us to hold records of that contract for some time. In such cases, we may retain copies of only that information, such that we can meet those legal obligations. This position does not affect your rights under the GDPR. Please contact us for more information.
It is possible to switch off cookies by setting your browser preferences.
An IP address can identify an individual computer or other device. As you browse our website, your IP address is briefly visible to our server. This is necessary in order to serve pages to you. For the purposes of security, our server records your IP address for a brief period. We do this only for as long as is necessary to identify suspicious browsing behaviour. Beyond this point, your IP address is no longer stored and we cannot access it.
Links to other websites
Transferring your information outside of Europe
As part of the services offered to you through this website, the information which you provide to us may be transferred to countries outside the European Union (“EU”). This may happen if any of our own servers are from time to time located in a country outside of the EU, or if we use a third-party service provider whose servers are located outside the EU. By submitting your personal data, you’re agreeing to this transfer, storing or processing.
If we transfer your information outside of the EU in this way, we take steps to ensure that your privacy rights are protected. For example, before using servers outside the EU, we ensure that we will still be able to comply with any requests for access or erasure.
Review of this Policy
We review this policy from time to time. It was last updated in May 2018.