James AG Smith Consulting Ltd customer privacy notice
(Eduquoter is a trading name of James AG Smith Consulting Ltd.)
This privacy notice tells you what to expect us to do with your personal information.
Contact details
education@jamesagsmithconsulting.co.uk
What information we collect, use, and why
We collect or use the following information to provide services and goods, including delivery:
- Names and contact details
- Website user information (including user journeys and cookie tracking)
- Records of meetings and decisions
- Names and contact details
- Marketing preferences
We collect or use the following information for service updates or marketing purposes:
- Names and contact details
- Marketing preferences
- Website and app user journey information
- Records of consent, where appropriate
- Names and contact details
- Location data
Lawful bases
Our lawful bases for collecting or using personal information to provide services and goods are:
- Consent
- Legitimate interest:
- We collect information including the name and job title of customers or prospective customers of the Goods and Services provided by James AG Smith Consulting and or related companies. This allows us to engage with the correct person within potential customers organization and similar or related organisations in order to jointly serve our customers and grow our business.
Our lawful bases for collecting or using personal information for service updates or marketing purposes are:
- Legitimate interest:
- We collect information including the name and job title of customers or prospective customers of the Goods and Services provided by James AG Smith Consulting and or related companies. This allows us to engage with the correct person within potential customers organization and similar or related organisations in order to jointly serve our customers and grow our business.
Where we get personal information from
- People directly
- Publicly available sources
How long we keep information
Personal Data Retention Schedule
James AG Smith Consulting Ltd reserves the right to hold the following information in order to meet legal and business requirements. This schedule describes how long we will retain any information that we collect now or in the future:
- Employee Records:
- Retain for 6 years. This includes employment contracts, performance reviews, and other HR-related data.
- Payroll Records:
- Retain for 7 years. This includes salary details, tax records, and pension information.
- Client Records:
- Retain until the client requests deletion of the data.
- Corporate Records:
- Permanently store essential corporate documents, such as articles of incorporation, board minutes, and financial statements.
- Accounts and Finance:
- Retention periods based on applicable UK law.
Data processors
Hubspot
This data processor does the following activities for us: They manage our CRM system and store our customer database.
GoDaddy
This data processor does the following activities for us: We use the Go Daddy Marketing platform for some email campaigns.
Your data protection rights
Under data protection law, you have rights including:
Your right of access – You have the right to ask us for copies of your personal data.
Your right to rectification – You have the right to ask us to rectify personal data you think is inaccurate. You also have the right to ask us to complete information you think is incomplete.
Your right to erasure – You have the right to ask us to erase your personal data in certain circumstances.
Your right to restriction of processing – You have the right to ask us to restrict the processing of your personal data in certain circumstances.
Your right to object to processing – You have the right to object to the processing of your personal data in certain circumstances.
Your right to data portability – You have the right to ask that we transfer the personal data you gave us to another organisation, or to you, in certain circumstances.
Your right to withdraw consent – When we use consent as our lawful basis you have the right to withdraw your consent.
You don’t usually need to pay a fee to exercise your rights. If you make a request, we have one calendar month to respond to you.
To make a data protection rights request, please contact us using the contact details at the top of this privacy notice.
How to complain
If you have any concerns about our use of your personal data, you can make a complaint to us using the contact details at the top of this privacy notice.
If you remain unhappy with how we’ve used your data after raising a complaint with us, you can also complain to the ICO.
The ICO’s address:
Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF
Helpline number: 0303 123 1113
Website: https://www.ico.org.uk/make-a-complaint
Last updated
4 June 2024