This information is our Privacy Notice. It explains what we do with your personal information, why we want to use it, how we protect it, and what rights you have to control our use of your personal data. 

The most important fact is that it’s your personal data. We have complete respect for your rights and we will only use it where necessary to deliver our services to you or your employer, or to keep you up to date about developments in our products.

Information about the data controller

The data controller is Financial Catalysts Limited Trading as Insight Associates. Our company number is 5670047 and our registration number with the Information Commissioner’s Office is Z9845417. If you want to contact us about any of the points on this notice, or just generally about how we protect your privacy, please email us at GDPR@insightassociates.co.uk

We use this email address for all data protection and data access matters.

The purpose and lawful basis for processing your personal data

We use information for a few different purposes and these each have a different lawful basis. This section describes these in detail and, although it’s technical, we’re required by law to explain this to you. 

If you are an existing Insight Associates customer, we hold your name and contact details because we have a contractual obligation to deliver services to you. We need your contact details to deliver our services (such as send you update emails when you need to take actions, send you invoices and so on.) We will hold your information for six years after the expiration of any contractual arrangements between us. 

If you are a previous Insight Associates customer, in the six year period following the end of your engagement with us, we may continue to contact you with information about Insight Associates services because we think you will find it useful. We believe we have a legitimate interest in this direct marketing activity (and this is also permitted under the Privacy and Electronic Communications Regulations or “PECR”) but you are always able to unsubscribe by clicking the link at the bottom of the emails we send, or by emailing us at GDPR@insightassociates.co.uk

If you are an employee of (or temporary or contract worker at) an existing Insight Associates customer, you should note that we have most likely been given your personal data by your employer, we may not have collected it from you directly. We may hold your name and contact details in order to fulfill any contractual obligations we have to your employer. We will hold your personal information for six years from the expiry of your employer’s engagement with Insight Associates for legal records.

If you are a supplier or other business associated with Insight Associates field of work, we will hold your contact details because we have a legitimate interest in doing business with your company. We will aim to hold this information for three years since we were last in contact with you. 

It’s possible we collected this information up from public directories (such as LinkedIn and internet searches) or that you passed your details to us with a business card.

If you visit our website. We use Google Analytics on our website and Hotjar to track user activity on our site, so we can improve our service and the marketability of our products and services. We may record your computer’s IP address so we can tell how each user and repeat visitor is using our site (your IP address is also a piece of your personal data). We have a legitimate interest in tracking user journeys on the site so that we can improve our business. We will hold IP information for a maximum of three years from the time of your last visit to our site or application.

If you visit our premises. Our premises have CCTV for security reasons. Images will be recorded and retained for up to 12 months before being deleted.

If you’re not an existing customer we may have your contact details on our marketing list so we can send you emails and newsletters about our service, along with information we think you’ll find interesting and useful. We will only send you this information if we have your consent (which you gave to us by ticking a consent box when you signed up to our lists.) You may withdraw consent at any time - usually this is easiest by choosing the “unsubscribe” option at the bottom of information we send to you. You can also email us at GDPR@insightassociates.co.uk any time. Please note that if you do this, we will delete your records on our marketing list. If you remain on our marketing list, we will hold your information for two years from the time we last checked that you wanted to receive communication from us. 

Who we share your personal data with

Data processors 

We use a number of different service providers (acting as “data processors”) who provide IT and system administration services to enable us to operate our business and the services we provide to our clients. Your personal data is transferred to (and stored by) these data processors, who generally fall under the following categories:

 ● Website analytics service providers 

 ● Website and data hosting service providers 

 ● Document storage service providers 

 ● Email, contacts and calendar service providers 

 ● CRM and newsletter distribution service providers 

 ● Accounting software service providers 

For security reasons (to reduce the risk of phishing attacks to our customers) we do not name all our service providers in this privacy notice. The types of personal data we hold about you (and that may be transferred to our data processors) are set out above. Please contact us at GDPR@insightassociates.co.uk if you want further information on specific data processors or the types of personal data they process for us.

Other circumstances in which we may share personal data with third parties 

We may also share your personal data with the following third parties in certain circumstances: 

 ● We will share personal information with law enforcement or other authorities (such as tax authorities) if required by applicable law. 

 ● We may share personal information with third parties to whom we may choose to sell, transfer, or merge parts of our organisation or our assets. Alternatively, we may seek to acquire other organisations or merge with them. If a change happens to our business, then the new owners may use your personal data in the same way as set out in this privacy notice. 

 ● We may share personal information with professional advisors such as lawyers, accountants or auditors in order for them to provide legal, accounting or auditing services to us.

We will not sell or rent your information to third parties and we will never share your information with third parties for marketing purposes other than our own marketing activity.

International transfers of personal data, and the measures in place to safeguard it

Insight Associates and our data processers may transfer your personal data outside of the European Economic Area (EEA).  This section explains the impact of these international transfers and how your information is protected. Many of our data processors operate “cloud-based systems”, which means the information is held in information data centres in different locations. All the cloud-based systems we use reserve the right to hold copies of your personal information outside the EEA to hold back-up copies, so they can guarantee recovery. In each case we and/or our processors use one or more of the following means that are designed to help safeguard your privacy rights and give you remedies in the unlikely event of abuse: 

 ● Certain processors may transfer your personal data to countries that have been deemed to provide an adequate level of protection for personal data by the European Commission. For further details, see European Commission: Adequacy of the protection of personal data in non-EU countries. 

 ● Where personal data is transferred outside the EEA or countries the EC deems to have adequate privacy protection, we use specific contracts approved by the European Commission which give personal data the same protection it has in Europe. For further details, see European Commission: Model contracts for the transfer of personal data to third countries. 

 ● Providers storing data in the US may be self-certified to the EU-US Privacy Shield which requires them to provide similar protection to personal data shared between the Europe and the US. For further details, see European Commission: EU-US Privacy Shield. Please contact us at GDPR@insightassociates.co.uk if you want further information on the specific mechanisms used by our data processors when transferring your personal data out of the EEA.

Your personal data rights

The personal data we hold about you is your data, so you have certain rights over them. This section summarises your rights. You can exercise any or all these rights when you choose, and the easiest way is by dropping us an email at GDPR@insightassociates.co.uk 

Where we are processing your data based on your consent (e.g. for marketing purposes) you can withdraw that consent and we must immediately stop processing your data. Please note that up to that point, we’re acting lawfully with your consent, withdrawal of consent cannot be backdated. 

You have the right to request a copy of all personal data we hold relating to you and we must provide this within 30 days. You also have the right to require us to correct any records that are wrong. 

You have the right to require us to erase personal data and we must comply unless we need it for one of the purposes described above (for example, this might be necessary to undertake services for your employer, our client.) We also retain the right to keep data that is needed to establish, exercise or defend a legal claim. 

Where we process your data based on a “legitimate interest” (underlined in the section on Purpose and Lawful Basis, above) you still have the right to object to our processing of that data. From that point, we must stop processing your data until we have determined whether your rights override our interests. 

Finally, you may have the right to have your personal data transferred to another organisation, and we’re obliged to provide it to you in a clear and reasonable format.

Your rights to lodge a complaint with the Regulator

At all times, you have the right to report a concern or lodge a complaint with the Information Commissioner’s Office. Please refer to the ICO at https://ico.org.uk/concerns/ or by calling them on 0303 123 1113.

Of course, we hope that we can resolve your issue quickly and fairly – you can contact us at GDPR@insightassociates.co.uk

Our contractual requirements to use your personal data

If you’re an Insight Associates client, it’s a requirement that we collect personal information from you so that we can enter into a contract with your company. 

If you’re an employee (or temporary or associated worker) at an Insight Associates client, we have a legitimate interest in using your personal data to fulfil contractual obligations. Your employer will require us to do this through our contract with them. If you ask us to restrict processing of your personal data, we may not be able to fulfil our contractual obligations and this could affect your employment. For this reason, we use our legitimate interests as the lawful basis for processing your data (which is why we don’t ask for your consent to process it.)

Automated processing of your personal data

We use Mailchimp and Infusionsoft to undertake some automated communications activities. You are able to manage the information you receive from us through these channels at any time. 

Clients employees have a right to object to this automated processing and have it reviewed by a real person. Please contact us at GDPR@insightassociates.co.uk  if you want to have any automated processing we do reviewed by someone.

Other purposes for processing personal data

We don’t process your personal data for any other purpose than we’ve described here. We won’t sell your personal data to other companies. 

As we develop the Insight Associates range of products and services, we might add a new data process to our platform that uses your personal information. We publish information about it here.

Changes to this privacy notice

This privacy notice was last updated on 17th May 2018 and historic versions can be obtained by contacting us. We may change this privacy notice from time to time by amending this page.

How to contact us

If you have any questions, concerns or just want some more information about our privacy management, drop us a line at GDPR@insightassociates.co.uk.

For more information on Insight Associates and the services we offer please call us on 0800 180 4265 or Email Us