We collect or use the following information to provide services and goods, including delivery, the operation of customer accounts and guarantees, for service updates or marketing purposes and to comply with legal requirements:

• Names and contact details

• Addresses

• Purchase or account history

• Payment details (including card or bank information for transfers and direct debits)

• Financial transaction information

• Information relating to loyalty programmes

• Website user information (including user journeys and cookie tracking)

• Records of meetings and decisions

• Information relating to compliments or complaints

• Information relating to sponsorship

Lawful bases

Our lawful bases for collecting or using personal information to provide services and goods, the operation of customer accounts and guarantees, for service updates or marketing purposes and for legal requirements are:

• Consent

• Contract

• Legal obligation

Where we get personal information from

• People directly

• Publicly available sources

How long we keep information

Open Revenue Consulting will retain the personal information obtained from customers and prospects for the period necessary to achieve the above acquisition and processing purposes. The specific retention period is determined in consideration of the purpose of acquisition and processing of personal information, the nature of personal information, and the legal or business necessity of retaining personal information.

Who we share information with

Data processors

IT data storage companies, CRMs, Referral Partners, Accounting firms

This data processor does the following activities for us: they process our payroll information, they manage our IT systems, they store our client and prospect records.

Others we share personal information with

• Organisations we need to share information with for safeguarding reasons

• External auditors or inspectors

• Professional consultants

• Organisations we’re legally obliged to share personal information with

• Previous employers

Sharing information outside the UK

Where necessary, we may transfer personal information outside of the UK. When doing so, we comply with the UK GDPR, making sure appropriate safeguards are in place. Please contact us for more information.

Where necessary, our data processors may share personal information outside of the UK. When doing so, they comply with the UK GDPR, making sure appropriate safeguards are in place. Please contact us for more information.

Your data protection rights

Under data protection law, you have rights including:

Your right of access, rectification, erasure, restriction/object of processing, data portability,withdraw 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.