The term 'Liaison Financial Services Limited' or 'us' or 'we' refers to the owner of the website whose registered office is Liaison Financial Services Limited, Liaison, Estate House, Evesham Street, Redditch, Worcestershire B97 4HP England. The term 'you' refers to the user or viewer of our website.
We are committed to ensuring the privacy of all users of our online software and services and other visitors to our website. In this policy we explain how we hold, process and retain your personal data.
Liaison Financial Services Limited is the data controller in respect to all personal data collected through this website.
1.2 Contact data. We may process information that you provide to us ("contact data"). This contact data may include your name, address, telephone number, email address and employment details and position and may be provided through our website or the online login portal to our software. We may use this data to provide you with further information or a quote and for providing our services to you.
(c) we will process any such personal data referred to in 1.3 (a) and (b) above strictly in accordance with the instructions of the Primary User, not the individual authorised user including sharing all such data with the Primary User.
2.1 Website data. We may process data about your use of our website and services ("website data"). The website data may include your IP address, geographical location, browser type and version, operating system, referral source, length of visit, page views and website navigation paths, as well as information about the timing, frequency and pattern of your service use. The source of the website data is our analytics tracking system. This website data may be processed for the purposes of analysing the use of the website and services.
2.2 Enquiry data. We may process information contained in any enquiry you submit to us regarding our services ("enquiry data"). The enquiry data may be processed for the purposes of offering, marketing and selling services that are relevant to you.
2.3 Notification data. We may process information that you provide to us for the purpose of subscribing to our newsletters ("notification data"). The notification data may be processed for the purposes of sending you updates about our events, blog, newsletters and our weekly NHS Newsweek.
2.4 Correspondence data. We may process information contained in or relating to any communication that you send to us ("correspondence data"). The correspondence data may include the communication content and metadata associated with the communication. Our website will generate the metadata associated with communications made using the website contact forms. The correspondence data may be processed for the purposes of communicating with you and record-keeping.
2.5 Other processing activities. In addition to the specific purposes for which we may process your personal data set out above, we may also process any of your personal data where such processing is necessary for compliance with a legal obligation to which we are subject, or in order to protect your vital interests or the vital interests of another natural person.
3.1 Our insurers/professional advisers. We may disclose your personal data to our insurers and/or professional advisers insofar as reasonably necessary for the purposes of obtaining and maintaining insurance coverage, managing risks, obtaining professional advice and managing legal disputes.
3.2 Where we provide your personal data to any third party. Where we share your personal data with any third party, we will ensure this processing is protected by appropriate safeguards including a suitable data processing agreement with that third party.
3.3 To comply with legal obligations. In addition to the specific disclosures of personal data detailed above, we may also disclose your personal data where such disclosure is necessary for compliance with a legal obligation we have to comply with, or in order to protect your vital interests or the vital interests of another individual.
3.4 Primary Users. We may share personal data with Primary Users as set out in paragraph 1.3 above.
(a) Contact data will be retained for 7 years following the date of our last contact or dealing with you, at the end of which period it will be deleted from our systems.
(b) Authorised user data will be retained for the duration of the Primary Contract (as defined in paragraph 1.3 above) and for such period after termination of the Primary Contract as specified in that contract or agreed between Liaison and the Primary User.
(c) Website data will be retained for 7 years following the date of our last contact or dealing with you, at the end of which period it will be deleted from our systems.
(d) Enquiry data will be retained for 7 years following the date of our last contact or dealing with you, at the end of which period it will be deleted from our systems.
(e) Notification data will be retained for 7 years following the date of our last contact or dealing with you, at the end of which period it will be deleted from our systems.
(f) Correspondence data will be retained for 7 years following the date of our last contact or dealing with you, at the end of which period it will be deleted from our systems.
6.3 We will notify you of changes to this policy by email where you have provided us with your contact details, and the update would affect the data we hold on you.
7.6 Your right to access your data.
7.7 Your right to rectification.
7.8 Your right to erasure.
7.9 Your right to restrict processing.
7.10 Your right to object to processing.
7.11 Your right to object to direct marketing.
7.12 Your right to object for statistical purposes.
7.14 Complaining to a supervisory authority.
7.15 Right to withdraw consent.
8.1 This website is owned and operated by Liaison Financial Services Limited.
8.2 Liaison Financial Services Limited are registered in England and Wales under registration number 06426660, and our registered office is at Estate House, Evesham Street, Redditch, Worcestershire, B97 4HP.
Our Data Protection Officer's contact details are: Dominic Hutchinson-Backer, who can be contacted via email: InfoGov@liaisonfs.com, or telephone: 08456039000.
Cookies are small text files that are placed on your computer by websites that you visit. They are widely used to make websites work, or work more efficiently, as well as to provide information to the owners of the site. The PDF below explains the cookies we use, and why.