SAVE WISE - Privacy Policy

OUR FIRM INFORMATION

By "We" or "Us", we refer to our firm, Save Wise a treading style of Lead Intelligence Limited. We are Registered in England and Wales at the Registered Address: 71-75 Shelton Street, London, Greater London, United Kingdom, WC2H 9JQ

By "You" we mean you, the individual/customer to whom the data that we process and/or control relates.

For the purposes of the Data Protection Act ("DPA"), we are a "Data Controller".

INFORMATION COMMISSIONER'S OFFICE (ICO) REGISTRATION INFORMATION

We are registered with the Information Commissioner's Office, Registration Number: ZA745799

OUR CONTACT INFORMATION:

You can contact us using the information provided below:
Telephone: 07968 478 916
Email: compliance@leadintelligenceltd.co.uk
In-person or by Post: 71-75 Shelton Street, London, Greater London, United Kingdom, WC2H 9JQ
Our office opening hours are Monday to Friday between 9:00am and 5:00pm.

PURPOSE OF THIS POLICY

Our Privacy Policy concerns the website https://savewise.co.uk/ and our internal systems, controls and processes in how your personal data is used. Your privacy is very important, and we have set out below how we process any personal data collected from you, provided by you or obtained from third party sources concerning you.
If you access any other websites which may be linked to our websites, they are not covered by this Policy. We advise you to check the appropriate privacy policy when accessing linked websites.

THE TYPE OF PERSONAL INFORMATION WE COLLECT

Personal Data Sample
An example of supply data received from a third party partner will generally be limited to: Unique Reference Number (URN) - System generated identification reference
Salutation
First Name
Surname
Gender
Address (including postcode)
Telephone Number
Email Address (Online/web sources only)
Date of Birth or Date Range (where provided)
IP address of registration (Online/web sources only)
Registration date and time stamp
Data purchaser (company/s registered lead is supplied to)
Supply date and time stamp
The information that you volunteer to Lead Intelligence Limited, via either call centre consumer surveys or lead generation programs, may be shared and used to appropriately target offers and marketing communications from our clients and from our selected third party partners. Marketing communications may be via telemarketing, email, post or SMS/MMS, depending upon the contact information that you provide to Lead Intelligence Limited and/or by the specification of a marketing channel preference.
By volunteering your telephone number via third parties, you are agreeing to telephone contact from our clients, our selected third party partners and any named sponsors of specific survey questions. Some questions on the consumer surveys are specific to named sponsor organisations, and by expressing a specific positive interest in their brand or products you are also agreeing to contact from them

USE OF SPECIAL CATEGORY DATA

We do not collect any Special Categories of Personal Data about you (this includes details about your race or ethnicity, religious or philosophical beliefs, sex life, sexual orientation, political opinions, trade union membership, information about your health, and genetic and biometric data). Nor do we collect any information about criminal convictions and offences.

HOW WE GET THE PERSONAL INFORMATION AND WHY WE HAVE IT

We receive personal information indirectly, from online and telephone direct marketing companies "Data Contributors".
When you have registered, applied or made an entry on a Data Contributor's website or app you will have been given the option to agree to third party marketing by the channel/s that you specified. Typically, you will have four options to choose from which are Telephone, SMS (Text Message), Email or Post.
Where you agree to third party marketing, your data may then be sent to us. We combine this information to create a Single Customer view so we can share your information with other companies "Third Party Controllers" who want to contact you about their products and services.

LAWFUL BASES FOR PROCESSING

UNDER THE DATA PROTECTION ACT 2018 AND THE GENERAL DATA PROTECTION REGULATION 2016, WE ARE REQUIRED TO HAVE A LAWFUL BASIS TO PROCESS YOUR PERSONAL DATA. WHEN PROCESSING YOUR DATA, WE RELY ON THE FOLLOWING LAWFUL BASES TO DO SO:
Consent (i.e. where we have asked whether you wish to permit us to process data in a certain way and you have told us that you allow us to do so)
Legitimate Interest (i.e. where the processing is necessary for the purpose of a legitimate interest pursued by our company or a third party, except where such interest are overridden by the interests, rights or freedoms of the data subject).
Our primary interest when processing your personal data is to enable us to create a Single Customer view and to share your information with Third Party Controllers, which we do by way of business.

HOW WE PROCESS YOUR INFORMATION

We will process your information to achieve the following outcomes:
Supply to your data to Third Party Controllers
Ensure accuracy by combining data and insights from multiple Data Contributors
Combine data from multiple Data Contributors and publicly available databases to make assumptions using combined data to create marketing profiles.
Restrict marketing communications for consumers registered with Mailing Preference Service ("MPS") or the Telephone Preference Service ("TPS")
Update the data using Equifax's DisConnect product to identify people who have moved home or are deceased.
To maintain a suppression file of data that has withdrawn consent for Third Party Controllers - Create marketing categories derived from information you have provided.
Remove your data from our database and Third-Party Controller databases
Respond to your requests for information
Update and correct the accuracy of the data
Provide you with marketing information about products and services that are listed in the Privacy notice on Data Contributor's websites.
To create Custom Audiences on Facebook and Google Platforms.
Create marketing profiles
Derive information pertaining to individual customers such as Gender, Marital status, Actual and estimated age range, Estimated income, Education level, Household status (head of household, spouse, elderly parent, young adult), Lifestyle interests (e.g. product ownership, interests and hobbies, travel, charities supported etc)
Derive information pertaining to Households such as Property type, whether a household rents or owns a home, The estimated value of a home, Length of residence, Number of adults, Telephone number, Presence of children, Estimated Household income
Third party controllers may contact you by email, SMS, telephone or post depending on the consent you have given or whether they are relying on another lawful basis to contact you.

RECIPIENTS OF PERSONAL DATA

Throughout the provision of our service, we may disclose your personal data to Third Party Controllers. The categories of recipients of personal data are as follows:

We may have to share your personal data with the parties set out below for the purposes set out in our lawful basis for the processing of your general person data:

• FCA authorised Financial Technology (FinTech) companies acting as data processors, joint data controllers or independent data controllers who provide the introduction to FCA authorised brokers by means of IT and system services which may be based on the data you have provided.
• FCA authorised insurance brokers acting as data processors, joint data controllers or independent data controllers in order to provide the services required.

• Financial Technology (FinTech) companies acting as data processors, joint data controllers or independent data controllers who provide the introduction to insurance plan providers by means of IT and system services which may be based on the data you have provided.
• Insurance plan providers acting as data processors, joint data controllers or independent data controllers in order to provide the services required.
Your data may also be shared with future companies promoting the Products and Services listed. You can request a full list of the Third-Party Controllers that your data may be shared with.
GLI Scotland Limited

INTERNATIONAL TRANSFERS

We may transfer data outside of the United Kingdom (UK) or European Economic Area (EEA). Personal Data shared with third-party operational providers, required for the provision and operation of our services (as described within Recipients of Personal Data), may transfer personal data outside of the UK and EEA. Should this be the case, the international transfer will be made in accordance with an adequacy decision or subject to appropriate and documented safeguards.

YOUR RIGHTS

Right Description
Your right to access
The right of access, commonly referred to as subject access, gives individuals the right to obtain a copy of their personal data as well as other supplementary information. It helps you to understand how and why we are using your data, and to check we are using it lawfully.
Your right to rectification
You have the right to have inaccurate personal data rectified. You may also be able to have incomplete personal data completed - although this will depend on the purposes for the processing. This may involve providing a supplementary statement to the incomplete data.
Your right to erasure
Under certain circumstances, you have the right to have personal data erased. Also known as 'The right to be forgotten'. The right is not absolute.
Your right to restrict processing.
Under certain circumstances, you have the right to request the restriction or suppression of your personal data, and as like the right to erasure, it is not absolute. Restriction of processing means we are permitted to store your personal data; we are unable to use it.
Your right to data portability
You have the right to obtain and reuse your personal data for your own purposes across different services. This eases the copying or transferring of personal data easily from one IT environment to another, safely and securely, without affecting the usability of the data.
Your right to object
Under certain circumstances you have the right to object to the processing of your personal data, however, you do have the absolute right to object to direct marketing.
Your right to be informed.
You have the right to be informed about the collection and use of your personal data. Your right to be informed forms part of this policy, and provides the purposes for processing your data, our retention periods and who it will be shared with.

THE RIGHT TO LODGE A COMPLAINT WITH THE SUPERVISORY AUTHORITY

In the context of your personal data, You have the right to lodge a complaint to the supervisory authority, the Information Commissioner's Office ("ICO"). We would, however, appreciate the chance to deal with your concerns before you approach the ICO so please contact us in the first instance. If you would like to make a complaint, please contact us using the following information:
Telephone: 07968 478 916
Email: compliance@leadintelligenceltd.co.uk
In-person or by Post: 71-75 Shelton Street, London, Greater London, United Kingdom, WC2H 9JQ
Our office opening hours are Monday to Friday between 9:00am and 5:00pm.
You can also complain to the ICO if you are unhappy with how we have used your data and to do so may use the following information:
The ICO's address is: Information Commissioner's Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF
Helpline number: 0303 123 1113
The ICO's Website: https://www.ico.org.uk and https://ico.org.uk/concerns/
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THE RIGHT TO WITHDRAW CONSENT AT ANY TIME, WHERE RELEVANT

To withdraw consent you can email STOP to compliance@leadintelligenceltd.co.uk with your request to withdraw your consent. Please include your First Name, Surname, [Mobile, Landline or Email] and Postcode so we can identify you and remove your information from the database. It can take up to 28 days to remove your information from all Third-Party Controllers. If you continue to receive marketing message after 28 days after your request to withdraw your consent, please contact us directly.
Should consent be withdrawn for a particular purpose that we are relying on that consent to perform, we may be unable to provide you with our services or may be unable to tailor our services to your needs which may subsequently impact the service we provide.

DATA RETENTION

HOW LONG WILL WE HOLD YOUR PERSONAL DATA?
Your information is securely stored on our data based in the UK.
We will only retain your personal data for as long as is necessary to fulfil our obligations under the provision of our service as well as any purposes necessary to satisfy any legal, accounting or reporting requirements.
To determine the appropriate retention period for personal data, we consider the amount, nature and sensitivity of the personal data, the potential risk, of harm of unauthorised use or disclosure of your personal data, the purposes for which we process your personal data and whether we can achieve those purposes through other means, including applicable legal requirements.
Details of retention periods for different aspects of your personal data are available upon request. By law, we have to keep certain information about our customers and this data will be held solely and securely for those legal purposes.

SUBJECT ACCESS REQUESTS

You have the right to access your personal information, also known as a Subject Access Request (SAR). This means you are entitled to obtain the following information about yourself:
Confirmation that we are processing their personal data;
A copy of their personal data; and
Other supplementary information;
A third party may make a request on your behalf. We will require evidence from the third party as to evidence this entitlement. This may take the form of a written authority or be a more general power of attorney.

HOW TO MAKE A SUBJECT ACCESS REQUEST

To make a subject access request you should do so in writing either via email or written letter. In order for us to process your request it is our responsibility to identify you and be satisfied that you are the individual whom the data relates to. You cannot make a SAR on behalf of someone else unless you have the required written authority or demonstrable Power of Attorney.
The simplest way to make a SAR is to email us at compliance@leadintelligenceltd.co.uk or alternatively you can write to us at Data Protection Officer, 71-75 Shelton Street, London, Greater London, United Kingdom, WC2H 9JQ

HOW DO WE PROVIDE YOU WITH THE DATA YOU HAVE REQUESTED?

If you make a request electronically (via electronic means), we will provide the information in a commonly used electronic format unless you have specified otherwise. Please note, we may extend the time to respond by a further two months if the request is complex or you have made multiple requests. As you have the right to be informed, we will always ensure you are notified within one month of receiving the request, accompanied by an explanation.
We must act on your subject access request without undue delay and at the latest within one month of receipt. This is calculated as beginning from the day following receipt of the request until the corresponding calendar data the following month. We may request your identity to satisfy the request, however, this will be proportionate to the request itself and if we have doubts of the authenticity of identification.

WILL IT COST YOU ANYTHING?

For many requests, we cannot charge you a fee. Where the request is manifestly unfounded or excessive, we may charge a reasonable fee to cover the administrative costs of complying with the request. This also applies if you request further additional copies of data following your initial request. This will again be charged as an administrative cost.

COOKIES

A cookie is a small file of letters and numbers that is downloaded on to your computer when you visit a website. Cookies are used by many websites and can do a number of things such as remembering your preferences, recording what you have put in your shopping basket, and counting the volume of people accessing the website. We do use cookies. For more information on our use of cookies, please see our Cookie Policy.

LINKS TO OTHER WEBSITES

Our website may contain links to other websites of interest. However, once you have used these links to leave our site, you should note that we do not have any control over that other website. Therefore, we cannot be responsible for the protection and privacy of any information which you provide whilst visiting such sites and such sites are not governed by this privacy statement. You should exercise caution and look at the privacy statement applicable to the website in question.

CHANGES TO OUR PRIVACY POLICY

Any changes to our privacy policy in the future will be posted to our sites and, where appropriate, through e-mail notification. This privacy policy was last updated Friday, 29th March 2021.