automated.wales customer privacy notice

This privacy notice tells you what to expect us to do with your personal information.

Contact details

Telephone

+447547754836

Email

dylan@automated.wales

What information we collect, use, and why

We collect or use the following information to provide and improve products and services for clients:

  • Names and contact details

  • Addresses

  • Gender

  • Pronoun preferences

  • Occupation

  • Date of birth

  • Marital status

  • Third party information (such as family members or other relevant parties)

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

  • Financial data (including income and expenditure)

  • Transaction data (including details about payments to and from you and details of products and services you have purchased)

  • Usage data (including information about how you interact with and use our website, products and services)

  • Employment details (including salary, sick pay and length of service)

  • Credit history and credit reference information

  • Health information (such as medical records or health conditions)

  • Telematics data and connected car information

  • Information relating to compliments or complaints

  • Video recordings

  • Audio recordings (eg calls)

  • Records of meetings and decisions

  • Account access information

  • Website user information

We collect or use the following personal information for the operation of client or customer accounts:

  • Names and contact details

  • Addresses

  • Purchase or service history

  • Account information, including registration details

  • Information used for security purposes

  • Marketing preferences

  • Technical data, including information about browser and operating systems

We collect or use the following personal information for information updates or marketing purposes:

  • Names and contact details

  • Addresses

  • Profile information

  • Marketing preferences

  • Purchase or account history

  • Website and app user journey information

  • IP addresses

We collect or use the following personal information to comply with legal requirements:

  • Name

  • Contact information

  • Identification documents

  • Client account information

  • Any other personal information required to comply with legal obligations

We collect or use the following personal information to protect client welfare:

  • Names and contact information

  • Client account information

  • Health and wellbeing information

  • Emergency contact details

We collect or use the following personal information for dealing with queries, complaints or claims:

  • Names and contact details

  • Address

  • Payment details

  • Account information

  • Purchase or service history

  • Call recordings

  • Customer or client accounts and records

  • Financial transaction information

  • Correspondence

Lawful bases and data protection rights

Under UK data protection law, we must have a “lawful basis” for collecting and using your personal information. There is a list of possible lawful bases in the UK GDPR. You can find out more about lawful bases on the ICO’s website.

Which lawful basis we rely on may affect your data protection rights which are in brief set out below. You can find out more about your data protection rights and the exemptions which may apply on the ICO’s website:

If you make a request, we must respond to you without undue delay and in any event within one month.

To make a data protection rights request, please contact us using the contact details at the top of this privacy notice.

Our lawful bases for the collection and use of your data

Our lawful bases for collecting or using personal information to provide and improve products and services for clients are:

  • Consent - we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.

  • Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.

  • Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.

  • Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:

  • Creating unique automation processes for businesses on a bespoke basis meaning that intimate details of how a business operates are required to be shared in order to create a system that best benefits the business and how it currently operates.

  • Vital interests – collecting or using the information is needed when someone’s physical or mental health or wellbeing is at urgent or serious risk. This includes an urgent need for life sustaining food, water, clothing or shelter. All of your data protection rights may apply, except the right to object and the right to portability.

Our lawful bases for collecting or using personal information for the operation of client or customer accounts are:

  • Consent - we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.

  • Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.

Our lawful bases for collecting or using personal information for information updates or marketing purposes are:

  • Consent - we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.

  • Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.

Our lawful bases for collecting or using personal information to comply with legal requirements:

  • Consent - we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.

  • Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.

Our lawful bases for collecting or using personal information to protect client welfare are:

  • Consent - we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.

  • Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.

Our lawful bases for collecting or using personal information for dealing with queries, complaints or claims are:

  • Consent - we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.

  • Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.

Where we get personal information from

  • Directly from you

  • Publicly available sources

  • Market research organisations

  • Credit reference agencies

  • Providers of marketing lists and other personal information

  • Suppliers and service providers

How long we keep information

We keep information for a period of 1 year from the date of last contact with a client before it is deleted for protection of client confidentiality.

Who we share information with

Data processors

Numerous, please get in touch to discuss on a case by case basis

This data processor does the following activities for us: Wide variety of tasks that are essential for the operation of businesses online, some common examples being Google and Meta advertising, along with analytical tools and numerous other services that help with automating businesses and digital marketing.

Others we share personal information with

  • Professional or legal advisors

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

  • Publicly on our website, social media or other marketing and information media

  • Suppliers and service providers

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

28 October 2024