1. Who are we?
This Privacy Policy applies to Altis Management Services Limited (“Altis Management”, “we”, “us” or “our”). A copy of this policy is available to view by visiting www.altis-management.co.uk/privacy-policy or contact your Altis Management representative who can provide you with a copy.
For the purpose of the Data Protection Act 1998 (the “Act”), the data controller is Altis Management Services Limited. Registered office: 31 Alder Road, London, SW14 8ER. Registered number 06574460 (England and Wales). Altis Management includes the business units as set out at www.altis-management.co.uk/businessunits.
2. Who can you contact for privacy questions or concerns?
You can address any questions to our Data Protection Compliance Manager
Address:
Data Protection Compliance Officer, Altis Management Services Limited, 31 Alder Road, London, SW14 8ER
Email Address: info@altis-management.co.uk
Telephone Number: 0208 099 0743
3. How do we collect personal data?
Directly – We obtain personal data directly from individuals in a variety of ways, including obtaining personal data from individuals who provide us their business card, complete our online forms, subscribe to our newsletters, attend meetings or events we host or visit our offices or apply. We may also obtain personal data directly when, for example, we are establishing a business relationship, performing professional services through a contract.
Indirectly – We obtain personal data indirectly about individuals from a variety of sources, including our networks and partners. We may attach personal data to our customer relationship management records to better understand and serve our business clients, subscribers and individuals, satisfy a legal obligation, or pursue our legitimate interests.
Public sources – Personal data may be obtained from public registers (such as Companies House), news articles, sanctions lists, and Internet searches.
4. What categories of personal data do we collect?
We may obtain the following categories of personal data about individuals through direct interactions with us, or from information provided through client engagements, from applicants, our suppliers and through other situations including those described in this Privacy Policy.
Personal data. Here is a list of personal data we commonly collect to conduct our business activities.
Contact details (e.g., name, company name, job title, work and mobile telephone numbers, work and personal email and postal address).
Professional details (e.g., job and career history, educational background and professional memberships, published articles).
Family and beneficiary details for insurance and pension planning services (e.g., names and dates of birth).
Financial information (e.g., taxes, payroll, investment interests, pensions, assets, bank details, insolvency records).
Sensitive personal data. We typically do not collect sensitive or special categories of personal data about individuals. When we do need to process sensitive personal data, it is with the consent of the individual unless it is obtained indirectly for legitimate purposes. Examples of sensitive personal data we may obtain include: information about your racial or ethnic origin, political opinions, religious beliefs, trade union activities, physical or mental health, sexual life, or details of criminal offences).
6. Why do we need personal data?
We aspire to be transparent when we collect and use personal data and tell you why we need it, which typically includes:
Providing professional services and introductions.
Promoting our professional services, products and capabilities to existing and prospective clients.
Administering, maintaining and ensuring the security of our information systems, applications and websites.
Processing online requests, including responding to communications from individuals or requests for proposals and quotations.
7. Do we share personal data with third parties?
We may occasionally share personal data with trusted third parties to help us deliver efficient and quality services. These recipients are contractually bound to safeguard the data we entrust to them. We may engage with several or all of the following categories of recipients:
Information Altis Management already holds about you from our websites and telephone services. If you have used our website enquiry form or our telephone services previously, we may already hold other information about you.
Altis Management other business units – Altis Management is the umbrella company for a number of businesses, each of which represent a specialist service area. These businesses use different trading names but operate as one company. Where you have provided information to one of those business units, that business units may provide information to the other business units in order to provide services to you. Our business units are as set out at www.altis-management.co.uk/businessunits.
The Altis Management Network – Altis Management uses a network of professional service providers which will provide certain services directly to you. If you have provided your consent and instructions to those providers, they may disclose your information to Altis Management, which we may use to provide our services to you.
Our professional advisers
A potential buyer, transferee, merger partner or seller and their advisers in connection with an actual or potential transfer or merger/acquisition of part or all of our business or assets, or any associated rights or interests.
Payment services providers.
Marketing services providers.
8. Do we transfer your personal data outside the European Economic Area?
We store personal data on servers located in the European Economic Area (EEA). We may transfer personal data to companies within our network of providers and reputable third-party organisations situated inside or outside the EEA when we have a business reason to engage these organisations. Each organisation is required to safeguard personal data in accordance with our contractual obligations and data protection legislation.
10. What are your data protection rights?
Your data protection rights are highlighted here. To submit a data request please follow this link.
Access – You can ask us to verify whether we are processing personal data about you, and if so, to provide more specific information.
Correction – You can ask us to correct our records if you believe they contain incorrect or incomplete information about you.
Erasure – You can ask us to erase (delete) your personal data after you withdraw your consent to processing or when we no longer need it for the purpose it was originally collected.
Processing restrictions – You can ask us to temporarily restrict our processing of your personal data if you contest the accuracy of your personal data, prefer to restrict its use rather than having us erase it, or need us to preserve it for you to establish, exercise, or defend a legal claim. A temporary restriction may apply while verifying whether we have overriding legitimate grounds to process it. You can ask us to inform you before we lift that temporary processing restriction.
Data portability – In some circumstances, where you have provided personal data to us, you can ask us to transmit that personal data (in a structured, commonly used, and machine-readable format) directly to another company if is technically feasible.
Automated Individual Decision-making – You can ask us to review any decisions made about you which we made solely based on automated processing, including profiling, that produced legal effects concerning you or similarly significantly affected you.
Right to Object to Direct Marketing including Profiling – You can object to our use of your personal data for direct marketing purposes, including profiling. We may need to keep some minimal information to comply with your request to cease marketing to you.
Right to Withdraw Consent – You can withdraw your consent that you have previously given to one or more specified purposes to process your personal data. This will not affect the lawfulness of any processing carried out before you withdraw your consent. It may mean we are not able to provide certain products or services to you and we will advise you if this is the case.
We may need to request specific information from you to help us confirm your identity and ensure your right to access the information or to exercise any of your other rights. This helps us to ensure that personal data is not disclosed to any person who has no right to receive it. No fee is required to make a request unless your request is clearly unfounded or excessive. Depending on the circumstances, we may be unable to comply with your request based on other lawful grounds.
14. Do we change this privacy policy?
We regularly review this Privacy Policy and will post any updates to it on this webpage. This Privacy Policy was last updated May 2018.