Rise Coaching Client Privacy Notice

 

This privacy notice tells you what to expect us to do with your personal information.
● Contact details
● What information we collect, use, and why
● Lawful bases and data protection rights
● Where we get personal information from
● How long we keep information
● How to complain

 

Contact detailsandrea@rootandrise coaching.co.uk

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
● Pronoun preferences
● Occupation
● Date of birth
● Payment details (including card or bank information for transfers and direct debits)
● Transaction data (including details about payments to and from you and details of products and services you have purchased)
● Information relating to compliments or complaints
● Records of meetings and decisions
● Account access information

We also collect or use the following special category information to provide and improve products and services for clients. This information is subject to additional protection due to its sensitivity:
● Health information

We collect or use the following personal information for the operation of client or customer accounts:
● Names and contact details
● Addresses
● Account information, including registration details
● Information used for security purposes
● Marketing preferences

We also collect or use the following special category information for the operation of client or customer accounts. This information is subject to additional protection due to its sensitivity:
● Health information

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

We collect or use the following personal information to protect client’s welfare:
● Names and contact information
● Client account information
● Health and wellbeing information

We also collect or use the following special category information to protect client welfare. This information is subject to additional protection due to its sensitivity:
● Health information

We collect or use the following personal information for dealing with queries, complaints or claims:
● Names and contact details
● Addresses
● Payment details
● Account information
● Video recordings of public areas
● 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 set out in brief below. You can find out more about your data protection rights and the exemptions which may apply on the ICO’s website:

Your right of access – You have the right to ask us for copies of your personal information. You can request other information such as details about where we get personal information from and who we share personal information with. There are some exemptions which means you may not receive all the information you ask for.

Your right to rectification – You have the right to ask us to correct or delete personal information you think is inaccurate or incomplete. 

Your right to erasure – You have the right to ask us to delete your personal information. Read more about the right to erasure.

Your right to restriction of processing – You have the right to ask us to limit how we can use your personal information.

Your right to object to processing – You have the right to object to the processing of your personal data. 

Your right to data portability – You have the right to ask that we transfer the personal information you gave us to another organisation, or to you. Read more about the right to data portability.

Your right to withdraw consent – When we use consent as our lawful basis you have the right to withdraw your consent at any time. Read more about the right to withdraw consent. If you make a request, we must respond to you without delay and in an 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 give you all the relevant information. All 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 must collect or use the information so we can enter or carry out a contract with you. All your data protection rights may apply except the right to object.
● Legitimate interests – we’re collecting or using your information because it benefits you, our organisation without causing an undue risk of harm to anyone. All your data protection rights may apply, except the
right to portability. Our legitimate interests are: I will keep minimum records of my clients well-being challenges as this information will help to ensure I offer them a comprehensive coaching service that meets their needs.

For more information on our use of legitimate interests on a lawful basis you can contact us using the contact details set out above. 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 give you all the relevant information. All 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 must collect or use the information so we can enter or carry out a contract with you. All your data protection rights may apply except the right to object.
● Legitimate interests – we’re collecting or using your information because it benefits you, our organisation, without causing an undue risk of harm to anyone. All your data protection rights may apply, except the right to portability. Our legitimate interests are: I want to offer an efficient, a bespoke and professional service to my clients. Building trust between us is key to a good working relationship, I want them to know that I remember who they are and have been reflecting on their work and offering relevant interventions. I will need the information on their accounts to be able to provide this.

For more information on our use of legitimate interests on a lawful basis you can contact us using the contact details set out above.

Our lawful bases for collecting or using personal information for information updates or marketing purposes are:
● Consent – we have permission from you after we give you all the relevant information. All 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.
● Legitimate interests – we’re collecting or using your information because it benefits you, our organisation, without causing an undue risk of harm to anyone. All your data protection rights may apply, except the right to portability. Our legitimate interests are: I want to build professional, authentic relationships with my clients, part of this is where I can let them know about my new and developing products and services.
● For more information on our use of legitimate interests on a lawful basis you can contact us using the contact details set out above. Our lawful bases for collecting or using personal information to protect client welfare are: Consent – we have permission from you after we give you all the relevant information. All 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 must collect or use the information so we can enter into or carry out a contract with you. All 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 give you all the relevant information. All 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 must collect or use the information so we can enter into or carry out a contract with you. All your data protection rights may apply except the right to object.

Where we get personal information from
● Directly from you

How long we keep information: We keep information for 3 years.

How to complain: Please contact andrea@rootandrisecoaching.co.uk