Manjit Mandeir - Customer Privacy Notice
This privacy notice tells you what to expect us to do with your personal information.
Contact details
Telephone: +44 (0) 7985990021
Email [email protected]
We collect or use the following information to provide services and goods, including delivery:
· Names and contact details
· Purchase or account history
· Payment details (including card or bank information for transfers and direct debits)
· Account information
· Call recordings
· Records of meetings and decisions
We collect or use the following information for service updates or marketing purposes:
· Names and contact details
· Marketing preferences
· Location data
· Call recordings
· Records of consent, where appropriate
We collect or use the following information to comply with legal requirements:
· Name
· Contact information
Our lawful bases for collecting or using personal information to provide services and goods are:
· Consent
· Contract
· Legal obligation
Our lawful bases for collecting or using personal information for service updates or marketing purposes are:
· Consent
· Contract
· Legal obligation
Our lawful bases for collecting or using personal information for legal requirements are:
· Consent
· Contract
· Legal obligation
· People directly
Retention Schedule for Client Services
Client Agreements:
Contracts and service agreements with clients should be retained for 7 years after termination. After this period, these records should either be archived or destroyed in accordance with contract law and business needs.
Client Correspondence:
Emails, letters, and other communication records should be kept for 3 years after the last contact with the client. After this period, they should be destroyed, considering business needs.
Project Documentation:
Project plans, deliverables, and reports should be retained for 5 years after the project completion. After this period, they should be destroyed, in line with business needs.
Billing and Invoices:
Records of client billing and invoices need to be kept for 7 years to comply with IRS guidelines. After this retention period, these records should be destroyed.
Payment Records:
Proof of payments received from clients should be kept for 7 years in accordance with IRS guidelines. After this period, they should be destroyed.
Client Feedback and Surveys:
Customer satisfaction surveys and feedback forms should be retained for 3 years. After this period, they should be destroyed based on business needs.
Confidentiality Agreements:
Non-disclosure agreements with clients should be kept for 7 years after termination. After this period, they should be destroyed in line with contract law.
Support Tickets:
Records of client support requests and their resolutions should be retained for 2 years after resolution. After this period, they should be destroyed, considering business needs.
Marketing Communications:
Newsletters and marketing emails sent to clients should be kept for 2 years. After this period, they should be destroyed based on business needs.
Legal Documents:
Legal correspondence and compliance records should be retained for 10 years. After this period, they should either be archived or destroyed, in accordance with legal requirements.
Client Onboarding Documents:
Client intake forms and initial consultation notes should be retained for 3 years after termination. After this period, they should be destroyed, considering business needs.
Meeting Notes and Minutes:
Notes and minutes from client meetings should be kept for 3 years. After this period, they should be destroyed based on business needs.
Training Materials:
Documentation of client training sessions should be retained for 5 years. After this period, they should be destroyed, in line with business needs.
Service Delivery Records:
Logs of services provided to clients should be retained for 5 years. After this period, they should be destroyed, considering business needs.
Your data protection rights
Under data protection law, you have rights including:
Your right of access -
You have the right to ask us for copies of your personal data.
Your right to rectification - You have the right to ask us to rectify personal data you think is inaccurate. You also have the right to ask us to complete information you think is incomplete.
Your right to erasure - You have the right to ask us to erase your personal data in certain circumstances.
Your right to restriction of processing - You have the right to ask us to restrict the processing of your personal data in certain circumstances.
Your right to object to processing - You have the right to object to the processing of your personal data in certain circumstances.
Your right to data portability - You have the right to ask that we transfer the personal data you gave us to another organisation, or to you, in certain circumstances.
Your right to withdraw consent – When we use consent as our lawful basis you have the right to withdraw your consent.
You don’t usually need to pay a fee to exercise your rights. If you make a request, we have one calendar month to respond to you. To make a data protection rights request, please contact us using the contact details at the top of this privacy notice.
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
6 August 2024
Leadership & Confidence Coach