Privacy Policy | The Happy Investor

Our contact details

Post85 Ulwell Road, Swanage, Dorset, BH19 1QU, GB
Telephone07949 731575
Email[email protected]

What information we collect, use, and why

To provide services and goods, including delivery

Names and contact details
Addresses
Date of birth
Purchase or account history
Payment details, including card or bank information for transfers and direct debits
Account information
Website user information, including user journeys and cookie tracking
Call recordings
Records of meetings and decisions
Information relating to sponsorship

For the operation of customer accounts and guarantees

Names and contact details
Addresses
Payment details, including card or bank information for transfers and direct debits
Purchase history
Account information, including registration details
Information used for security purposes
Marketing preferences

For service updates or marketing purposes

Names and contact details
Addresses
Marketing preferences
Location data
Purchase or viewing history
IP addresses
Website and app user journey information
Information relating to sponsorship
Records of consent, where appropriate

To comply with legal requirements

Identification documents

Lawful bases

Our lawful basis for collecting or using personal information to provide services and goods is consent.

Our lawful basis for collecting or using personal information for the operation of customer accounts and guarantees is consent.

Our lawful basis for collecting or using personal information for service updates or marketing purposes is consent.

Our lawful basis for collecting or using personal information for legal requirements is consent.

Where we get personal information from

People directly

How long we keep information

We keep your information for 12 months from the end of your customer relationship with us.

Who we share information with

We share information with other organisations, including:

Professional or legal advisors
Relevant regulatory authorities
External auditors or inspectors
Professional consultants
Organisations we are legally obliged to share personal information with
Emergency services, where necessary
Publicly on our website, social media or other marketing and information media, where appropriate
Debt collection agencies
Other relevant third parties, such as our accountant and admin assistants

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 do not 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.

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 have 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