Introduction

3Peaks Corporate Finance LLP ("we", "us", or "our") is committed to protecting your privacy and ensuring that your personal data is handled safely and securely. This privacy policy outlines how we collect, use, and store personal data during the provision of our services. It explains your rights and the steps we take to protect your personal data in compliance with applicable data protection laws, including the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

Who We Are

Data Controller

3Peaks Corporate Finance LLP is the data controller responsible for your personal data. We determine the purposes and means of processing your personal data.
If you have any questions about this policy or would like to exercise your data protection rights, please contact us using the details provided below.

Contact Details
enquiries@3peakscf.com

Address

3Peaks Corporate Finance LLP

The Colony HQ
Altrincham Road
Wilmslow
Cheshire
SK9 4LY

You also have the right to lodge a complaint with the Information Commissioner’s Office (ICO), the UK’s supervisory authority for data protection matters (www.ico.org.uk)

Information Commissioner's Office

Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF
United Kingdom

Phone 0303 123 1113

Information We Collect

In the course of providing our corporate finance services, we may collect the following types of personal data:

Identity Data
Includes name, job title, company name, and professional identification details.

Contact Data
Includes email address, phone number, business address, and other contact details provided in relation to our services.

Professional and Financial Data
Includes business-related data such as company financial statements, corporate structures, and other information relevant to our activities.

We will only collect personal data that is necessary for the provision of our services and will not collect sensitive personal data (e.g., health or political opinions) unless explicitly required and with your consent.

How We Collect Your Data

We collect personal data through the following methods:

Direct interactions
When you provide us with your information directly by contacting us or engaging in our services. This includes information shared during initial consultations, meetings, and through email or phone correspondence.

Third-party sources
We may receive personal data from third parties such as business partners, contractors, or other entities with whom we engage in business relationships.

How We Use Your Data

We use your personal data for the following purposes:

To provide our corporate finance services
This includes processing transactions, providing advisory services, preparing financial reports, and other activities related to the services you have requested.

To manage our relationship with you
This includes keeping you informed about our services, handling payments, and communicating any changes to our terms or services.

To comply with legal obligations
This includes ensuring that we meet regulatory requirements and fulfilling obligations under applicable laws.

The legal bases for processing your personal data are as follows:

Performance of a contract
We process personal data to provide services to you or to enter into a contract with you.

Legitimate interest
We process personal data where necessary for our legitimate interests, such as to improve our services or comply with legal obligations.

Sharing Your Data

We will not share your personal data with third parties, except in the following limited circumstances:

Service providers
We may share personal data with trusted third-party service providers who help us perform our services (e.g., legal advisors). These providers are obligated to protect your data and process it only as we instruct.

Legal requirements
We may disclose your personal data if required by law or regulation, or to comply with legal processes.

We do not sell, rent, or trade your personal data with third parties for marketing purposes.

Data Retention

We will retain your personal data for as long as necessary to fulfil the purposes for which it was collected, and to comply with our legal obligations. This may include keeping personal data for the period required by tax, accounting, or regulatory requirements (typically up to six years). We will securely delete or anonymise your data once it is no longer required for these purposes.

Your Rights

Under the UK GDPR and the Data Protection Act 2018, you have the following rights regarding your personal data:

Right to Access
You can request a copy of the personal data we hold about you.

Right to Rectification
You can request correction of any inaccurate or incomplete personal data.

Right to Erasure
You can ask us to delete or remove your personal data, subject to certain legal exceptions.

Right to Restrict Processing
You can request the restriction of processing under certain circumstances.

Right to Object
You can object to the processing of your personal data in certain situations, including for direct marketing purposes.

Right to Data Portability
You can request a transfer of your personal data in a structured, commonly used, and machine-readable format.

If you wish to exercise any of these rights, please contact us using the contact details provided above.

Data Security

We implement appropriate technical and organisational measures to protect your personal data from unauthorised access, alteration, disclosure, or destruction. While we strive to use commercially acceptable means to protect your personal data, please note that no method of electronic transmission or storage is 100% secure.

Data Storage & Transfers

We store your personal data on secure cloud storage services provided by Microsoft OneDrive. The data is primarily stored on servers located within the European Economic Area (EEA). However, some data may be transferred to Microsoft's data centres outside the EEA, including in the United States.

Microsoft, as our data processor, complies with UK GDPR and the Data Protection Act 2018. To ensure that your personal data is protected when transferred internationally, Microsoft has implemented Standard Contractual Clauses (SCCs). These contractual measures ensure that any personal data transferred outside the UK/EEA is subject to adequate safeguards, as required by UK data protection law.

For further information on Microsoft's data protection practices, please refer to their privacy policy: Microsoft Privacy Statement.

Changes To This Privacy Policy

We may update this privacy policy from time to time. Any changes will be posted on this page, with the updated policy reflecting the date of the last revision.

Contact Us

If you have any questions about this privacy policy, or if you wish to exercise your rights under data protection laws, please contact us at:

3Peaks Corporate Finance LLP

The Colony HQ
Altrincham Road
Wilmslow
Cheshire
SK9 4LY

+44 (0) 1625 682 864

enquiries@3peakscf.com

This Privacy Policy was last updated on 02/12/2024.