Privacy policy

last updated: june 2023

The Summit Consulting Limited respects your privacy and is committed to protecting your personal data. This privacy notice will inform you as to how we collect and process your personal data.

We have appointed a data protection officer who is responsible for overseeing questions in relation to this privacy notice.

If you have any questions about this privacy notice, including any requests to exercise your legal rights, please contact the data protection officer using the details set out below.

Contact Details

Full name of legal entity: The Summit Consulting Limited

Email address: dataprotection@thesummit.je

Telephone number: +44 (0) 7797 763915

You have the right to make a complaint about the processing of your personal data either with us, or with: The Office of the Information Commissioner in Jersey: https://www.joicjersey.org/

If you are resident in the EU, the supervisory authority in the EU member state of your usual residence.

How is your personal data collected

We use different methods to collect data from and about you including through:

Directly

You may give us your Identity, Contact and Financial Data by filling in forms or by corresponding with us by post, phone, email, fax, in person or otherwise. This includes personal data you provide when you:

  • apply for our products or services
  • subscribe to our publications
  • request marketing to be sent to you
  • return a survey
  • give us feedback
Automated technologies or interactions

As you interact with our website, we may automatically collect Technical Data about your equipment, browsing actions and patterns. We collect this personal data by using cookies and other similar technologies.

Third parties or publicly available sources

We may receive personal data about you from various third parties (including someone acting as your representative) as set out below:

  • your employer, or any entity on which you are appointed as a corporate officer
  • Entities in which you or someone connected to you has an interest
  • Credit reference agencies and due diligence
  • risk assessment and screening service providers, financial crime databases and from the public domain
  • Technical Data from the following parties: 1. analytics providers; 2. advertising networks based inside OR outside the EU; and 3. search information providers based inside OR outside the EU
  • Contact, Financial and Transaction Data from providers of technical, payment and delivery services based inside OR outside the EU
  • Identity and Contact Data from data brokers or aggregators based inside OR outside the EU
  • Identity and Contact Data from publicly available sources such as Companies House and the Electoral Register based inside the EU.

Other sources

Where applicable, we may receive personal data about you through Closed Circuit Television and swipe card systems when you visit our offices in person.

Your duty to inform us of changes

It is important that the personal data we hold about you is accurate and current. Please keep us informed if your personal data changes during your relationship with us.

Purposes for which we will use your personal data

We have set out below, in a listed format, a description of all the ways we plan to use your personal data, and which of the legal bases we rely on to do so. We have also identified what our legitimate interests are where appropriate.

Note that we may process your personal data for more than one lawful ground depending on the specific purpose for which we are using your data.

Please contact us if you need details about the specific legal ground we are relying on to process your personal data where more than one ground has been set out in the below.

Purpose/Activity

To register you as a new customer

Types of data

(a) Identity

(b) Contact

Lawful basis for processing including basis of legitimate interest

Performance of a contract with you

Purpose/Activity

To process and deliver your request for services from us including:

(a) Manage payments, fees and charges

(b) Collect and recover money owed to us

Types of data

(a) Identity

(b) Contact

(c) Financial

(d) Transaction

(e) Marketing and Communications

Lawful basis for processing including basis of legitimate interest

(a) Performance of a contract with you

(b) Necessary for our legitimate interests (to recover debts due to us)

Purpose/Activity

To manage our relationship with you which will include

(a) Notifying you about changes to our terms or privacy policy

(b) Asking you to leave a review or take a survey

Types of data

(a) Identity

(b) Contact

(c) Profile

(d) Marketing and Communications

Lawful basis for processing including basis of legitimate interest

(a) Performance of a contract with you

(b) Necessary to comply with a legal obligation

(c) Necessary for our legitimate interests (to keep our records updated and to study how customers use our products/services)

Purpose/Activity

To administer and protect our business and this website (including troubleshooting, data analysis, testing, system maintenance, support, reporting and hosting of data)

Types of data

(a) Identity

(b) Contact

(c) Technical

Lawful basis for processing including basis of legitimate interest

(a) Necessary for our legitimate interests (for running our business, provision of administration and IT services, network security, to prevent fraud and in the context of a business reorganisation or group restructuring exercise)

(b) Necessary to comply with a legal obligation

Purpose/Activity

To deliver relevant website content and advertisements to you and measure or understand the effectiveness of the advertising we serve to you

Types of data

(a) Identity

(b) Contact

(c) Profile

(d) Usage

(e) Marketing and Communications

(f) Technical

Lawful basis for processing including basis of legitimate interest

Necessary for our legitimate interests (to study how customers use our products/services, to develop them, to grow our business and to inform our marketing strategy)

Purpose/Activity

To use data analytics to improve our website, products/services, marketing, customer relationships and experiences

Types of data

(a) Technical

(b) Usage

Lawful basis for processing including basis of legitimate interest

Necessary for our legitimate interests (to define types of customers for our products and services, to keep our website updated and relevant, to develop our business and to inform our marketing strategy)

Purpose/Activity

To make suggestions and recommendations to you about goods or services that may be of interest to you

Types of data

(a) Identity

(b) Contact

(c) Technical

(d) Usage

(e) Profile

Lawful basis for processing including basis of legitimate interest

Necessary for our legitimate interests (to develop our products/services and grow our business.

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