Privacy Policy

Balance for Business Limited – Privacy Notice

 

Balance is a trading name of Business for Limited which are Commercial Finance Brokers based in Plymouth.

We act as an introducer/advisor/broker/intermediary for our customers.

Balance for Business Limited is authorised and regulated by the Financial Conduct Authority – FRN 709343.

Mailing address:  28A Estover Close, Forresters Business Park, Plymouth, PL6 7PL.

Registered Office: 7 Sandy Court, Ashleigh Way, Langage Business Park, Plymouth, PL7 5JX

 

What data do we collect?

Our Company collects the following data:

 

  • Personal identification information – Name, address, email address, telephone numbers, date of birth, etc.
  • Financial Accounts
  • Financial Documents – Management Information, Profit & Loss, Balance Sheet, Debtors & Creditors reports, Cash flow forecast, Business Plan, Bank Statements – personal and Business, Asset Schedule, ALIES, Property Schedule, Copies of existing finance agreements, Tax returns.

 

How do we collect your data?

You directly provide Our Company with most of the data we collect. We collect data and process data when you:

  • Register online or other communication methods for our services.
  • Voluntarily complete a customer survey or provide feedback on any of our message boards or via email.
  • Use or view our website via your browser’s cookies.
  • Authorise your Accountant to provide information to us.

 

Our Company may also receive your data indirectly from the following sources:

  • Other professional advisors and introducers.

 

How will we use your data?

Our Company collects your data so that we can:

 

  • Process your application and manage your request.
  • Email you with special offers on other products and services we think you might like.

 

Data Type Data use
Personal Identification Information Process your application and manage your request
Financial Accounts Process your application and manage your request
Financial Documents Process your application and manage your request

 

Lawful Basis for Processing Data

 

Data Type Lawful Basis for Processing
Personal Identification Information Consent/Contact/ Legitimate Interest
Financial Accounts Consent/Contact/ Legitimate Interest
Financial Documents Consent/Contact/ Legitimate Interest

 

Our Company will not share your data with our partner companies.

 

When Our Company processes your data, it may send your data to, and also use the resulting information from, credit reference agencies to prevent fraudulent activity.

 

How do we store your data?

Our Company securely stores your data at,

 

Data Location Security 
28A Estover Close, Plymouth, PL6 7PL Alarmed office. Locked fire-resistant cabinets.
Offsite secure facility – Plymouth Monitored fire & intruder alarms. CCTV monitoring. Locked unit.
Electronically on UK based server. Encrypted

 

Our Company will keep your data as listed below for a minimum of 6 years. Once this time period has expired, we will delete your data by shredding or deletion as detailed below.

 

Data Type Duration Data Deletion Method
Personal Identification Information Minimum of 6 years Paper records commercially shredded. Electronic records deleted.
Financial Accounts Minimum of 6 years Paper records commercially shredded. Electronic records deleted.
Financial Documents Minimum of 6 years Paper records commercially shredded. Electronic records deleted.

 

Marketing

Our Company would like to send you information about products and services of ours that we think you might like.

 

If you have agreed to receive marketing, you may always opt out at a later date.

 

You have the right at any time to stop Our Company from contacting you for marketing purposes or giving your data to other members of the Our Company Group.

 

What are your data protection rights?

Our Company would like to make sure you are fully aware of all of your data protection rights. Every user is entitled to the following:

 

The right to access – You have the right to request Our Company for copies of your personal data. We may charge you a small fee for this service.

 

The right to rectification – You have the right to request that Our Company correct any information you believe is inaccurate. You also have the right to request Our Company to complete the information you believe is incomplete.

 

The right to erasure – You have the right to request that Our Company erase your personal data, under certain conditions.

 

The right to restrict processing – You have the right to request that Our Company restrict the processing of your personal data, under certain conditions.

 

The right to object to processing – You have the right to object to Our Company’s processing of your personal data, under certain conditions.

 

The right to data portability – You have the right to request that Our Company transfer the data that we have collected to another organization, or directly to you, under certain conditions.

 

If you make a request, we have one month to respond to you. If you would like to exercise any of these rights, please contact us at our email: dave@balanceforbusiness.co.uk

 

Call us at: 01752 227966

 

Or write to us: 28A Estover Close, Forresters Business Park, Estover, Plymouth, PL6 7PL

 

Cookies

Cookies are text files placed on your computer to collect standard Internet log information and visitor behaviour information. When you visit our websites, we may collect information from you automatically through cookies or similar technology.

 

For further information visit  www.allaboutcookies.org

 

How do we use cookies?

Our Company uses cookies in a range of ways to improve your experience on our website, including:

 

  • Keeping you signed in
  • Understanding how you use our website

 

What types of cookies do we use?

There are a number of different types of cookies, however, our website uses:

 

Functionality – Our Company uses these cookies so that we recognize you on our website and remember your previously selected preferences. These could include what language you prefer and location you are in. A mix of first-party and third-party cookies are used.

 

Advertising – Our Company uses these cookies to collect information about your visit to our website, the content you viewed, the links you followed and information about your browser, device, and your IP address. Our Company sometimes shares some limited aspects of this data with third parties for advertising purposes. We may also share online data collected through cookies with our advertising partners. This means that when you visit another website, you may be shown advertising based on your browsing patterns on our website.

 

Cookie Key Domain Cookie Type Expiration Description
 catAccCookies  balanceforbusiness.co.uk persistent 2020-08-14T10:57:27.000Z Cookie consent
_gid  balanceforbusiness.co.uk persistent 2020-07-16T10:58:32.000Z Google ID
_gat_gtag_UA_86238313_1  balanceforbusiness.co.uk  third-party 2020-07-15T10:59:32.000Z Analytical data
_ga  balanceforbusiness.co.uk  third-party 2022-07-15T10:58:32.000Z Analytical data
NID .google.com  third-party 2021-01-14T10:57:22.151Z Saved preferences
DYNSRV  balanceforbusiness.co.uk session Session Name search results

 

How to manage cookies

You can set your browser not to accept cookies, and the above website tells you how to remove cookies from your browser. However, in a few cases, some of our website features may not function as a result.

 

Privacy policies of other websites

Balance for Business’s website contains links to other websites. Our privacy policy applies only to our website, so if you click on a link to another website, you should read their privacy policy.

 

Changes to our privacy policy

Our Company keeps its privacy policy under regular review and places any updates on this web page. This privacy policy was last updated on 22/07/2020.

 

How to contact us

If you have any questions about Our Company’s Privacy Policy, the data we hold on you, or you would like to exercise one of your data protections rights, please do not hesitate to contact us.

 

Email us at: dave@balanceforbusiness.co.uk

Call us: 01752 227966

Or write to us at 28A Estover Close, Forresters Business Park, Estover, Plymouth, PL7 7Pl

 

How to contact the appropriate authority

 

Should you wish to report a complaint or if you feel that Our Company has not addressed your concern in a satisfactory manner, you may contact the Information Commissioner’s Office at www.ico.org, or https://ico.org.uk/global/contact-us/

 

Updated July 2020

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