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Purpose of collection
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Information category
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Data collected
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Specific use
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Lawful basis for processing
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Data shared with?
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Retention period
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1. To provide you with information
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Subject matter information
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Name, company name, geographic location, email address, business sector - which may have been captured by your Calling Line Indicator (CLI) data.
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To provide appropriate online or email information about products and services that you have requested
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Contractual fulfilment
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Internally only
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Maximum eight years from the date the information is collected.
Six months if a marketing email is left unopened
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To provide further, related, online or email information and ongoing news updates in relation to the identified area of interest.
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Legitimate interest
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Internally only
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Telephone number - which may have been captured by your Calling Line Indicator (CLI) data.
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Follow-up to ensure requested information meets needs and identify further requirements.
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Legitimate interest
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Internally only
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Personal contact information as provided through website forms or at trade shows or any other means.
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General mailing list subscription.
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Consent
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Internally only
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2. Transactional information
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Transaction details
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Name, physical address, email address, telephone number, bank account details (for credit accounts), other medium of content delivery.
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To process purchase transactions for products and services with customers, and to ensure any transaction issues can be dealt with.
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Contractual performance
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Internally only
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Maximum eight years from the date of the performance of the contract.
Six months from the date the data subject has input personal information but has not proceeded with a transaction.
Eight years for VAT records from the performance of the contract
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For accounting and taxation purposes
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Statutory obligation
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Internally and professional advisers
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Documentation should any contractual legal claim arise.
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Legitimate Interest
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Internally and professional advisers
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Payment card data
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Primary account number (PAN), cardholder name, service code, expiration date
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To fulfil purchase requests using payment cards.
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Contractual performance
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Payment card companies, all in line with the PCI DSS
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Only retained while authorisation is pending.
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3. Fulfilment information
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Fulfilment data
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Name, dietary requirements.
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Appropriate catering arrangements for training courses.
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Contractual performance
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Internally and training venues
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Maximum six years from the date of the performance of the contract.
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Name, contact and identification details.
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Access to training courses, attendance registers.
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Contractual performance
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Internally and training venues
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Name, contact and identification details.
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Exam attendance, exam results and certifications.
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Contractual performance
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Internally and external examiners, proctors and certification bodies
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Name, contact details.
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Licensing details necessary for allocation and maintenance of a licence purchased for use of software and related products, distance and e-learning.
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Contractual performance
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Internally and any third parties whose products or services you may have purchased from us.
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Name, address(es), email address, contact details.
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Actual delivery of products or services, in physical or digital form, that you may have purchased from us.
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Contractual performance
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Internally and any third party logistics or supplier companies with whom we contract in order to fulfil these requirements.
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4. Security
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Security information
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Technical information, as described above, plus any other information that may be required for this purpose.
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To protect our websites and infrastructure from cyber attack or other threats and to report and deal with any illegal acts.
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Legitimate interest
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Internally, forensic and other organisations with which we might contract for this purpose.
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Relevant statutes of limitation.
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5. Communications
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Contact information
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Names, contact details, identification details.
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To communicate with you about any issue that you raise with us or which follows from an interaction between us.
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Legitimate interest
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Internally and, as necessary, with professional advisers.
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Relevant statutes of limitation.
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6. Product development
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Survey data
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Names, contact details, identification details.
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To develop existing and new products that meet the expectations and requirement of our customers.
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Consent
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Internally and where additional consent is given for marketing purposes.
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If anonymised for statistical research, this data may be kept indefinitely.
Where not anonymised, it shall be retained for a maximum of one year.
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