Privacy Policy

This privacy policy tells you what to expect us to do with your personal information.

Our contact details

Email: info@luminaadvisory.com

What information we collect, use, and why

We collect or use the following information to provide services and goods, including delivery:

- Name, email address, and if an active client, phone number, address and any relevant billing information.

Lawful bases

Our lawful bases for collecting or using personal information to provide services and goods are:

- Contract.

Where we get personal information from

- Contact forms on our website.
- Subscription to our email newsletter.
- Direct provision by the contact to one of our team members.

How long we keep information

Data Type
Retention Period
Rationale
Client Records


- Contact details
5 years
To maintain client relationship and for potential follow-up.
- Project details
7 years
Legal requirements and future reference
- Financial transactions
7 years
Compliance with tax and financial regulations
Marketing and Sales Data


- Marketing campaign data
3 years
To analyze and improve future campaigns
- Sales data
7 years
Compliance with financial regulations
Legal and Compliance Records


- Contracts and agreements
6 years post-expiry
Legal and business reference
- Compliance records
7 years
Compliance with regulatory requirements
Customer Support Records


- Support tickets
3 years
Reference for ongoing support and quality assurance.
- Chat logs
1 year
Quality assurance and training purposes

Notes

- Review and Disposal: We review our data regularly, and any information that is no longer needed or past its retention period will be securely disposed of.
- Data Protection: All data must be handled in accordance with the UK Data Protection Act 2018 and GDPR regulations, ensuring the privacy and security of personal data.
- Exceptions: Retention periods may vary based on specific legal requirements, contractual obligations, or ongoing investigations.

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 don’t 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’ve 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

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