Privacy policy
This privacy notice is issued by Amber River Group Limited on its behalf, and on behalf of its subsidiaries (each a “member of the Amber River Group” and together, “Amber River“, “Amber River Group“, “we“, “us” or “our“). Amber River is committed to protecting the privacy of individuals whose data we process and complying with our obligations under applicable data protection laws (“Data Protection Laws“).
The information that you trust us with is important, and we are committed to protecting and respecting your privacy. If you are a client, this privacy notice is intended to be read in conjunction with your client agreement.
This privacy notice provides you with information on how we (as a data controller) collect and process personal data in connection with the provision of our services, including if you are:
- a potential, current or former client or business contact of Amber River (and, where applicable, if you are one of our client’s employees, advisers, agents, family members, dependants and other related parties including co-trustees);
- a contractor or service provider to Amber River;
- applying for employment or work experience with us; and/or
- a user of our website.
In addition, this privacy notice outlines your rights under Data Protection Laws.
We may from time to time update this privacy notice at our discretion. Please refer back to this page regularly to see any changes or updates to this Privacy Notice.
If you have any queries in relation to our processing of your personal data please contact us at [compliance@amberriver.com].
You have a right to lodge a complaint with the supervisory authority for data protection. In the UK this is the Information Commissioner’s Office (www.ico.org.uk). We would, however, appreciate the opportunity to deal with your concerns before you approach the ICO so please contact us in the first instance, either at Amber River, Floor 4, 90 High Holborn, London WC1V 6LJ or [compliance@amberriver.com]. We will acknowledge receipt of your complaint within 30 days of receiving it, and, without undue delay, we will take appropriate steps to respond to your complaint and inform you of the outcome of your complaint.
- Section One, The Controller of Your Personal Data: This section provides details of the Amber River Group so you can identify the controller of your personal data.
- Section Two, How We Process Your
Personal Data: This section provides information on how we
process your personal data, including the purposes for which we process
personal data (and the legal bases on which we rely to process it). How
we process your personal data will depend on the nature of your
engagement/relationship with Amber River, so this section is split into
parts:
- Part One, Clients: If you are a current, potential or former client of Amber River, this section provides details of how we process your personal data.
- Part Two, Business Contacts: If you are a business contact of Amber River but are not a current, potential or former client, this section provides details of how we process your personal data. This includes if you have provided us with a business card, if you have corresponded with us and/or if you have attended events run by Amber River. It may also include persons who are connected to our clients (for example, if you are an employee, adviser, agent, family member, dependant or other related party of our client) where it is relevant in connection with the advice and services we are providing to the relevant client.
- Part Three, Contractors and Service Providers: If you are a contractor or provide services to Amber River, this section provides details of how we process your personal data.
- Part Four, Job Applicants: If you have applied for a job or work experience with a member of the Amber River Group, this section provides details of how we process your personal data.
- Part Five, Website Users: If you are a user of an Amber River website, this section provides details of how we process your personal data.
- Section Three, Other Information: This section applies to all persons about whom we process personal data, and provides information about our data protection practices, including information about our data security and retention policies, details of our arrangements for disclosing personal data to third parties and transferring personal data outside of the UK and EEA and information on your rights under Data Protection Laws.
- Identity data may include names (including nicknames, preferred names, previous names and/or maiden names), titles, gender, date of birth, pronoun preferences, nationality, country of residence and personal identifiers such as your national insurance number, tax file number and images of you;
- Contact data may include addresses, work email addresses, personal email addresses, telephone numbers, emergency contact details and details of next of kin;
- KYC and other identification data may include copies of passports, driving licences, utility bills and information which may be revealed by an anti-money laundering search and/or due diligence conducted on you (including details of your directorships, your electoral registration, your political exposure, insolvency proceedings against you, criminal convictions and/or any adverse media in relation to you, information revealed by politically exposed person and sanction checks and data related to any public comments about you by statutory or regulatory authorities), credit checks/references and other information from third party publicly accessible sources including Companies House;
- Employment data may include details of your employment including your occupation, employment status, employer and employment start date;
- Financial data may include details of your personal financial situation such as your earnings, assets, liabilities, gifts given, pensions and investments, estate planning, financial products, expenditures, mortgages, banking activity and bank account details;
- Family data may include details of your marital status and dependants;
- Technical data may include internet protocol (IP) address, mail server URL, MIME version, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform and other technology on the devices you use when you correspond with us and other details relating to your use of and/or interaction with our IT systems and website;
- Marketing data includes your Contact Data and details of your marketing consents and preferences;
- Correspondence data includes any personal data which is shared with us when you correspond with us (including over email, during telephone calls, during video calls, in client surveys and feedback and/or in meetings) and includes recordings of telephone and video calls;
- Special category personal data including data relating to your health and biometric data; and
- CCTV data may include image and sound recordings.
- From you: when it is provided to us by you directly including as a result of our services or proposed services for you (including where you provide us this information at meetings, on calls, complete client surveys, use our Digital Factfind tool or provide feedback to us);
- From third parties: when it is provided to us by third parties, including from an introducer or other third parties such as accountants, business partners, former advisers, background checks and identity check providers, analytics providers, credit reference agencies and businesses that we may acquire or sell to; and
- From publicly available sources: such as Companies House.
- It is necessary for the performance of a contract between us and you for the provision of our business services or in order to take steps at your request prior to entering into such a contract.
- It is necessary for the purposes of our legitimate interests (or the legitimate interests of a third party), where such interests are not overridden by your rights or interests. Our legitimate interests include pursing and developing our business (including business development and attracting new clients), providing our services including complaint handling; preventing fraud, money laundering, sanctions, terrorist financing, bribery, corruption and tax evasion and internal group administration. Further information on our legitimate interests is set out below.
- It is necessary for us to comply with a legal obligation on us.
- We have your consent. Specifically:
- We may use your special category personal data where you have provided your consent.
- We may process your personal information, in some cases, for marketing purposes where you have provided your consent.
| Purpose / Activity | Type of data | Legal basis for processing |
|---|---|---|
| To administer and manage our relationship with you and to respond to requests for services. |
|
Performance of a contract with you or taking steps prior to entering into a contract with you.Our legitimate interests of pursuing and developing our business and providing services to you. |
| To provide, or facilitate the provision of our services to you. |
|
Performance of a contract with you or taking steps prior to entering into a contract with you.Our legitimate interests of pursuing and developing our business and providing services to you. In relation to special category personal data, your consent. In certain circumstances we may be able to process your special category personal data without your explicit consent. For example, we may be able to process your personal data on the grounds that it is in the substantial public interest (where one of those grounds falls within the scope of the Data Protection Act 2018). This includes processing for the purposes of safeguarding the economic well-being of individuals and for insurance purposes. |
| To collect information about you when you engage with us and during our engagement with you (e.g. via our Digital Factfind tool which uses multi-factor authentication), including collecting special category data, in connection with the provision of services to you. This information will be updated and managed (as required) during our engagement with you. |
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Performance of a contract with you or taking steps prior to entering into a contract with you.Our legitimate interests of pursuing and developing our business and providing services to you. In relation to special category personal data, your consent. In certain circumstances we may be able to process your special category personal data without your explicit consent. For example, we may be able to process your personal data on the grounds that it is in the substantial public interest (where one of those grounds falls within the scope of the Data Protection Act 2018). This includes processing for the purposes of safeguarding the economic well-being of individuals and for insurance purposes. |
| To instruct bank transfers and other payments required as part of our services. |
|
Performance of a contract with you. Our legitimate interests of providing services to you. Compliance with our legal and regulatory obligations. |
| To conduct our business, including in relation to our business services. |
|
Our legitimate interests of pursuing and developing our business and providing services to you. |
| To fulfil our regulatory compliance obligations including to prevent money laundering or other financial crimes, including to verify your identity. |
|
Compliance with our legal and regulatory obligations. In relation to special category personal data, your consent. In certain circumstances we may be able to process your special category personal data without your explicit consent. For example, we may be able to process your personal data on the grounds that it is in the substantial public interest (where one of those grounds falls within the scope of the Data Protection Act 2018). This includes processing for the purposes of complying with regulatory requirements relating to unlawful acts and dishonesty. |
| To comply with our legal, compliance, accounting and reporting obligations under applicable law (for example, to tax authorities or courts). |
|
Compliance with our legal and regulatory obligations. |
| To manage and effectively operate the financial affairs of our business and protect our rights and/or those of other Amber River entities. |
|
Our legitimate interests of pursuing and developing our business and protecting our business. |
| To conduct and analyse marketing activities and to invite you to events and seminars and to participate in surveys. |
|
Our legitimate interests of pursuing and developing our business.In certain circumstances (in relation to marketing) with your consent. |
| To update and maintain a record of your contact information and preferences in receiving marketing data from us |
|
Our legitimate interests of pursuing and developing our business.In certain circumstances (in relation to marketing) with your consent. |
| To anonymise and/or pseudonymise personal data for profiling and/or marketing purposes. |
|
Our legitimate interests of pursuing and developing our business.In certain circumstances (in relation to marketing) with your consent. |
| To extract and use personal data for profiling and marketing purposes, including to identify potential clients with similar or shared characteristics to clients. |
|
Our legitimate interests of pursuing and developing our business.In certain circumstances (in relation to marketing) with your consent. |
| To manage our relationship with you as our client and send service emails and details of products and services provided by other Amber River entities that may be of interest and to contact you for marketing or research purposes. |
|
Our legitimate interests of pursuing and developing our business.In certain circumstances (in relation to marketing) with your consent. |
| To manage and/or improve services and communications, to collect customer feedback for the purpose of improving our services. |
|
Our legitimate interests of improving our services through feedback. |
| To monitor emails sent to us (including attachments) for viruses or malicious software. |
|
Our legitimate interests of protecting and maintaining the security of our systems. |
| To protect and manage email traffic. |
|
Our legitimate interests of protecting and maintaining the security and efficiency of our systems. |
| To detect, prevent and/or investigate fraud and crime such as monitoring office CCTV and monitoring our IT operations. |
|
Our legitimate interests of protecting the safety and security of our offices and staff. |
| To manage and analyse data. |
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Our legitimate interests of pursuing and developing our business, including for service improvement, product development and by analysing aggregated data to support data analysis and support the business in making informed decisions. |
| We may use AI (artificial intelligence) tools to support us in the delivery of our services or other processing of your personal data (e.g. we use an AI voice agent to process calls from you so we can forward your call to the correct contact). This is typically to improve the efficiency, quality and speed of our business processes and service delivery. Where we do, we ensure that we do not allow the use of your personal data to train any data model or AI tool. |
|
Our legitimate interests of pursuing and developing our business, including for service improvement, and to improve the efficiency, quality and speed of our business processes and service delivery. |
| To share personal data with third parties in certain circumstances as detailed in Section Three (including in certain circumstances with third parties based outside of the UK and/or EEA). This includes intra-group data sharing within the Amber River Group, and the sharing of personal data with prospective and actual buyers of the business or assets or the shares of any of the Amber River group companies. |
|
Our legitimate interests of managing, performing and conducting our business (including outsourcing certain work and/or services).Compliance with our legal and regulatory obligations. Performance of a contract with you or taking steps prior to entering into a contract with you. In relation to special category personal data, your consent. In certain circumstances we may be able to process your special category personal data without your explicit consent. For example, we may be able to process your personal data on the grounds that it is in the substantial public interest (where one of those grounds falls within the scope of the Data Protection Act 2018). This includes processing for the purposes of safeguarding the economic well-being of individuals and for insurance purposes. |
| For internal corporate reporting, business administration, ensuring adequate insurance coverage for our business, ensuring the security of company facilities, research and development, and to identify and implement business efficiencies. |
|
Our legitimate interests including of pursuing and developing our business, improving the quality of our services, protecting and maintaining the security of our systems, offices and staff and generally to manage and operate our business. |
| Generally to manage the activities of our business, including monitoring and recording electronic communications (including telephone calls and emails). |
|
Our legitimate interests including of pursuing and developing our business and providing services to you, protecting and maintaining the security of our systems, offices and staff and generally to manage and operate our business. |
- if you have specifically requested that information from us;
- if you have specifically consented to receiving marketing communications from us;
- which relate to matters connected to those on which we have previously provided services to you, provided you have not opted out of receiving that marketing (which you may do at any time by contacting us); and/or
- if it is necessary for the purposes of our legitimate interests, where such interests are not overridden by your rights or interests.
- Identity data may include names, titles, gender, date of birth, pronoun preferences, country of residence and personal identifiers such as your national insurance number, tax file number and images of you;
- Contact data may include addresses, work email addresses, personal email addresses, telephone numbers, emergency contact details and details of next of kin;
- KYC and other identification data may include copies of passports, driving licences, utility bills and information which may be revealed by an anti-money laundering search and/or due diligence conducted on you (including details of your directorships, your electoral registration, your political exposure, insolvency proceedings against you, criminal convictions and/or any adverse media in relation to you, information revealed by politically exposed person and sanction checks and data related to any public comments about you by statutory or regulatory authorities), credit checks/references and other information from third party publicly accessible sources including Companies House;
- Financial data may include details of your personal financial situation such as your earnings, assets, investments, financial products, mortgages, banking activity and bank account details;
- Family data may include details of your marital status and dependants;
- Technical data may include internet protocol (IP) address, mail server URL, MIME version, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform and other technology on the devices you use when you correspond with us and other details relating to your use of and/or interaction with our IT systems and website;
- Marketing data includes your Contact Data and details of your marketing consents and preferences;
- Correspondence data includes any personal data which you share with us when you correspond with us (including over email, during telephone calls, during video calls, and/or in meetings) and includes recordings of telephone and video calls; and
- CCTV data may include image and sound recordings.
- From you: when it is provided to us by you directly;
- From third parties: when it is provided to us by third parties, including from one of our clients, or from an introducer or other third parties such as accountants, business partners, former advisers, background checks and identity check providers, analytics providers, credit reference agencies and businesses that we may acquire or sell to; and
- From publicly available sources: such as Companies House.
- It is necessary for the performance of a contract between us and you or in order to take steps at your request prior to entering into such a contract.
- It is necessary for the purposes of our legitimate interests, where such interests are not overridden by your rights or interests.
- It is necessary for us to comply with a legal obligation on us.
- We have your consent. Specifically, we may process your personal information, in some cases, for marketing purposes where you have provided your consent.
| Purpose / Activity | Type of data | Legal basis for processing |
|---|---|---|
| To administer and manage our relationship or potential relationship with you or (where you are connected to our client and it is relevant for the purposes of providing our services and/or advice) our client. |
|
Our legitimate interests of pursuing and developing our business. |
| To provide, or facilitate the provision of, services or advice to our client(s) (where you are connected to the client and it is relevant for the purposes of providing our services and/or advice). |
|
Our legitimate interests of pursuing and developing our business and providing services to our clients. |
| To fulfil our regulatory compliance obligations including to prevent money laundering or other financial crimes, including to verify your identity. |
|
Compliance with our legal and regulatory obligations. |
| To comply with our legal, compliance, accounting and reporting obligations under applicable law (for example, to tax authorities or courts). |
|
Compliance with our legal and regulatory obligations. |
| To manage and effectively operate the financial affairs of our business and protect our rights and/or those of other Amber River entities. |
|
Our legitimate interests of pursuing and developing our business. |
| To conduct and analyse marketing activities and to invite you to events and seminars and to participate in surveys. |
|
Our legitimate interests of pursuing and developing our business.In certain circumstances (in relation to marketing) with your consent. |
| To update and maintain a record of your contact information and preferences in receiving marketing data from us |
|
Our legitimate interests of pursuing and developing our business.In certain circumstances (in relation to marketing) with your consent. |
| To anonymise and/or pseudonymise personal data for profiling and/or marketing purposes. |
|
Our legitimate interests of pursuing and developing our business.In certain circumstances (in relation to marketing) with your consent. |
| To extract and use personal data for profiling and marketing purposes, including to identify potential clients with similar or shared characteristics to clients. |
|
Our legitimate interests of pursuing and developing our business.In certain circumstances (in relation to marketing) with your consent. |
| To contact you for marketing or research purposes. |
|
Our legitimate interests of pursuing and developing our business.In certain circumstances (in relation to marketing) with your consent. |
| To monitor emails sent to us (including attachments) for viruses or malicious software. |
|
Our legitimate interests of protecting and maintaining the security of our systems. |
| To protect and manage email traffic. |
|
Our legitimate interests of protecting and maintaining the security and efficiency of our systems. |
| To detect, prevent and/or investigate fraud and crime such as monitoring office CCTV and monitoring our IT operations. |
|
Our legitimate interests of protecting the safety and security of our offices and staff. |
| To manage and analyse data. |
|
Our legitimate interests of pursuing and developing our business, including for service improvement, product development and by analysing aggregated data to support data analysis and support the business in making informed decisions. |
| To share personal data with third parties in certain circumstances as detailed in Section Three (including in certain circumstances with third parties based outside of the UK and/or EEA). This includes intra-group data sharing within the Amber River Group, and the sharing of personal data with prospective and actual buyers of the business or assets or the shares of any of the Amber River group companies. |
|
Our legitimate interests of managing, performing and conducting our business (including outsourcing certain work and/or services).Compliance with our legal and regulatory obligations. Performance of a contract with you or taking steps prior to entering into a contract with you. |
| For internal corporate reporting, business administration, ensuring adequate insurance coverage for our business, ensuring the security of company facilities, research and development, and to identify and implement business efficiencies. |
|
Our legitimate interests including of pursuing and developing our business, improving the quality of our services, protecting and maintaining the security of our systems, offices and staff and generally to manage and operate our business. |
| Generally to manage the activities of our business, including monitoring and recording electronic communications (including telephone calls and emails). |
|
Our legitimate interests including of pursuing and developing our business and providing services to you, protecting and maintaining the security of our systems, offices and staff and generally to manage and operate our business. |
- if you have specifically requested that information from us;
- if you have specifically consented to receiving marketing communications from us;
- which relate to matters connected to those on which we have previously provided services to you, provided you have not opted out of receiving that marketing (which you may do at any time by contacting us); and/or
- if it is necessary for the purposes of our legitimate interests, where such interests are not overridden by your rights or interests.
- contractor or service provider means an individual or organisation providing services to Amber River; and
- you and your means a person whose personal data is held by us, where that data has been provided to us by you directly or by a contractor or service provider or by its directors, partners, employees, agents or representatives on its behalf, or has been collected by us, in each case, in the context of the provision of services to Amber River by that contractor or service provider.
- Identity data may include names, titles, gender, date of birth, pronoun preferences, country of residence and personal identifiers such as your national insurance number, tax file number and images of you;
- Contact data may include addresses, work email addresses, personal email addresses, telephone numbers, emergency contact details and details of next of kin;
- Employment data may include places of work and job titles, employment history and qualifications;
- Financial data may include bank account details;
- Technical data may include internet protocol (IP) address, mail server URL, MIME version, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform and other technology on the devices you use when you correspond with us and other details relating to your use of and/or interaction with our IT systems and website;
- Correspondence data includes any personal data which you share with us when you correspond with us (including over email, during telephone calls, during video calls, in client surveys and feedback and/or in meetings) and includes recordings of telephone and video calls; and
- CCTV data may include image and sound recordings.
- From you: when it is provided to us by you directly;
- From third parties: when it is provided to us by third parties, including as part of supplier due diligence; and
- From publicly available sources: such as Companies House.
- It is necessary for the performance of a contract between Amber River and you or in order to take steps prior to entering into such a contract.
- It is necessary for the purposes of our legitimate interests, where such interests are not overridden by your rights or interests.
- It is necessary for us to comply with a legal obligation on us.
| Purpose / Activity | Type of data | Legal basis for processing |
|---|---|---|
| To administer and manage our relationship with you and/or the contractor or service provider. |
|
Performance of a contract with you. Our legitimate interests of pursuing and developing our business and receiving services from the contractor or service provider. |
| To comply with our obligations under the terms of a contract between the contractor or service provider and Amber River. |
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Performance of a contract with you. Our legitimate interests of pursuing and developing our business, receiving services from the contractor or service provider and complying with the terms of contracts to which we are a party. |
| To assess your skills and qualifications, your suitability for the role and to decide whether to enter into a contract with you, the contractor or service provider or to permit access to our offices. |
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Our legitimate interests of pursuing and developing our business and ensuring continuity and quality of services. |
| To assess and to monitor the standard of services being provided or offered to us. |
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Our legitimate interests of pursuing and developing our business and ensuring continuity and quality of services. |
| To allow us to process payments in relation to any goods and services provided to Amber River. |
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Performance of a contract with you. Our legitimate interests of pursuing and developing our business, receiving services from the contractor or service provider and complying with the terms of contracts to which we are a party. |
| To update and maintain our records including details of people that have accessed our offices. |
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Our legitimate interests to keep our records updated and in certain circumstances for the prevention of criminal activity. |
| To detect, prevent and/or investigate fraud and crime such as monitoring office CCTV. |
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Our legitimate interests of maintaining the security of our offices. |
| To comply with our legal and regulatory requirements. |
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Compliance with our legal and regulatory obligations. |
| To monitor emails sent to us (including attachments) for viruses or malicious software. |
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Our legitimate interests to protect and maintain the security of our systems. |
| To protect and manage email traffic. |
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Our legitimate interests to protect and maintain the security of our systems. |
| To share personal data with third parties in certain circumstances as detailed in Section Three (including in certain circumstances with third parties based outside of the UK and/or EEA). This includes intra-group data sharing within the Amber River Group, and the sharing of personal data with prospective and actual buyers of the business or assets or the shares of any of the Amber River group companies. |
|
Our legitimate interests of managing, performing and conducting our business (including outsourcing certain work and/or services).Compliance with our legal and regulatory obligations. Performance of a contract with you or taking steps prior to entering into a contract with you. |
| For internal corporate reporting, business administration, ensuring adequate insurance coverage for our business, ensuring the security of company facilities, research and development, and to identify and implement business efficiencies. |
|
Our legitimate interests including of pursuing and developing our business, improving the quality of our services, protecting and maintaining the security of our systems, offices and staff and generally to manage and operate our business. |
| Generally to manage the activities of Amber River, including by monitoring and recording electronic communications (including telephone calls and emails). |
|
Our legitimate interests of pursuing and developing our business. |
- Identity data may include names, titles, gender, date of birth, pronoun preferences, country of residence and personal identifiers such as your national insurance number, tax file number and images of you;
- Contact data may include addresses, work email addresses, personal email addresses, and telephone numbers;
- Right to work data may include copies of your passport, driving licence, utility bills, details of unspent criminal convictions and other information which may be revealed by background checks on you;
- Financial data may include bank account details and details of your salary;
- Equal opportunities data may include your gender, gender identity, ethnicity, age, sexual orientation, religion and beliefs, physical or mental impairments, and native language;
- Career data may include your current and former places of work and job titles, as well as details of your employment history, qualifications and CV;
- Correspondence data includes any personal data which you share with us when you correspond with us (including over email, during telephone calls and/or in meetings (including interviews)) and includes recordings of telephone and video calls;
- Technical data may include internet protocol (IP) address, mail server URL, MIME version, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform and other technology on the devices you when you correspond with us; and
- CCTV data may include image and sound recordings.
- From you: when it is provided to us by you directly including in a CV and/or covering letter;
- From third parties: when it is provided to us by third parties, including from recruitment agencies and/or background check providers, which may include reports from the disclosure and barring service (namely unspent criminal convictions); and
- From publicly available sources: such as Companies House and social media (including LinkedIn).
- It is necessary in order to take steps at your request prior to entering into a contract between you and Amber River.
- It is necessary for the purposes of our legitimate interests, where such interests are not overridden by your rights or interests.
- It is necessary for us to comply with a legal obligation on us.
| Purpose / Activity | Type of data | Legal basis for processing |
|---|---|---|
| To assess your skills and qualifications, to consider your suitability for the position, to decide whether to enter into a contract with you and to take steps prior to entering into a contract with you. |
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Taking steps prior to entering into a contract with you. Our legitimate interests of pursuing and developing our business and growing our work force. |
| To carry out background and reference checks. |
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Taking steps prior to entering into a contract with you. Compliance with our legal and regulatory obligations. Our legitimate interests of growing our work force and ensuring potential employees meet our requirements and standards. |
| To communicate with you about the recruitment process. |
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Taking steps prior to entering into a contract with you. Our legitimate interests of pursuing and developing our business and growing our work force. |
| To keep records related to our hiring processes. |
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Compliance with our legal and regulatory obligations. Our legitimate interests of pursuing and developing our business, growing our work force and defending any potential legal claims. |
| To comply with our legal and regulatory requirements. |
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Compliance with our legal and regulatory obligations. |
| To consider whether we need to provide appropriate adjustments during our recruitment process. |
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Compliance with our legal and regulatory obligations. Necessary for the purposes of carrying out obligations in the field of employment law (in particular, our obligation to make reasonable adjustments under the Equality Act 2010). |
| To be able to undertake equal opportunity monitoring and reporting. |
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Our (and our employees’ / prospective employees’) legitimate interests to maintain a diverse and equal working environment and ensure that no discrimination occurs in the workplace.Necessary for the purposes of identifying and keeping under review the existence or absence of equality of opportunity and treatment. |
| To monitor emails sent to us (including attachments) for viruses or malicious software. |
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Our legitimate interests to protect and maintain the security of our systems. |
| To protect and manage email traffic. |
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Our legitimate interests to protect and maintain the security of our systems. |
| To detect, prevent and/or investigate fraud and crime such as monitoring office CCTV. |
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Our legitimate interests of maintaining the security of our offices. |
| To share personal data with third parties in certain circumstances as detailed in Section Three (including in certain circumstances with third parties based outside of the UK and/or EEA). This includes intra-group data sharing within the Amber River Group, and the sharing of personal data with prospective and actual buyers of the business or assets or the shares of any of the Amber River group companies. |
|
Our legitimate interests of managing, performing and conducting our business (including outsourcing certain work and/or services).Compliance with our legal and regulatory obligations. Performance of a contract with you or taking steps prior to entering into a contract with you. |
| Generally to manage the activities of Amber River, including by monitoring and recording electronic communications (including telephone calls and emails). |
|
Our legitimate interests of pursuing and developing our business. |
- Identity data may include names, gender, date of birth, pronoun preferences, country of residence;
- Contact data may include addresses, work email addresses, personal email addresses and telephone numbers;
- Correspondence data includes any personal data which you share with us when you correspond with us;
- Technical data may include your internet protocol (IP) address, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform and other technology on the devices you use to access our website(s);
- Marketing data includes your Contact Data and details of your marketing consents and preferences; and
- Usage data may include information about how you use our website(s), products and services, and any communications we may receive from you.
- From you: when it is provided to us by you directly including by entering your details into our website; and
- From third parties: when it is provided to us by third parties, including data analytics services.
- It is necessary for the purposes of our legitimate interests, where such interests are not overridden by your rights or interests.
- It is necessary for us to comply with a legal obligation on us.
| Purpose / Activity | Type of data | Legal basis for processing |
|---|---|---|
| To manage our relationship with you and to provide you with the use of our website(s). |
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Our legitimate interests of providing you with access to and use of our website (including in connection with our business). |
| Creating and managing an account with you via our website(s) and website portals. |
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Our legitimate interests of providing you with access to and use of our website (including in connection with our business). |
| Conducting checks to identify you and verify your identity or to help prevent and detect fraud against you or us. |
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Our legitimate interests of providing you with access to and use of our website (including in connection with our business). |
| To obtain information about the number of visitors and their use of our website(s). |
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Our legitimate interests of monitoring the use of our website, including for business purposes.Your consent (obtained via our cookies banner). |
| Retaining and evaluating information on your recent visits to our website(s) and how you move around different sections of our website(s) for analytics purposes to understand how people use our website(s) so that we can make them more intuitive or to check our website(s) are working as intended. |
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Our legitimate interests of monitoring the use of our website, including for business purposes.Your consent (obtained via our cookies banner). |
| To ensure that our website(s) are secure. |
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Our legitimate interests of protecting and ensuring the security of our website(s). |
| To address any issues you may experience with our website(s). |
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Our legitimate interests of providing you with access to and use of our website (including in connection with our business). |
| To share personal data with third parties in certain circumstances as detailed in Section Three (including in certain circumstances with third parties based outside of the UK and/or EEA). This includes intra-group data sharing within the Amber River Group, and the sharing of personal data with prospective and actual buyers of the business or assets or the shares of any of the Amber River group companies. |
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Our legitimate interests of managing, performing and conducting our business (including outsourcing certain work and/or services). |
- third party service and software providers (including the provider of our practice management system, marketing, PR, communication services providers, call centre tools (including those which use AI voice agents) and digital agencies) and our processors and sub-processors;
- other members of the Amber River group of companies, including for Amber River's own business purposes and to promote the services of other members of the group, to allow us to deliver our services to you more efficiently, for quality and compliance checking purposes and/or for marketing purposes. If you have agreed to receive marketing information, you may opt out at a later date;
- third parties such as those that we engage for professional compliance, anti-money laundering verification purposes, insurance, accountancy or legal services;
- third parties (including product and platform providers) that we use to arrange financial products for you;
- third party agencies and authorities (including the tax authorities and the national crime agency) in connection with our obligations in respect of prevention of money-laundering and other financial crime; and
- prospective and actual buyers (and their advisors) in connection with the sale or the proposed sale of any of Amber River's businesses or assets.
- the country or territory that we send the data to is approved by the Secretary of State or European Commission (as applicable) as offering equivalent protections to those afforded by data protection law in the UK and EEA (as applicable); or
- we have put in place specific standard contracts approved by the Secretary of State or European Commission (as applicable) which give personal data the same protection it has in the UK and EEA (as applicable).
- Right to be Informed about the collection and the use of your personal data.
- Right of Access. This enables you to request a copy of the information that we hold about you and check that we are lawfully processing it (commonly known as a "data subject access request").
- Right of Rectification. This enables you to have any incomplete or inaccurate information we hold about you corrected.
- Right to Erasure. This enables you to ask us to delete or remove personal information where there is no good reason for us continuing to process it. You also have the right to ask us to delete or remove your personal information where you have exercised your right to object to processing (see below).
- Right to Restricting Processing. This enables you to ask us to suspend the processing of personal information about you, for example if you want us to establish its accuracy or the reason for processing it.
- Right to Data Portability. This enables you to request the transfer of your personal information to another party.
- Right to Object. This enables you to object to processing of your personal information where we are relying on a legitimate interest (or those of a third party) and there is something about your particular situation which makes you want to object to processing on this ground. You also have the right to object where we are processing your personal information for direct marketing purposes.
- Right to Withdraw your Consent. If we are processing your personal data on the basis of your consent, you have the right to withdraw such consent at any time. Withdrawing your consent will not affect the lawfulness of processing based on consent before its withdrawal. To withdraw your consent or to opt out of receiving marketing communications, please contact us at [compliance@amberriver.com] or follow the unsubscribe instructions included in each electronic marketing communication. Once we have received notification that you have withdrawn your consent, we will no longer process your information for the purpose or purposes you originally agreed to, unless we have another legitimate basis for doing so in law.
