Your privacy is very important to us. We promise to respect and protect your personal information and try to make sure that your details are accurate and kept up to date. This privacy notice sets out details of the information that we may collect from you and how we may use that information. Please take your time to read this privacy notice carefully. When using our website, this privacy notice should be read alongside the website terms and conditions.
This privacy notice is published by Intelliflo Ltd (Company No. 05206315) based: Intelliflo Ltd, Wellington House, 60-68 Wimbledon Hill Road, SW19 7PA
Intelliflo is a technology company that provides business management software to UK financial advice firms through its Intelligent Office (iO) software. Through iO, firms can access Intelliflo’s Personal Finance Portal and Automated Advice services, which enables them to offer online advice solutions to support the traditional, face-to-face advice model. iO is a cloud-based system which enables users to utilise it in a flexible, fluid way. Intelliflo’s open API technology enables developers to interact and build a business management system based upon iO in a liquid manner.
In this privacy notice references to 'we' or 'us' are relating to Intelliflo.
In order to provide our services, we will collect and use data about individuals. This means that we are a 'data controller' and we are responsible for complying with data protection laws.
We have appointed a data protection officer to oversee our handling of personal information. If you have any questions about how we collect, store or use your personal information, you may contact our data protection officer by emailing us at dataprotection@Intelliflo.com
You are being sent this privacy notice as you are are a supplier of services to Intelliflo or Intelliflo's customers. We process certain pieces of data about you so that we can use your services, help our customers use our services and communicate with you in relation to the services that you provide. This privacy notice may apply to:
This section will detail what personal information we collect about you so that we can use your services, help our customers use our services and communicate with you in relation to the services that you provide.
We may process your information for a number of different purposes. For each purpose we must have a legal ground for such processing, we rely on legitimate interests for the following purposes:
|Purpose for processing||Legal grounds for using your personal information|
|in order to manage your app store account||Legitimate interest|
|in order to contact you in relation to app store activity or||Legitimate interest|
|in order to promote Intelliflo's developer focused products||Legitimate interest|
|Processing your data in order that we can contact you in order to do business with you||Legitimate interest|
As part of operation our business we will share your with the following third parties for the purposes set out above:
The EU-U.S. and Swiss-U.S. Privacy Shield Frameworks were designed by the U.S. Department of Commerce and the European Commission and Swiss Administration to provide companies on both sides of the Atlantic with a mechanism to comply with data protection requirements when transferring personal data from the European Union and Switzerland to the United States in support of transatlantic commerce.
|Third party transfers||Safeguards in place to protect your personal data||Purpose||Where to find out more information|
|Github||EU-US Privacy Shield||Source control, and development process management||privacyshield.gov|
If you would like further information regarding our data transfers and the steps we take to safeguard your personal information, please contact us using the details set out in the 'Contact us' section.
We may carry out Marketing activities like the below:
You can opt out of direct marketing at anytime by clicking 'email preferences' at the bottom of a marketing email we send you.
Where we are storing information in email, our email retention policy is 7 years - so any information you send us via email would be deleted 7 years after you send it.
Intelliflo developer store accounts are stored for 3 years after you last login to your account and 3 years after our last customer ceases to use your product - this is so we can deal with any billing issues which may arise.
Information stored in Salesforce or Netsuite will be stored for 7 years from the point you stop doing business with us.
It is important that you understand that at any point while we are in possession of, or processing, your personal data, you, the data subject, have the following rights that Intelliflo is fully committed to upholding:
Your rights include:
You have the right to request a copy of the information that we hold about you.
You have a right to correct data that we hold about you that is inaccurate or incomplete.
In certain circumstances you can ask for the data we hold about you to be erased from our records.
You may object to your data being processed under legitimate interests by emailing dataprotection@Intelliflo.com - please note, this does not mean that Intelliflo has to cease processing as we may have an overriding legitimate interest to do so, despite such an objection.
You have the right to have data you supplied to us transferred to another organisation, in machine readable format.
You have the right to object to certain types of processing such as direct marketing.
You have the right to not have decisions made automatically about you, to be informed if they are made and to have an automated decision reconsidered.
You have the right to withdraw consent if that is the legal basis we are processing your data on.
You have the right to withdraw consent if that is the legal basis we are processing your data on. You have a right to complain to the Information Commissioner's Office if you believe that any use of your personal information by us is in breach of applicable data protection laws and/ or regulations. More information can be found on the Information Commissioner’s Office website: https://ico.org.uk
This will not affect any other legal rights or remedies that you have.
Intelliflo is an ISO27001 certified firm, which means that we have Information Security Management Systems in place, a key control within that framework is our management and risk assessment of suppliers we use. All suppliers that may process your data are subject to rigorous review as part of our ISO27001 supplier management processes.
You may contact our data protection officer if you have any questions about how we collect, store or use your personal information:
Data Protection Officer
60-68 Wimbledon Hill Road
0330 102 8402
We may need to make changes to this privacy notice periodically, for example, as the result of government regulation, new technologies, or other developments in data protection laws or privacy generally.
Updates will periodically be posted on the companies website.
Page updated: 18 March 2020