Auderli Limited, whose registered address is Stanford Gate, South Road, Brighton, BN1 6SB have created this Privacy Notice to offer transparency and clarity about what personal data we process and how we use your personal data when you are a user of Auderli, are a collaborator, invited by one of our users, or you are browsing our website. We are registered with the ICO ZB130504 and we are Cyber Essentials certified.
If you have any questions about this Privacy Notice, you can contact us via email at support@auderli.com
We are a Data Controller when we deal with our own clients (users), collaborators, or website users’ data. This means that we take responsibility and great care for the personal data we process about you. We also work with professional partners who are also Data Controllers in their own right.
Our website is not intended for, and we do not knowingly collect data relating to children.
2. What are your rights?
You have several rights which you can access free of charge. In certain circumstances we reserve the right to charge a reasonable fee if your requests are unfounded or excessive.
You have:
Right of access: You can request access to a copy of the personal data which we hold about you as well as details about why and how we use your data. This is often called a ‘Data Subject Access Request’.
Right to rectification: You can ask us to change or complete any personal data we hold about you which is inaccurate or incomplete.
Right to be forgotten/erasure: You have a right, under certain circumstances to ask us to delete any personal data we hold about you. Please note that there may be situations where we must retain your personal data after a request for erasure where we have a lawful basis for doing so.
Right of restriction: You can ask us to restrict (i.e. prevent) the processing of your personal data where you have objected to our use of it, and we have no lawful basis to continue processing your personal data.
Right to data portability: In certain circumstances, you can ask us to transfer the data we hold about you to another. This would be sent in a structured, commonly used, electronic format.
Right to object: You can object to us using your personal data for particular purposes, for example, direct marketing.
Automated decision making: You have a right not to be subjected to automated decision making and profiling in certain circumstances.
For more information about these rights and when you can request them, please visit the Information Commissioners Guide to Data Subject Rights.
If you wish to exercise any of these rights, please contact us at support@auderli.com. We will respond to you within one month. If your request is complex and we require more time, we will contact you and let you know within the first month.
3. How can you submit a query or a complaint?
We are always happy to answer your queries regarding privacy. Please contact us at support@auderli.com.
If you have a complaint, please get in touch with us so that we can resolve any concerns. You also have a right to lodge a complaint with the Information Commissioners Office if you believe your personal data has been processed in a way which does not comply with Data Protection Legislation. You can call the ICO helpline on 0303 123 1113 or visit the ICO website.
4. More information about our organisation and this privacy notice.
If Auderli Limited is sold or transfers its assets to another party, your personal data could be one of the transferred assets. If your personal data is transferred it will remain subject to this Privacy Notice. Your personal data will be passed onto a successor in the event of a liquidation or administration. We will contact you in advance to let you know about any changes.
Social media:
We use Facebook, X, Instagram and Linkedin. We sometimes use paid advertising on these platforms, but we will only use custom audiences with your consent. You can find a link to this privacy notice on our Facebook page in the ‘About’ section.
We keep this Privacy Notice under regular review. The most recent update is 21st March 2024.
5. How do we process your personal data?
So that we can provide a service to you, we need to process some of your personal data. We make sure that we only collect what we need. We have outlined below the various ways in which we process your personal data. Please select the section which best describes your relationship with our organisation to find out more.
Please note, by personal data we mean:
Your name and email address which we need to create your Auderli account.
Your payment details which will only be held in our payment platform gateway, Stripe.
Information collected by cookies on our website.
Auderli will never sell your personal data.
Your ‘life portfolio’ data is all the information and documents you choose to add to your Auderli account. This can only be seen by yourself and anyone you choose to share with. You, the user, always control the permissions. Auderli employees or third parties do not have access to this data.
We use cookies on our website which collect various types of personal data. This will include details about your visits to our website; page views, downloads, navigation, and exit; IP address; geographical location; browser type and version; operating system; referral source; length of your visit.
Some of these cookies are necessary to ensure that the website works correctly, and other cookies require your consent. You can find out more about our cookies and how you can manage your consent in our cookie notice.
Our website contains links to other external websites. We aren’t responsible for the practices, policies or content of such websites and suggest that you check their privacy policies to ensure that you are happy to continue browsing.
You may have sent us an enquiry via the contact page on our website. We will collect your name and contact details as it’s in our legitimate interest to do so that we can enter into correspondence with you and answer your enquiry.
How long do we keep your personal data for?
If you have consented to non-essential cookies, we will process your data in line with our Cookie Notice and your choices presented to you when you view our website. You can update your preference on our Cookies Consent Management Platform.
Who do we share your personal data with?
Your name and email will be stored in our customer relationship management system, authentication and subscription platforms. This is so we can keep your account secure, provide customer service and fulfil our legal obligations. We also use Microsoft 365 to ensure that we run our business efficiently. We would only share your personal data (see point 5 for full definition) where necessary or required by law.
We also have a partnership network of professionals on our website who you may like to get in contact with. We do not share your personal data with them, and if you choose to visit their websites, you will be subject to their terms and privacy information.
We use Stripe as a third-party payment processor to process card payments. You can find more about how Stripe processes your personal data on the Stripe privacy notice. We do not store your card details.
We ensure that our systems are robust, and we will only share your data with organisations who have appropriate safeguarding mechanisms in place such as Standard Contractual Clauses. We have Data Processing Agreements with our Data Processors and never sell personal data to third parties.
I am an employee/associate of an Auderli professional partner
How do we communicate with you?
We will process your name and contact details, as we have a legitimate interest to do so. This is so that we can fulfil our contract to your organisation and answer any enquires you may have.
Non-Marketing Communications: We will send you service messages, invoices, answers to enquiries and other communications to ensure that we deliver the services your organisation has engaged us for.
Marketing Communications: We will collect your name and contact details so that we can send you emails regarding other services we offer as well as content marketing we hope you will find useful. We use our legitimate interest to send you marketing messages unless you have opted out. You are welcome to unsubscribe at any time.
How long do we keep your personal data for?
We will keep your personal data for as long as we have a contract with your organisation and then for a further 6 years in accordance with HMRC guidelines. If you remain part of our active marketing list, we will keep your personal data until you opt out. At that point we will use a suppression list to ensure that we don’t contact you in error.
Who do we share your personal data with?
Your name and email will be stored in our customer relationship management system, authentication and subscription platforms. This is so we can keep your account secure, provide customer service and fulfil our legal obligations. We also use Microsoft 365 to ensure that we run our business efficiently. We would only share your personal data (see point 5 for full definition) where necessary or required by law.
We also have a partnership network of professionals on our website who you may like to get in contact with. We do not share your personal data with them, and if you choose to visit their websites, you will be subject to their terms and privacy information.
We use Stripe as a third-party payment processor to process card payments. You can find more about how Stripe processes your personal data on the Stripe privacy notice. We do not store your card details.
We ensure that our systems are robust, and we will only share your data with organisations who have appropriate safeguarding mechanisms in place such as Standard Contractual Clauses. We have Data Processing Agreements with our Data Processors and never sell personal data to third parties.
I am an Auderli user
You may have found our App because of advertising, social media, perhaps you were recommended it by one of our business partners or perhaps you were invited to use Auderli by a family member or friend. However you came across us, we want you to know how we process your personal data and keep it safe.
We will process your name and contact details so that we can fulfil our contract to you and answer any enquires you may have. We will also process financial details about yourself to enable payment for our service.
When you sign up and become an Auderli user, we only request your name and email address to create your account. This is so that we can fulfil our contract to you. All the other information you choose to add on the app will be with your consent. This data is only accessible to you and the people you choose to share/connect with (collaborators), and not by Auderli employees or third parties.
This includes:
Profile information, such as dob, UTR Number, NI Number, Nationality, Tax details.
Asset information, such as property and businesses.
Legacy information, such as wills and power of attorney.
Information you write in free text boxes is also confidential to you and not accessed by Auderli employees or third parties.
If you’d like to read more about how we guard your personal data, please visit our security page.
We keep records of your registration and subscriptions so that we can manage and plan our business effectively. Keeping records such as this is in our legitimate interest as a business, and we make sure that none of this affects your individual rights.
How do we communicate with you?
Non-Marketing Communications: We will send you service messages such as emails regarding your registration or confirming invitations to your shared contacts, information to help you use Auderli, answer your queries and information regarding product updates.
Marketing Communications: If you selected to receive marketing material when you registered on Auderli, we will send you emails regarding other services we offer as well as content marketing we hope you will find useful. We use the lawful basis of legitimate interest to send you these marketing messages, however, you are welcome to unsubscribe at any time.
How long do we keep your personal data for?
We will keep your personal data for as long as we have a contract with you and then for a further 6 years in accordance with HMRC guidelines. If you remain part of our active marketing list, we will keep your personal data until you opt out. At that point we will use a suppression list to ensure that we don’t contact you in error.
Who do we share your personal data with?
Your name and email will be stored in our customer relationship management system, authentication and subscription platforms. This is so we can keep your account secure, provide customer service and fulfil our legal obligations. We also use Microsoft 365 to ensure that we run our business efficiently. We would only share your personal data (see point 5 for full definition) where necessary or required by law.
We also have a partnership network of professionals on our website who you may like to get in contact with. We do not share your personal data with them, and if you choose to visit their websites, you will be subject to their terms and privacy information.
If you have accepted an invitation to Auderli from a professional advisor, they will have immediate access to your details including your ‘life portfolio’ and account. However, you can update their permissions via ‘the Manage Sharing section of the app’ at any time. This means that you can choose to share all or part of your life portfolio.
We use Stripe as a third-party payment processor to process card payments. You can find more about how Stripe processes your personal data by reading the Stripe privacy notice. We do not store your card details.
We ensure that our systems are robust, and we will only share your data with organisations who have appropriate safeguarding mechanisms in place such as Standard Contractual Clauses. We have Data Processing Agreements with our Data Processors and never sell personal data to third parties.
I am an invited collaborator of an existing Auderli customer
Perhaps a family member or a friend has invited you to be a collaborator with them on the Auderli app. We want you to know how we process your personal data and keep it safe.
If you agree to be a collaborator of an existing Auderli customer, we will process your name and email address so that you can access the Auderli app.
If you were to choose to register for the Auderli app yourself, you’ll be subject to our customer privacy notice.
How do we communicate with you?
Non-Marketing Communications: We will send you service messages such as emails regarding your registration or confirming invitations to your shared contacts, information to help you use Auderli, answer your queries and information regarding product updates.
How long do we keep your personal data for?
If you register on the Auderli app, we will keep your personal data for as long as we have a contract with you and then for a further 6 years in accordance with HMRC guidelines. If you decide not to register, we will only retain your personal data for as long as is needed and in line with our data retention policy.
Who do we share your personal data with?
Your name and email will be stored in our customer relationship management system authentication and subscription platforms. This is so we can keep your account secure, provide customer service and fulfil our legal obligations. We also use Microsoft 365 to ensure we run our business efficiently. We would only share your personal data (see point 5 for full definition) where necessary or required by law.
We also have a partnership network of professionals on our website who you may like to get in contact with. We do not share your personal data with them, and if you choose to visit their websites, you will be subject to their terms and privacy information.
We use Stripe as a third-party payment processor to process card payments. You can find more about how Stripe processes your personal data by reading the Stripe privacy notice. We do not store your card details.
We ensure that our systems are robust, and we will only share your data with organisations who have appropriate safeguarding mechanisms in place such as Standard Contractual Clauses. We have Data Processing Agreements with our Data Processors and never sell personal data to third parties.
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