The type of personal information that we will collect from you, and you voluntarily provide to us on this website or as part of a service or product we provide to you may include some or all of the following:

Identity Data includes first name, maiden name, last name or similar identifier, title, date of birth and gender. (Business owners/ sole traders/ partnerships)

Contact Data includes billing address, email address and telephone numbers.

Financial Data includes bank name, sort code and account number, payment card details, VAT number.

Transaction Data includes details about payments to and from you and other details of products and services you have purchased from us.

Technical Data includes internet protocol (IP) address, your login data, 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 this site.

Profile Data includes any purchases or orders made by you, your interests, preferences, feedback, and survey responses.

We use your personal data to provide the features of the website and the services you request

When you use our website or platform, we will use your personal data to provide the requested product or service. For example, if you make an enquiry on our website, or participate in an event or promotion, we will use the contact information you give us to communicate with you about the enquiry, event, or promotion. If you book a meeting using our meeting scheduler we will use the contact details provided to set up the meeting.

We use your personal data to establish you as a Series Eight customer

If you sign an agreement to become a Series Eight customer, we will need to collect and verify information about you and other relevant individuals to set up our products and services for you, including to provide you with support, onboarding, and integration to our platform or services.

To process your personal data, we rely on certain lawful basis, depending on how you interact with our website, platform, or services.
If we do process your personal data, we may use one or more of the following lawful basis for processing:

As necessary to perform our contract with you for the relevant product, or service, including:

We use your personal data to provide the features of the website and the services you request

When you use our website or platform, we will use your personal data to provide the requested product or service. For example, if you make an enquiry on our website, or participate in an event or promotion, we will use the contact information you give us to communicate with you about the enquiry, event, or promotion. If you book a meeting using our meeting scheduler we will use the contact details provided to set up the meeting.

We use your personal data to establish you as a Series Eight customer

If you sign an agreement to become a Series Eight customer, we will need to collect and verify information about you and other relevant individuals to set up our products and services for you, including to provide you with support, onboarding, and integration to our platform or services.