Who we are
[EXACT REGISTERED NAME], company number [NUMBER], registered office [ADDRESS], privacy contact [EMAIL].
Personal information collected
Contact details, company/role, enquiry messages, property addresses, appointment records, quotations, contract
communications, website technical data and optional uploaded images or documents.
Where data comes from
Direct enquiries, client contacts, authorised referrals, contract administration, website forms and analytics where
consent or another lawful basis applies.
Why we use information
To respond to enquiries, prepare quotations, perform contracts, schedule visits, maintain records, administer
accounts, meet legal obligations and protect systems.
Lawful bases
Depending on activity: legitimate interests, contract performance, legal obligation or consent. A
purpose-by-purpose table must be completed before publication.
Sharing
Approved hosting, email, CRM, analytics, accountants, insurers, subcontractors and professional advisers only
where necessary and appropriately controlled.
International transfers
Identify any suppliers processing data outside the UK and apply appropriate transfer safeguards where required.
Retention
Set actual retention periods for enquiries, customer records, accounting documents, incident reports and
marketing data; avoid indefinite storage.
Security
Apply access controls, MFA, secure backups, role-based permissions, encryption where appropriate and supplier
due diligence.
Individual rights
Explain rights of access, correction, deletion, restriction, objection, portability where applicable and complaint to
the UK ICO.
Marketing
Only send electronic marketing where lawful and provide a working opt-out; record consent/preferences where
necessary.
Cookies and analytics
Link to the Cookie Policy and ensure non-essential technologies respect valid consent choices.
L-D-N Engineering Solutions FM | Developer handover | Draft for QC 23
Changes
Publish the effective date and update this notice when systems or processing purposes change.