Stocker Partnership is committed to protecting and respecting your privacy. We value our relationship with you. We know your privacy is important to you. This Privacy Policy describes how we collect and use personal information; what we do with the information collected; and how you can exercise your privacy rights. We will always endeavour to comply with the General Data Protection Regulation (GDPR) to the best of our knowledge.

About Stocker Partnership

Stocker Partnership is a Limited Company registered in England and Wales (No. 6634544). We are a strategy and innovation consultancy led by Matt Stocker and Debbie Stocker. For more information about Stocker Partnership, please visit www.stockerpartnership.com.

How to contact us

If you have any questions or concerns about the ways in which we use your personal information or you would like to exercise any of your statutory rights, please do contact us.

Email: privacy@stockerpartnership.com

Phone: +44 (0) 2476 100 193

Postal address: 9 Oldfield Road, Coventry, CV5 8FZ

Our data control

Stocker Partnership is the data controller for any information gathered about you during our business interactions. These interactions include but are not limited to delivery of a commercial client engagement; enquiries; networking; provision of online content or printed materials; attendance at an event; and training.

What personal information do we process?

During our business interactions, we may ask for or collect personal information such as:

• Your name
• Your email address(es)
• Your contact telephone number(s)
• Your job title and/or role
• The name of the organisation you work for
• The address of the organisation your work for or another appropriate address at which you can be reached
• The contact details of the organisation you work for
• Your billing information if we are undertaking work with you or you are providing a service to us
• We may also note details such as where we met or first came into contact, and we will keep a record of emails sent and received.

For organisations with which we are working commercially (either as one of our clients or as a supplier), we may perform a credit check on your business. We will also keep a record of all invoices and payment transactions.

During a client engagement, we may gather personal information from either yourself or your employer. Depending upon the nature of the project, this might include your: job description; career aspirations; salary; strengths and weaknesses; your goals; or your personal opinions. We will only ever gather this information when it is pertinent to the project in hand.

How do we collect your personal information?

During your interactions with Stocker Partnership, you may choose to provide us with personal information when you give us a business card, email us, chat with us, answer a survey, or communicate with us through social media services like Twitter or LinkedIn.

We also collect your information when you complete a form on our website, attend an event hosted by us, purchase our services, interact with us during a client project, or provide a service to us as a supplier.

Collecting your personal information in our role as a data processor

During a client engagement, we may collect your information when you have a conversation with us; when you email us or send us a letter; when you participate in meetings and workshops; when you share a document with us; or when you complete a questionnaire.

If you visit our website or interact with us via social media, we use cookies and other third-party tracking technologies that help us collect information about our online visitors. On our website, you can choose to opt out of such tracking by clicking the appropriate link.

Collecting your personal information in our role as a data processor
During a client engagement, we often act as both a data controller and a data processor. Information may therefore sometimes be provided to us on your behalf by your employer. In this case, we are the data processor, and your employer is the data controller. Where we are acting as a data processor, this will always be covered by an appropriate data processing agreement.

Why do we collect your personal information?

We may process your data for a number of different purposes:

• To provide our services to you (including consultancy, training and mentoring)
• To process payments for those services
• To create a proposal for you before a commercial engagement
• To maintain an ongoing business relationship with you
• To organise an event
• To collect your feedback
• For our business marketing activities
• In some cases, if you do not provide the personal information requested, we may be unable to provide a service to you.

Our lawful basis for processing your data

Our legal basis for collecting and using the personal information described above will depend on the personal information concerned and the specific context in which we collect it. Further details are provided below.

Performance of contract

During a commercial client engagement or when creating a proposal to work together, we process your personal information to fulfil our contractual obligations either to you as an individual or to your organisation.

Legitimate interest

If you are a business contact, we have a legitimate interest in maintaining an ongoing business relationship with you and occasionally marketing our services to you.

Consent

Should we ever send you electronic marketing communications, we will always ask for your explicit consent to do so.

Legal obligation

In certain instances, it may be necessary for us to collect personal information to comply with a legal obligation.

How do we protect the security of your personal information?

Your information is stored and processed by us at our registered address and on our mobile devices. All devices are thumbprint and/or password protected. All laptops and mobile devices have encrypted hard drives. Handwritten notes are accessible only to ourselves.

Through our use of cloud storage solutions such as Dropbox and Google, personal information is, in some cases, saved on servers outside the European Economic Area. However, we only use those storage solutions that provide secure services compliant with either GDPR, Privacy Shield, or that provide a level of data protection that is essentially equivalent to GDPR and that meet a European Commission adequacy decision.

Who has access to your personal information?

We hold information about all our clients and business contacts in confidence. Primarily, your personal information is accessible only to Matt Stocker and Debbie Stocker.

To support the administrative functions of our business, we do however share information with our accountant, legal advisor, virtual executive assistant and freelance administrative support. We have data processing agreements in place with each supplier. For more information about any of these suppliers, please contact us directly.

We do not share your personal information with third-parties for marketing purposes, and we will never sell your information to others.

In any instance where we believe it would be in your best interest to share your information with someone else (for example, to introduce you to someone with whom you might find a mutually beneficial opportunity or to provide details of a trusted supplier), we will discuss this with you first.

How long do we store personal information?

We will keep your data safely and securely for as long as it is required or according to your instructions.

As per the standard terms and conditions of our proposals, we retain all paperwork and documents pertaining to a commercial client engagement for a period of one year from the date of project completion, after which time documents will be securely disposed of once it is clear that any ongoing client relationship is concluded, unless we receive written notification otherwise.

We are legally required to retain invoices, contracts and accounting records for 6 years from the end of the last company financial year to which these documents relate. Therefore, we are not able to comply with a request to delete this information during this time.

In the case of contact information needed to maintain an ongoing business relationship, we will retain this data for as long as it remains relevant. We update this information on a regular basis. Should you wish to be removed from our database, please contact us directly.

In some circumstances, we may keep data for a longer period of time; for example, should you unsubscribe from any email newsletters sent by Stocker Partnership, it is necessary for us to retain your email address to ensure no more marketing is sent to you. There may also be instances in which we have a legal right or legal obligation to retain your personal information.

Your rights

You have a right to:

• Access your personal data to determine what information we hold and how it is being processed. If you ask to access your personal information, we are required to respond within one month. (Under GDPR, this is known as a ‘data subject access request’).
• Receive a copy of your personal data in a usable format.
• Ask us to correct any personal information we hold if it is either inaccurate or incomplete.
• Ask us to delete or remove your personal information (although in some cases we may not be able to do so for legal reasons).
• Object to us processing your personal data (at which point we will always stop processing unless we have an overriding legitimate interest for continuing the processing or processing is required for a legal claim).
• Ask us to stop or restrict the processing of your personal information (although in some cases we may not be able to do so for legal reasons).
• Withdraw any consent you’ve previously given us.

To exercise any of these rights, please contact us using any of the contact details provided at the beginning of this policy.

Data Protection Authority

In addition to the above rights, you also have the right to raise a concern or lodge a complaint with a supervisory authority. In the UK, the relevant independent authority is the Information Commissioner’s Office (ICO). The ICO’s contact details can be found via their website: https://ico.org.uk.