The categories of information that we collect, store and/or process are set out below with some examples of what’s included:
Contact → your name, email address, phone number, job title, etc.
Financial → your bank details or billing information. All payments made on our website are processed via a third party payment provider and your details will be processed in accordance with their own privacy policy, Attest does not store or process any of this information. See Braintree and Chargebee.
Account → username, password, feedback etc.
Usage → information about how you use our website, products and services
Survey → your survey questions and responses received
Technical → IP address, login data, browser type and other technology on the devices you use to access the platform. We use cookies and other tracking technologies in order to collect this information, you can find out more about this here.
The above information will be collected regarding the individual who signed up for an Attest account, as well as any other users attributed to the account (for example, on business accounts where other company users have access).
Direct interactions → We’ll collect your contact and financial information when you sign up for the Attest Services or submit your information to us via an online form or request to contact you. We’ll collect your survey information as you use the Attest Services.
Automated technology or analytics → As you use our website or the Attest Services, we’ll automatically collect technical and usage information by using cookies and similar technologies.
Third parties or publicly available sources → We use third parties who provide us with information from Companies House or other publicly available sources to enable us to contact you. We may also collect information from third parties who provide a service to us. Find out more about our service providers below.
Why do we need your data? | Type of information | Legal basis |
To create and manage your account with us. | Contact Financial Account Usage | We need to process your personal information in this way to perform the contract to register you and provide ongoing account services and benefits to you such as access to our Client Expertise team. We’ll also use this information to provide you with important service or legal updates. |
To enable additional account users on company accounts. | Contact Account | Same as above ^ 🎉 |
To send you communications, including information about products or services we think may be of interest to you. | Contact Usage Technical Account | We’ll send you certain transactional emails, for example, confirmation of registration or survey purchase. These emails enable us to perform the contract to provide you with the Attest Services. We’ll also send you communications to promote our services and provide useful product updates. We’ll always give you the right to opt-out of these communications if you’d prefer not to receive them. |
To gather information about how you and other users are interacting with the Attest Services. | Usage Technical | We process your data for this reason because we have a legitimate interest to continuously assess and improve the Attest Services for all customers. We also use this information to provide you with relevant and interactive guidance when you use the Attest Services. |
To help us manage and promote our business, e.g. in relation to our financial performance, customer base, product range or other efficiency measures. | Technical | For our legitimate interests or those of a third party, i.e. to promote our business and be as efficient as we can so we can deliver the best service to our customers. Where such data is collected by cookies, you will be able to opt in or out of non-essential cookies. |