MP & DA Ltd understands that your privacy is important to you and that you care about how your personal data is used. We respect and value the privacy of everyone who visits Our Site (which term includes: www.tryplana.com, app.tryplana.com, www.plana.consulting and Our Business Planning Diagnostic (“Diagnostic”)), and will only collect and use personal data in ways that are described here, and in a way that is consistent with Our obligations and your rights under the law.
Please read this Privacy Policy carefully and ensure that you understand it. Your acceptance of this Privacy Policy is requested when registering an Account with Us or submitting a diagnostic.
1. Definitions and Interpretation
In this Policy the following terms shall have the following meanings:
Definition | Interpretation |
---|---|
“Account” | means an account required to access and/or use certain areas and features of Our Site; |
“Cookie” | means a small text file placed on your computer or device by Our Site when you visit certain parts of Our Site and/or when you use certain features of Our Site. Details of the Cookies used by Our Site are set out in Part 14, below; |
“Cookie Law” | means the relevant parts of the Privacy and Electronic Communications (EC Directive) Regulations 2003; |
“Data Protection Legislation” | means all applicable legislation in force from time to time in the United Kingdom applicable to data protection and privacy including, but not limited to, the UK GDPR (the retained EU law version of the General Data Protection Regulation ((EU) 2016/679), as it forms part of the law of England and Wales, Scotland, and Northern Ireland by virtue of section 3 of the European Union (Withdrawal) Act 2018); the Data Protection Act 2018 (and regulations made thereunder); and the Privacy and Electronic Communications Regulations 2003 as amended; |
“We/Us/Our” | means MP & DA Ltd, a company registered in England under company number 12724279, whose registered address is 13 Coronation Way, Wimborne, Dorset. |
2. Information About Us
Our Site and Diagnostic is owned and operated by MP & DA Ltd, a limited company registered in England with company number 12724279.
Registered address: 13 Coronation Way, Wimborne, England.
VAT number: 401 9750 13
Data Protection Officer: Mark Painter
Email address: support@tryplana.com
3. What Does This Policy Cover?
This Privacy Policy applies only to your use of Our Site and Diagnostic. Our Site and Diagnostic may contain links to other websites. Please note that We have no control over how your data is collected, stored, or used by other websites and We advise you to check the privacy policies of any such websites before providing any data to them.
4. What Is Personal Data?
Personal data is defined by the UK GDPR and the Data Protection Act 2018 (collectively, the ” Data Protection Legislation”) as ‘any information relating to an identifiable person who can be directly or indirectly identified in particular by reference to an identifier’.
Personal data is, in simpler terms, any information about you that enables you to be identified. Personal data covers obvious information such as your name and contact details, but it also covers less obvious information such as identification numbers, electronic location data, and other online identifiers.
5. What Are My Rights?
Under the Data Protection Legislation, you have the following rights, which We will always work to uphold:
- The right to be informed about Our collection and use of your personal data. This Privacy Policy should tell you everything you need to know, but you can always contact Us to find out more or to ask any questions using the details in Part 15.
- The right to access the personal data We hold about you. Part 13 will tell you how to do this.
- The right to have your personal data rectified if any of your personal data held by Us is inaccurate or incomplete. Please contact Us using the details in Part 15 to find out more.
- The right to be forgotten, i.e. the right to ask Us to delete or otherwise dispose of any of your personal data that We hold. Please contact Us using the details in Part 15 to find out more.
- The right to restrict (i.e. prevent) the processing of your personal data.
- The right to object to Us using your personal data for a particular purpose or purposes.
- The right to withdraw consent. This means that, if We are relying on your consent as the legal basis for using your personal data, you are free to withdraw that consent at any time.
- The right to data portability. This means that, if you have provided personal data to Us directly, We are using it with your consent or for the performance of a contract, and that data is processed using automated means, you can ask Us for a copy of that personal data to re-use with another service or business in many cases.
- Rights relating to automated decision-making and profiling. We do not use your personal data in this way.
For more information about Our use of your personal data or exercising your rights as outlined above, please contact Us using the details provided in Part 15.
It is important that your personal data is kept accurate and up-to-date. If any of the personal data We hold about you changes, please keep Us informed as long as We have that data.
Further information about your rights can also be obtained from the Information Commissioner’s Office or your local Citizens Advice Bureau.
If you have any cause for complaint about Our use of your personal data, you have the right to lodge a complaint with the Information Commissioner’s Office.
We would welcome the opportunity to resolve your concerns ourselves, however, so please contact Us first, using the details in Part 15.
6. What Data Do You Collect and How?
Depending upon your use of Our Site, We may collect and hold some or all of the personal and non-personal data set out in the table below, using the methods also set out in the table. Please also see Part 14 for more information about Our use of Cookies and similar technologies. We do not collect any personal data relating to children or data relating to criminal convictions and/or offences.
Data Collected | How We Collect the Data |
---|---|
Name (Our Site) | Entered in the profile page |
Email (Our Site) | Registering an Account |
Phone Number (Our Site) | Registering an Account |
Organisation Name | Registering an Account |
Credit / Debit card details and Cardholder Address | Entered in the payment page |
A broad range of business information, including statistics (Diagnostic only) | Entered via an online Questionnaire |
7. How Do You Use My Personal Data?
Under the Data Protection Legislation, We must always have a lawful basis for using personal data. The following table describes how We may use your personal data, and Our lawful bases for doing so:
What We Do | What Data We Use | Our Lawful Basis |
---|---|---|
Registering you (Our Site). | Name. Email. Telephone No. Organisation Name. |
For security and resetting of password. Identifying you and communicating with you regarding your Account. |
Providing and managing your access (Our Site). | Email. | Your Account is linked to your email, in order for Us to do any development or fix bugs We may need to use your email to identify the Account. |
Managing payments for products /services (Our Site) | Credit / Debit card details. Cardholder address. Email. |
In order to take payment for our ‘Paid Services’. Your Account is linked to your email, in order for Us to process payments to upgrade your products We will need to use your email to identify the Account. |
Create an Output Report (Diagnostic only) | A broad range of business information, including statistics. | In order to create a summary Output Report for discussion with your Adviser. |
Communicating with you (Our Site) | For security and management of your Account We may need to email you for verification and secure communication. |
With your permission and/or where permitted by law, We may also use your personal data for marketing purposes, which may include contacting you by email with information, news, and offers on Our products and services. You will not be sent any unlawful marketing or spam. We will always work to fully protect your rights and comply with our obligations under the Data Protection Legislation and the Privacy and Electronic Communications (EC Directive) Regulations 2003, and you will always have the opportunity to opt-out.
We will only use your personal data for the purpose(s) for which it was originally collected unless We reasonably believe that another purpose is compatible with that or those original purpose(s) and need to use your personal data for that purpose. If We do use your personal data in this way and you wish Us to explain how the new purpose is compatible with the original, please contact Us using the details in Part 15.
If We need to use your personal data for a purpose that is unrelated to, or incompatible with, the purpose(s) for which it was originally collected, We will inform you and explain the legal basis which allows Us to do so.
In some circumstances, where permitted or required by law, We may process your personal data without your knowledge or consent. This will only be done within the bounds of the Data Protection Legislation and your legal rights.
8. How Long Will You Keep My Personal Data?
We will not keep your personal data for any longer than is necessary in light of the reason(s) for which it was first collected. Your personal data will therefore be kept for the following periods (or, where there is no fixed period, the following factors will be used to determine how long it is kept):
Type of Data | How Long We Keep It |
---|---|
Identity Information including email, phone number (Our Site) | As long as you have an Account registered. |
Contact information including email, phone number (our Site) | As long as you have an Account registered. |
Business information including any information in a plan (Our Site) | As long as the plan is active and has not been deleted by the plan Owner. |
Credit / Debit card details and Cardholder address. | For duration of subscription purchased. |
A broad range of business information including statistics, (Diagnostic only). | Up to a maximum of 6 months. |
9. How and Where Do You Store or Transfer My Personal Data?
We will store some of your personal data within the European Economic Area (the “EEA”). The EEA consists of all EU member states, plus Norway, Iceland, and Liechtenstein. This means that your personal data will be fully protected under the EU GDPR and/or to equivalent standards by law. Transfers of personal data to the EEA from the UK are permitted without additional safeguards.
AND
We may store some or all of your personal data in countries outside of the UK. These are known as “third countries”. We will take additional steps in order to ensure that your personal data is treated just as safely and securely as it would be within the UK and under the Data Protection Legislation as follows:
We ensure that your personal data is protected under binding corporate rules. Binding corporate rules are a set of common rules which all Our group companies are required to follow when processing personal data. For further information, please refer to the Information Commissioner’s Office.
The security of your personal data is essential to Us, and to protect your data, We take a number of important measures, including the following:
- limiting access to your personal data to those employees, agents, contractors, and other third parties with a legitimate need to know and ensuring that they are subject to duties of confidentiality;
- procedures for dealing with data breaches (the accidental or unlawful destruction, loss, alteration, unauthorised disclosure of, or access to, your personal data) including notifying you and/or the Information Commissioner’s Office where We are legally required to do so.
10. Do You Share My Personal Data?
We will not share any of your personal data with any third parties for any purposes, subject to the following exceptions:
- If We sell, transfer, or merge parts of Our business or assets, your personal data may be transferred to a third party. Any new owner of Our business may continue to use your personal data in the same way(s) that We have used it, as specified in this Privacy Policy.
- In some limited circumstances, We may be legally required to share certain personal data, which might include yours, if We are involved in legal proceedings or complying with legal obligations, a court order, or the instructions of a government authority.
- If any of your personal data is shared with a third party, as described above, We will take steps to ensure that your personal data is handled safely, securely, and in accordance with your rights, Our my obligations, and the third party’s obligations under the law, as described above in Part 9.
- If any personal data is transferred outside of the UK, We will take suitable steps in order to ensure that your personal data is treated just as safely and securely as it would be within the UK and under the Data Protection Legislation, as explained above in Part 9.
In respect of the Diagnostic only:
All data is collected and used by Us in order to create a summary Output Report. This data and Output Report is then shared with a third party for the purposes of reviewing and discussing the Output Report with you and agreeing next steps. Contact the third party for details of their Privacy Policy.
We may also use this data for internal service improvement and product development purposes.
11. How Can I Control My Personal Data?
11.1 In addition to your rights under the Data Protection Legislation, set out in Part 5, when you submit personal data via Our Site, you may be given options to restrict Our use of your personal data. In particular, We aim to give you strong controls on Our use of your data for direct marketing purposes including the ability to opt-out of receiving emails from Us which you may do by unsubscribing using the links provided in Our emails.
11.2 You may also wish to sign up to one or more of the preference services operating in the UK: The Telephone Preference Service (“the TPS”), the Corporate Telephone Preference Service (“the CTPS”), and the Mailing Preference Service (“the MPS”). These may help to prevent you receiving unsolicited marketing. Please note, however, that these services will not prevent you from receiving marketing communications that you have consented to receiving.
12. Can I Withhold Information?
You may access certain areas of Our Site without providing any personal data at all. However, to use all features and functions available on Our Site you may be required to submit or allow for the collection of certain data.
13. How Can I Access My Personal Data?
If you want to know what personal data We have about you, you can ask Us for details of that personal data and for a copy of it (where any such personal data is held). This is known as a “subject access request”.
All subject access requests should be made in writing and sent to the email or postal addresses shown in Part 15.
There is not normally any charge for a subject access request. If your request is ‘manifestly unfounded or excessive’ (for example, if you make repetitive requests) a fee may be charged to cover Our administrative costs in responding.
We will respond to your subject access request within 1 month and, in any case, not more than one month of receiving it. Normally, We aim to provide a complete response, including a copy of your personal data within that time. In some cases, however, particularly if your request is more complex, more time may be required up to a maximum of three months from the date We receive your request. You will be kept fully informed of Our progress.
14. How Do You Use Cookies?
We do not currently use cookies.
15. How Do I Contact You?
To contact Us about anything to do with your personal data and data protection, including to make a subject access request, please use the following details (for the attention of Mark Painter):
Email address: support@tryplana.com
Company address: 13 Coronation Way, Wimborne Dorset BH21 3EN.
16. Changes to this Privacy Policy
We may change this Privacy Notice from time to time. This may be necessary, for example, if the law changes, or if We change Our business in a way that affects personal data protection.
Any changes will be immediately posted on Our Site and Diagnostic and you will be deemed to have accepted the terms of the Privacy Policy on your first use of Our Site or Diagnostic following the alterations. We recommend that you check this page regularly to keep up-to-date. This Privacy Policy was last updated on 19/01/2024.