Privacy Policy

Frenkel Topping Charitable Foundation is part of Frenkel Topping Group which includes Frenkel Topping Group Plc, Frenkel Topping Limited, Frenkel Topping Associates Limited (trading as Fletchers Financial Investment Solutions), Obiter Wealth Management Limited, ExpressFT Limited, HCC Investment Solutions Limited, Hudgells Financial Management Services Limited, Forth Associates Limited (trading as Forths Forensics and Equatas Accountants), Partners in Cost Limited and A & M Bacon Limited.  

Frenkel Topping Charitable Foundation is registered with the Charity Commission for England and Wales (Charity No 1158613).

This privacy notice explains how we use any personal information we collect about you.

Our Contact details

Name: Norma Fraser

Address: Frenkel House, 15 Carolina Way, Salford, Manchester, M50 2ZY

Phone Number: 0161 886 8042

Email: norma.fraser@frenkeltopping.co.uk

Types of personal information we collect?

  1. Identity data including your name, date of birth.
  2. Contact data including your email address, postal address and phone number.
  3. Financial data, including bank details if you are successful in receiving a grant. If making a donation your bank details are provided to a third party such as Just Giving.
  4. Records of your correspondence and engagement with us. 
  5. Information you may enter on a Grant Application Form. This may include sensitive data such as information about health. We will normally only record this data where we have your explicit consent, unless we are permitted to do so.

We take proportionate and appropriate measures to ensure security and confidentiality of your personal information. We make sure your information is only accessed by relevant staff. Access to sensitive data is restricted to only those individuals that need this data in order to carry out their functions.  

How do we collect the personal information and why we have it?

We collect personal information directly from you when you communicate with us using any media or in person. You may give us information when:

  • Applying for a grant.
  • Making a donation to us.
  • Asking us about our activities.
  • To obtain information to improve our services.
  • To comply with applicable laws and regulations and requests from statutory agencies. 
  • To communicate with you regarding our work, fundraising and campaigning activities. 
  • To administer services, we are providing to you. 

Your information may be shared with us from other organisations such as fundraising sites like Just Giving. These independent third parties will only do so when they have told you your personal information will be shared and, generally, when you have indicated that you wish to support our foundation. You should check these organisations’ privacy policies when you provide your personal information to understand how they will use and share it. 

Personal information may be given to us indirectly by you when it is shared by third parties acting on our behalf, for example sub-contractors in technical, payment and delivery services. To the extent we have not done so already, we will notify you when we receive personal information about you from them and tell you how and why we intend to use that personal information.

Recording Phone Calls

We record and monitor our telephone communication to make sure we note your instructions accurately, to continually improve our services, and for security. Copies of our telephone recordings are available on request.

Phone call records are kept for a period of five years, and, where requested by the FCA, for a period of up to seven years.

Information about connected individuals.

When making a grant application we may need to gather personal information about your close family members and dependants in order to assess your eligibility for a grant and provide our services effectively. In such cases it will be your responsibility to ensure that you have the consent of the people concerned to pass their information on to us. 

How we store your personal information

If you make a grant application a copy of your application form is stored in our website. A paper copy of the application is also retained on our computer systems and email system. 

We will also retain emails, letters and notes regarding our correspondence with you on our computer systems. 

Cookies

A cookie is a very small piece of information that a website stores to save and collect basic information. Many cookies are essential to the operation of our website, for example to allow you to make a purchase or create an account with us. Cookies on our site are also used to customise certain areas of content just for you, and to make your browsing experience more efficient and faster.

How we use cookies

We use cookies to improve your online experience. Some of these cookies are necessary to make the site work. We use other optional cookies to understand how the website is used. All our cookie data is anonymised.

 

The cookies our website uses do not collect any sensitive information such as your name, address, email address, or any other contact details.

 

The cookies this website uses are:

Cookie Details
Necessary
Qform_session_ Own Cookie – Required to allow the site to function correctly and the forms to work. Doesn’t store personal data
CookieLawInfoConsent Own Cookie – The cookie is used to store the summary of the consent given for cookie usage. It does not store any personal data.
viewed_cookie_policy Own Cookie – The cookie is used to store whether or not you have consented to the use of cookies. It does not store any personal data.
cookielawinfo-checkbox-non-necessary Own Cookie – To check is cookies can be placed
cookielawinfo-checkbox-necessary Own Cookie – The purpose of this cookie is to check whether or not you have given the consent to the usage of cookies under the category ‘Necessary’.
cli_user_preference Own Cookie – The cookie is used to store the yes/no selection the consent given for cookie usage. It does not store any personal data.
Analytics
_ga Third party cookie managed by Google. This cookie enables us to distinguish users and estimate our audience size and usage pattern. This expires after 2 years.
_gid Third party cookie managed by Google. Third party cookie managed by Google The cookie is used to store information of how visitors use a website and helps in creating an analytics report. The data collected includes the number visitors, the source where they have come from, and the pages visited in an anonymous form. This expires after 24 hours.
_gat Third party cookie managed by Google. This cookie is installed by Google Universal Analytics to help with the collection of data on high traffic sites. This expires after the session ends.

 

How do I disable cookies?

To fully disable cookies on our website, you will need to change the settings in your website browser.

Full instructions for all browsers can be found at www.aboutcookies.org

Links to other websites

Our cookie policy does not cover the links within this site linking to other websites. We encourage you to read the privacy statements on the other websites you visit.

Why do we need to collect and use your personal data?

In order to lawfully collect, hold and use your personal information, we must rely on one or more of six grounds set out in data privacy law. We consider the following to be relevant to our use:

The primary legal basis that we intend to use for the processing of your data is for the performance of our contract with you. The information that we collect about you is essential for us to be able to carry out the services that you require from us effectively. 

Where it is necessary to comply with a legal obligation for example sharing information with HMRC. 

Where there is a legitimate interest in us doing so. 

Where special category data is required, we will obtain your explicit consent in order to collect and process this information.

How will we use the information about you?

We collect information about you in order to provide you with the services for which you engage us.

Who might we share your information with?

If you agree, we may email you about other products or services that we think may be of interest to you.

If you agree, we will pass on your personal information to our group of companies so that they may offer you their products and services.

We will not share your information for marketing purposes with companies outside our group of companies without your permission.

In order to deliver our services to you effectively we may send your details to third parties such as those that we engage for professional compliance, accountancy, or legal services.

Where third parties are involved in processing your data, we will have a contract in place with them to ensure that the nature and purpose of the processing is clear, that they are subject to a duty of confidence in processing your data and that they will only act in accordance with our written instructions.     

Where it is necessary for your personal data to be forwarded to a third party, we will use appropriate security measures to protect your personal data in transit such as password protection and/or encryption of data.                       

How long do we keep hold of your information?

During the course of our relationship with you we will retain personal data which is necessary to provide services to you. We will take all reasonable steps to keep your personal data up to date throughout our relationship. 

For grant applications that are unsuccessful we keep these for a period of 6 months

For successful grant applications we keep these for a period of 3 years. 

Accountancy records are kept for a minimum period of 6 years from the financial year end from which they are made. This is a minimum period, during which we have a legal obligation to retain your records.

We reserve the right to retain data for longer where we believe it is in our legitimate interests to do so. 

Your data protection rights

Under data protection law, you have rights including:

Your right of access – You have the right to ask us for copies of your personal information. 

Your right to rectification – You have the right to ask us to rectify personal information you think is inaccurate. You also have the right to ask us to complete information you think is incomplete. 

Your right to erasure – You have the right to ask us to erase your personal information in certain circumstances. 

Your right to restriction of processing – You have the right to ask us to restrict the processing of your personal information in certain circumstances. 

Your right to object to processing – You have the the right to object to the processing of your personal information in certain circumstances.

Your right to data portability – You have the right to ask that we transfer the personal information you gave us to another organisation, or to you, in certain circumstances.

You are not required to pay any charge for exercising your rights. If you make a request, we have one month to respond to you.

Please contact us at the contact details above if you wish to make a request.

Marketing

We would like to send you information about our products and services and those of other companies in our group which may be of interest to you. If you have agreed to receive marketing information, you may opt out at a later date. 

You have a right at any time to stop us from contacting you for marketing purposes or giving your information to other members of the group. If you no longer wish to be contacted for marketing purposes, please contact us by email or post.

What can you do if you are unhappy with how your personal data is processed?

You also have a right to lodge a complaint with the supervisory authority for data protection. In the UK this is:

Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF.  Telephone  0303 123 1113 (local rate).                                                    

Changes to our Privacy Policy

We keep our privacy policy under regular review, and we will inform you of any changes when they occur.  This privacy policy was last updated on 06/04/2021.

How to contact us

Please contact us if you have any questions about our privacy policy or information, we hold about you: by email at: denise.moore@frenkeltopping.co.uk  or write to us at Frenkel House, 15 Carolina Way, Manchester, M50 2ZY