Data Protection Policy

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<h1>Data Protection Policy</h1>
<h2>Jackson Swiss Partners (JSP) — April 2025</h2>

<h3>Introduction</h3>
<p>Jackson Swiss Partners (JSP) is committed to protecting the personal data of our clients and prospective clients. This policy explains how we collect, use, store, and protect your personal information.</p>

<h3>Scope</h3>
<p>This policy applies to the personal information of <strong>clients</strong> and <strong>prospective clients</strong> of Jackson Swiss Partners. It does not apply to employees, contractors, or job applicants.</p>

<h3>Definitions</h3>
<ul>
<li><strong>Personal Information</strong>: Data relating to an identifiable individual.</li>
<li><strong>Sensitive Personal Information</strong>: Includes racial, political, religious, health, or sexual orientation data.</li>
<li><strong>Data Breach</strong>: A breach leading to the accidental or unlawful destruction, loss, or disclosure of personal information.</li>
</ul>

<h3>Data Protection Principles</h3>
<ul>
<li>We process data lawfully, fairly, and transparently.</li>
<li>We collect data for specific, legitimate purposes.</li>
<li>We ensure data is accurate, secure, and retained only as long as necessary.</li>
</ul>

<h3>Legal Basis for Processing</h3>
<p>We process personal information based on client consent, contractual necessity, compliance with legal obligations, or legitimate interests.</p>

<h3>Sensitive Personal Information</h3>
<p>We will only process sensitive personal information where legally permitted and necessary, and with your explicit consent if required.</p>

<h3>Privacy Notices</h3>
<p>We provide clear privacy notices explaining what personal information we collect and how it will be used.</p>

<h3>Your Rights</h3>
<ul>
<li>Access your personal information.</li>
<li>Correct inaccurate information.</li>
<li>Request deletion or restriction of your data.</li>
<li>Object to the processing of your data in certain circumstances.</li>
</ul>

<h3>Information Security</h3>
<p>We use appropriate technical and organisational measures to protect personal information from unauthorised access, loss, or destruction.</p>

<h3>Data Retention</h3>
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<th>Type of Data</th>
<th>Retention Time</th>
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<td>Marketing Consents</td>
<td>Until you withdraw consent (record kept on suppression list)</td>
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<td>Customer Call Recordings</td>
<td>12 Months (or longer on case-by-case basis)</td>
</tr>
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<td>Customer Data</td>
<td>5 years after account closure (unless legally required longer)</td>
</tr>
</tbody>
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<h3>Data Breaches</h3>
<p>We have procedures to detect, report, and investigate personal data breaches.</p>

<h3>Contact Us</h3>
<p>If you have any questions about this policy or wish to exercise your rights, please contact our Data Protection Officer:</p>
<p><strong>Adam Wright — Data Protection Officer</strong></p>

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<p>Jackson Swiss Partners | Data Protection Policy © 2025</p>
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