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 * ABOUT
 * SOLUTIONS
   * OVERVIEW
   * BUDGETING, FORECASTING & PLANNING
   * REPORTING & ANALYSIS
   * FINANCIAL CONSOLIDATION
   * DATA MANAGEMENT
 * PRODUCTS
   * OVERVIEW
   * POWER BI
   * INFOR
   * JEDOX
     * Jedox Platform Support Guide
   * PANINTELLIGENCE
   * AXIANS
 * CLIENTS
 * NEWS
 * EVENTS
   * Power BI
     * Power BI Basics
     * Power BI Foundation
   * Infor
     * Infor Basics
     * Infor d/EPM Version 12 Training Course
     * Infor d/EPM Version 12 Advanced Training Course
   * Jedox
     * Jedox v2023 Training Course
     * Jedox Basics
   * Panintelligence
   * Other Events
 * SUPPORT
 * CONTACT US





PRIVACY POLICY

Privacy PolicyJack Williams2019-01-17T11:44:00+00:00


CFMS PRIVACY POLICY




1. Introduction

1.1    We are committed to safeguarding the privacy of visitors to this website.

1.2    This policy applies where we are acting as a data controller with respect
to the personal data of our website visitors and service users; in other words,
where we determine the purposes and means of the processing of that personal
data.

1.3    We use cookies on our website. Insofar as those cookies are not strictly
necessary for the provision of our website and services, we will ask you to
consent to our use of cookies when you first visit our website.

1.4    Our website incorporates privacy controls which affect how we will
process your personal data. By using the privacy controls, you can specify
whether you would like to receive direct marketing communications and limit the
publication of your information.

1.5    In this policy, “we”, “us” and “our” refer to Corporate Financial
Management Systems.[ For more information about us, see Section 15.]

2. How we use your personal data

2.1    In this Section 2 we have set out:

(a)    the general categories of personal data that we may process;

(b)    in the case of personal data that we did not obtain directly from you,
the source and specific categories of that data;

(c)    the purposes for which we may process personal data; and

(d)    the legal bases of the processing.

2.2    We may process data about your use of our website and services (“usage
data“). The usage data may include your IP address, geographical location,
browser type and version, operating system, referral source, length of visit,
page views and website navigation paths, as well as information about the
timing, frequency and pattern of your service use. The source of the usage data
is our analytics tracking system Gator Leads. This usage data may be processed
for the purposes of analysing the use of our website and services. The legal
basis for this processing is consent OR our legitimate interests, namely
monitoring and improving our website and services OR offering our services to
interested parties.

2.3    We may process your account data (“account data“). The account data may
include your name and email address. The source of the account data is you or
your employer. The account data may be processed for the purposes of operating
our website, providing our services, ensuring the security of our website and
services, maintaining back-ups of our databases and communicating with you. The
legal basis for this processing is consent OR our legitimate interests, namely
the proper administration of our website and business OR the performance of a
contract between you and us and/or taking steps, at your request, to enter into
such a contract.

2.4    We may process information contained in any enquiry you submit to us
regarding goods and/or services (“enquiry data“). The enquiry data may be
processed for the purposes of offering, marketing and selling relevant goods
and/or services to you. The legal basis for this processing is consent OR our
legitimate interests.

2.5    We may process information that you provide to us for the purpose of
subscribing to our email notifications and/or newsletters (“notification data“).
The notification data may be processed for the purposes of sending you the
relevant notifications and/or newsletters. The legal basis for this processing
is consent OR the performance of a contract between you and us and/or taking
steps, at your request, to enter into such a contract.

2.6    We may process information contained in or relating to any communication
that you send to us (“correspondence data“). The correspondence data may include
the communication content and metadata associated with the communication. Our
website will generate the metadata associated with communications made using the
website contact forms. The correspondence data may be processed for the purposes
of communicating with you and record-keeping. The legal basis for this
processing is our legitimate interests, namely the proper administration of our
website and business and communications with users.

2.7    We may process any of your personal data identified in this policy where
necessary for the establishment, exercise or defence of legal claims, whether in
court proceedings or in an administrative or out-of-court procedure. The legal
basis for this processing is our legitimate interests, namely the protection and
assertion of our legal rights, your legal rights and the legal rights of others.

2.8    We may process any of your personal data identified in this policy where
necessary for the purposes of obtaining or maintaining insurance coverage,
managing risks, or obtaining professional advice. The legal basis for this
processing is our legitimate interests, namely the proper protection of our
business against risks.

2.9    In addition to the specific purposes for which we may process your
personal data set out in this Section 2, we may also process any of your
personal data where such processing is necessary for compliance with a legal
obligation to which we are subject, or in order to protect your vital interests
or the vital interests of another natural person.

2.10  Please do not supply any other person’s personal data to us, unless we
prompt you to do so.

3. Automated decision-making

3.1    We will use your personal data for the purposes of automated
decision-making in relation to the purposes of offering, marketing and selling
relevant goods and/or services to you. The legal basis for this processing is
consent OR our legitimate interests.

3.2    This automated decision-making will involve identifying which goods and
services would be relevant to you.

4. Providing your personal data to others

4.1    We may disclose your personal data to our suppliers and/or partners or
identified at www.Jedox.com, www.Infor.com, www.Board.com insofar as reasonably
necessary for the purchase of relevant software’s.

4.2    In addition to the specific disclosures of personal data set out in this
Section 4, we may disclose your personal data where such disclosure is necessary
for compliance with a legal obligation to which we are subject, or in order to
protect your vital interests or the vital interests of another natural person.
We may also disclose your personal data where such disclosure is necessary for
the establishment, exercise or defence of legal claims, whether in court
proceedings or in an administrative or out-of-court procedure.

5  Retaining and deleting personal data

5.1    This Section 5 sets out our data retention policies and procedure, which
are designed to help ensure that we comply with our legal obligations in
relation to the retention and deletion of personal data.

5.2    Personal data that we process for any purpose or purposes shall not be
kept for longer than is necessary for that purpose or those purposes.

5.3    We will retain your personal data as follows:

(a)    full name, company, email, telephone number will be retained for a
minimum period of 6 months following the date in which the data was first
collected and for a maximum period of 2 years following the date at which the
data was first collected.

5.4    Notwithstanding the other provisions of this Section 6, we may retain
your personal data where such retention is necessary for compliance with a legal
obligation to which we are subject, or in order to protect your vital interests
or the vital interests of another natural person.

6. Amendments

6.1    We may update this policy from time to time by publishing a new version
on our website.

6.2    You should check this page occasionally to ensure you are happy with any
changes to this policy.

6.3    We may OR will notify you of changes OR significant changes to this
policy by email.

7. Your rights

7.1    In this Section 7, we have summarised the rights that you have under data
protection law. Some of the rights are complex, and not all of the details have
been included in our summaries. Accordingly, you should read the relevant laws
and guidance from the regulatory authorities for a full explanation of these
rights.

7.2    Your principal rights under data protection law are:

(a)    the right to access;

(b)    the right to rectification;

(c)    the right to erasure;

(d)    the right to restrict processing;

(e)    the right to object to processing;

(f)    the right to data portability;

(g)    the right to complain to a supervisory authority; and

(h)    the right to withdraw consent.

7.3    You have the right to confirmation as to whether or not we process your
personal data and, where we do, access to the personal data, together with
certain additional information. That additional information includes details of
the purposes of the processing, the categories of personal data concerned and
the recipients of the personal data. Providing the rights and freedoms of others
are not affected, we will supply to you a copy of your personal data. The first
copy will be provided free of charge, but additional copies may be subject to a
reasonable fee. You can access your personal data by visiting
www.cfmsystems.com/privacypolicy and making a request when logged into our
website.

7.4    You have the right to have any inaccurate personal data about you
rectified and, taking into account the purposes of the processing, to have any
incomplete personal data about you completed.

7.5    In some circumstances you have the right to the erasure of your personal
data without undue delay. Those circumstances include: the personal data are no
longer necessary in relation to the purposes for which they were collected or
otherwise processed; you withdraw consent to consent-based processing; you
object to the processing under certain rules of applicable data protection law;
the processing is for direct marketing purposes; and the personal data have been
unlawfully processed. However, there are exclusions of the right to erasure. The
general exclusions include where processing is necessary: for exercising the
right of freedom of expression and information; for compliance with a legal
obligation; or for the establishment, exercise or defence of legal claims.

7.6    In some circumstances you have the right to restrict the processing of
your personal data. Those circumstances are: you contest the accuracy of the
personal data; processing is unlawful but you oppose erasure; we no longer need
the personal data for the purposes of our processing, but you require personal
data for the establishment, exercise or defence of legal claims; and you have
objected to processing, pending the verification of that objection. Where
processing has been restricted on this basis, we may continue to store your
personal data. However, we will only otherwise process it: with your consent;
for the establishment, exercise or defence of legal claims; for the protection
of the rights of another natural or legal person; or for reasons of important
public interest.

7.7    You have the right to object to our processing of your personal data on
grounds relating to your particular situation, but only to the extent that the
legal basis for the processing is that the processing is necessary for: the
performance of a task carried out in the public interest or in the exercise of
any official authority vested in us; or the purposes of the legitimate interests
pursued by us or by a third party. If you make such an objection, we will cease
to process the personal information unless we can demonstrate compelling
legitimate grounds for the processing which override your interests, rights and
freedoms, or the processing is for the establishment, exercise or defence of
legal claims.

7.8    You have the right to object to our processing of your personal data for
direct marketing purposes (including profiling for direct marketing purposes).
If you make such an objection, we will cease to process your personal data for
this purpose.

7.9    You have the right to object to our processing of your personal data for
scientific or historical research purposes or statistical purposes on grounds
relating to your particular situation, unless the processing is necessary for
the performance of a task carried out for reasons of public interest.

7.10  To the extent that the legal basis for our processing of your personal
data is:

(a)    consent; or

(b)    that the processing is necessary for the performance of a contract to
which you are party or in order to take steps at your request prior to entering
into a contract,

and such processing is carried out by automated means, you have the right to
receive your personal data from us in a structured, commonly used and
machine-readable format. However, this right does not apply where it would
adversely affect the rights and freedoms of others.

7.11  If you consider that our processing of your personal information infringes
data protection laws, you have a legal right to lodge a complaint with a
supervisory authority responsible for data protection. You may do so in the EU
member state of your habitual residence, your place of work or the place of the
alleged infringement.

7.12  To the extent that the legal basis for our processing of your personal
information is consent, you have the right to withdraw that consent at any time.
Withdrawal will not affect the lawfulness of processing before the withdrawal.

7.13  You may exercise any of your rights in relation to your personal data by
written notice to us, in addition to the other methods specified in this Section
7.

8. Third party websites

8.1    Our website includes hyperlinks to, and details of, third party websites.

8.2    We have no control over, and are not responsible for, the privacy
policies and practices of third parties.

9. Personal data of children

9.1    Our website and services are targeted at persons over the age of 18.

9.2    If we have reason to believe that we hold personal data of a person under
that age in our databases, we will delete that personal data.

10. Updating information

10.1  Please let us know if the personal information that we hold about you
needs to be corrected or updated.

11. About cookies

11.1  A cookie is a file containing an identifier (a string of letters and
numbers) that is sent by a web server to a web browser and is stored by the
browser. The identifier is then sent back to the server each time the browser
requests a page from the server.

11.2  Cookies may be either “persistent” cookies or “session” cookies: a
persistent cookie will be stored by a web browser and will remain valid until
its set expiry date, unless deleted by the user before the expiry date; a
session cookie, on the other hand, will expire at the end of the user session,
when the web browser is closed.

11.3  Cookies do not typically contain any information that personally
identifies a user, but personal information that we store about you may be
linked to the information stored in and obtained from cookies

12. Cookies that we use

12.1  We use cookies for the following purposes:

(a)    authentication – we use cookies to identify you when you visit our
website and as you navigate our website (cookies used for this purpose are:
__cfduid, __ptq.gif, test_cookie, r/collect, instapage-variant-#, hubspotutk

(b)    status – we use cookies to help us to determine if you are logged into
our website (cookies used for this purpose are: __cfduid, __ptq.gif,
test_cookie, r/collect, instapage-variant-#, hubspotutk;

(c)    personalisation – we use cookies to store information about your
preferences and to personalise the website for you (cookies used for this
purpose are: ads/ga-audiences, IDE, _gat, _ga;

(d)    security – we use cookies as an element of the security measures used to
protect user accounts, including preventing fraudulent use of login credentials,
and to protect our website and services generally (cookies used for this purpose
are: __cfduid, __ptq.gif, test_cookie, r/collect, instapage-variant-#,
hubspotutk;

(e)    advertising – we use cookies to help us to display advertisements that
will be relevant to you (cookies used for this purpose are: ads/ga-audiences,
IDE, _gat, _ga;

(f)    analysis – we use cookies to help us to analyse the use and performance
of our website and services (cookies used for this purpose are: collect,
__hssrc, _gid, lang, bscookie, UIDR, YSC, yt-remote-cast-installed,
yt-remote-fast-check-period, wow.anonymousId, wow.schedule, wow.session,
wow.utmvalues, instapage-visit-430148;

(g)    cookie consent – we use cookies to store your preferences in relation to
the use of cookies more generally (cookies used for this purpose are: bscookie,
test_cookie, r/collect

13. Cookies used by our service providers

13.1  Our service providers use cookies and those cookies may be stored on your
computer when you visit our website.

13.2  We use Google Analytics to analyse the use of our website. Google
Analytics gathers information about website use by means of cookies. The
information gathered relating to our website is used to create reports about the
use of our website. Google’s privacy policy is available at:
https://www.google.com/policies/privacy/.

14. Managing cookies

14.1  Most browsers allow you to refuse to accept cookies and to delete cookies.
The methods for doing so vary from browser to browser, and from version to
version. You can however obtain up-to-date information about blocking and
deleting cookies via these links:

(a)    https://support.google.com/chrome/answer/95647?hl=en (Chrome);

(b)   
https://support.mozilla.org/en-US/kb/enable-and-disable-cookies-website-preferences
(Firefox);

(c)    http://www.opera.com/help/tutorials/security/cookies/ (Opera);

(d)   
https://support.microsoft.com/en-gb/help/17442/windows-internet-explorer-delete-manage-cookies
(Internet Explorer);

(e)    https://support.apple.com/kb/PH21411 (Safari); and

(f)    https://privacy.microsoft.com/en-us/windows-10-microsoft-edge-and-privacy
(Edge).

14.2  Blocking all cookies will have a negative impact upon the usability of
many websites.

14.3  If you block cookies, you will not be able to use all the features on our
website.

15. Our details

15.1  This website is owned and operated by Corporate Financial Management
Systems

15.2  We are registered in England and Wales under registration number 04174352,
and our registered office is at:
Cranborne House, 10A Earl Street
Watford
Hertfordshire
WD17 2PD

15.3  Our principal place of business is at:
Cranborne House, 10A Earl Street
Watford
Hertfordshire
WD17 2PD

15.4  You can contact us:

(a)    by post, to the postal address given above;

(b)    using our website contact form;

(c)    by telephone, on 0208 959 0041

(d)    by email, using info@cfmsystems.com

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Phone: 0208 959 0041

Email: info@cfmsystems.com


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