Privacy, cookies and legal notices

Introduction

In this notice, “Zanelli Finance,” “our”, “we” or “us” refers to the Zanelli Finance Ltd.

We process personal data for a variety of purposes. We collect this personal data directly from you, for example, if you engage us to prepare your tax return, if you visit zanellifinance.com, if you submit your contact details to receive marketing communications from us, if you submit event-related data to attend our events, or submit a job application. Alternatively, we process your personal data in the context of providing professional services to your employer or service provider, for example, conducting an audit of your bank or payroll for the company you work for. Finally, we obtain your personal data via publicly available sources, such as LinkedIn. This privacy notice is intended to cover all of the above-mentioned scenarios.

If you have any questions regarding the processing of your personal data, please contact us.

What data is covered?

In this privacy notice, “personal data” means any information relating to an individual who can be identified, directly or indirectly, in particular by reference to an identifier such as a name, an identification number, location data or an online identifier. Personal data also refers to one or more factors specific to the physical, physiological, genetic, mental, economic, cultural or social identity of an individual.

It also includes special categories of personal data (special category data) from which we can determine or infer an individual’s

Racial or ethnic origin
Political opinions
Religious or philosophical beliefs
Membership of a trade union
Genetic data
Biometric data
Physical or mental health or condition
Sex life or sexual orientation

As well as personal data relating to criminal convictions and offenses.

Your rights in relation to personal data

You have the following rights in relation to your personal data:

To access the personal data held by us about you
To have your personal data corrected, for example, if it is incomplete or incorrect
To opt out of receiving marketing communications at any time
To restrict or object to the processing of personal data or request erasing personal data (in certain circumstances and subject to applicable law)
To receive a copy of the personal data which you have provided to us, in a structured, commonly used and machine-readable format (known as “data portability”) (in certain circumstances and subject to applicable law)
Where you have provided personal data voluntarily, or otherwise consented to its use, the right to withdraw your consent
The right to complain to a data protection authority (see section “Complaints”)

If you have a query or wish to exercise your rights, please contact us.

Complaints

If you are concerned about an alleged breach of privacy law or any other regulation by us. We will investigate your complaint and give you information about how it will be handled.

You also have the right to complain to the data protection authority in your country, or refer the matter to a court of competent jurisdiction or as specified in any applicable with us.

Purposes for which we process personal data

Personal data that we collect about you when you visit our site falls into several categories.

Information that you provide voluntarily

We collect personal data that you provide voluntarily through our site, for example, when completing online forms to contact us, subscribing to a newsletter, using one of our online benchmark tools, subscribing to receive marketing communications from us, participating in surveys or registering for events that we are organizing. The information we collect about you include the following:

Name
Job title, job level or job function, role
Education
Company or organization
Company data
Contact information, including primary email, email address and telephone numbers
Demographic information, such as industry, country, postcode, preferences and interests
Other information relevant to client surveys or similar research
Information relating to events captured through event-related forms, such as dietary restrictions, hotel and flight information, registration/participation status, media interview attendance, previous event experience and gender
Information pertinent to fulfilling our services to you
Any other personal data that you voluntarily choose to provide to us

We do not intentionally collect sensitive category data, unless you provide us with such data. While there may be free text boxes on the site where you are able to enter any information, we do not intend to process sensitive information. You are not required to provide, and should not disclose, sensitive personal information in the free text boxes. If you choose to provide any sensitive personal information in this manner, you acknowledge you consent to the collection and processing of this sensitive information.

If you register on our site, your personal data will be stored in our CRM system. Data of registrants is deleted after an individual has not actively engaged with us for 18 months, or sooner if required by law.

If you have opted out of receiving our publications, your basic contact details will remain on our opt-out list.

Information that we collect automatically

When you visit our site, we collect certain personal data automatically from your device. Specifically, the data we collect automatically include information, such as your IP address, pixel ID, device type, unique device identification number, browser type, operating system, broad geographic location (e.g., country or city-level location) and other technical information. We also collect information about how your device has interacted with our site, including the pages accessed, current URL, time you visited the site and links clicked. Collecting this information enables us to better understand the visitors who come to our site, where they come from and what content on our site is of interest to them.

We use this information for our internal analytics purposes, and to improve the quality and relevance of our site to our visitors. Information will be collected using cookies and similar tracking technology, as explained further in our . Note that if the Do Not Track setting or Global Privacy Control signal in your browser is enabled, Marketing/Targeting cookies will be disabled by default.

Purposes for which we process your personal data as a visitor to our site are:

To administer and manage our site, including to confirm and authenticate your identity, and prevent unauthorized access to restricted areas of our site
To personalize and enrich your browsing experience by displaying content (including targeted advertising) that is more likely to be relevant and of interest to you
To analyze the data of visitors to our site and site traffic information
To capture webmetrics about the journey of users within our site
To determine the company, organization, institution or agency that you work for or with which you are otherwise associated
To develop our business and services
To provide you with marketing communications, thought leadership materials and online benchmarking tools
To conduct benchmarking and data analysis (for example, regarding usage of our site and demographic analyses of visitors of our site)
To understand how visitors use the features and functions of our site
To monitor and enforce compliance with applicable terms of use
To conduct quality and risk management reviews
To enable the better management of our events
To enable teams managing events to coordinate their email campaigns and event notifications more effectively
To allow for event and webinar sign-up
To allow for content download and lead capturing
To allow services and information to be delivered effectively to you
Any other purpose for which you provided information to us

Legal grounds for processing personal data of visitors of our site are:

Our legitimate interest in the effective delivery of information and services to you, and the effective and lawful operation of our businesses
Our legitimate interest in developing and improving our site, and your user experience
Explicit consent of the visitor

Disclosures

We disclose your personal data:

Where this is appropriate for the purposes described in the section “Purposes for which we process personal data,” including within the organization itself
If required, by applicable law
In connection with a reorganization or combination of our organization with another organization
If we believe that such disclosure is appropriate to enforce or apply terms of engagement, and other agreements or otherwise protect and defend our rights, property or safety
In order to comply with a judicial proceeding, court order or other legal obligation, or a regulatory or government inquiry, or
With your consent

We would like to draw particular attention to the fact that in certain jurisdictions, we have a legal obligation to report suspicious transactions and other activity to relevant regulatory authorities under anti-money laundering, terrorist financing, insider dealing or related legislation. We also report suspected criminal activity to the police and other law enforcement bodies. We are not always permitted by the law to inform you about this in advance of the disclosure, or at all.

Third-party recipients of personal data include:

Professional advisors, such as law firms, tax advisors or auditors
Insurers
Audit regulators
Tax and customs, and excise authorities
Regulatory and other professional bodies
Stock exchange and listing authorities
Public registries of company directors and shareholdings
Providers of identity verification services
Credit reference agencies
The courts, police and law enforcement agencies
Government departments and agencies
Service providers
Support providers

Security

Zanelli Finance protects the confidentiality and security of information it obtains in the course of its business. Access to such information is limited, and policies and procedures are in place that are designed to safeguard the information from loss, misuse and improper disclosure.

Keeping your personal data up-to-date

We maintain the accuracy and completeness of the personal data we hold. It is important that you inform us of any updates to your contact details or other personal data so that we have the most up-to-date information about you. Please contact us.

Retention

Our policy is to retain personal data only for as long as it is needed for the purposes described in the section “Purposes for which we process personal data.” Note that retention periods vary in different jurisdictions and are set in accordance with local regulatory and professional retention requirements.

In order to meet our professional and legal requirements, to establish, exercise or defend our legal rights, and for archiving and historical purposes we need to retain information for significant periods of time.

Age

Our site is not intended for use by minors under the age of sixteen (16) years. Zanelli Finance does not knowingly collect, disclose, or sell the personal data of minors under 16 years of age through our Site. If you are under 16 years old, please do not provide any personal data even if prompted to do so. If you believe that you have inadvertently provided personal data, please ask your parent(s) or legal guardian(s) to notify us and we will delete your personal data.