Privacy Policy

01

Introduction

TFN Partners ("we", "us", "our") is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, store and protect personal data in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

This policy applies to personal data collected through our website, by email, telephone or in the course of providing our services. Please read this policy carefully. By engaging with us or using our website, you acknowledge that you have read and understood this policy.

02

Who We Are

TFN Partners is a professional services firm providing interim financial leadership, including Interim CFO and Interim CRO services, to mid-market businesses.

For the purposes of data protection law, TFN Partners is the data controller in respect of personal data we collect and process. If you have any questions about this policy or how we handle your personal data, please contact us at [email protected].

03

What Personal Data We Collect

We may collect and process the following categories of personal data:

• Identity data: name, job title and professional role • Contact data: email address, telephone number and business address • Business data: information about your organisation, its financial position and the nature of your enquiry • Communications data: records of correspondence between us, including emails and notes from telephone conversations • Website usage data: information about how you use our website, including IP address, browser type and pages visited (collected via cookies and analytics tools)

We do not collect any special category personal data (such as health, racial or ethnic origin, or political opinions) unless you voluntarily provide it in the context of an engagement.

04

How We Collect Personal Data

We collect personal data in the following ways:

• Directly from you, when you contact us via our website contact form, by email or by telephone • In the course of providing services to you or your business • From publicly available sources, such as Companies House, LinkedIn or your company website, where relevant to an engagement or enquiry • Automatically, through cookies and similar technologies when you visit our website

05

How We Use Your Personal Data

We use your personal data for the following purposes:

• To respond to your enquiry and communicate with you about our services • To provide interim financial leadership and advisory services where an engagement proceeds • To fulfil our contractual obligations to you or your business • To comply with our legal and regulatory obligations • To manage and administer our business, including maintaining records of engagements • To improve our website and services

We will only use your personal data for the purposes for which it was collected, unless we reasonably consider that we need to use it for another reason that is compatible with the original purpose.

06

Legal Basis for Processing

We process your personal data on the following legal bases:

• Contract: where processing is necessary to perform a contract with you or to take steps at your request before entering into a contract • Legitimate interests: where processing is necessary for our legitimate business interests, such as responding to enquiries, maintaining business records and improving our services, provided those interests are not overridden by your rights • Legal obligation: where processing is necessary to comply with a legal or regulatory obligation • Consent: where you have given your explicit consent to processing for a specific purpose

07

Confidentiality

All information shared with TFN Partners in the course of an enquiry or engagement is treated with complete confidentiality. We will never disclose, share or discuss client information with any third party without your explicit prior consent, except where required by law or regulation.

This applies to all communications, financial data, business plans and any other materials provided to us in connection with an engagement.

08

Data Sharing

We do not sell, rent or share your personal data with third parties for marketing purposes.

We may share your personal data with:

• Professional advisors and service providers who assist us in delivering our services, subject to appropriate confidentiality obligations • Regulatory authorities, law enforcement agencies or courts where required by law • Successor entities in the event of a business transfer or restructuring

Where we share data with third parties, we ensure that appropriate safeguards are in place to protect your personal data.

09

Data Retention

We retain personal data only for as long as is necessary to fulfil the purpose for which it was collected, or as required by applicable law or professional standards.

As a general guide:

• Enquiry data where no engagement proceeds: retained for up to 12 months, then securely deleted • Engagement records: retained for a minimum of 6 years following the conclusion of an engagement, in accordance with standard professional practice and legal requirements • Website usage data: retained in accordance with our cookie policy

Where data is no longer required, it is securely deleted or anonymised.

10

Your Rights

Under UK GDPR, you have the following rights in relation to your personal data:

• Right of access: to request a copy of the personal data we hold about you • Right to rectification: to request that we correct inaccurate or incomplete data • Right to erasure: to request that we delete your personal data in certain circumstances • Right to restrict processing: to request that we limit how we use your data • Right to data portability: to receive your data in a structured, commonly used format • Right to object: to object to processing based on legitimate interests • Rights related to automated decision-making: we do not use automated decision-making or profiling

To exercise any of these rights, please contact us at [email protected]. We will respond to all requests within one month. You also have the right to lodge a complaint with the Information Commissioner's Office (ICO) at www.ico.org.uk.

11

Data Security

We take the security of your personal data seriously and have implemented appropriate technical and organisational measures to protect it against unauthorised access, loss, destruction or alteration.

All electronic communications containing sensitive information are transmitted securely. Access to personal data is restricted to those who need it to perform their professional duties, and all individuals with access are subject to confidentiality obligations.

12

Cookies

Our website uses cookies and similar technologies to improve your browsing experience and to analyse how our website is used. Cookies are small text files placed on your device when you visit our website.

We use the following types of cookies:

• Essential cookies: necessary for the website to function correctly • Analytics cookies: to understand how visitors interact with our website

You can control and manage cookies through your browser settings. Please note that disabling certain cookies may affect the functionality of our website.

13

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites and encourage you to review their privacy policies before providing any personal data.

14

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. The current version will always be available on this page, together with the date it was last updated. We encourage you to review this policy periodically.

15

Contact Us

If you have any questions, concerns or requests relating to this Privacy Policy or how we handle your personal data, please contact us:

TFN Partners Email: [email protected]

We aim to respond to all enquiries within one business day.