Customer Privacy Notice

A privacy notice for the people you deal with as customers: individual (consumer) customers, sole traders, and the contacts at your business customers. It covers the whole customer relationship – quotations, contracts, delivery, payments, credit checks, account management, marketing, complaints and aftercare. Website visitors, cookies and online forms are covered by the separate Website Privacy Notice in the Contracts & terms pack, which this notice refers to.

• Give or link it when someone becomes a customer – in your terms, engagement letter, order confirmation or account opening form
• Use it where your customer dealings go beyond what your website notice describes (for example credit checks, anti-money laundering checks or call recording)
• Review it whenever you add a new system, supplier or use of customer data

• Complete the tables in sections 3, 5, 9 and 11 from your record of processing activities
• Choose between the Option A and Option B wording where shown
• Delete rows and sections that do not apply – the notice must match what you do
• Publish it on your website and link it from customer documents