Privacy Policies

Soldo General Privacy Policy

Ver. 6.0 – 29/07/2024

Soldo understands that your privacy is important to you and that you care about how your personal data is used.

This privacy policy aims to give you information on how Soldo collects and processes your personal data through your use of www.soldo.com, including any data you may provide through completing the online forms or communicating via webchat, or when you register to receive marketing information from us. This privacy policy also covers information about what data Soldo collects and processes as part of its call and email business to business marketing campaigns, and research activities.

About Soldo

Soldo is made up of different legal entities.

Soldo Financial Services Ireland DAC provides Financial Services to customers resident in or with registered office in an European Economic Area (EEA) country.

Soldo Financial Services Ltd provides Financial Services to customers resident in or with registered office in the UK.
Soldo Software Ltd provides Cloud Services to customers resident in or with registered office in an EEA country (except Italy) and the UK.

Soldo Italia Srl provides Cloud Services to customers resident in or with registered office in Italy.

The website is managed by Soldo Software Ltd.

This privacy policy is issued on behalf of the Soldo companies, so when we mention “Soldo”, “we”, “us” or “our” in this privacy policy, we are referring to the relevant Soldo legal entity responsible for processing your personal information.

For the purposes of the European and UK data protection law, Soldo Software Ltd is the controller of your personal information processed for marketing and research activities or collected through the website, unless you submit data via online forms or webchat having prior relationship with a Soldo company, or specified otherwise. If this is the case, the Soldo company that you have dealings with is the controller of your personal information. This means that we are responsible for deciding what data is collected, how this data is going to be used and how this data is protected.

We are required under the data protections laws to notify you of the information contained in this privacy policy. It is important that you read this policy, together with any other privacy policy we may provide on specific occasions when we are collecting or processing personal information about you, so that you are aware of how and why we are using such information.

Contact details

If you have any questions about this privacy policy, including any requests to exercise your legal rights, please contact the Data Protection Officer at [email protected]

You can contact Soldo Software Ltd as follows:
Address: 119 Marylebone Road, London NW1
Email: [email protected]

You can contact Financial Services Ireland DAC as follows:
Address: 33 Sir John Rogerson’s Quay, Dublin 2, D02 XK09
Email: [email protected]

You can contact Soldo Financial Services Ltd as follows:
Address: 119 Marylebone Road, London NW1
Email: [email protected]

You can contact Soldo Italia Srl as follows:
Address: Via degli Olivetani 10/12, Milano
Email: [email protected]

You have the right to make a complain to the Data Protection Authority of the state of your usual place of residence, place of work or place of the alleged infringement. We would, however, appreciate the chance to deal with your concerns before you approach the Data Protection Authority, so please contact us in the first instance.

What is personal data?

Personal data is defined as any information relating to an identified or identifiable natural person. An identifiable natural person is one who can be identified, directly or indirectly, in particular by reference to an identifier.

This personal data is, in simpler terms, any information about you that enables you to be identified. Personal data covers obvious information such as your name and contact details, but it also covers less obvious information such as identification numbers, electronic location data, and other online identifiers.

What personal data do we collect?

We may collect personal information directly from you, as well as automatically related to your use of our website.

We may receive information from our related companies or third-party sources such as public databases or partners.

The information we collect may include:

  • information you may voluntarily submit to us when you make contact with us, fill in the forms, sign up to our marketing emails, register for our services or a demo, or a webinar, participate in research activities;
  • information on how you use the site, using cookies and page tagging techniques;
  • information received from third-party sources: name, company name, job title, and business email
    address.

Cookies

Like many websites, this website uses cookies. A cookie is a small piece of data that a website stores in the visitor’s computer or mobile device. Cookies are widely used in order to make a website work, or work more efficiently, as well as to provide information to the owners of the site.

This site uses cookies to collect and analyse information on site performance and usage, to provide social media features and to enhance and customise content and advertisements. We obtain certain information by automated means when you visit this site, such as the IP address of the device you use to connect to the Internet and the pages accessed. By collecting this information, we learn how to best tailor the website to our visitors.

Cookies other than the technical ones will be set only if you accept them. You can change your cookie preferences at any time by clicking on the gear icon that appears on the left bottom corner of each website page.

To learn more about our use of cookies, click here.

Why do we collect and use your data?

Our purpose for collecting your personal data is so we can:

  • provide navigation and use of the website;
  • provide information or service requested by you, or respond to any feedback you sent us;
  • provide a demo of our services;
  • provide a webinar;
  • send you event reminders;
  • invite you by email to complete the free trial registration form;
  • send you marketing communications if you have consented to receiving marketing emails from us;
  • create call and email business to business marketing campaigns;
  • conduct research activities to test messaging, asset and campaign ideas;
  • take images and video recordings for project surveys;
  • monitor the use of the site to identify threats;
  • monitor the performance of the site and make performance improvements.

The lawful basis for processing your data

The lawful basis we rely on for processing of analytics information and user preferences, contact details for marketing communication, and images and video recordings for project surveys, is your consent.

We may also process your personal information where it is necessary to pursue our legitimate interests (or those of a third party), provided that your interests or your fundamental rights and freedoms do not override our interests. Our legitimate interests include: processing your personal data in relation to site security to ensure the security and integrity of our website, sending registration invitation emails, creating call and email marketing business to business campaigns, and conducting research activities.

The lawful basis we rely on for processing all other personal data is that it is necessary for the performance of a contract or in order to take steps at your request.

How long do we keep your data for?

We will keep your personal data for as long as is necessary for the purposes it was collected.

Note that retention periods vary in different jurisdictions and are set in accordance with local regulatory retention requirements.

Cookies retention period can be found on our cookie policy.

Data security

We take the security of your personal data seriously. All personal data you provide to us will be stored securely in accordance with our policies.

We implement appropriate technical and organisational measures that comply with the relevant applicable laws and regulations, to ensure your personal data is adequately protected from accidental or unlawful destruction, loss, alteration, unauthorised disclosure or access, when transmitted, stored or otherwise processed.

We restrict access of your personal data to those persons who have a business reason for knowing such information. We continuously educate and train our staff about the importance of confidentiality and protection of customer data.

All our suppliers who process personal data for us are required to keep that data secure.

Data store
Personal data is held in data centres within the EEA and the UK.

Data sharing

Your information may be processed by our staff or by the staff of other companies we work with to deliver our business.

The data we collect may be shared between Soldo companies or with suppliers that provide us with technology, customer support, and lead generation, marketing, event administration and communication services to help us provide our services to you and send you emails.

All the recipients of your personal data are required to take appropriate security measures to protect your personal data. They must only process your personal data for specified permitted purposes and in accordance with data protection laws.

We, or processors acting on our behalf, will only process personal data in countries outside the EEA and the UK, when we are assured, those countries provide an adequate level of data protection. In absence of an adequacy decision, transfer will be made on condition that individual’s enforceable rights and effective remedies are available, and appropriate safeguards are in place.

We will share your data if we are required to do so by law, for example, by court order, or to prevent fraud or other crime.

Your rights

We ensure you can exercise your rights in relation to the personal data you provide to us.

Where we are relying on your consent to use your personal data, you can withdraw that consent or unsubscribe from our services at any time. If you want to disable the use of some cookie on our website, please use the gear icon that appears on the left bottom corner of each website page. If you want to stop receiving marketing emails, please use the unsubscribe button which is on all marketing emails.

You can request access to the personal data we hold about you at any time.

You can also ask us to update your personal data if it changes or it is incomplete. In certain circumstances, you can request we erase the personal data we hold or ask us to stop or restrict processing if you have an objection.

You have the right to object to us processing your personal information based on our legitimate interest, unless we can demonstrate compelling and legitimate grounds for the processing, which may override your own interests, or where we need to process your information to investigate and protect us or others from legal claims.

In some circumstances, you may be entitled to obtain your personal data from us in a format that makes it easier to reuse your information in another context and transmit this data to another data controller of your choosing without hindrance. This is referred to as the right to data portability. The right will only apply to the information you have provided and where it is held electronically, and where you have either consented to processing, or where processing is conducted on the basis of a contract you have with us.

If you have any privacy-related questions or unresolved problems relating to the use of your personal data, you can contact us at [email protected].

You have the right to make a complaint at any time to the relevant data protection authority. We would appreciate the chance to deal with your concerns before you approach the data protection authority, so please contact us in the first instance.

Changes to this policy

We may update this privacy policy from time to time. In that case the last updated date at the bottom of this page will also change. Any changes to this privacy policy will apply to you and your data immediately.

Last updated 29 July 2024

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Financial Services Privacy Policy

Soldo Cloud Services Privacy Policy

Privacy Policy for Supplier

Ver. 4.0 – 16/07/2024

Soldo understands that your privacy is important to you and that you care about how your personal data is used.

This privacy policy aims to give you information on how Soldo collects and processes your personal data in the context of supplier and consultant relationships or when otherwise working with us as an external person.

This privacy policy applies to personal information of suppliers (including vendors) or potential suppliers who are natural persons such as self-employed persons, and representatives or contact persons of suppliers or potential suppliers who are legal entities.

About Soldo

Soldo is made up of different legal entities.

This privacy policy is issued on behalf of the Soldo companies, so when we mention “Soldo”, “we”, “us” or “our” in this privacy policy, we are referring to the relevant Soldo legal entity responsible for processing your personal information.

For the purposes of the European and UK data protection law, the Soldo company that you have dealings with is the controller of your personal information, for further details of which, please see the “Contact details” section below. This means that we are responsible for deciding what data is collected, how this data is going to be used e and how this data is protected.

We are required under the data protections laws to notify you of the information contained in this privacy policy. It is important that you read this policy, together with any other privacy policy we may provide on specific occasions when we are collecting or processing personal information about you, so that you are aware of how and why we are using such information.

Contact details

If you have any questions about this privacy policy, including any requests to exercise your legal rights, please contact the Data Protection Officer at [email protected]

You can contact Financial Services Ireland DAC as follows:
Address: 33 Sir John Rogerson’s Quay, Dublin 2, D02 XK09
Email: [email protected]

You can contact Soldo Software Ltd as follows:
Address: 119 Marylebone Road, London NW1
Email: [email protected]

You can contact Soldo Financial Services Ltd as follows:
Address: 119 Marylebone Road, London NW1
Email:` [email protected]

You can contact Soldo Italia Srl as follows:
Address: Via degli Olivetani 10/12, Milano
Email: [email protected]

You can contact Soldo Technology Srl as follows:
Address: Via degli Olivetani 10/12, Milano
Email: [email protected]

You have the right to make a complain to the Data Protection Authority of the state of your usual place of residence, place of work or place of the alleged infringement. We would, however, appreciate the chance to deal with your concerns before you approach the Data Protection Authority, so please contact us in the first instance.

What is personal data?

Personal data is defined as any information relating to an identified or identifiable natural person. An identifiable natural person is one who can be identified, directly or indirectly, in particular by reference to an identifier.

This personal data is, in simpler terms, any information about you that enables you to be identified. Personal data covers obvious information such as your name and contact details, but it also covers less obvious information such as identification numbers, electronic location data, and other online identifiers.

What personal data do we collect?

We may collect information directly from you and the company with which you are working (for example, your employer).

We may also receive information from our related companies or third-party sources such as public databases or social media.

Certain personal information is required as a consequence of any contractual relationship we have with you or your company, to enable us to carry out our contractual obligations to you or your company. Failure to provide this information may prevent or delay the fulfilment of these obligations.

The information we collect may include:

  • general and identification information: name, company name, department, job title, gender, email and/or postal address, mobile phone number, date of birth;
  • personal data that are necessary for signing documents, including signature and authorisations;
  • bank account and tax-related information where it relates to an individual, such as if you are operating as a sole trader;
  • references, CV and details of individual’s employment history, if collected as part of a bidding or engagement process;
  • any other personal information necessary to fulfil the terms of a contract we have with you.

Why do we collect and use your data?

Our purpose for collecting your personal data is so we can:

  • manage our contract with you, including processing information in response to our request for quotation, signing documents, sending related information and purchase orders;
  • process payments to you in accordance with our contract with you;
  • keep records of the suppliers that we use. We keep and update your personal data in our suppliers database in order to contact you and/or your company when we need goods or services that you or your company can provide;
  • ensure we comply with our legal obligations and internal policies;
  • conduct supplier audit, including risk assessment. We process your personal data to evaluate the organisational and technical performance of your company, as well as fulfilment of agreed processes or specific standard or regulation requirements;
  • conduct systems access control where we provide you with access to our IT systems;
  • provide a remote access VPN and IT support to ensure secure access to and use of our resources, including collaboration tools;
  • respond to and defend against legal claims.

The lawful basis for processing your data

The lawful basis we rely on for processing your personal data in relation to information we collect and process as part of the contract process, including making payments to you, is that it is necessary for the performance of a contract to which you are a party.

The lawful basis we rely on for processing your personal data for accounting purposes, is our legal obligation in national law to retain certain personal data for a specified number of years.

We may also process your personal information where it is necessary to pursue our legitimate interests (or those of a third party), provided that your interests or your fundamental rights and freedoms do not override our interests. Our legitimate interests include: keeping records of the suppliers, performing internal and certification audits, conducting supplier audit, responding to and defending against legal claims.

How long do we keep your data for?

We will keep your personal data for as long as is necessary for the purposes it was collected.

Note that retention periods vary in different jurisdictions and are set in accordance with local regulatory retention requirements.

Data security

We take the security of your personal data seriously. All personal data you provide to us will be stored securely in accordance with our policies.

We put in place security measures to minimise the possibility of the loss or unauthorised access of your personal data. We restrict access of your personal data to those persons who have a business reason for knowing such information. We continuously educate and train our staff about the importance of confidentiality and privacy of customer data.

We maintain physical, electronic and procedural safeguards that comply with the relevant applicable laws and regulations, to protect your personal data from unauthorised access. We set up systems and processes to prevent unauthorised access or disclosure.

All our suppliers who process personal data for us are required to keep that data secure.

Data store

Personal data is held in data centres within the European Economic Area (EEA).

Data sharing

Your information may be processed by our staff or by the staff of other companies we work with to deliver our business.

The data we collect may be shared between Soldo companies or with suppliers that provide us with technology, administrative support and communication services to help us manage our relationship with you.
All the recipients of your personal data are required to take appropriate security measures to protect your personal data. They must only process your personal data for specified permitted purposes and in accordance with data protection law.

We, or processors acting on our behalf, will only process personal data in countries outside the EEA and the UK, when we are assured those countries provide an adequate level of data protection. In absence of an adequacy decision, transfer will be make on condition that individual’s enforceable rights and effective remedies are available, and appropriate safeguards are in place.

We will share your data if we are required to do so by law, for example, by court order, or to prevent fraud or other crime.

Your rights

We ensure you can exercise your rights in relation to the personal data you provide to us.

You can request access to the personal data we hold about you at any time.

You can also ask us to update your personal data if it changes or it is incomplete. In certain circumstances, you can request we erase the personal data we hold or ask us to stop or restrict processing if you have an objection.

You have the right to object to us processing your personal information based on our legitimate interest unless we can demonstrate compelling and legitimate grounds for the processing, which may override your own interests, or where we need to process your information to investigate and protect us or others from legal claims.
In some circumstances, you may be entitled to obtain your personal data from us in a format that makes it easier to reuse your information in another context and transmit this data to another data controller of your choosing without hindrance. This is referred to as the right to data portability. The right will only apply to the information you have provided and where it is held electronically, and where you have either consented to processing, or where processing is conducted on the basis of a contract you have with us.

If you have any privacy-related questions or unresolved problems relating to the use of your personal data, you can contact us at [email protected].

You have the right to make a complaint at any time to the relevant data protection authority. We would appreciate the chance to deal with your concerns before you approach the data protection authority, so please contact us in the first instance.

Changes to this policy

We may update this privacy policy from time to time. In that case the last updated date at the bottom of this page will also change. Any changes to this privacy policy will apply to you and your data immediately.

Last updated 16 July 2024

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Job Applicants Privacy Policy

Ver. 3.0 – 20/5/2024

Soldo understands that your privacy is important to you and that you care about how your personal data is used.

This privacy policy aims to give you information on how Soldo collects and processes your personal data when applying for a job with us.

This privacy policy applies to personal information of job candidates and potential candidates collected and processed during the recruitment and selection process. It does not apply to any personal information of employees or independent contractors or customers of Soldo.

About Soldo

Soldo is made up of different legal entities. When you apply for a vacancy at Soldo, you will be employed directly by the Soldo company with the vacancy.

This privacy policy is issued on behalf of the Soldo companies, so when we mention “Soldo”, “we”, “us” or “our” in this privacy policy, we are referring to the relevant Soldo legal entity responsible for processing your personal information.

For the purposes of the European and UK data protection law, Soldo Software Ltd is the controller of your personal information, for further details of which, please see the “Contact details” section below. This means that we are responsible for deciding what data is collecting, how this data is going to be used e and how this data is protected.

We are required under the data protections laws to notify you of the information contained in this privacy policy. It is important that you read this policy, together with any other privacy policy we may provide on specific occasions when we are collecting or processing personal information about you, so that you are aware of how and why we are using such information.

Contact details

If you have any questions about this privacy policy, including any requests to exercise your legal rights, please contact the Data Protection Officer at [email protected]

You can contact Soldo Software Ltd as follows:
Address: 119 Marylebone Road, London NW1
Email: [email protected]

You have the right to make a complain to the Data Protection Authority of the state of your usual place residence, place of work or place of the alleged infringement. We would, however, appreciate the chance to deal with your concerns before you approach the Data Protection Authority, so please contact us in the first instance.

What is personal data?

Personal data is defined as any information relating to an identified or identifiable natural person. An identifiable natural person is one who can be identified, directly or indirectly, in particular by reference to an identifier.

This personal data is, in simpler terms, any information about you that enables you to be identified. Personal data covers obvious information such as your name and contact details, but it also covers less obvious information such as identification numbers, electronic location data, and other online identifiers.

What personal data do we collect?

We collect your information through the application and recruitment process, either directly from you or from third parties.

Data might be contained in application forms (submitted by post or by completing the register form on our website), CV or resumes obtained from your passport or other identity documents, or collected through interviews or other forms of assessment.

We may sometimes collect data about you from third parties such as recruitment consultants and agencies, former employers or other recruitment solutions including online services, e.g. LinkedIn.

Some of the information we collect about you is required to make an assessment on your application and contact you about your progress through the recruitment process (for example, your telephone number, email address, CV). If you do not provide this information then we will be unable to assess your application or contact you to invite you to interview, or make you an offer.

The information we collect may include:

  • your name, postal address, email address, phone number, contact details;
  • age range;
  • gender;
  • nationality;
  • current salary, annual leave, pension and benefits information;
  • desired start date with Soldo;
  • details of your educational history, qualifications, skills, experience and employment history;
  • cover letter and references from previous employer;
  • copy of passport and other identification;
  • photographs;
  • information about your entitlement to work in the country (where applicable).

In principle, we do not collect or use any special categories of personal data such as health data or other sensitive types of data, unless you provide this to us voluntarily as part of your application documentation or during an interview. We will only process this kind of information where you have given your explicit consent or where it is necessary to comply with our obligation under applicable legislation (for example, health-related information about reasonable adjustment you require).

For some roles, we may be obliged to seek information about criminal convictions and offences. Where we seek this information, we do so because it is necessary for us to carry out our obligations and exercise specific rights in relation to employment.

Why do we collect and use your data?

Our purpose for collecting your personal data is so we can:

  • review and process any job application you submit to us. This includes assessing your suitability for the relevant role;
  • manage the recruitment process. This includes research into the experience of applicants and talents, analysing referral sources, conducting interviews and assessments, monitoring the effectiveness of the recruitment process;
  • ensure we comply with our legal obligations (for example, it is required to check a successful applicant’s eligibility to work in the country before employment starts, including any criminal records or other background checks);
  • respond to and defend against legal claims.

We will not use your data for any purpose other than the recruitment process of which you are a part.

The lawful basis for processing your data

The lawful basis we rely on for processing your personal data in relation to information we collect as part of the application and selection process, is to take steps at your request prior to entering into a contract for employment.

The lawful basis we rely on for processing your personal data in relation to information we need to recruit and employ you, is that it is necessary for the performance of a contract to which you are a party (an employment contract).

We may also process your personal information where it is necessary to pursue our legitimate interests (or those of a third party), provided that your interests or your fundamental rights and freedoms do not override our interests. Our legitimate interests include: processing personal data during the recruitment process and keeping records of the process that allows us to manage the recruitment process, responding to and defending against legal claims.

In some case, we may use your information to comply with a legal obligation placed on us as the data controller.

How long do we keep your data for?

We will keep your personal data for as long as is necessary for the purposes it was collected.

If you apply for a vacancy and you are unsuccessful, your personal data will be kept for a period of twelve months after application closing date, so that we can consider you for future employment opportunities. We may keep your personal data for longer because of an ongoing court claim or another legal reason.

If you are successful, your personal data gathered during the recruitment process will be transferred to your personnel file and retained during your employment. The periods for which your data will be held will be provided to you in a new employee privacy notice.

Data security

We take the security of your personal data seriously. All personal data you provide to us will be stored securely in accordance with our policies.

We put in place security measures to minimise the possibility of the loss or unauthorised access of your personal data. We restrict access of your personal data to those persons who have a business reason for knowing such information. We continuously educate and train our staff about the importance of confidentiality and privacy of customer data.

We maintain physical, electronic and procedural safeguards that comply with the relevant applicable laws and regulations, to protect your personal data from unauthorised access. We set up systems and processes to prevent unauthorised access or disclosure.

All our suppliers who process personal data for us are required to keep that data secure.

Data store

Data will be stored in a range of different places, including on your application record, in HR management systems and other IT systems, including email.

Personal data is held in data centres within the European Economic Area (EEA).

Data sharing

Your information may be shared internally within the Soldo company for the purpose of the recruitment process. This includes members of the HR team and interviewers involved in the recruitment process.
We may also share your personal data within our related companies with a vacancy, so they can make you an offer. This will involve transferring your personal data inside the EEA and the UK.

All the recipients of your personal data are required to take appropriate security measures to protect your personal data. They must only process your personal data for specified permitted purposes and in accordance with data protection law.

The data we collect may be shared with technology suppliers (for example our hosting provider), communication service providers to help us provide our services to you and send you emails as well as recruitment agencies.

We, or processors acting on our behalf, will only process personal data in countries outside the EEA and the UK, when we are assured those countries provide an adequate level of data protection. In absence of an adequacy decision, transfer will be make on condition that individual’s enforceable rights and effective remedies are available, and appropriate safeguards are in place.

Your rights

We ensure you can exercise your rights in relation to the personal data you provide to us.

Where we are relying on your explicit consent to use your personal data, you can withdraw that consent at any time by contacting the Data Protection Officer whose contact details are found at the top of this policy.

You can request access to the personal data we hold about you.

You can also ask us to update your personal data if it changes or it is incomplete. In certain circumstances, you can request we erase the personal data we hold or ask us to stop or restrict processing if you have an objection.

You have a right to object to us processing your personal information unless we can demonstrate compelling and legitimate grounds for the processing, which may override your own interests. or where we need to process your information to investigate and protect us or others from legal claims.

In some circumstances, you may be entitled to obtain your personal data from us in a format that makes it easier to reuse your information in another context and transmit this data to another data controller of your choosing without hindrance. This is referred to as the right to data portability. The right will only apply to the information you have provided and where it is held electronically, and where you have either consented to processing, or where processing is conducted on the basis of a contract you have with us.

If you have any privacy-related questions or unresolved problems relating to the use of your personal data, you can contact the Data Protection Officer.

You have the right to make a complaint at any time to the relevant data protection authority. We would appreciate the chance to deal with your concerns before you approach the data protection authority, so please contact us in the first instance.

Changes to this policy

We may update this privacy policy from time to time. In that case the last updated date at the bottom of this page will also change. Any changes to this privacy policy will apply to you and your data immediately.

Last updated 20 May 2024

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