Logo for The SMB Trust - Financially Empowering Charities

Privacy Policy

The SMB Trust customer privacy notice

This privacy notice tells you what to expect us to do with your personal information.

Contact details

Email: admin@smbtrust.org.uk

What information we collect, use, and why

We collect or use the following information to provide grants and other related services:

  • Names and contact details
  • Our grant application form may store temporary data in your browser (using cookies or local storage) to remember your progress if you move between steps or reload the page. This data is deleted when the form is submitted or the browser session ends. No tracking or marketing use is made of this data.

Lawful bases and data protection rights

Under UK data protection law, we must have a “lawful basis” for collecting and using your personal information. There is a list of possible lawful bases in the UK GDPR. You can find out more about lawful bases on the ICO’s website.

Which lawful basis we rely on may affect your data protection rights which are set out in brief below. You can find out more about your data protection rights and the exemptions which may apply on the ICO’s website:

If you make a request, we must respond to you without undue delay and in any event within one month.

To make a data protection rights request, please contact us using the contact details at the top of this privacy notice.

Our lawful bases for the collection and use of your data

Our lawful bases for collecting or using personal information to provide grants and other related services are:

  • Consent - we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.

Where we get personal information from

  • Directly from you

How long we keep information

We keep information for the following periods of time:

  • Successful grant applications – seven years
  • Unsuccessful grant applications – a minimum of one year

For more information on how long we store your personal information or the criteria we use to determine this please contact us using the details provided above.

Who we share information with

Others we share personal information with

  • Legal bodies or authorities
  • Relevant regulatory authorities
  • External auditors or inspectors

How to complain

If you have any concerns about our use of your personal data, you can make a complaint to us using the contact details at the top of this privacy notice.

If you remain unhappy with how we’ve used your data after raising a complaint with us, you can also complain to the ICO.

The ICO’s address:

Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

Helpline number: 0303 123 1113

Website: https://www.ico.org.uk/make-a-complaint