Privacy notice
Last updated 18 September 2026.
This notice explains how personal information is handled on mycustomerportal.co.uk. Who is responsible for your information depends on why you are here.
If you are filling in a questionnaire
The advice firm that sent you the link is the controller of your answers. It decides what it asks, why it needs the information and how long it keeps it. P3 Technologies Ltd runs the system on the firm's behalf as its processor, which means we only handle your information on the firm's instructions and under a written agreement with it.
For anything about how your answers are used, including requests to see, correct or delete them, please contact your adviser's firm. Its privacy notice is the one that applies to you. If you contact us instead, we will pass your request to the firm.
Our staff cannot read your answers. The system is built so that the firm that sent you the link, and the advisers it authorises, are the only people who can see them.
The firm decides how long your answers are kept. Unless it chooses otherwise, each completed questionnaire is deleted automatically 24 months after it was finished. The firm can delete it sooner.
Some questionnaires, such as protection questionnaires, ask about your health. Health information is special category data under UK data protection law. The firm will explain the lawful basis it relies on to collect it.
If you work for an advice firm that uses the service
For your own user account, P3 Technologies Ltd is the controller.
What we collect
- Your name, work email address, firm and role.
- Sign-in and security records, such as when you signed in, authenticator set-up and resets, and the device and network details your browser sends when you use the service.
- A record of actions taken in your firm's account, kept for security and audit purposes.
- Anything you send us when you contact support.
Why we use it
- To provide the service to your firm under its subscription. Our lawful basis is our legitimate interest in running the service for our customer, and the contract with your firm.
- To keep the service and your firm's data secure, investigate problems and keep an audit trail. Our lawful basis is our legitimate interest in security, and our legal obligations to protect personal data.
- To send you service messages, such as sign-in codes and questionnaire completion alerts. These are not marketing.
How long we keep it
We keep account information while your firm's account is active and for a limited period afterwards where we need it for security, audit or legal reasons. We then delete it.
Where information is stored and who helps us
Questionnaire answers and account data are stored in a database in London, United Kingdom. We use a small number of service providers to run the system:
- Supabase, for the database (London region).
- Vercel, for hosting the website and application.
- Resend, for sending email (Ireland region). Emails never contain questionnaire answers.
- Google Fonts, which supplies the typeface the pages use. Your browser fetches it directly from Google, so Google receives your IP address and browser details. It receives nothing you type.
Each provider acts under a written agreement with us. Where a provider may process information outside the UK, including Google and Vercel in the United States, we rely on UK adequacy regulations or the approved UK safeguards for international transfers.
We do not sell personal information, and we do not use it for advertising.
Your rights
You have rights under UK data protection law, including to ask for a copy of your information, to have it corrected or deleted, to object to or restrict how it is used, and to data portability. For questionnaire answers, please contact the advice firm. For your firm user account, contact us at support@p3-technologies.co.uk.
Complaints
If you are unhappy with how your information has been handled, please contact us or the advice firm first. You can also complain to the Information Commissioner's Office at ico.org.uk/make-a-complaint.
About us
P3 Technologies Ltd, registered in England and Wales, company number 17180916. Registered office 107A High Street, Carrville, Durham DH1 1BQ. ICO registration number ZC133723.
Contact: support@p3-technologies.co.uk
Changes to this notice
We will update this notice if the way we handle information changes. The date at the top shows when it last changed.