YOUR PRIVACY MATTERS

Privacy Policy

How we collect, use, and protect your personal information

Last Updated: 23 January 2026

Your Privacy is Our Priority

At Thirdex, we believe in transparency. This Privacy Policy explains what data we collect, why we collect it, and how we keep it safe. We are committed to protecting your privacy and complying with UK data protection laws.

Minimal Data

We only collect what's necessary

Secure Storage

Enterprise-grade encryption

No Selling

We never sell your data

Your Control

Access, update, or delete anytime

01

Who We Are

Thirdex is a customer relationship management (CRM) platform designed specifically for UK-based charities, non-profit organisations, social enterprises, and faith-based organisations.

Data Controller Information

Company Name: Thirdex Ltd

Registered in: England and Wales

Email: privacy@thirdex.co.uk

Website: https://thirdex.co.uk

This Privacy Policy applies to personal data we collect when you visit our website, use our services, or interact with us in any way. It does not cover how our customers use the Thirdex platform to manage their own data—that is governed by their own privacy policies.

02

Information We Collect

We collect different types of information depending on how you interact with us:

Information You Provide Directly

Account Information

Name, email address, phone number, organisation name, job title when you create an account or request a demo.

Billing Information

Payment card details (processed securely by Stripe), billing address, VAT number if applicable.

Communications

Emails, support tickets, feedback, and any other communications you send to us.

Enquiry Information

Details you provide when filling out forms on our website, such as demo requests or contact forms.

Information Collected Automatically

Device Information

Browser type, operating system, device type, screen resolution.

Usage Data

Pages visited, features used, time spent on pages, click patterns, error logs.

Location Data

Approximate location based on IP address (country/region level only).

Cookies & Similar Technologies

See our Cookies section for details.

03

How We Use Your Information

We use your personal information for the following purposes:

Service Delivery

To provide, maintain, and improve our CRM platform and services.

Customer Support

To respond to your enquiries, provide technical support, and resolve issues.

Billing & Accounts

To process payments, manage subscriptions, and send invoices.

Communications

To send service updates, security alerts, and (with consent) marketing communications.

Analytics & Improvement

To understand how our service is used and identify areas for improvement.

Security & Compliance

To protect against fraud, enforce our terms, and comply with legal obligations.

04

Lawful Basis for Processing

Under UK GDPR, we process your personal data based on the following lawful bases:

Purpose Lawful Basis
Providing our services Contract performance
Processing payments Contract performance
Sending service communications Contract performance / Legitimate interests
Marketing communications Consent
Analytics and service improvement Legitimate interests
Security and fraud prevention Legitimate interests / Legal obligation
Compliance with law Legal obligation

Where we rely on legitimate interests, we have conducted balancing tests to ensure your rights are not overridden. You can request details of these assessments by contacting us.

05

Sharing Your Data

Important: We never sell your personal data to third parties. We only share data when necessary to provide our services or as required by law.

We may share your information with:

Service Providers

Trusted third parties who help us operate our business:

  • Cloud hosting providers (AWS)
  • Payment processors (Stripe)
  • Email service providers (SendGrid)
  • Customer support tools (Intercom)
  • Analytics services

Legal & Compliance

We may disclose information when required by law, court order, or to protect our rights, property, or safety.

Business Transfers

In the event of a merger, acquisition, or sale of assets, your data may be transferred as part of that transaction. We will notify you of any such change.

All third parties are contractually obligated to protect your data and use it only for the purposes we specify.

06

International Data Transfers

Your data is primarily stored in the United Kingdom. However, some of our service providers may process data in other countries.

When we transfer data outside the UK, we ensure appropriate safeguards are in place:

  • Standard Contractual Clauses (SCCs) approved by the ICO
  • Transfers to countries with UK adequacy decisions
  • Additional technical and organisational measures where necessary
07

Customer Data (Data You Store in Thirdex)

When you use Thirdex to manage your organisation's data (donors, beneficiaries, volunteers, etc.), you are the Data Controller for that information, and we act as a Data Processor on your behalf.

Your Responsibilities: You are responsible for ensuring you have appropriate lawful bases, privacy notices, and consent (where required) for the personal data you store in Thirdex. We provide the tools; you determine how to use them compliantly.

Our responsibilities as Data Processor include:

  • Processing data only on your documented instructions
  • Implementing appropriate security measures
  • Assisting you with data subject requests
  • Notifying you of any data breaches
  • Deleting or returning data upon termination

For more details, see our GDPR Compliance page and Data Processing Agreement.

08

Data Security

We take the security of your data seriously and implement industry-standard measures to protect it:

Encryption

AES-256 at rest, TLS 1.3 in transit

Access Controls

Role-based access, MFA available

Backups

Daily automated backups

Monitoring

24/7 security monitoring

Testing

Regular penetration testing

Training

Staff security awareness training

While we implement robust security measures, no method of transmission over the internet is 100% secure. We encourage you to use strong passwords and enable multi-factor authentication.

09

Data Retention

We retain your personal data only for as long as necessary to fulfil the purposes for which it was collected:

Data Type Retention Period
Account information Duration of account + 30 days
Billing records 7 years (legal requirement)
Support tickets 3 years after resolution
Marketing preferences Until you unsubscribe + 1 year
Website analytics 26 months
Enquiry form submissions 2 years

After the retention period, data is securely deleted or anonymised.

10

Your Rights

Under UK GDPR, you have the following rights regarding your personal data:

Right to Access

Request a copy of your personal data

Right to Rectification

Correct inaccurate or incomplete data

Right to Erasure

Request deletion of your data

Right to Restriction

Limit how we use your data

Right to Portability

Receive data in a portable format

Right to Object

Object to certain processing activities

To exercise any of these rights, please contact us at privacy@thirdex.co.uk. We will respond within one month. There is no fee for most requests, but we may charge a reasonable fee for excessive or unfounded requests.

11

Cookies

We use cookies and similar technologies to improve your experience on our website. Here's how:

Essential Cookies

Always Active

Required for the website to function properly. Cannot be disabled.

Analytics Cookies

Optional

Help us understand how visitors use our website. Data is anonymised.

Marketing Cookies

Optional

Used to deliver relevant advertisements and track campaign effectiveness.

You can manage your cookie preferences at any time through your browser settings or our cookie consent tool. Note that disabling certain cookies may affect website functionality.

12

Children's Privacy

Our services are not directed at individuals under the age of 18. We do not knowingly collect personal data from children.

If you believe we have inadvertently collected data from a child, please contact us immediately at privacy@thirdex.co.uk and we will take steps to delete such information.

13

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. When we make changes:

  • We will update the "Last Updated" date at the top of this page
  • For significant changes, we will notify you by email or prominent notice on our website
  • We encourage you to review this policy periodically

Your continued use of our services after changes are posted constitutes acceptance of the updated policy.

14

Contact Us

If you have any questions about this Privacy Policy or how we handle your data, please contact us:

Privacy Enquiries

For privacy questions, data requests, and policy queries.

Data Protection Officer

For formal data protection matters and complaints.

Supervisory Authority

You have the right to lodge a complaint with the UK supervisory authority:

Information Commissioner's Office (ICO) ico.org.uk Helpline: 0303 123 1113