We recognise and respect your right to privacy. This notice contains important information about who we are; how and why we collect, store, use and share your personal data and how the law protects you.
Your data will:-
- Only be collected for a valid purpose and in a fair and transparent way
- Only be used where we have a lawful basis for doing so
Why we use your personal data:-
- To provide legal services to you or, where applicable:
- to enable the Executors of an estate where you are a beneficiary to comply with regulatory and legal obligations
- to provide legal services to an individual making a Lasting Power of Attorney where that individual has named you either as an attorney, replacement attorney or named person
The basis of how we process your data
We can only use your personal data if we have a proper reason for doing so. These reasons include:-
- The performance of a contract, or at your request prior to entering a contract
- Compliance with our legal, regulatory and professional obligations
- Steps that are necessary for pursuing our legitimate interests or those of a third party
- Where you have given consent.
The Data We Collect
Personal data or personal information is any information about an individual from which that person can be identified. It does not include data where the identity has been removed. The type of data we collect includes:-
- Identity data such as your full name, date of birth, marital status). This may be in the form of identity documents such as your passport or driving licence.
Contact data such as your address, email address, telephone numbers
- Matter data which includes information necessary to enable us to provide legal services to you and may include details about your ethnicity, religious or philosophical beliefs, sexual orientation, political opinion, information about your health which are Special Categories of Personal Data and subject to increased security and protection.
- Transaction data such as payments to and from you
- Technical Data such as internet protocol (IP) addresses, browser type and version, time zone setting and location, browser plug-in types and versions, operating systems, platform and other technology on the devices you use to access our website
How we collect your personal data
We collect the majority of our personal data directly from communicating with you. However we may also collection information from:-
- publicly accessible sources such as HM Land Registry the Bankruptcy & Insolvency Register, Companies House
- a third party such as client due diligence providers
- a third party with your consent such as your bank or another financial institution or pension provider
- your medical professions such as your doctor or occupational health professionals
Changes to your personal data
To ensure that the personal data that we hold about you is accurate and up-to-date please provide us with any details of any changes to your personal data.
How long do we keep your data?
Legal, regulatory and professional obligations determine how long we keep your data. The retention periods differ depending upon the nature of the data we hold and the reasons why we hold it and are subject to change. However, we will only keep your personal data for as long as we need to. When it is no longer required it is deleted securely. If you require more details about specific retention periods please contact our Compliance Officer.
Third Party Links
Our website may include links to third party websites. Clicking on those links may allow third parties to collect or share data about you. We do not control these third-party websites and by clicking on the link you are leaving our website. We recommend that you review the privacy website of the other website.
In certain circumstances you have rights under the General Data Protection Regulations in relation to your personal data including a request to:-
- access your personal data
- correct personal data held about you
- be forgotten
- restrict the processing of your data
- transfer your personal data to you or a third party
- withdraw consent
In first instance please contact our Compliance Officer (see details below). In most cases we will deal with your request free of charge and within one month of receipt of your request. Please be aware that we may require further data from you in order to verify your identity before disclosing, amending or deleting any of your data.
How to complain
If you have any queries about our use of your personal information please contact our Compliance Officer in first instance so that we can address your concerns. You have the right to complain to the Information Commissioner’s Office (ICO), who are the supervisory authority in the UK. Their contact details are www.ico.org.uk/concerns; telephone 0303 123 1113
Autumn Years Law is the data controller. We are registered as a data controller with the Information Commissioner’s Office, with registration number: ZA223819. Our compliance officer is Elizabeth Foggin and her contact details are: Elizabeth Foggin, Autumn Years Law, 22-24 Chapel Lane, Formby L37 4DU; email: firstname.lastname@example.org; telephone: 01704 870404.
Date: 20 November 2018