We collect information about you when you engage us for estate planning/legal services. This information will relate to your personal and financial circumstances. It may also include special categories of personal data such as data about your health if this is necessary for the provision of our services.
We may also collect information when you voluntarily complete client surveys or provide feedback to us.
We may need to gather personal information about your close family members and dependants in order to provide our service to you effectively. In such cases, it will be your responsibility to ensure that you have the consent of the people concerned to pass their information on to us.
There are a number of lawful bases on which organisations can use (or process) your personal data:
Performance of a contract
The primary legal basis that we intend to use for the processing of your data is for the performance of a contract with you. The information that we collect about you is essential for us to be able to carry out the services that you require from us effectively. Without collecting your personal data, we would also be unable to fulfil our legal obligations. We will contact you by post, telephone and electronic means.
Non client / third party personal data
We rely on the basis of legitimate interests where it is necessary to collect and process third party/non client personal data which is necessary for the performance of a contract with you and to comply with our legal obligations.
Changes in legislation
Part of fulfilling our contract with you means it may also be necessary to contact you in regards to changes in legislation in order to ensure that your estate planning / legal services remain effective. We will contact you by post, telephone and electronic means.
Special Category Data
Where special category data is required, in addition to processing under the lawful bases referred to above, we will also generally rely on the condition that processing is necessary for the establishment, exercise or defence of legal claims or whenever courts are acting in their judicial capacity to collect and process this information as detailed in Article 9(2)(f).
If we use your information for a reason other than to complete your contract, or to advise you of changes in legislation, such as contacting you in regards to additional legal products and services, then we generally rely on the following lawful basis:
Legitimate Interests: Where it is necessary for the purposes of the legitimate interests pursued by us or a third party in line with GDPR Article 6(1)(f).
Legitimate interests means the interests of our company in conducting and managing our business to enable us to give you the best services and products.
Additional legal products & services
We may rely on Legitimate Interests for the purpose of sending you information about our legal products and services. For example, we have an interest in making sure the information is relevant for you, so we may process your personal data in order to provide you with information that is specifically tailored to your interests. We will contact you by post, telephone and electronic means.
Before doing this, we ensure that we consider and balance any potential impact on you (both positive and negative), and your rights under data protection laws with our business objectives. Our legitimate business interests do not automatically override your interests. We will not use your personal data for activities where our interests are overridden by the impact on you (unless we have your consent) or are otherwise, required or permitted by law.
You are of course, free to opt out of receiving these messages at any time. We will include clear information about how to do so in all of our messages.
We will not share your information with other companies other than those it is necessary to engage for professional compliance, accountancy or legal services.
In order to deliver our services to you effectively we may send your details to third parties such as those that we engage for professional compliance, accountancy or legal services.
Where it is necessary to send your personal data to third parties to comply with the contract, we confirm that these third parties will have confirmed their compliance with the GDPR. Where it is necessary for your personal data to be forwarded to a third party, we will use appropriate security measures to protect your personal data in transit.
To fulfil our obligations in respect of prevention of money-laundering and other financial crime, we may send your details to third party agencies for identity verification purposes.
We may need to utilise the services of a Credit Reference Agency called TransUnion (formerly Call Credit). You can view their Privacy Notice here: www.transunion.co.uk/legal-information/bureau-privacy-notice
During the course of our relationship with you we will retain personal data which is necessary to provide services to you. We will take all reasonable steps to keep your personal data up to date throughout our relationship. We reserve the right to retain data for as long as is required thereafter where we believe it is in our legitimate interests to do so.
You have the right to request deletion of your personal data. We will comply with this request, subject to the restrictions of our regulatory obligations and legitimate interests as noted above.
Your rights under the Data Protection Act are as follows:
Please note that you have the right to request the above, however, when we receive your request we may object to your request if we do not agree with it. We will however inform you if the request has been granted or not.
You have the right to request a copy of the information that we hold about you. If you would like a copy of some or all of your personal information, please email our Data Protection Officer on firstname.lastname@example.org or write to us using the contact details noted below. You will be required to complete a Subject Access Request form and provide us with proof of your identity in order for us to comply with your request and, depending on the work involved, a charge might be made.
We have an obligation to ensure that your personal information is accurate and up to date. Please ask us to correct or remove any information that you think is incorrect.
Where you have been referred to us by one of our authorised Introducers, we will collect and use your personal data for the performance of a contract with you. The information that we collect about you is essential for us to be able to carry out the services that you require from us effectively. Without collecting your personal data, we would also be unable to fulfil our legal obligations. We will contact you by post, telephone and electronic means.
It is the responsibility of the Introducer to obtain your permission to collect and pass on to us the personal data of a potential customer. We will rely on the Introducer to ensure that they have a lawful basis for providing this information and have obtained consent from you to do so.
When obtaining personal data from other sources, we do not need to provide individuals with privacy information if:
You can set your browser not to accept cookies and the above website tells you how to remove cookies from your browser. However, in a few cases some of our website features may not function as a result.
This website contains embedded Vimeo videos on some pages or provides links to Vimeo videos. Vimeo is a video service provided by Vimeo Inc, 555 West 18th Street, New York, New York 10011. Vimeo’s data privacy statement is available at vimeo.com/privacy
You have a right to lodge a complaint with the supervisory authority for data protection. In the UK this is:
Information Commissioner’s Office
Or write to us at: Joshua Jacob Ltd, Ednaston Park, Painters Lane, Ednaston, Derbyshire DE6 3FA