White house Will Writing & Estate Planning
Privacy Policy
The EU’s General Data Protection Regulation came into force on the 25th of May 2018.
Personal Data
In the EU’s General Data Protection Regulation (GDPR), Personal Data is defined as
“any information relating to an identified or identifiable natural person ("data
subject"); an identifiable person is one who can be identified, directly or indirectly, in
particular by reference to an identifier such as a name, an identification
number, location data, online identifier or to one or more factors specific to the
physical, physiological, genetic, mental, economic, cultural or social identity of that
person.”
How we use your information
The following privacy policy will outline how White House Will Writing & Estate Planning will collect and use your data. This is done so that we can:
• Make contact with you about our services;
• Provide Will Writing and Estate Planning services for you;
• Provide Lasting Powers of Attorney for you;
• Respond to your queries and Information requests;
• Respond to service requests;
• Respond to any complaints.
Why do we need to collect and store personal data?
In order for us to do any of the above, we must collect and store your data firstly for
correspondence purposes. We will ensure that the information collected will only be
used for its intended purpose and does not constitute an invasion of your privacy.
White House Will Writing & Estate Planning may wish to contact you for marketing purposes however we would contact you for additional consent for that purpose if not already given.
Will we share your personal data with anyone else?
We may need to pass your details onto third parties who are either contracted to, or
associated with us, in the course of dealing with you. Any third parties who we do pass
your details onto are obliged to store your details securely and only process them if
responding to information requests, queries, complaints etc. on our behalf. When the time comes that they no longer require your personal data, they will dispose of this accordingly and in line with our business policy. If we wish to pass your personal data to a third party, we will only do so with your explicit consent, unless we are legally obliged to do so otherwise.
How will we use the personal data we collect about you?
Processing data constitutes as collecting, storing and using. We will process this data in
accordance with the GDPR. We will do our utmost to keep your information accurate
and up to date and not keep it longer than is necessary. White House Will Writing & Estate Planning may issue occasional reminders to all customers to keep their contact details up to date and will update them accordingly. Please be advised that there is information that we are required to keep in accordance with the law, such as information needed for tax and audit purposes. Personal data may be held for longer than these periods however this will depend on the individual needs of the business.
Under what circumstances will we contact you?
We will only ever contact you when necessary, or when you have requested that we do
so. We do not mean at any point to be intrusive or ask for unnecessary information. We
will do our best to ensure that the information we hold is as secure as possible to
minimise the risk of unauthorised access or disclosure.
Can you find out about the personal data that we hold about you?
If you want to see what personal data we hold on you and how it is processed, you may
contact us to request this. This is known as a Data Subject Access Request (DSAR) and
you must request this in writing (either by post or email), providing the necessary
identification before any information is released. If White House Will Writing & Estate Planning do store any of your personal data, you may request information on the following:
• Identity and the contact details of the person or organisation that has determined how and why to process your data.
• Contact details of the GDPR owner, where applicable.
• The purpose of the processing as well as the legal basis for processing. If the processing is based on the legitimate interests of White House Will Writing & Estate Planning or a third party, information about those interests.
• The categories of personal data collected, stored and processed.
• Recipient(s) or categories of recipients that the data is/will be disclosed to.
• How long the data will be stored.
• Details of your rights to correct, erase, restrict or object to such processing.
• Information about your right to withdraw consent at any time.
• How to lodge a complaint with the supervisory authority.
• Whether the provision of personal data is a statutory or contractual requirement, or a requirement necessary to enter into a contract, as well as whether you are obliged to provide the personal data and the possible consequences of failing to provide such data.
• The source of personal data if it wasn’t collected directly from you.
• Any details and information of automated decision making, such as profiling, and any meaningful information about the logic involved, as well as the significance and expected consequences of such processing.
What forms of ID will you need to provide in order to access this?
White House Will Writing & Estate Planning will accept the following forms of ID when information on your personal data is requested:
Passport; Photo Driving Licence; Utility Bill (from the last
three months); Notarised ID Document.
Contact details of the GDPR Owner
If you wish to submit a DSAR, or have any questions regarding this privacy statement,
you must do so in writing using the following information:
Address:
51 Chestnut Drive
Hagley
Stourbridge
DY9 0GH
Email: ian@whitehousewills.co.uk
Telephone: 07966 291992