Privacy Policy
This is the privacy notice of the estateplanningdirectory.co.uk.
In this document, "we", "our", or "us" refer to The Estate Planning Directory
We are company number 12639712 registered on 02 June 2020
Our registered office is IFA Estate Planning Ltd, 261 Buxton Road, Stockport, Cheshire SK2 7NR
Introduction
1.
This
is
a
notice
to
inform
you
of
our
policy
about
all
information
that
we
record
about
you.
It
sets
out
the
conditions
under
which
we
may
process
any
information
that
we
collect
from
you,
or
that
you
provide
to
us.
It
covers
information
that
could
identify
you
(“personal
information”)
and
information
that
could
not.
In
the
context
of
the
law
and
this
notice,
“process”
means
collect,
store, transfer, use or otherwise act on information.
2.
We regret that if there are one or more points below with which you are not happy, your only recourse is to leave our website immediately.
3.
We
take
seriously
the
protection
of
your
privacy
and
confidentiality.
We
understand
that
all
visitors
to
our
website
are
entitled
to
know
that
their
personal
data
will
not
be
used
for
any
purpose unintended by them, and will not accidentally fall into the hands of a third party.
4.
We undertake to preserve the confidentiality of all information you provide to us, and hope that you reciprocate.
5.
Our policy complies with UK law accordingly implemented, including that required by the EU General Data Protection Regulation (GDPR).
6.
The
law
requires
us
to
tell
you
about
your
rights
and
our
obligations
to
you
in
regards
to
the
processing
and
control
of
your
personal
data.
We
do
this
now,
by
requesting
that
you
read
the
information provided at www.knowyourprivacyrights.org
7.
Except as set out below, we do not share, or sell, or disclose to a third party, any information collected through our website.
The bases on which we process information about you
The law requires us to determine under which of six defined bases we process different categories of your personal information, and to notify you of the basis for each category.
If a basis on which we process your personal information is no longer relevant then we shall immediately stop processing your data.
If the basis changes, then if required by law we shall notify you of the change and of any new basis under which we have determined that we can continue to process your information.
1. Information we process because we have a contractual obligation with you
When you create an account on our website, buy a product or service from us, or otherwise agree to our terms and conditions, a contract is formed between you and us.
In order to carry out our obligations under that contract we must process the information you give us. Some of this information may be personal information.
We may use it in order to:
1.1 verify your identity for security purposes
1.2 sell products to you
1.3 provide you with our services
1.4 provide you with suggestions and advice on products, services and how to obtain the most from using our website
We process this information on the basis there is a contract between us, or that you have requested we use the information before we enter into a legal contract.
Additionally,
we
may
aggregate
this
information
in
a
general
way
and
use
it
to
provide
class
information,
for
example
to
monitor
our
performance
with
respect
to
a
particular
service
we
provide.
If
we use it for this purpose, you as an individual will not be personally identifiable.
We shall continue to process this information until the contract between us ends or is terminated by either party under the terms of the contract.
2. Information we process with your consent
Through
certain
actions
when
otherwise
there
is
no
contractual
relationship
between
us,
such
as
when
you
browse
our
website
or
ask
us
to
provide
you
more
information
about
our
products
and
services, you provide your consent to us to process information that may be personal information.
Wherever possible, we aim to obtain your explicit consent to process this information, for example, by asking you to agree to our use of cookies.
Sometimes you might give your consent implicitly, such as when you send us a message by e-mail to which you would reasonably expect us to reply.
Except
where
you
have
consented
to
our
use
of
your
information
for
a
specific
purpose,
we
do
not
use
your
information
in
any
way
that
would
identify
you
personally.
We
may
aggregate
it
in
a
general way and use it to provide class information, for example to monitor the performance of a particular page on our website.
If
you
have
given
us
explicit
permission
to
do
so,
we
may
from
time
to
time
pass
your
name
and
contact
information
to
selected
associates
whom
we
consider
may
provide
services
or
products
you would find useful.
We continue to process your information on this basis until you withdraw your consent, or it can be reasonably assumed that your consent no longer exists.
You may withdraw your consent at any time by instructing us at shaun@equitylegal.uk. However, if you do so, you may not be able to use our website or our services further.
3. Information we process because we have a legal obligation
We are subject to the law like everyone else. Sometimes, we must process your information in order to comply with a statutory obligation.
For example, we may be required to give information to legal authorities if they so request or if they have the proper authorisation such as a search warrant or court order.
This may include your personal information.
Specific uses of information you provide to us
4. Reviews you post on our website
Our website may allow you to post reviews about the product or service you have purchased with a view to that information being read or used by other people.
We do not specifically use this information except to allow it to be displayed on our website.
We do store it, and we reserve a right to use it in the future in any way we decide.
Provided
your
request
is
reasonable
and
there
is
no
legal
basis
for
us
to
retain
it,
then
at
our
discretion
we
may
agree
to
your
request
to
delete
your
review
with
your
personal
information
that
you
have posted. You can make a request by contacting us at shaun@equitylegal.uk.
5. Information relating to your method of payment
Payment information is never taken by us or transferred to us either through our website or otherwise. Our employees and contractors never have access to it.
6. Sending a message to our support team
When you contact us through our website or by e-mail, we collect the data you have given to us in order to reply with the information you need.
We record your request and our reply in order to increase the efficiency of our business.
We
keep
personally
identifiable
information
associated
with
your
message,
such
as
your
name
and
email
address
so
as
to
be
able
to
track
our
communications
with
you
to
provide
a
high-quality
service.
7. Complaining
When we receive a complaint, we record all the information you have given to us.
We use that information to resolve your complaint.
If
your
complaint
reasonably
requires
us
to
contact
some
other
person,
we
may
decide
to
give
to
that
other
person
some
of
the
information
contained
in
your
complaint.
We
do
this
as
infrequently
as possible, but it is a matter for our sole discretion as to whether we do give information, and if we do, what that information is.
We may also compile statistics showing information obtained from this source to assess the level of service we provide, but not in a way that could identify you or any other person.
8. Affiliate and business partner information
This is information given to us by you in your capacity as an affiliate of us or as a business partner.
It allows us to recognise visitors that you have referred to us, and to credit to you commission due for such referrals. It also includes information that allows us to transfer commission to you.
The information is not used for any other purpose.
We undertake to preserve the confidentiality of the information and of the terms of our relationship.
We expect any affiliate or partner to agree to reciprocate this policy.
Use of information we collect through automated systems when you visit our website
9. Cookies
Cookies
are
small
text
files
that
are
placed
on
your
computer's
hard
drive
by
your
web
browser
when
you
visit
a
website.
They
allow
information
gathered
on
one
web
page
to
be
stored
until
it
is
needed for use on another, allowing a website to provide you with a personalised experience, and the website owner with statistics about how you use the website so that it can be improved.
Some cookies may last for a defined period of time, such as one day or until you close your browser. Others last indefinitely.
Our website uses third party cookies. They are placed by software that operates on our servers, and by software operated by third parties whose services we use.
An example is that we use Google Analytics to measure the performance of our website.
We may use the information we obtain from your use of our cookies for the following purposes:
to improve the website’s usability;
to analyse your use of our website;
to provide certain interactive functionality, such as remembering your answers to previous questions on a multi-page questionnaire.
Most of browsers allow you to refuse to accept cookies, and to delete ones that have been placed on your computer.
If you do not want us to use cookies, you may disable their use in your browser. However, if you do so then please note that you may not be able to use all the features on our website.
Disclosure and sharing of your information
10. Information we obtain from third parties
Although
we
do
not
disclose
your
personal
information
to
any
third
party
(except
as
set
out
in
this
notice),
we
sometimes
receive
data
that
is
indirectly
made
up
from
your
personal
information
from third parties whose services we use.
No such information is personally identifiable to you.
11. Credit reference
We never take credit references
12. Data may be processed outside the European Union
Our websites are hosted in UK
We may also use outsourced services in countries outside the European Union from time to time in other aspects of our business.
Accordingly, data obtained within the UK or any other country could be processed outside the European Union.
Access to your own information
13. Access to your personal information
13.1 At any time you may review or update personally identifiable information that we hold about you, by signing in to your account on our website.
13.2 To obtain a copy of any information that is not provided on our website you may send us a request at shaun@equitylegal.uk.
13.3 After receiving the request, we will tell you when we expect to provide you with the information, and whether we require any fee for providing it to you.
14. Removal of your information
If you wish us to remove personally identifiable information from our website, you may contact shaun@equitylegal.uk.
This may limit the service we can provide to you.
15. Verification of your information
When
we
receive
any
request
to
access,
edit
or
delete
personal
identifiable
information
we
shall
first
take
reasonable
steps
to
verify
your
identity
before
granting
you
access
or
otherwise
taking
any action. This is important to safeguard your information.
Other matters
16. Use of site by children
16.1 We do not sell products or provide services for purchase by children, nor do we market to children.
16.2 If you are under 18, you may use our website only with consent from a parent or guardian
17. How you can complain
17.1 If you are not happy with our privacy policy or if you have any complaint then you should tell us by email. Our address is shaun@equitylegal.uk.
17.2 If a dispute is not settled then we hope you will agree to attempt to resolve it by engaging in good faith with us in a process of mediation or arbitration.
17.3
If
you
are
in
any
way
dissatisfied
about
how
we
process
your
personal
information,
you
have
a
right
to
lodge
a
complaint
with
the
Information
Commissioner's
Office.
This
can
be
done
at
https://ico.org.uk/concerns/
18. Retention period for personal data
Except as otherwise mentioned in this privacy notice, we keep your personal information only for as long as required by us:
18.1 to provide you with the services you have requested;
18.2 to comply with other law, including for the period demanded by our tax authorities;
18.3 to support a claim or defence in court.
19. Compliance with the law
Our
privacy
policy
has
been
compiled
so
as
to
comply
with
the
law
of
every
country
or
legal
jurisdiction
in
which
we
aim
to
do
business.
If
you
think
it
fails
to
satisfy
the
law
of
your
jurisdiction,
we
should like to hear from you.
However, ultimately it is your choice as to whether you wish to use our website.
20. Review of this privacy policy
We
may
update
this
privacy
notice
from
time
to
time
as
necessary.
The
terms
that
apply
to
you
are
those
posted
here
on
our
website
on
the
day
you
use
our
website.
We
advise
you
to
print
a
copy for your records.
If you have any question regarding our privacy policy, please contact us.