In this Privacy Policy Statement the terms, 'we' or 'us' is Your Conveyancer. The term '3rd Party Borrower' is the borrower in a remortgage transaction where we are acting solely for the lender.
Your privacy is important to us and we are committed to keeping your information secure and managing it in accordance with our legal responsibilities under applicable data protection laws. We are registered with the UK Information Commissioner's Office (ICO) as a data controller under registration number Z9348829.
Please read this Privacy Policy Statement carefully as it contains important information to help you understand how and why we process any personal information that you give to us.
We process personal information which you give us:
This includes:
Special categories of personal data include information about an individual's health and other categories of personal information which are closely protected.
We do not generally process such information unless you have voluntarily provided this to us, or it is relevant to the legal service you have asked us to provide you with. For example, in Family & Matrimonial matters, or where you have advised us of an issue, such as your health, which could mean that you may be classed as a “vulnerable client” i.e. due to your personal circumstances or personal characteristics you are particularly vulnerable to financial detriment. We will process sensitive information where you have provided this information to us and have agreed that we can use this information to deliver products and services to you. Where possible we shall seek to minimise the collection and use of such special categories of personal data.
We use your information to:
We will process your information in order to meet our contractual obligations to you, where we have a legitimate interest to do so, where we are permitted by law or to comply with applicable laws and regulation.
| PURPOSE | LEGAL BASIS |
|---|---|
| Providing a service and internal processing | |
| To assess your needs and provide you with suitable products and services |
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| To service and administer your matter including billing |
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| To verify the identity of our Client \ 3rd Party Borrower |
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| To confirm, update and improve our Client \ 3rd Party Borrower records |
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| To provide you with any information on the services that you have requested |
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| Relationship Management | |
| To manage and develop our relationship with you |
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| Training and development | |
| For training purposes and to improve our service to you |
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| Complying with Legal Obligations | |
| To prevent, investigate and prosecute crime, fraud and money laundering |
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| For auditing purpose |
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| If we are obliged to disclose information by reason of any law, regulation or court order |
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| Other | |
| To transfer information to any entity which may acquire rights in us |
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| For any other purpose to which you agree. |
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We will retain your personal information in accordance with applicable laws. We will take reasonable steps to destroy or anonymise personal information we no longer need for the purposes we have set out above.
Our retention periods are:
| Type of personal Information | Retention Period |
|---|---|
| General personal data which includes your normal personal data, personal identity and personal financial data |
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| Client Due Diligence Material which includes copies of your Passport, Drivers Licence, Bank Statements and any associated documents and explanations you have given to us to prevent fraud, financial crime and money laundering |
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| Special categories of personal data |
|
Where necessary or required we share information with:
We invest appropriate resources to protect your personal information, from loss, misuse, unauthorised access, modification or disclosure. However, no internet-based site can be 100% secure and we cannot be held responsible for unauthorised or unintended access that is beyond our control.
We will keep this Privacy Policy Statement under review and make updates from time to time. Any minor changes to this Privacy Statement will be posted on this page and we will communicate any major changes to you.
Please refer to our cookie policy for information about cookies, what they are used for and your rights to object to them.
You have the right to request copies of your personal information. If you think any of the personal information we hold about you is inaccurate, you may also request it is corrected or erased. You also have a right, in certain circumstances, to object to our processing of your personal information, to require us to stop processing your personal information and/or to withdraw your agreement to processing based on 'consent', but this does not apply where we have other legal justifications to continue processing your data or an overriding legitimate interest.
In relation to all of these rights, please write to us at the address below.
If you have a complaint about how we have handled your personal information you may contact us using the details below and we will investigate your complaint. You also have the right to complain to the Information Commissioner’s Office - (www.ico.org.uk).
You can contact us by writing to us at:
Your Conveyancer Solicitors
East Port House
12 East Port
Dunfermline
KY12 7JB
(FAO Nicola Elliott)
Telephone queries can be made to 0344 576 7755