Oliver's Wills Ltd - Privacy Policy
We take your personal information very seriously, and this policy page tells you how we process information you give us or that we collect from you. We have legal obligations under the Data Protection Act 1998 and the General Data Protection Regulations.
If you have any questions, please contact [email protected], or in writing to Oliver’s Wills Ltd, 92 Melbourn Road, Royston. SG8 7DG. Alternatively you can call us on 0800 3345 245.
We may collect the following information from you:
You may also give us information related to another person, and if you do we must have consent that the person is happy for us to process their personal information and that you have informed them of our identity as a Data Controller and why we are receiving their information. We will keep records as evidence of this consent.
How will we use information we hold about you?
The legal basis on which any personal information that the Company collects from you, or that you provide to it, will be processed is as follows. This information may be collected during meetings, by completing a contact form on the Company website, in correspondence or in telephone conversations.
A. Personal information may be processed by the Company for a number of legitimate purposes, including:
B. The Company will maintain client files for a period of 6 years after your death, or for a period of 6 years after you have notified us in writing that your document(s) have been revoked, whichever event occurs first.
C. The Company may disclose your personal information to its partner firms and/or sub-contractors who it relies on to be able to provide its services to you, but in doing so it will ensure that they apply the same or greater controls in terms of data protection as the Company does.
D. The Company may also disclose your personal information in the following circumstances:
E. Other than as provided in sections (a) to (d) above, the Company will not disclose any personal information to anyone outside of the Company without your specific permission.
F. Whenever the Company processes personal information as described in sections (a) to (d) above it will ensure that it always keeps the Personal Data rights of you and anyone whose personal information that you provide in high regard and will take account of these rights. You have the right to object to this processing and if you wish to do so, please contact the Company at the address below. Please bear in mind that if you object, it may affect the ability of the Company to carry out its obligations under this agreement and/or to provide products or services to you.
G. All personal information will be held by the Company under appropriate security and within the European Union.
H. You have a right to request a copy of the personal information provided by you that the Company processes. If you would like a copy of some or all of this personal information, please contact the Company at the address above.
I. The Company wants to make sure that personal information that it processes is accurate and up to date and you may ask it to correct or remove information that you think is inaccurate.
J. If you wish to raise a complaint on how your personal information has been handled, please contact us and we will investigate further. If you are not satisfied with our response or believe we are not processing your personal information in accordance with the law, you can complain to the Information Commissioner’s Office (ICO).
Their contact details are given at the bottom of this page.
Amendments to our Privacy Policy
We may amend our privacy policy and will update our policy on this website page accordingly.
Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
SK9 5AF
www.ico.org.uk
Tel 0303 123 1113
If you have any questions, please contact [email protected], or in writing to Oliver’s Wills Ltd, 92 Melbourn Road, Royston. SG8 7DG. Alternatively you can call us on 0800 3345 245.
We may collect the following information from you:
- Information you have given us to enable us to organise your Will, Lasting Power of Attorney, Trust, or other services we offer from time to time.
- Information you have entered into our website for the purposes of contacting you or which you give us to provide you with advice or a service.
- If you call us we may keep information from that call.
- Details of your visit to our website and the pages you access.
- Details from public sources such as HM Land Registry.
You may also give us information related to another person, and if you do we must have consent that the person is happy for us to process their personal information and that you have informed them of our identity as a Data Controller and why we are receiving their information. We will keep records as evidence of this consent.
How will we use information we hold about you?
- We will use information to fulfil any contracts we enter together, such as creating a Will or other service.
- To provide you with information on our services which are relevant to you at the time you engage us to help you with your estate planning.
- To contact you where you have given your consent, on products or services after we have concluded any immediate business. You may withdraw your consent at any time by contacting us by one of the methods at the top of this page.
The legal basis on which any personal information that the Company collects from you, or that you provide to it, will be processed is as follows. This information may be collected during meetings, by completing a contact form on the Company website, in correspondence or in telephone conversations.
A. Personal information may be processed by the Company for a number of legitimate purposes, including:
- To carry out its obligations under this agreement.
- To provide you with information, products and/or services which the Company believes may be of interest to you, provided that you have given your consent.
- For accounting purposes and statistical analysis.
B. The Company will maintain client files for a period of 6 years after your death, or for a period of 6 years after you have notified us in writing that your document(s) have been revoked, whichever event occurs first.
C. The Company may disclose your personal information to its partner firms and/or sub-contractors who it relies on to be able to provide its services to you, but in doing so it will ensure that they apply the same or greater controls in terms of data protection as the Company does.
D. The Company may also disclose your personal information in the following circumstances:
- If the Company or substantially all of its assets are acquired by a third party, in which case personal information held by us about our customers will be one of the transferred assets..
- To prevent fraud or if required to do so by law.
E. Other than as provided in sections (a) to (d) above, the Company will not disclose any personal information to anyone outside of the Company without your specific permission.
F. Whenever the Company processes personal information as described in sections (a) to (d) above it will ensure that it always keeps the Personal Data rights of you and anyone whose personal information that you provide in high regard and will take account of these rights. You have the right to object to this processing and if you wish to do so, please contact the Company at the address below. Please bear in mind that if you object, it may affect the ability of the Company to carry out its obligations under this agreement and/or to provide products or services to you.
G. All personal information will be held by the Company under appropriate security and within the European Union.
H. You have a right to request a copy of the personal information provided by you that the Company processes. If you would like a copy of some or all of this personal information, please contact the Company at the address above.
I. The Company wants to make sure that personal information that it processes is accurate and up to date and you may ask it to correct or remove information that you think is inaccurate.
J. If you wish to raise a complaint on how your personal information has been handled, please contact us and we will investigate further. If you are not satisfied with our response or believe we are not processing your personal information in accordance with the law, you can complain to the Information Commissioner’s Office (ICO).
Their contact details are given at the bottom of this page.
Amendments to our Privacy Policy
We may amend our privacy policy and will update our policy on this website page accordingly.
Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
SK9 5AF
www.ico.org.uk
Tel 0303 123 1113