Privacy Policy

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PRIVACY NOTICE

• Rugby Wills Ltd. is registered in England. 
• Registered address – 4 Main Street, Newbold Rugby. CV21 1HW 
• Rugby Wills Ltd. permitted business advising on or drafting legal documentation. This privacy notice explains how we use any personal information we collect about you.

What information do we collect about you? 

When you engage us for estate planning / legal services, we collect information about you. 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 necessary for providing our services. 

We may also collect information when you voluntarily complete client surveys or provide feedback. 

Information about connected individuals

We may need to gather personal information about your close family members and dependents to effectively provide our service to you. 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 confidently. 

Why do we need to collect and use your data? 

The primary legal basis that we intend to use for processing your data is the performance of our contract with you. The information we collect about you is essential for us to carry out the services you require from us effectively. Without collecting your data, we would also be unable to fulfil our legal obligations. 

Where particular category data is required, we will obtain your or your attorneys’ explicit consent to collect and process this information. 

How will we use the information about you? 

We collect information about you to provide you with the services you engaged us. 

Who might we share your information with?

To deliver our services effectively, we may send your details to third parties, such as those we engage for professional compliance, accountancy or legal services. 

Where it is necessary to send your data to third parties to comply with the contract, we confirm that these third parties will have demonstrated their compliance with the GDPR. 

Where it is necessary for your data to be forwarded to a third party, we will use appropriate security measures to protect it in transit. 

To fulfil our obligations in respect of the prevention of money laundering and other financial crime, we may send your details to third-party agencies for identity verification purposes with your permission(s)

How long do we keep hold of your information? 

During our relationship with you, we will retain only the personal data necessary to provide services to you. We will take all reasonable steps to keep your data current throughout our relationship. 

We reserve the right to retain data for as long as required after that where we believe it is in our legitimate interests. 

You have the right to request the deletion of your data. We will comply with this request, subject to the restrictions of our regulatory obligations and legitimate interests, as noted above. 

How can I access the information you hold about me? 

Your rights under the Data Protection Act are as follows: 

• The right to be informed 
• The right of access 
• The right to rectification 
• The right to erasure 
• The right to restrict processing 
• The right to data portability 
• The right to object 
• Rights about automated decision-making and profiling 

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 disagree with it. However, we will inform you if the request has been granted. 

You have the right to request a copy of our information about you. If you would like a copy of your personal information, please email our Data Protection Officer at chris@rugbywills.co.uk or write to us using the contact details below. You will be required to complete a Subject Access Request form and provide proof of your identity for us to comply with your request, and depending on the work involved, a charge may be made. 

We must ensure that your personal information is accurate and up to date. Therefore, please ask us to correct or remove any information you think is incorrect. 

Marketing 

From time to time, we may need to contact you regarding changes in legislation to ensure that your estate planning / legal services remain effective. 

If you consent, we may also email you about other products or services that interest you. You may opt-out later if you agree to receive marketing information. 

You have a right to stop us from contacting you for marketing purposes. If you no longer wish to be contacted for marketing purposes, please get in touch with us by email or post. 

We will not share your information for marketing purposes with other companies. 

Cookies 

We use cookies to track website visitor use and compile statistical reports on website activity. For further information, visit http://www.allaboutcookies.org/ 

You can set your browser not to accept cookies, and the above website tells you how to remove cookies from your browser. However, some of our website features may not function in a few cases. 

Other websites

Our website may contain links to other websites. This privacy policy only applies to this website, so you should read their privacy policies when you link to other websites. 

What can you do if you are unhappy with how your data is processed? 

You also have a right to complain to the supervisory authority for data protection. In the UK, this is: 

Information Commissioner’s Office 

Wycliffe House 

Water Lane 

Wilmslow 

Cheshire 

SK9 5AF 

Changes to our privacy policy 

We keep our privacy policy under regular review and will inform you of any changes when they occur. 

This privacy policy was last updated on 18th January 2019. 

How to contact us 

Please contact us if you have any questions about our privacy policy or information we hold about you: by email at chris@rugbywills.co.uk

Or write to us at: 

Rugby Wills Ltd. 

4 Main Street, Newbold, Rugby, Warwickshire. CV21 1HW