For the purposes of Regulation, the data controller is Iain Smith t/a Trust and Protect.
LEGAL BASIS FOR THE PROCESSING
If you are an individual from the European Economic Area (EEA) or the UK, our legal basis for collecting and using the personal information will depend on the personal information concerned and the specific context in which we collect it. However, we will normally collect personal information from you only where: (a) we have your consent to do so, (b) where we need the personal information to perform a contract with you (e.g. to deliver the Services you have requested), or (c) where the processing is in our or a third party’s legitimate interests (and not overridden by your data protection interests or fundamental rights and freedoms).
In some cases, we may also have an obligation to collect personal information from you, or may otherwise need the personal information to protect your vital interests or those of another person (Will beneficiary). If you do not provide complete information this may result in your Will being vulnerable to challenge.
Where we rely on your consent to process the personal information, you have the right to withdraw or decline your consent at any time. Please note that this does not affect the lawfulness of the processing based on consent before its withdrawal.
If you have any questions about or need further information concerning the basis on which we collect and use your personal information, please contact us using the contact details provided further below.
We collect and process your Personal Data when you use the Website or Services, when you sign up to receive our content or newsletters and when you engage with us. Our processing operations are mainly necessary to enable us to make contact with you, necessary for the purposes of operating the Services, or based on you having given us consent. We store your Personal Data on servers located within the European Economic Area (the “EEA”).
INFORMATION WE COLLECT
Customer Data – We collect information about you when you use our Services. This includes a broad range of personal and financial information we require to give guidance on; and the fulfilment of Will and Trust services. We will only use Customer Data to carry out obligations arising from any contracts entered into between you and us.
Subscription: If you subscribe to our Blog or regular Marketing material, we will process your email address. If you choose to subscribe we will also process information about how you interact with the emails and messages you receive from us, such as whether or not you open the communication, the links you click on, whether you purchase anything or whether you opt-out of the communications.
Technical – Usage and Location Information. We automatically collect information on how users interact with our website, such as the IP address from which you access the Offerings, date and time, information about your browser, operating system and computer or device, pages viewed and items clicked. We may also collect location information, including location information automatically provided by your computer or device.
Third-Party Platforms – We may collect information when you interact with our advertisements and other content on third-party sites or platforms, such as social networking sites. This may include information such as “Likes”, profile information gathered from social networking sites or the fact that you viewed or interacted with our content.
WHO WE SHARE YOUR PERSONAL DATA WITH
We may disclose your personal information to third party business partners, suppliers and sub-contractors:
- for the performance of any contract, we enter into with you.
- to send you post or email via third-party communications or delivery service providers.
- to collect website analytics and optimisation information to improve our Website.
- to comply with any applicable legal obligation, court order, summons, search warrants, or any other legal or regulatory obligation or request to which Trust and Protect is or may become subject.
- If we are acquired by a third party, in which case personal data held by us our customers will be one of the transferred assets.
PROTECTION OF YOUR PERSONAL DATA
Information you provide to us through the Website is protected by encryption. Once we have received your information, we use strictly maintained physical, electronic and procedural safeguards to prevent unauthorised access.
Unfortunately, the transmission of information via the Internet is not completely secure. Although we will endeavour to protect your personal data, we cannot guarantee the security of your data transmitted to our Website or the Services. Any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features to try to prevent unauthorised access.
HOW LONG WE KEEP YOUR PERSONAL DATA
We will keep your Personal Data no longer than is necessary for the purposes for which the data was provided.
You have the right under Data Protection Law, free of charge, to request:
- Access to your personal data.
- Rectification or deletion of your personal data.
- A restriction on the processing of your personal data.
- Object to the processing of your personal data.
- Withdraw your consent to us processing your personal data, at any time.
We will provide you with information without undue delay and at the latest within one month of receiving your request. We may extend this up to 2 months if necessary, however we will inform you if this arises.
Please note that where we process your Personal Data for marketing purposes, if you change your mind about being contacted in the future, you can also “opt out” at any time by clicking the “unsubscribe” link at the bottom of any communication. Once you “opt out”, you will no longer receive any marketing emails from us. We will continue to communicate with you regarding your service billing and support via email.
If you have any complaints about our use of your Personal Data please email Iain@trustandprotect.uk.
NO CHILDREN UNDER 16
Access Our Specialist Expertise
Protect your family’s wealth at death and afterwards,
with affordable quality products you can trust.