CHAMBERLINS CLIENT DATA PRIVACY POLICY 2018.02
As part of our acting for you, or providing quotations we will need to collect information about you. This document sets out when and why such information is collected and the conditions under which we may disclose it to others, how we keep it secure, and for how long your data will be stored for.
The policy may change from time to time in accordance with our work practices or changes in legislation.
How do we collect information from you?
What information may be collected from you.
i. The names and addresses of your executors, and beneficiaries
i. A copy of the death certificate
ii. Details of the estate, including real and personal property, their values
i. Details of the property being purchased and/ or sold including valuation.
ii. Information in respect of the buyer/ seller, estate agent and other party’s solicitors
iii. Financial information including bank/mortgage lender.
i. Full details of the other person involved including any children
ii. Financial information for both yourself and the other party.
i. Full details of the children concerned and the parents
ii. The name of the Local Authority dealing with the matter
iii. The name of any other solicitors involved
How will your information be stored?
The information will be stored electronically as well as hard copies. Your information will be stored separately from all other clients.
The firm uses a database which cannot be accessed by people who are not employed by the firm. There may be occasions when 3rd parties have access to your information but this will be limited to those organisations that provide support for the software and hardware. For example if your file gets an error which we cannot resolve internally the 3rd party will provide support to repair the same
How will we use your information?
How long will we keep your data?
The length of time that your data will be kept depends on the matter involved.
If you have asked for a quotation and then decided not to instruct us your personal date will be deleted after 6 months.
Your personal data stored electronically and all the hard copy/ electronic data for this particular matter will be stored for a minimum of 6 years. This is to prevent a potential conflict of interest arising, and because this is the limitation period for any claims you may bring. You can request that the personal data be removed after this time
Thereafter the hard copy and electronic data for this particular matter will be destroyed/ deleted and disposed of in accordance with our policy, unless you ask for the hard copy to be sent to you.
Your Rights
If he fails to deal with your complaint to your satisfaction you may contact the Information Commissioner who can be contacted at https://ico.org.uk/concerns or telephone 0303 123 1113
GENERAL MATTERS
Chamberlins Solicitors is authorised and regulated by the Solicitors Regulatory Authority SRA No. 44883