Privacy Policy
Deborah Bowers Will Writing Services
1.INTRODUCTION
Deborah Bowers Will Writing Services, is committed to preserving your privacy. Please read the following privacy policy to understand how we use and protect the information that you provide.
When we refer to “Deborah Bowers Will Writing Services” we are referring to a sole trader Will Writing Service operated by Deborah Bowers. In compliance with the Data Protection Act 2018, we are the data controllers. This privacy policy applies to our processing of personal data when you use our services, visit our website or otherwise interact with us.
It is important for us to process and use your data only in accordance with the Data Protection Act 2018 of the United Kingdom, and the General Data Protection Regulationsand to be transparent with you in how we process and use your data.
This privacy policy will explain what data is collected, why it is collected, how the collected data is used and your options and rights regarding the collection of your personal data.
2.WHO WE ARE
We are a sole trader providing Will Writing services, as set out on our website. Our aim is to empower our clients to write their own Will or invite them to use our will writing service. We will assist them in that endeavour, whilst providing a clear understanding of how the Inheritance Tax provisions of England and Wales may affect the distribution of their assets. We engage with our clients to write their Wills based on their instructions and guide them as to its signing, attestation and witnessing to ensure that they have a valid will. As a private, family-owned business we understand how important it is for families to protect their loved ones and our goal is to empower our clients at a fraction of the price, to secure the wellbeing of their family. This means we have strong relationships with our clients and longevity in the services we provide to them. We do not however, provide probate services.
3. WHAT DATA WE COLLECT
We collect the following categories of data:
- Contact information, including name, address, telephone number and e-mail address. The same information is also collected about the persons you wish to appoint in your Will.
- Identity data, including passport or driver’s licence, gender and date of birth.
- Communication data between you and us, including e-mail communication, online chats, comments and reviews and documents you send us to review to enable us to advice you and proved you with the service which is most appropriate for you needs.
4. WHERE WE COLLECT YOUR DATA FROM
Most of the data that we have about you is provided by you. This is obtained when you complete on our forms and templates and respond to questions which we ask to enable us to provide a proficient service.
5. USE OF YOUR INFORMATION
Communication: We use your data to ensure that we can supply the goods orservices you have requested. We may provide such information by electronic or other means.
Legal basis: We use such data to enter into a contract with you to provide the service which you have requested. Further, we use such data to provide you with other information necessary to fulfil our legitimate interests, including to ensure that we process invoices and to contact you, where necessary, concerning any service you may have requested from Deborah Bowers Will Writing Services.
Disclosure: We may disclose yourdata should we be required to do so in compliance with any laws or regulation or to law enforcement for the prevention of crime.
Direct Marketing: We will not use your data to send you marketing material unless you have requested such material from us.
6. HOW LONG WE STORE YOUR DATA FOR
We will only store your data for as long as it is necessary to fulfil the purpose of the processing of your data.
We will store your data for the duration of our contractual relationship and up to a period of three years after our contractual relationship has ended, if we believe this is necessary to handle potential complaints or claims. We may store your data longer if you wish for us to keep your data and you have consented to this.
We will store other data as required by applicable law.
We will store your data for as long as you wish to receive information and marketing communications from us.
7. INTERNATIONAL TRANSFER OF DATA
Deborah Bowers Will Writing Services,provides services in the United Kingdom and in the Commonwealth. We do share your data with any other partners or sell your data to anyone. We do, however, store your data in a cloud provided by Google.
8. DISCLOSURE OF YOUR INFORMATION
The information you provide to us will be held on our computers and may be accessed by our employees, who act for us for the purposes set out in this privacy policy or for other purposes approved by you. They process information, fulfil and provide support services on our behalf. All our employees are subject to the confidentiality in relation to any data they handle.
Where you have provided us with your details for marketing purposes, we may send you an email, a WhatsApp message or SMS text, occasionally about related products and services which may be of interest to you. We may contact you by post and telephone, as well as by email. If you change your mind about being contacted in the future, please let us know.
We use cloud services to store your data, specifically Google who are committed to applying the appropriate level of protection, to ensure its protection as per the Data Protection Laws in the United Kingdom.
Finally, if our business or part of it enters into a joint venture with or is sold to or merged with another business entity, your information may be disclosed to our new business partners or owners.
Unless required to do so by law, we will not otherwise share, sell or distribute any of the information you provide to us without your consent.
9. SECURITY
We take appropriate measures to ensure that any personal data is kept secure, including security measures to prevent personal data from being accidentally lost, or used or accessed in an unauthorised way. We limit access to your personal data to those who have a genuine business need to know it. Those processing your information will do so only in an authorised manner and are subject to a duty of confidentiality.
10. HOW YOU CAN ACCESS, RECTIFY OR ERASE YOUR DATA AND FILE COMPLAINTS
Under the Data Protection Act 2018, you have a number of important rights. In summary, those include rights to:
- access to your personal data and to certain other supplementary information that this privacy policy is designed to address;
- require us to correct any mistakes in your information which we hold;
- require the erasure of personal data concerning you in certain situations;
- receive the personal data concerning you which you have provided to us, in a structured, commonly used and machine-readable format and have the right to transmit the data to third parties in certain situations;
- object at any time to processing of personal data concerning you for direct marketing;
- object in certain other situations to our continued processing of your personal data;
- otherwise restrict our processing of your personal data in certain circumstances;
- claim compensation for damages caused by our breach of any data protection laws.
For further information on each of those rights, including the circumstances in which they apply, see the Guidance from the Information Commissioner’s Office (ICO) on individual’s rights under the Data Protection Act 2018.
If you would like to exercise any of those rights, please contact us via the details below.
11. COOKIES
12.COMPLAINTS
If you wish to make a complaint about how your personal data is being processed by Deborah Bowers Will Writing Services, or how your complaint has been handled, you have the right to lodge a complaint directly with the supervisory authority, which is the Information Commission Office, here in the United Kingdom. Prior to complaining to the Information Commission Office, it would be advisable to give us an opportunity at Deborah Bowers Will Writing to resolve your concern. Contact us on Deborahbowerswillwriting@gmail.com
13. DEBORAH BOWERS WILL WRITING SERVICES CONTACT DETAILS
DEBORAH BOWERS WILL WRITING SERVICES
Email: deborahbowerswillwriting@gmail.com
Supervisory authority contact details: The Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, SK9 5AF, United Kingdom.
Tel: +44 (0) 303 123 1113
14.CHANGES TO OUR PRIVACY POLICY
We periodically update this privacy notice. Any changes to our privacy policy in the future will be posted to our website and, where appropriate, we will notify you through e-mail notification.