Regency Wills

Regency Wills is a member of:
COUNTRYWIDE TAX & TRUST CORPORATION LIMITED, which is registered in England.

Registered address - 30 Binley Road, Coventry, West Midlands, CV3 1JA. Registration number - 04844596.

COUNTRYWIDE TAX & TRUST CORPORATION LIMITED’s permitted business is 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?

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

Information about connected individuals

In order to deliver our services to you 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 personal data to third parties to comply with the contract, we confirm that these third parties will have confirmed their compliance with the GDPR.

Why do we need to collect and use your personal data?

There are a number of lawful bases on which organisations can use (or process) your personal data.

Performance of a contract

The primary legal basis that we intend to use for the processing of your data is for the performance of a contract with you. The information that we collect about you is essential for us to be able to carry out the services that you require from us effectively. Without collecting your personal data, we would also be unable to fulfil our legal obligations. We will contact you by post, telephone, and electronic means

Non-client / third-party personal data

We rely on the basis of legitimate interests where it is necessary to collect and process third- party/non-client personal data, which is necessary for the performance of a contract with you and to comply with our legal obligations

Changes in legislation

Part of fulfilling our contract with you means it may also be necessary to contact you in regard to changes in legislation in order to ensure that your estate planning/legal services remain effective. We will contact you by post, telephone, and electronic means

Special Category Data

Where special category data is required, in addition to processing under the lawful bases referred to above, we will also generally rely on the condition that processing is necessary for the establishment, exercise, or defence of legal claims or whenever courts are acting in their judicial capacity, as detailed in Article 9(2)(f).

Legitimate Interests

If we use your information for a reason other than to complete your contract or to advise you of changes in legislation, such as contacting you regarding additional legal products and services, we generally rely on the following lawful basis: Legitimate Interests: Where it is necessary for the purposes of the legitimate interests pursued by us or a third party in line with GDPR Article 6(1)(f).

Additional legal products & services

We may rely on Legitimate Interests for the purpose of sending you information about our legal products and services. We will contact you by post, telephone, and electronic means. You are free to opt out of receiving these messages at any time. We will include clear information about how to do so in all our messages. We will not share your information with other companies other than those it is necessary to engage for professional compliance, accountancy, or legal services.

Who might we share your information with?

In order to deliver our services to you 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 personal data to third parties to comply with the contract, we confirm that these third parties will have confirmed their compliance with the GDPR. To fulfil our obligations in respect of the prevention of money laundering and other financial crimes, we may send your details to third-party agencies for identity verification purposes.

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 in relation to 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 if we do not agree with it. We will inform you if the request has been granted or not.

You have the right to request a copy of the information that we hold about you. If you would like a copy, please email our Data Protection Officer at compliance@countrywidegroup.co.uk or write to us at the contact details noted below.

Personal data and Introducers

Where you have been referred to us by an authorised Introducer, we will collect and use your personal data for the performance of a contract with you. It is the responsibility of the Introducer to obtain your permission to collect and pass on your personal data. We rely on the Introducer to ensure that they have a lawful basis for providing this information.

Cookies

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

You have a right to lodge a complaint with the supervisory authority for data protection. In the UK, this is:

Changes to our privacy policy

We keep our privacy policy under regular review and will inform you of any changes. This privacy policy was last updated on [].

How to contact us

If you have any questions about our privacy policy or the information we hold about you, please contact us at:compliance@countrywidegroup.co.uk
Or email us at:info@regencywills.co.uk