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WILLs & Powers of Attorney
0800 0352 781
PROBATE AND TRUST
020 7046 6078

STEELE ROSE & CO – PRIVACY POLICY

At Steele Rose & Co Ltd we know you care about how your personal information is used and shared, and we take your privacy seriously. Please read the following to learn more about how we collect, use and disclose information about you.

Who are we:-
Steele Rose & Co Ltd – Registered Office: 8 Cherrytree Farm, Blackmore End Road, Sible Hedingham CO9 3LZ

Tel:- 0800 0352 781 Email: legalservices@steelerose.co.uk

Steele Rose & Co Ltd is registered with the Information Commissioner’s Office (ICO).

What information do we collect?

Information we collect from you:-

With your consent, we collect your name, address and telephone number when you fill in online forms. We also collect some financial and family details on the instruction form. When we speak to you on the phone we may also collect other information about your circumstances, for example whether you have a partner or any children and discuss what services you may require.

We collect this information in order to:-

– Send you a brochure about our services
– Contact you by telephone to see if you would like to arrange an appointment
– Discuss any issues relevant to your circumstances (e.g. providing trusts to preserve assets)
– Inform you about our processes and fees
– Draft documents on your behalf and at your request
– Keep you updated regarding changes in legislation

Information we automatically collect:-

We do not collect any data about you automatically.

How do I withdraw my consent for data processing?

At any time you may withdraw your consent for us to maintain contact by telling our consultant when they visit, or by emailing legalservices@steelerose.co.uk.

How do we share and disclose information to third parties?

We do not rent or sell your information to anyone.

Should you decide to become a client of Steele Rose & Co Ltd, we may share your data with our relevant third party legal service providers and sister company Steele Rose Law LLP in order to fulfil the services that you have requested.

How is data stored?

Your data is stored on secure password encrypted databases and on password protected data files. Client documents are stored in locked fireproof filing cabinets.

How long do we keep hold of your information?

We retain your information until you withdraw your consent for us to maintain contact with you, after which it is deleted.

If you choose to become a client of ours, we retain your information until the completion of the administration of your estate.

Your data protection rights:-

You have rights in connection with your personal data that, with effect from the 25th May 2018 include the following:

To withdraw consent where you have given it, to be informed and have access to your personal data, to correct or complete inaccurate data, and in certain circumstances to restrict, request erasure, object to processing, or request portability of your personal data to another organisation.

If you wish to contact us regarding your data protection rights, please email legalservices@steelerose.co.uk

The Information Commissioner’s Office (the ICO) is the supervisory authority that regulates personal data in the UK. You can get in touch with the ICO by:

Visiting their website: www.ico.org.uk
Calling them on 0303 123 1113
Writing to: Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow SK9 5AF