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At CM Estate Planners we respect your privacy and the confidentiality of your personal information.
This Privacy Notice explains:
WHO WE ARE
CM Estate Planners Ltd provide advice in all aspects of Estate Planning and Asset Protection.
Currently CM Estate Planners Ltd determine the purposes and means of processing personal client data relating to giving advice. This means we are joint data controllers for these core advice giving activities and therefore responsible for managing this client data and ensuring compliance.
However, CM Estate Planners Ltd is solely responsible for some activities, for example any direct marketing that we undertake.
WHAT PERSONAL INFORMATION WE COLLECT
Personal information includes your name, address, or phone number and other information that is not otherwise publicly available. We collect personal information about you when you contact us about products and services, visit an advisor, visit a website we may have or register to receive one of our newsletters.
The type of personal information we collect will depend on the purpose for which it is collected and includes:
We collect personal information directly from you. For example, we ask for personal information at the start of our relationship and in subsequent communications in order to check your identity, and protect you from fraud. This is a legal requirement and is important to help safeguard you against potential crime.
SPECIAL CATEGORY INFORMATION
In some instances, it is necessary to collect more sensitive information (such as health or lifestyle information) which is called special category data. This is to allow us to provide certain services to you. We will always obtain your consent during the advice process to gather this data and explain what information we require and why it is needed. Sensitive personal information will always be processed and stored securely. You can withdraw your consent at any time to us processing this data, however, this may mean that you can no longer access the service or product the information was gathered for.
We also collect information about you from other sources. For example, our website automatically collects information from your computer using “cookies” which provides us with limited personal information. Cookies are small text files that are placed on your computer by websites that you visit. They are widely used in order to make websites work, or work more efficiently, as well as to provide information to the website owners. For further information visit www.aboutcookies.org or www.allaboutcookies.org.
You can set your browser not to accept cookies and the above websites tell you how to remove cookies from your browser. However, in a few cases some of our website features may not function as a result.
We keep your personal information only as long as is necessary for the purpose for which it was collected and to meet regulatory or legislative requirements. Personal information will be securely disposed of when it is no longer required, in accordance with our Data Retention and Disposal Schedule.
ON WHAT BASIS DO WE COLLECT DATA
The processing of your personal data is allowed under a number of lawful basis. The data required for the provision of products and services is processed on the basis there is a contract with you to do so. Any relevant marketing activity we undertake is done because as a firm we have a legitimate interest to do so however you have rights, as listed below, which impact how we can use and process your data.
HOW WE USE YOUR PERSONAL INFORMATION
We process your information in order to support and maintain our contractual relationship with you and to comply with legal and regulatory requirements. This includes the following:
We also process your data for specific business purposes to enable us to give you the best products and services and the best and most secure experience. For example, we process your information to send you marketing that is tailored to your interests.
Our business purposes include the following:
You have the right to object to this processing if you wish, please see “YOUR RIGHTS” section over. Please bear in mind that if you object this may affect our ability to carry out the tasks above for your benefit.
We may also process your personal data as part of an acquisition or sale. Should this happen, you will notified about any change to processing or data controller arising as a result of this activity.
WHO WE SHARE YOUR INFORMATION WITH AND WHY
We may share your information with trusted third parties who perform tasks for us and help us to provide the services you require these include:
We may share your information with trusted third parties who perform tasks for us and help us to provide the services you
If we use your information or a reason other than to complete your contract, or to advise you of changes in legislation, such as contacting you in regards to additional legal products and services, then we generally rely on the following lawful basis:
Legitimate Interests: Where it is necessary for the purposes of the legitimate interest pursued by us or a third party in line with GDPR Article 6(1)(f).
Legitimate interest means the interest of our company in conducting and managing our business, to enable us to give you the best services and products.
HOW WE KEEP YOUR INFORMATION SECURE
We are committed to ensuring the confidentiality of the personal information that we hold and we continue to review our security controls and related policies and procedures to ensure that your personal information remains secure.
When we contract with third parties, we impose appropriate security, privacy and confidentiality obligations on them to ensure that personal information is kept secure.
If we work with third parties in countries outside the EU we ensure these are countries that the European Commission has confirmed have an adequate level of protection for personal information, or the organization receiving the personal data has provided adequate safeguards.
In limited circumstances data may be accessed outside of the EEA ie by employees when they travel. In these circumstances we ensure there are appropriate information security measures in place to safeguard your information.
CM Estate Planners tries to be as open as it can be in terms of giving people access to their personal information and therefore have outlined your rights below. This privacy notice was drafted with brevity and clarity in mind, therefore further information can be gathered by contacting us using the details below, or more information about your data protection rights can be found here: https://ico.org.uk/for-organisations/guide-to-the-general-data-protection-regulation-gdpr/individual-rights
You have the right to opt out of marketing information and tell us what your communication preferences are by contacting Intrinsic Financial Services (IFS) using the details provided at the end of this notice or by using the opt out option below or on any email marketing. You may opt out at any time if you don’t want to receive any further communications of this nature.
INDIVIDUAL DATA RIGHTS AND REQUESTS
If you wish to correct, restrict, delete or make changes to your personal information, or any of the data subject rights listed above, please contact us at the number/address listed below.
HOW TO CONTACT US
If you have questions about this notice, need further information about our privacy practices, or wish to give or withdraw consent, exercise preferences or correct your personal information, please contact us using the following details.
CM Estate Planners Ltd
The Old Mill Office
Frogmore Paper Mill
Hemel Hempstead, HP3 9RY
Telephone: 01442 800811
HOW TO COMPLAIN
If you wish to raise a complaint about how we have handled your personal data, you can contact The Office of Data Protection who will investigate the matter.
If you are not satisfied with our response or believe we are not processing your personal data in accordance with the law you can complain to the supervisory authority for data protection. In the UK this is:
Information Governance department
Information Commissioner’s Office
Cheshire SK9 5AF
Telephone: 0303 123 1113
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