Privacy Policy
Last Updated on 01/10/2024
Introduction
Simply Probate Limited (“we,” “us,” or “our”) is dedicated to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you interact with our services, visit our website at www.simplyprobate.org, or communicate with us. Please read this document carefully to understand how we handle your personal data.
Information We Collect
We may collect, use, store, and transfer different kinds of personal data about you, including:
Identity Data: Full name, title, date of birth, and other identifying details.
Contact Data: Billing address, email address, phone numbers, and other contact details.
Financial Data: Bank account details and payment card information where relevant.
Technical Data: Internet Protocol (IP) address, browser type and version, time zone setting, browser plug-in types, operating system, platform, and other technology on the devices you use to access our website.
Usage Data: Information about how you use our website, products, and services.
Communication Data: Records of any correspondence or communication you send to us, such as emails, letters, and telephone calls.
How We Use Your Information
We only use your personal data when permitted by law. We use the information we collect in the following ways:
Service Provision: To provide our probate services, manage your case, and fulfil our contractual obligations.
Communication: To contact you about your case, respond to enquiries, and send important updates.
Billing and Payment: To process transactions, issue invoices, and manage payments.
Legal Compliance: To comply with any legal obligations, including regulatory requirements and anti-money laundering checks.
Website Management and Improvement: To administer our website, analyse user engagement, and improve the functionality and user experience of our online services.
How We Share Your Information
We may share your personal data with the following parties when necessary:
Service Providers: We may share your information with trusted third-party service providers who assist us in providing our services, such as IT support, payment processors, and legal advisors.
Legal and Regulatory Authorities: We may be required to share your information with regulatory authorities, courts, or law enforcement to comply with legal obligations.
Business Transfers: If we undergo a merger, reorganisation, or transfer of ownership, we may share your data as part of that process, provided that we inform you in advance.
Your Rights
Under the UK GDPR, you have certain rights regarding your personal data, including:
Access: The right to request a copy of the personal data we hold about you.
Correction: The right to request correction of any inaccurate or incomplete data.
Erasure: The right to request the deletion of your data when there is no compelling reason for us to retain it.
Restriction: The right to request that we limit the processing of your data.
Portability: The right to request transfer of your data to a third party.
Objection: The right to object to the processing of your data in certain situations.
Data Security
We have implemented appropriate security measures to prevent your personal data from being accidentally lost, used, altered, disclosed, or accessed without authorisation. Access to your personal data is limited to those employees, agents, and third parties who need to know it to fulfil our services. They are subject to confidentiality obligations and are only authorised to process your data according to our instructions.
Data Retention
We will only retain your personal data for as long as necessary to fulfil the purposes for which we collected it, including satisfying any legal, accounting, or reporting requirements. We may retain your data for a longer period in the event of a complaint or if we reasonably believe there is a prospect of litigation concerning our relationship with you.
Third-Party Links
Our website may contain links to third-party websites, plug-ins, or applications. Clicking on those links or enabling those connections may allow third parties to collect or share data about you. We do not control these third-party websites and are not responsible for their privacy statements. We encourage you to read the privacy policy of every website you visit.
Changes to This Privacy Policy
We reserve the right to update this Privacy Policy from time to time. Any updates will be posted on this page, and, where appropriate, you will be notified by email. Please check back frequently to see any updates or changes to our privacy policy.
Contact Us
If you have any questions or concerns about this Privacy Policy or how we handle your personal data, please contact us at:
01227 852210
Enquiries@simplyprobate.org
17 Old Dover Road, Canterbury, Kent, CT1 3JB