Convenient Wills
is the trading name of
Rod Jones
16 Thomas Avenue
Newcastle-under-Lyme
Staffordshire ST5 9AF
Stoke (01782) 639716
Mobile: 07970 691255
Info@convenient-wills.co.uk
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General Data Protection Regulations Policy
The following are the legal issues and disclaimers relating to our website.
Jurisdiction:
This web-site is based upon English Law the jurisdiction of which is limited to England and Wales. People residing in Scotland and other parts of the World should seek advice from an expert located in their area of the World. Similarly, if you are looking for advice about the jurisdiction of another country then our recommendation is that you speak to someone suitably experienced in that country’s laws.
Liability for errors and omissions:
The information provided on our website does not constitute legal advice or financial advice, and is provided for general information purposes only. No warranty, whether express or implied, is given in relation to such information.
We endeavour to provide a factually correct website. We shall not be liable for technical errors or omissions, typographical errors or omissions, editorial error, or discrepancies in the content of the site. Nor will we accept responsibility for the misinterpretation of facts contained therein.
A major goal of our website is to help you find information. We are not responsible for the content of any web images or information linked to this web site.
You are recommended to request a discussion (face to face or over the phone) to discuss your individual requirements.
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Cookies:
Please see our page concerning our Cookie Policy.
What information do we gather from our website?
After our May 2018 update to our website no information is gathered from our website visitor..
How do we gather information?
If you correspond with us via phone, e-mail, letter, or have a face-to-face meeting then your information may be gathered and stored: that is covered in our General Data Regulation Protection (“GDPR”) and the Data Protection Act 2018 ‘Privacy Notice’ available on request.
Where you contact us by e-mail your data will be forwarded to us via your Internet provider and our e-mail server.
Use of your information
We might use your personal information to:
- contact you by email, mail, telephone, or a face-to-face meeting to let you know about any of our products, services or promotions. Your permission to do so is implied by you first submitting your details to us.
- Please note that we do not operate mass marketing campaigns. If we contact you it will be because:
- you have requested that we do so; or
- you have purchased services from us in the past and we wish to check that the previously purchased products remain pertinent now.
Accessing and updating your personal information
A. You can unsubscribe to our marketing by emailing info@convenient-wills.co.uk or by writing to Rod Jones (data manager) at Convenient Wills, 16 Thomas Avenue, Newcastle-under-Lyme, Staffordshire ST5 9AF.
B. Alternatively if you receive a marketing email from us you can unsubscribe by clicking the ‘unsubscribe’ link that is attached every e-mail that we send, and follow the instructions.
C. You have the right to access the personal information held about you. To obtain a copy of the personal information we hold about you, please send an email to info@convenient-wills.co.uk.
Data Protection Act:
We are registered with the Data Protection Registrar.
The proprietor, Rod Jones, is the data controller.
Data Retention:
A. If no advice is given to You by Us your supplied contact details (i.e. “Your data”) will be retained by us for 6 months or until we do our next data audit – whichever is the longer, unless you request us to contact you again in the future or you purchase a product or service from Us.
B. Where a product or service is purchased and/or advice given the purchaser automatically becomes a ‘client’. In view of the nature of our work it is often necessary for client data to be retained for 8 years from a client’s death or upon notification that their death was more than 8 years ago -- whichever is the latter.
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Disclosing your information:
We may disclose your personal information to:
A. A third party if you grant us prior permission to do so. Note: Your permission shall be deemed given if you instruct us to use the services of a third party on your behalf - though disclosure shall be limited to the disclosure of essential personal information only;
B. a buyer of our business; or
C. if we are required to do so by law, or in good-faith believing such action is necessary to comply with the law. But other than in those exceptional circumstances …
- we do not disclose your personal information with any third party; and
- we never sell personal information, or will not pass it to third parties for marketing purposes without your permission.
Where we store your personal information
The personal information that we collect from you is stored primarily within the UK on our computer hard-drives and secure backup storage facilities.
We aim to retain the information provided by customers who use our Will writing and Lasting Power of Attorney Services for the customer’s lifetime plus at least 8 years. This is because we may be asked to prove evidence of why these documents were generated the way that they were and we need to have the evidence to show why. Data that meets this criteria will then be deleted on the next data audit.
Personal information that we collect from people enquiring about our services but who subsequently do not take up those services [and where no advice has been given] is retained for a period of six months from initial receipt, or until the next data audit – which ever is the longer.
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Prices and Payment:
We reserve the right to amend our quoted prices without notice.
A. [NB. We undertake to advise our clients of all our fees before obtaining their commitment to purchase any product or service. Where agreement to purchase is given then the price agreed will not vary.]
B. Payment for our services is ‘in advance’ (i.e. payment is expected upon receipt of an order for a product or service, rather than after receipt by the client of that product or service.) unless otherwise agreed with the proprietor.
Changes to this Policy
We reserve the right to alter our Cookie Policy and our Legal issues and Disclaimers Policy without notification to website visitors or our clients.
If we change our Policy, we will post the changes on this page. Please check the website regularly for any changes to this Policy.
Non Compliance
If you don't feel we're adhering to this Policy, what should you do?
If you believe that we have not adhered to this Policy, please notify us by email at info@convenient-wills.co.uk and we will try to solve the problem promptly.
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