PRIVACY POLICY
Introduction
We are committed to safeguarding the privacy of visitors to our website. In this policy we set out how we will handle your personal data. By using our website and agreeing to this policy, you consent to our use of cookies in accordance with the terms of this policy.
Our use of your personal data
In this section we explain:
- the general categories of personal data that we may process,
- the purposes for which we may process personal data, and
- the legal bases of the processing.
We may process data about your use of our website (“usage data“). The usage data may include your IP address, geographical location, browser type and version, operating system, referral source, length of visit, page views and website navigation paths, as well as information about the timing, frequency and pattern of your service use. The source of the usage data is Google Analytics. This usage data may be processed for the purposes of analysing the use of the website and services. The legal basis for this processing is our legitimate interests, namely monitoring and improving our website and services.
We may process your account data (“account data“). The account data may include your name and email address. The source of the account data is you or your employer. The account data may be processed for the purposes of providing our services and communicating with you. The legal basis for this processing is our legitimate interests, namely the performance of a contract between you and us and/or taking steps, at your request, to enter into such a contract.
We may process information contained in any enquiry you submit to us regarding products and/or services (“enquiry data“). The enquiry data may be processed for the purposes of offering relevant products and/or services to you. The legal basis for this processing is consent.
In addition to the specific purposes for which we may process your personal data set out in this section of our policy, we may also process any of your personal data where such processing is necessary for compliance where we are subject to a legal obligation.
Providing your personal data to others
We may disclose your personal data to our insurers and/or professional advisers insofar as reasonably necessary for the purposes of obtaining and maintaining insurance coverage, managing risks, obtaining professional advice and managing legal disputes.
We may also disclose your personal data where such disclosure is necessary for compliance with a legal obligation to which we are subject, or in order to protect your vital interests or the vital interests of another natural person.
Shared Direction Conveyancing may contact you via email to invite you to review any services you received from us in order to collect your feedback and improve our services (the “Purpose”). We use external companies, Trustpilot and SurveyMonkey, to collect your feedback which means that we will share your name, email address and reference number with either or both of them for the Purpose. If you want to read more about how these companies process your data, you can find the Trustpilot Privacy Policy here and the SurveyMonkey Privacy Notice here. We may also use such reviews, or any comments made, in other promotional material and media for our advertising and promotional purposes.
Retention and deletion of personal data
We set out our data retention policies and procedure, which are designed to help ensure that we comply with our legal obligations in relation to the retention and deletion of personal data.
Personal data that we process for any purpose or purposes shall not be kept for longer than is necessary for that purpose or those purposes.
We will retain and delete your personal data as follows:
- Account Data will be retained for the duration of our commercial or professional relationship with you or your business. Following the end of any such relationship, we are required to retain this data for a period of 7 years to comply with our regulators requirements and other current legislation.
- Client Due Diligence Material which includes copies of your Passport, Driving Licence, Bank Statements and any associated documents and explanations you have given to us to prevent fraud, financial crime and money laundering will be held for a period of 7 years and will be destroyed / deleted at the same time that we destroy / delete our physical and / or electronic file.
- Enquiry data will be retained for a maximum of 18 months after the date of last contact with you in the instance that we have not subsequently entered into a contract as a result of your enquiry.
Notwithstanding the other provisions stated above, we may retain your personal data where such retention is necessary for compliance with a legal obligation to which we are subject, or in order to protect your, or another natural persons, vital interests.
You can request your data by emailing us a request.
Or send us a request to delete your data.
If you have a complaint let us know.
Amendments
We reserve the right to update this policy from time to time by publishing a new version on our website and advise that you should check this page periodically to ensure you are happy with any changes to this policy.
Shared Direction Conveyancing Cookie Policy
We use cookies across this website to improve its performance and enhance your user experience. This policy explains how we do that.
Cookies explained
Cookies are small text files which a website may put on your computer or mobile device when you first visit a site or page. The cookie will help the website, or another website, to recognise your device the next time you visit. Web beacons or other similar files can also do the same thing. We use the term “cookies” in this policy to refer to all files that collect information in this way.
There are many functions cookies serve. For example, they can help us to remember your username and preferences, analyse how well our website is performing or even allow us to recommend content we believe will be most relevant to you.
Certain cookies contain personal information – for example, if you click “remember me” when logging in, a cookie will store your username. Most cookies won’t collect information that identifies you and will instead collect more general information such as how users arrive at and use our websites, or a user’s general location.
Cookies used by our service providers
Our service providers use cookies and those cookies may be stored on your computer when you visit our website.
We use Google Analytics to analyse the use of our website. Google Analytics gathers information about website use by means of cookies. The information gathered relating to our website is used to create reports about the use of our website. Google’s privacy policy is available at: https://www.google.com/policies/privacy/. Cookies used are: _ga, _gat, _gid.
Can a website user block cookies?
As we’ve explained above, cookies help you to get the most out of our websites.
The first time you accessed our website, you should have seen an overlay which explained that by continuing to access our site, you are consenting to our use of cookies.
However, if you do wish to disable our cookies then please follow the instructions below for a main selection of browsers. The instructions detailed below were correct at time of writing.
Please remember that if you do choose to disable cookies, you may find that certain sections of our website do not work properly.
Internet Explorer 7, 8 and 9
- Open Internet Explorer, click on tools and then choose Internet Options.
- Select the Privacy tab and then click the ‘Advanced’ button.
- Check the ‘Override automatic cookie handling’ checkbox, select your custom options, click Ok and then Ok again.
Google Chrome
- Open Google Chrome, click on the spanner icon (settings) in the top right of the page and click the ‘Show advanced settings’ link at the bottom of the page.
- Under Privacy, click on ‘Content settings…’ and under Cookies, select your preferences and then press Ok.
- The close the settings page, simply close the tab it was opened in.
Firefox
- Open Firefox, click on the orange Firefox button in the top left of the page, select options and then select options.
- Select the ‘Privacy’ tab and then select ‘Use custom settings for history’. This will reveal further options.
- Select your custom cookie options starting from ‘Accept cookies from sites’ and below and then click Ok.
Other browsers
If your browser is not listed above, perform a Google search for cookie settings for your browser to find to relevant information.
More Information
More detail on how businesses use cookies is available at www.allaboutcookies.org.