Align Wills and Trusts Ltd- Data Protection – Privacy Statement
We confirm that, when processing data on your behalf, we will comply
with the relevant provisions of the Data Protection Act 1998 and the
General Data Protection Regulation (GDPR - Regulation (EU) 2016/679).
Your personal information is very important to us. We will endeavour
to take all due care to protect this information. We would like to
highlight certain points relating to your information that you
should be aware of. Some services are provided to Align Wills and
Trusts Ltd by third parties (such as processing business or
obtaining compliance or regulatory advice), which warrant the
disclosure of more than just your basic contact details. You agree
that personal information held by Align Wills and Trusts Ltd may be
disclosed on a confidential basis, and in accordance with the Data
Protection Act 1998, to any such third parties. You also agree that
this information may be transferred electronically, e.g. by email
and you agree that Align Wills and Trusts Limited, or any such third
party, may contact you in future by any means of communication which
we consider appropriate at the time.
enable us to provide the services we have agreed and for other
related purposes – including updating and enhancing customer
records, analysis for management purposes and statutory returns,
crime prevention and legal & regulatory compliance – we may obtain,
use, process and disclose personal data about you.
In the EU’s General Data Protection Regulation (GDPR), Personal Data
is defined as "…any information relating to an identified or identifiable natural person ("data
subject"); an identifiable person is one who can be identified,
directly or indirectly, in particular by reference to an
identifier such as a name, an identification number, location
data, online identifier or to one or more factors
specific to the physical, physiological, genetic, mental, economic, cultural or social identity of that person.”
How we use your information
Ltd will collect and use your data.
We will collect information from you that we feel is necessary for us to
provide a comprehensive estate planning services to you. You may decline to give all information in which case the outcome could be
Information will be stored both on paper copies and electronically.
We will retain such data as is necessary to support the basis for
any recommendations made. If you do not want us to make
recommendations then you can ask for us to remove your data from our
systems and destroy any paper copies.
After recommendations have been made and taken up by you we must keep copies of all correspondence for an indefinite period as we may be
required to answer a complaint at any time in the future.
Why do we need to collect and store personal data?
In order for us to do any of the above, we must collect and store your data firstly for correspondence purposes. We will ensure that
the information collected will only be used for its intended purpose and does not constitute an invasion of your privacy. Align Wills and
Trusts Ltd may wish to contact you for marketing purposes, however we would contact you for additional consent for that purpose if not
Will we share your personal data with anyone else?
We will share your data when required with third parties who provide
Willwriting services to us as an intermediary and also to organisations such as the Office of The Public Guardian in respect
of Lasting Powers of Attorney. These organisations may hold your data in locations in countries outside Europe that do not always
have the same standard of Data Protection laws as the UK. However, they are required to put controls in place to ensure that your
information is adequately protected and they undertake to be bound by the obligations under the Data Protection Act even when your
personal information is processed outside Europe.
Any third parties who we do pass your details onto are obliged to
store your details securely and only process them if responding to
implementation of investment or financial planning on our behalf.
When the time comes that they no longer require your personal data,
they will dispose of this accordingly and in line with our company
policy. If we wish to pass your personal data to a third party, we
will only do so with your explicit consent (e.g. you have signed an
application form for services from a third party) unless we are
legally obliged to do so otherwise.
How will we use the personal data we collect about you?
Processing data constitutes as collecting, storing and using. We
will process this data in accordance with the GDPR. We will do our
utmost to keep your information accurate and up to date and not keep
it longer than is necessary. Align Wills and Trusts Ltd may issue
occasional reminders to all customers to keep their contact details
up to date and will update them accordingly.
Please be advised that there is information that we are required to
keep in accordance with the law, such as information needed for tax
and audit purposes. Personal data may be held for longer than these
periods, however this will depend on the individual needs of the
Under what circumstances will we contact you?
We will only contact you when necessary, or when you have requested
that we do so. We do not mean at any point to be intrusive or ask
for unnecessary information. We will do our best to ensure that the
information we hold is as secure as possible to minimise the risk of
unauthorised access or disclosure.
Can you find out about the personal data that we hold about you?
If you want to see what personal data we hold on you and how it is
processed, you may contact us to request this. This is known as a
Data Subject Access Request (DSAR) and you must request this in
writing (either by post or email), providing the necessary
identification before any information is released. If Align Wills
and Trusts Ltd do store any of your personal data, you may request
information on the following:
and the contact details of the person or organisation that has
determined how and why to process your data. In some cases, this
will be a representative in the EU.
Contact details of the GDPR owner, where applicable.
purpose of the processing as well as the legal basis for processing.
processing is based on the legitimate interests of Align Wills and
Trusts Ltd or a third party, information about those interests.
categories of personal data collected, stored and processed.
Recipient(s) or categories of recipients that the data is/will be
intend to transfer the personal data to a third country or
international organisation, information about how we ensure this is
done securely. The EU has approved sending personal data to some
countries because they meet a minimum standard of data protection.
In other cases, we will ensure there are specific measures in place
to secure your information.
How long the data will be stored.
of your rights to correct, erase, restrict or object to such
Information about your right to withdraw consent at any time.
lodge a complaint with the supervisory authority.
the provision of personal data is a statutory or contractual
requirement, or a requirement necessary to enter into a contract, as
well as whether you are obliged to provide the personal data and the
possible consequences of failing to provide such data.
source of personal data if it wasn’t collected directly from you.
details and information of automated decision making, such as
profiling, and any meaningful information about the logic involved,
as well as the significance and expected consequences of such
What forms of ID will you need to provide in order to access
Align Wills and Trusts Ltd will accept the following forms of ID
when information on your personal data is requested:
Passport; Photo Driving Licence; Utility Bill (from the last three
Contact details of the GDPR Owner
If you wish to submit a DSAR, or have any questions regarding this
privacy statement, you must do so in writing using the following
Address: Align Wills
and Trusts Ltd 11 Hazel Close, Taverham, Norwich, NR8 6YE
Telephone: 01603 869988
revisions on the web site at www.alignwillsandtrusts.co.uk. Your continued use of this web site will