Introduction
In line with our legal requirements control of your personal data is very important to us.
Any details you give us will be logged to our computer software system the data of which is saved locally and access is passworded. Only staff, our IT company and software provider have access to the information, all of whom are fully au fait with their legal obligations. Any paper records are held within lockable cabinets/ cupboards. Other information such as viewing sheets which are taken out on appointments are destroyed on return. Your information would only be shared with a 3rd party such as mortgage adviser, EPC provider, solicitor etc with your permission having been obtained beforehand and we note your agreement to our computer record at the point when you give it.
As a representative of the Guild of Property Professionals we produce through them an E-zine newsletter which they distribute via Brief Your Market using our email address data but there is an option to unsubscribe on any Ezine email to remove yourself from this list. (Only names and email addresses are provided to them for this purpose.
With regard to transactional information hard copy sales files are destroyed once the legally required 7 years have passed. Paper valuation records are retained for reference so should a homeowner contact us to talk about a property we have valued for them we can refer to these notes for their assistance unless we have been specifically requested to destroy them after 7 years.
Under the GDPR regulations we consider that any information you give us when registering to be notified of properties coming to the market or with regard to the sale of a property would fall under the “Legitimate Interest” in terms of the lawful basis for processing. As such anyone registered with us before the 25th May 2018 would be automatically opted in for marketing purposes and anyone contacting us subsequently would be asked in the usual way if they would like to be contacted about properties before we register them. If you notify us you are no longer looking or change your preferences yourself online to stop mailing your record would be archived meaning it would be removed from our current database and all communication would cease unless you contact us asking to be reinstated.
Further information required by law such as identification for Anti Money Laundering purposes would fall under the “Legal Obligations”
All of our email marketing carries the option to reply and unsubscribe as well to personally edit your mailing preference.
Security. You will appreciate that we have a duty of care to both staff and clients alike and we therefore will always require to have contact details and to have actually spoken to anyone with whom we are making an appointment rather than just liaising via email whether or not they are fully registered with us.
If you view properties through us and subsequently advise that you are no longer looking we would remove your details from our current system so you would not be contacted further but your details would be retained in our archive for the security of our clients so we have a record of anyone who has visited falling under our legal obligations.
Once a sale has been agreed we will pass your details & related sales information onto companies (such as conveyancers and other agents) involved in the chain which deal with properties or property related matters as required during your sale/purchase. This would be regarded as “transactional” falling under Legitimate Interest for the purposes of GDPR..
Should you have any concerns relating to handling of your data please feel free to contact us for reassurance
Further detail:-
This privacy notice sets out how we will process personal data we collect from or about you, or which you provide to us. Please read this notice carefully to understand why data is being collected and what we do with that data.
Our website and services may contain links to independent websites which are not provided by us. Such independent sites are not under our control, and we are not responsible for and have not checked and approved their content or their privacy policies.
We may change the privacy notice from time to time by amending this page.
What type of information will we collect from you?
The personal information we collect from you will typically include the following:
Where we need to collect personal data by law (for example to meet our obligations to prevent fraud and money laundering) or under the terms of a contract we have with you and you fail to provide that data when requested, we may not be able to perform the contract we have or are trying to enter into with you (for example, to provide you with our services). In this case, we may have to cancel a product or service you have with us but we will notify you if this is the case at the time.
On what basis can we process your information?
The legal grounds under data protection legislation for processing your personal data are as follows:
What are we going to do with your information?
We will hold and use personal information about you in the following ways:
How long we keep your data for
We will retain your personal data for different periods depending on the service you have chosen to use us for, which may be a longer period than that for which we need to hold your data to provide those services, i.e where we are under regulatory or statutory duties to hold your data for a longer period or need to retain it in the event of a legal claim or complaint.
Who your information will be shared with
We will pass your details to the following organisations (our “data processors”) who carry out certain activities on our behalf as part of our providing our services: ZPG Property Software – our software provider, Guild of Property Professionals, Cortec It – our IT Support
We will also pass your details where necessary to your property solicitors and those of the other party to your transaction.We will also disclose your personal information to third parties:
We will not share your information with third parties for marketing purposes without first obtaining your prior consent.
Security of your data
Your data will be held on secure servers within the European Economic Area (“EEA”) with all reasonable technological and operation measures put in place to safeguard it from unauthorised access. Where possible any identifiable information will be encrypted or minimised.
INdIf we have given you a username and password which enables you to access certain parts of your matter on our systems, you are responsible for keeping it confidential. Please do not share it with anyone.
Your rights
How you can access and update your information
You have a right to request a copy of the personal information we hold about you, known as a data subject access request. You also have the right to request that information we hold about you which may be incorrect, or which has been changed since you first told us, is updated or removed. These requests are free of charge and can be sent to insert name and address of Data Protection Officer Justin Flanagan – Charles Eden, 1 Kelsey Park Road, Beckenham, Kent BR3 6LH
How you can request erasure of your data
You can ask us to delete or remove personal data where there is no good reason for us continuing to process it. You also have the right to ask us to delete or remove your personal data where you have successfully exercised your right to object to processing (see below), where you have withdrawn consent for us to process it (as explained below), where we may have processed your information unlawfully or where we are required to erase your personal data to comply with local law. Note, however, that we may not always be able to comply with your request of erasure for specific legal reasons which will be notified to you, if applicable, at the time of your request.
How you can withdraw your consent
You have the right at any time to withdraw any consent you have given us to process your personal data. Please note if you withdraw your consent it will not affect the lawfulness of any processing of your personal data we have carried out before you withdrew your consent. Should you wish to do so you can change your consent preferences at any time by contacting us at info@charleseden.co.uk.
How you can restrict or object to us using your data
You can ask us to suspend the way in which we are using your information in certain scenarios, or object to our processing your data where we are relying on a legitimate interest ground (or those of a third party) and you feel it impacts on your fundamental rights and freedoms, or where we are processing your personal data for direct marketing purposes. In some cases where you object, we may demonstrate that we have compelling legitimate grounds to process your information which override your rights and freedoms.
Please note that if you want us to restrict or stop processing your data this may impact on our ability to provide our services. Depending on the extent of your request we may be unable to continue providing you with our service.
Any queries or concerns about the way in which your data is being used can be sent to Justin Flanagan – Charles Eden, 1 Kelsey Park Road, Beckenham, Kent BR3 6LH
Moving your information to another organisation
In the event that we process your data by automated means where you have either provided us with consent for us to use your information or where we used the information to perform a contract with you, you have the right to request that we send to you or to another organisation, a copy of the personal data we hold about you, for example when you are dealing with a different service provider. If you would like us to move, copy, or transfer your information please let us know by email to info@charleseden.co.uk . We will respond to you within one month after assessing whether or not this is possible, taking into account the technical compatibility with the other organisation in question.
Complaints about the use of your personal data
If you wish to raise a complaint on how we have handled your personal data, you can contact us to have the matter investigated by writing to Justin Flanagan – Charles Eden, 1 Kelsey Park Road, Beckenham, Kent BR3 6LH
If you are not satisfied with our response or believe we are processing your personal data not in accordance with the law you can complain to the UK data protection regulator, the Information Commissioner’s Office. Further details can be found at www.ico.org.uk or 0303 123 1113.