www.pantheraestateplanning.co.uk (Website) is brought to you by Panthera Estate Planning Ltd, a company incorporated and registered in England and Wales under company number 09729551, whose registered office address is 38 Newtown Road, Liphook, Hampshire, GU30 7DX

Why you should read this policy

We take the privacy of our clients, employees and visitors to the Website (you) very seriously. Please read this privacy policy (Policy) carefully as it contains important information about how your personal data will be used.

For the purposes of the General Data Protection Regulation, Data Protection Act 2018 and all other relevant legislation, Panthera Estate Planning Ltd (‘we’ or ‘us’) is the ‘data controller’ (i.e. the company who is responsible for, and controls the processing of, your personal data).

Personal data we may collect about you

Information that you provide

Personal information about you (such as your name, email address and phone number) will be obtained whenever you provide or send feedback, contact us for any reason and by any medium, share information via the Website’s social media functions or report a problem with the Website.

We will also collect personal information about you in the course of providing our services to you.

We may ask you to provide sensitive personal data from time to time.  If such data is requested, you will be given additional information as to why the sensitive personal data is being requested and how it will be used.

We may retain a record of any contact you make with us.

Personal Information about other individuals

If you give us information on behalf of someone else, you confirm that the other person has appointed you to act on his/her behalf and has agreed that you can:

• give consent on his/her behalf to the processing of his/her data;
• receive on his/her behalf any data protection notices;
• give consent to any transfer of his/her data;

Information from third parties

Occasionally we may receive information about you from other sources, which will be added to the information already held about you in order for us to help supply our services to you.

Information that will be collected automatically

Cookies: We may monitor your use of the Website through the use of cookies and similar tracking devices. For example, we may monitor how many times you use the Website, which pages you go to and traffic data. This information helps to build a profile of users to the Website. Some of this data will be aggregated or statistical, which means that we will not be able to identify you individually. For further information on the use of cookies on the Website, please see the page on cookies.

How your personal data will be used

We will use your personal data for the following purposes:

• to help identify you and any accounts you hold with us;
• to provide you with our services;
• administration;
• Billing and other matters where we may be required to use personal data;
• marketing—see 'Marketing’ below;
• customising the Website and its content to your particular preferences;
• to respond to questions or complaints you have about our services;
• to pursue debts or unpaid fees;
• to notify you of any changes to the Website or to our services that may affect you; and
• improving our services.

What is our lawful basis or ground for using your personal data?

Under laws that are designed to protect your personal data, we need to have what is called a lawful basis or ground each time we use, share or otherwise process your personal data.

By reading and agreeing to this Privacy and Cookie Policy, you are consenting to us processing your personal data as detailed within this Privacy and Cookie Policy.

We may also need to process your personal data to comply with any legal obligations which may be applicable. Likewise, we may process your personal data where this is in the public interest or it is to protect your vital interests, but this will only be in rare circumstances.

In most cases, our processing of your personal data is necessary for the performance of our services to you.

Certain uses of your personal data, or other processing activities, may not be strictly necessary to perform our services to you, however, they may be necessary for the purposes of our legitimate interests or the legitimate interests of a third party. They may also be in your interests.

When we say ‘legitimate interests’, we mean our (or a third party's) interests in enabling us to provide our services to you as efficiently and securely as possible. For example, we may choose to use a third party to store your personal data; we may do this in part because our use of that service means that your personal data is more secure.

Marketing

If you have provided your consent to receive news, special offers or promotions from us we may contact you by mail, telephone, sms, text/picture/video message or email, about services, promotions, special offers and charitable causes that may be of interest to you.

The Website may contain links to other websites or apps which we or our partners own, or websites or apps of our partners or third parties. Please note that if you follow any of these links, the websites, apps and services provided through them will have their own privacy policies/terms of use. We do not accept any responsibility or liability for their respective privacy policies/terms of use or the collection and use of any personal data collected through these websites, apps or services. Please ensure that you review the relevant privacy policies/terms of use prior to providing any personal data to, or using these websites, apps and services.

Disclosure of your personal data

We may disclose your personal data to:

• other companies that become partners or part of a group with Panthera Estate Planning Ltd;
• Panthera Wealth Ltd, our sister company providing financial planning services.
• a third party who acquires Panthera Estate Planning Ltd or acquires substantially all of its assets, in which case the personal data shall be one of the acquired assets;
• Countrywide Tax & Trust Ltd, the company that we are associated with to prepare wills and trusts
• Organisations that carry out credit references or identity checks;
• our agents and service providers; and
• law enforcement and regulatory agencies in connection with any investigation to help prevent unlawful activity or as otherwise required by applicable law.

Keeping your data secure

We will use technical and organisational measures to safeguard your personal data, for example we will store your personal data on secure servers.

While we will use all reasonable efforts to safeguard your personal data, you acknowledge that the use of the internet is not entirely secure and for this reason we cannot guarantee the security or integrity of any personal data that are transferred from you or to you via the internet.

There may be instances where our website features social sharing buttons, which help to share web content directly from webpages to the respective social media platforms. You use social sharing buttons at your own discretion and accept that doing so may publish content to your social media profile feed or page.

Transfers of data out of the EEA

We will make reasonable efforts to ensure that your data is not transferred outside the European Economic Area (EEA). Where we use data servers that may transfer data out of the EEA we will take steps to ensure adequate protections are in place to ensure the security of your information and recourse in the unlikely event of a security breach.

All information you provide to us is stored with secure data processors for the purposes of storing your data, accounting purposes and social media purposes for example. A copy of your information is also stored securely on our internal server and computers where access is restricted.

Please note that we review all processors we utilise and ensure that there are adequate safeguards in place to protect your personal data, such as adherence to binding corporate rules or compliance with the EU-US Privacy Shield Framework, which is a mechanism that ensures compliance with EU data protection requirements when transferring personal data from the European Union to the United States. You can learn more about Privacy Shield here: https://www.privacyshield.gov/welcome

What you can do to keep your information safe

If you want detailed information from Get Safe Online on how to protect your information and your computers and devices against fraud, identity theft, viruses and many other online problems, please visit www.getsafeonline.org. Get Safe Online is supported by HM Government and leading businesses.

Monitoring

We may monitor and record communications with you (such as telephone conversations and emails) for the purpose of quality assurance, training, fraud prevention and compliance.

Your Rights

We will collect and store information about you, as detailed above. You will be provided with opportunities to consent to this Privacy Policy and marketing when you provide your personal details to us via the Website.

You can change your mind, remove or add your consent at any time.

• You have the right of access to your personal records or other information that we hold about you. There is no administrative charge for this service.
• You have the right to rectify any errors in the data we hold about you.
• You may have the right to have the data we hold about you erased.
• If you wish us to continue to store your information but wish us to keep your data separate and not process it in any way, please let us know.
• You have the right to ask us to stop processing your personal data for direct marketing purposes. You may also specify that you object to direct marketing by particular channels such as by email or telephone. If this is the case, please specify the channels you are objecting to in your communications with us.
• You have the right to data portability. If you wish to obtain your data for your own purposes across different services, we will provide this information to you in a CSV file. There is no administrative charge for this service.

To revise your consent, access, amend or remove your records or assert any of your rights set out above, you should send your request in writing to us at office@pantheraestateplanning.co.uk. 

These rights may not apply in all situations or in relation to all types of processing.

You will need to provide proof of identity and address (e.g. a copy of your driving licence or passport, and a recent utility or credit card bill); and specify the personal data you want access to, amended or removed.

How long we will store your data

We will store your data for as long as necessary for the purpose of processing. The data may be deleted in the following circumstances for example:

• You have withdrawn your consent to data processing;
• The original purpose for processing the data is no longer relevant or cannot be performed anymore;
• In line with our records retention schedule; or
• The data is no longer up to date or accurate.

Children

We do not contract directly with individuals below the age of 18. However, there may be instances where we collect and store data in relation to children. Where we do so, we confirm that we will take the necessary steps to protect this data and will meet our legislative requirements.

Our contact details

We welcome your feedback and questions. If you wish to contact us or our Data Protection Officer please send an email to office@pantheraestateplanning.co.uk, or write to us: The Data Protection Officer, Panthera Estate Planning, 26 Greenfield Crescent, Cowplain, Waterlooville, Hampshire, PO8 9EH.

Changes to this privacy policy

We may change this Policy from time to time. You should check this policy frequently to ensure you are aware of the most recent version that will apply each time you use the Website.

Data Protection Supervisory Authority

The Data Protection Supervisory Authority in the UK is the Information Commissioners Office. Should you have any complaints about the way we handle your data, you may direct them to the ICO. More information on the ICO can be found on their website here: https://ico.org.uk