ADRIANJKNIGHT LTD gather and process your personal information in accordance with this privacy notice and in compliance with the relevant data protection Regulation and Laws. This notice provides you with the necessary information regarding your rights and our obligations, and explains how, why and when we process your personal data.

ADRIANJKNIGHT LTD registered office is at 44 Gateford Road Worksop Nottinghamshire S80 1EB and we are a company registered in England and Wales under company number 9545328. We are registered on the Information Commissioner’s Office Register; registration number ZA371310, and act as the data controller when processing your data.

Our designated Appointed Person is Adrian Knight, who can be contacted at 44 Gateford Road, Worksop, Nottinghamshire, S801EB, dataprotection@ajk.choosepurpledev5.co.uk

ADRIANJKNIGHT LTD processes your personal information and sensitive data to meet our legal and contractual obligations, and to provide you with our products and services. We will never collect any unnecessary personal or sensitive data from you and do not process your information in any way, other than as specified in this notice.

• Name
• Date of Birth
• Home Address
• Work Address
• Personal Email
• Business Email
• Home Telephone Number
• Mobile Telephone Number
• UCN - Unique Client Number

Via online enquiry forms on our website, via a Client Testamentary Instruction Form, via a Fixed Fee Agreement, Via Outbound & Incoming Telephone Calls and we also collect Data via Third Party Marketing Firms.

ADRIANJKNIGHT LTD takes your privacy very seriously and will never disclose, share or sell your data without your consent; unless required to do so by law. We only retain your data for as long as is necessary and for the purposes specified in this notice. Where you have consented to us providing you with promotional offers and marketing, you are free to withdraw this consent at any time. The purposes and reasons for processing your personal data are detailed below, one or more of these may apply:

1. We collect and store your personal data as part of fulfilling a contract with you
2. We collect your personal data as part of fulfilling a contract with a client seeking to appoint you as an Attorney, Beneficiary, Trustee or other Legal Entity
3. We collect and store your personal data as part of our legal obligation to you
4. We may occasionally send you marketing information where we have assessed that it is beneficial to you as a client and in our interests. Such information will be non-intrusive and is processed on the grounds of legitimate interests

You have the right to access any personal information that ADRIANJKNIGHT LTD processes about you and to request information about:

• What personal data we hold about you
• The purposes of the processing
• The categories of personal data concerned
• The recipients to whom the personal data has/will be disclosed
• How long we intend to store your personal data for
• If we did not collect the data directly from you, information about the source

If you believe that we hold any incomplete or inaccurate data about you, you have the right to ask us to correct and/or complete the information and we will strive to do so as quickly as possible; unless there is a valid reason for not doing so, at which point you will be notified.

You also have the right to request erasure of your personal data or to restrict processing (where applicable) in accordance with the data protection laws; as well as to object to any direct marketing from us. Where applicable, you have the right to data portability of your information and the right to be informed about any automated decision-making we may use.

If we receive a request from you to exercise any of the above rights, we may ask you to verify your identity before acting on the request; this is to ensure that your data is protected and kept secure.

We do not share or disclose any of your personal information without your consent, other than for the purposes specified in this notice or where there is a legal requirement or beneficial interest to you. ADRIANJKNIGHT LTD uses third-parties to provide the services as explained below, and business functions; however, all processors acting on our behalf only process your data in accordance with instructions from us and comply fully with this privacy notice, the data protection laws and any other appropriate confidentiality and security measures.

• Your religious or philosophical beliefs
• Genetic Data
• Health

We collect this information in the below ways:

via a Client Instruction Form mainly taken during a face to face meeting.

ADRIANJKNIGHT LTD takes sensitive data very seriously and will never disclose, share or sell your data without your consent; unless required to do so by law. We only retain your data for as long as is necessary and for the purposes specified in this notice. We will not use your sensitive data for marketing purposes.

1. We collect and store your religious or philosophical belief data if we both agree it is in your interest, for example if we are taking instructions for a Will and you would like to have documented a certain religious of philosophical phrase
2. Genetic data is taken to allow us to assess any mental capacity issues, for example when we certify capacity whilst preparing Lasting Powers of Attorney.
3. Health, are you vulnerable, do you have mobility issues or any mental health issues. We collect this data to enable us to provide the best care and practice when undertaking any work for you.

You have the right to access any sensitive information that ADRIANJKNIGHT LTD processes about you and to request information about:

• What sensitive data we hold about you
• The purposes of holding such data
• The recipients to whom the sensitive data has/will be disclosed
• How long we intend to store your sensitive data for
• If we did not collect the data directly from you, information about the source

We only share or disclose any of your sensitive data other than for the purposes specified in this notice or where there is a legal requirement or beneficial interest to you. ADRIANJKNIGHT LTD uses third-parties to provide the services as explained below, and business functions; however, all processors acting on our behalf only process your data in accordance with instructions from us and comply fully with this privacy notice, the data protection laws and any other appropriate confidentiality and security measures.

ADRIANJKNIGHT LTD uses the following third parties:

The Society of Will Writers

The Society of Will Writers is a non-profit making self-regulatory organisation which seeks to protect the public and serve the interests of those men and women who are active professionals in our field.

The Society has set itself two main tasks:

To promote to the public at large the real need and sense in having a valid Will; and to act as a self-regulatory body by vetting practitioners through stringent membership requirements, proficiency standards and on-going training.

https://www.willwriters.com/about-the-society/

The Office of the Public Guardian (OPG)

The Office of the Public Guardian (OPG) in England and Wales is a government body that, within the framework of the Mental Capacity Act 2005, protects the private assets and supervises the financial affairs of people who lack mental capacity for making decisions. It is an executive agency of the Ministry of Justice.

https://www.gov.uk/government/organisations/office-of-the-public-guardian

Court of Protection

Court of Protection. The Court of Protection in English law is a superior court of record created under the Mental Capacity Act 2005. It has jurisdiction over the property, financial affairs and personal welfare of people who lack mental capacity to make decisions for themselves.

https://www.gov.uk/courts-tribunals/court-of-protection

Land Registry

Land registration generally describes systems by which matters concerning ownership, possession or other rights in land can be recorded (usually with a government agency or department) to provide evidence of title, facilitate transactions and to prevent unlawful disposal.

https://www.gov.uk/government/organisations/land-registry

SWW Trust Corporation

SWW Trust Corporation provides friendly, efficient and professional executorship, trustee and attorney services, with competitive, transparent pricing.

They pride themselves on delivering a quality service, tailoring it perfectly to meet your needs, whether that is through providing advice or dealing with the complete administration of an estate. You will be allocated a dedicated estate manager who will ensure you or your loved ones receive a prompt and efficient service.

https://www.swwtrust.co.uk/

The National Will Archive

In 2010 the Society of Will Writers (Services) Limited, rebranded itself and created the trading name The National Will Archive, and now with almost 100,000 documents in store, today the National Will Archive is having to double its storage capacity simply to meet the demand for professional and safe storage.

https://www.thenationalwillarchive.co.uk/

Certainty the National Will Register

Registering your Will is an essential part of the Will making process and you should ensure you do so with a long-standing register with impeccable credentials. Over five million Wills are now in the Certainty system.

https://www.certainty.org.uk/willaid/

Garth Ellison BSc (Hons) FPFS

Garth provides wealth management advice to our clients nationwide but focuses on Nottinghamshire and South Yorkshire. He holds both Chartered and Fellow status with the CII and Personal Finance Society having achieved the highest standard of Professional Qualifications.

http://www.ellisonwealth.co.uk

ADRIANJKNIGHT LTD takes your privacy seriously and takes every reasonable measure and precaution to protect and secure your personal data. We work hard to protect you and your information from unauthorised access, alteration, disclosure or destruction and have several layers of security measures in place, including:

• SSL, TLS, encryptions, pseudonymisation, restricted access, IT authentication, firewalls, anti-virus/malware etc.

Personal data in the European Union is protected by the General Data Protection Regulation (GDPR) but some other countries may not necessarily have the same high standard of protection for your personal data. ADRIANJKNIGHT LTD does not store any personal data outside the EU.

However, ADRIANJKNIGHT LTD may transfer limited personal data to clients who are outside of the EU for the below purposes: –

• To enable the fulfilment of contractual obligations with specific client and will only involve the personal data of employees and/or contractors whose details have been provided to ADRIANJKNIGHT LTD by the specific client.

Where we transfer personal information for the above reasons, we utilise the below safeguarding measures and mechanisms to ensure that your personal data is always safe and secure: –

Either encrypted email or secure file transfer systems as agreed with the client.

You are not obligated to provide your personal information to ADRIANJKNIGHT LTD however, as this information is required for us to provide you with our services or respond to your enquiries, we will not be able to offer some or all our services without it.

ADRIANJKNIGHT LTD only ever retains personal information for as long as is necessary and we have strict review and retention policies in place to meet these obligations. As an example, we are required under UK tax law to keep your basic personal data (name, address, contact details) for a minimum of 6 years plus the current year, after which time it will be destroyed.

Where you have consented to us using your details for direct marketing, we will keep such data until you notify us otherwise and/or withdraw your consent.

ADRIANJKNIGHT LTD only processes your personal information in compliance with this privacy notice and in accordance with the relevant data protection laws. If, however you wish to raise a complaint regarding the processing of your personal data or are unsatisfied with how we have handled your information, you have the right to lodge a complaint with the supervisory authority.

ADRIANJKNIGHT LTD

Data Protection Officer: Adrian Knight

44 Gateford Road, Worksop, Nottinghamshire, S80 1EB

Tel: 0044 (0)1909 281277

Email: dataprotection@ajk.choosepurpledev5.co.uk (Note: the form to the right send an email directly to the Data Protection Officer)

Information Commissioner’s Office

Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF

Tel: 0303 123 1113 (local rate) or 01625 545 745 if you prefer to use a national rate number

Fax: 01625 524 510

Website Complaint Submission: https://ico.org.uk/concerns/handling/

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