Beesons Data Protection Policy Statement

What information will we use?
By instructing us to act for you (“the Instruction”), we will collect and use information about you (“your information”). This information includes your identification details, information about where you live, who you bank with and other information that you give us or that we collect.

The information you provide when you instruct us to act is necessary so that you can enter into a contract with us to enable us to complete the Instruction. If you do not provide this information, we will not be able carry out the Instruction.

Where permitted to do so we may obtain information about you from third parties. This information may include transactional data, payment data, location data, updates to your home address, IP addresses, and cookie and device identifiers. To understand how we may use such information please see “How will your information be used?”

How will your information be used?
We and other organisations and service providers that we work with or partner with from time to time (as described in more detail in the “Who will we share your information with?” section below), may use your information to carry out the Instruction and ensure that our and their terms and conditions are being observed.

We will not use your information for marketing purposes or knowingly permit any other organisation or service provider with whom we work or partner to do so.

When we can use your information
We collect and use your information in the following situations:
  • where our use of your information is necessary for us to perform the contract or contracts that we have with you. These contracts include the terms and conditions supplied to you when you give us the Instruction, and any other agreements which we enter into with you from time to time;
  • where our use of your information is for the purposes of our legitimate interests or the legitimate interests of companies assisting us to carry out the Instruction and we have made sure that your information, and your rights in relation to that information, are protected. For example, we may rely on this legal basis if we and/or the companies assisting us use your information to understand and improve our or their products or services, to help find out what information, methods and services are most likely to be successful in the future, or to ensure that your Instruction is carried out in accordance with the law and the terms and conditions that apply to it, including our terms and conditions; and
  • where we believe it is necessary to use your information to comply with a legal obligation to which we are subject.

Where we rely on consent to use your information, you have the right to withdraw that consent at any time. Please see the “Your choices and rights” section of this policy for more details.

The period for which we will keep your information
We will keep your information for as long as is necessary for us to fulfil the purposes that we describe in this policy.
As a general rule, however, we will keep the information you provide when you confirm the Instruction, together with any updates you make to that information:
  • in paper form, for a period of 6 years following the completion of the Instruction; and
  • in electronic form, for a period of 12 years following the completion of the Instruction.

Who will we share your information with?
We will share your information with organisations and service providers that assist us in completing the Instruction and their group companies. A list of the organisations and service providers is available on demand. We may also share your information with:
  • our professional advisors;
  • any law enforcement agency, court, regulator, government authority or other third party where we believe this is necessary to comply with a legal or regulatory obligation, or otherwise to protect our rights or the rights of any third party; and
  • any third party that purchases, or to which we transfer, all or substantially all of our assets and business. Should such a sale or transfer occur, we will use reasonable efforts to try to ensure that the entity to which we transfer your information uses it in a manner that is consistent with this policy.
We promise we'll never share your details with anyone else.

Your choices and rights
You have a number of rights in relation to your information and can make a number of choices about how we collect and use it. For example, you can object to some of the ways in which we use your information.

Be aware that some of the choices or changes you make may impact our ability to carry out the Instruction and we may have to decline to act further. We will notify you if such action is necessary.

You can provide written confirmation of your wishes at any time by:
  • writing to our office address and marking the letter for the attention of Mr Stuart Beeson; or
  • emailing your written confirmation
You can contact us using the details above to:
  • request access to your information;
  • ask that we update, complete or correct your information;
  • ask that we erase or restrict our use of your information;
  • request that we provide your information to you in a commonly used electronic format and to have that information transmitted directly to another organisation (this is known as the right to “data portability”); and/or
  • object to our or organisations and service providers assisting us in the completion of the Instruction, using your information in certain circumstances.

If you are concerned about how your information is used, please contact us using the details given above. Alternatively, you have a right to complain to the Information Commissioner's Office.