Privacy Policy

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Privacy Statement

We care about your data. We have put in place appropriate controls and security policies to keep your data safe.

New Leaf and your Will Writer jointly determine the purposes and means of processing personal client data relating to providing our services. This means we are joint controllers for these core activities and therefore responsible for managing this client data and ensuring compliance.

However, your Will Writer is solely responsible for some activities, for example any direct marketing that is undertaken.

What Information do we collect about you?

The information we collect about you may vary based on what service we provide to you.

Typically, we need details like:

· Your name and address. 

· Your contact details.

· Your assets and liabilities.

· The names and addresses of people you choose to be included in your Will.

We only collect information about you that we need to make sure you get the best service from us.

How do we collect information about you?

We prefer to collect the information we need directly from you. That way, you know what we have, and we can be sure you've provided us with the most accurate and up to date information.

We will usually do this:

· When we complete our paper or online instruction form.

· When you contact us for any reason.

· If you complete an online form or survey.

What do we do with the information we collect about you?

We use your information in various ways, such as to:

· Meet the purposes that you provided your information for.

· Provide you with the services you want.

· Let you know about goods or services we feel would be beneficial to you.

· Keep our records accurate and up to date.

· Comply with any legal or regulatory obligations we may have.

Who do we share your information with?

We only share your information where we are permitted or required to by law, or where you have requested us to do so. 

We may share your information with, for example:

· Our employees who provide you with our services.

· Carefully selected organisations and specialists to help us provide you with our services.

· Any person, organisation or regulator where we are required to because of a court order, regulatory responsibility, legal duty or statutory obligation.

How do we look after and secure your information?

We take appropriate care to secure the information we hold about you. We have robust technical security such as passwords and information encryption. We also have policies and procedures to ensure your information is only available to our employees who need to see it to do their job, and we train those employees appropriately.

Also, we establish robust procedures and contracts to extend these protections to any other person or organisation we may need to give your information to. In everything we do with your information we try to be fair, lawful, and open, and we take seriously our obligations towards your privacy and the protection of information we may hold about you.

Your rights

The General Data Protection Regulations give you certain rights towards your personal information. We take all reasonable efforts to ensure we allow you to exercise those rights.

You have the right to see all the personal information we hold about you. We'll handle routine enquiries as part of our usual customer service. If you want to see more of the information that we have about you, you can make a data subject access request.

You can write to us at: 

The Privacy Officer, 

New Leaf (WWF) Ltd

1st Floor Princess Caroline House

1 High Street

Southend on Sea

Essex

SS1 1JE

To ensure that we only give your information out to you and not someone else, you will need to provide us with two current forms of identification. Once we receive your written request, any clarifications, identification, we respond as soon as we can within calendar month. 

Data Retention

We keep your personal information only for as long as is necessary for the purpose for which it was collected.

Further Information & Changes - Online Privacy Statement

By visiting our website www.nlwwf.com/privacy-policy you can find further information regarding how we keep data secure and more information regarding your rights as a data subject.

From time to time, we may amend this privacy statement to reflect changes in the law, guidance from the Information Commissioners Office (ICO), our experience of handling your information, or for other legitimate reasons. We will do this by posting the amended privacy statement on our website. We therefore suggest you check our online privacy statement from time to time to make sure you are aware of the latest version.

Electronic Marketing

We may want to send you relevant marketing electronically from time to time. If you do not wish to receive electronic mail marketing then please tick the box below to opt out.