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Privacy and Data Protection

STEPHENS SCOWN PRIVACY POLICY

1. INTRODUCTION AND TERMS

Stephens Scown LLP (“we”, “us” or “our”) are committed to protecting and respecting your personal data and privacy.

This privacy policy relates to how we use and collect personal data from you through your use of this website, our mobile application or when you purchase a product or service from us.

It also relates to our use of any personal information you provide to us by telephone, in written correspondence (including letter and email), by SMS and in person.

Please note that this website, our mobile application is not intended for children under the age of 18 and we do not knowingly collect data relating to children through this channel.

Whenever you provide personal data, we are legally obliged to use your information in line with all applicable laws concerning the protection of such information; including the Data Protection Act 1998 and 2018 (DPA), and The UK General Data Protection Regulation (UK GDPR) together, and with other subsequent laws passed to bring the UK GDPR into effect in England and Wales after 31 December 2020 “Data Protection Laws”.

This privacy policy is part of our terms of business and is not intended to override them (see clause 3). This policy may be amended or updated from time to time and any revisions will be posted to https://www.stephens-scown.co.uk/legal-notices/privacy-statement/.

2. WHO WE ARE AND HOW TO CONTACT US

2.1 For the purpose of the Data Protection Laws, the data controller is Stephens Scown LLP, registered company number OC356696. If you want to request more information about our privacy policy or information regarding data protection you should contact us using the details provided below:

FAO: Robert Brooks (Privacy Officer)

Stephens Scown LLP, Curzon House, Southernhay West, Exeter, Devon, EX1 1RS

Email: privacyofficer@stephens-scown.co.uk

Telephone: 01392 210700 and ask to speak to the Privacy Officer.

3. THE DATA WE COLLECT ABOUT YOU

3.1 We collect and process personal data. Typically the personal data we collect and process will include identity, contract, financial, transactional, technical, profile, usage and marketing and communications data such as:

3.1.1 Identity Data includes first name, maiden name, last name, username or similar identifier, marital status, title, date of birth, gender and images.

3.1.2 Contact Data includes billing address, delivery address, email address and telephone numbers.

3.1.3 Financial Data includes bank account and payment card details.

3.1.4 Employment Your previous, current or future employment details.

3.1.5 Transaction Data includes details about payments to and from you and other details of products and services you have purchased from us.

3.1.6 Technical Data includes internet protocol (IP) address, your login data, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform, and other technology on the devices you use to access this website.

3.1.7 Profile Data includes your username and password, purchases or orders made by you, your interests, preferences, feedback and survey responses.

3.1.8 Usage Data includes information about how you use our website, products and services.

3.1.9 Marketing and Communications data includes your preferences in receiving marketing from us and our third parties and your communication preferences.

3.1.10 Monitoring If you visit one of our offices your image may be recorded on CCTV for security purposes.

Please note that we may collect and/or process other personal data from time to time.

3.2 We also collect, use and share aggregated data, such as statistical or demographic data for any purpose. Aggregated data could be derived from your personal data, but is not considered to be personal data in law as it will not directly or indirectly reveal your identity. For example, we may aggregate your usage data to calculate a percentage of users accessing a specific feature of our services. However, if we combine or connect your aggregated data with your personal data so that it can directly or indirectly identify you, we treat the combined data as personal data which will be used solely in accordance with this policy.

3.3 We may collect the following special categories of personal data about you: details about your race or ethnicity, health, religious or philosophical beliefs, sex life, sexual orientation, political opinions, trade union membership, information about your genetic and biometric data.

3.4 We may collect financial and criminal record data in relation to employment or due diligence checks.

3.5 We may use different methods to collect data from and about you, including through:

3.5.1 Direct interactions – by filling in forms or corresponding with us by post, phone, messaging service, email, QR codes or otherwise.

3.5.2 Automated technologies or interactions – we will automatically collect data about your equipment, browsing actions and patterns by using cookies and other similar technologies. Please see our cookie policy here for further details.

3.5.3 Third parties or publicly available sources – we may receive personal data about you from various third parties and public sources (see Third Parties below).

4. IF YOU FAIL TO PROVIDE PERSONAL DATA

Where we need to collect personal data by law, 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.

5. HOW YOUR DATA WILL BE USED

5.1 We use information held about you to:

5.1.1 carry out our obligations arising from any contracts entered into between you and us and provide our services;

5.1.2 carry out feedback and research on our services; and

5.1.3 notify you about changes to our services.

5.2 We never sell your data to third parties.

5.3 We share your data with third parties where there is a legal obligation for us to do so or we have identified a valid lawful basis as set out in the table below (please also see clause 7 below, lawful basis). We may process your personal data without your knowledge or consent where this is required or permitted by law.

5.4 You can ask us or third parties to stop sending you marketing messages at any time by following the opt-out links on any marketing message sent to you.

5.5 We have set out below in a table format, a description of all the ways we plan to use your personal data, and which of the legal bases we rely on to do so. We have also identified what our legitimate interests are where appropriate. Note that we may process your personal data for more than one lawful ground depending on the specific purpose for which we are using your data. Please contact us if you need details about the specific legal ground we are relying on to process your personal data where more than one ground has been set out in the table below.

Purpose/Activity Type of data Lawful basis for processing including basis of legitimate interest
To register you as a new user and customer (a) Identity

(b) Contact

Performance of a contract with you
To process your enquiry before you are registered as a customer (a) Identity

(b) Contact

Necessary for our legitimate interests (to keep a record of your enquiry to pass on to relevant legal advisors)
To process and deliver our services including:

(a) Manage payments, fees and charges

(b) Collect and recover money owed to us

(a) Identity

(b) Contact

(c) Financial

(d) Transaction

(e) Marketing and Communications

(a) Performance of a contract with you

(b) Necessary for our legitimate interests (to recover debts due to us)

To manage our relationship with you which will include:

(a) Notifying you about changes to our terms or privacy policy

(b) Asking you to leave a review or take a survey

(a) Identity
(b) Contact
(c) Profile
(d) Marketing and Communications
(a) Performance of a contract with you

(b) Necessary to comply with a legal obligation

(c) Necessary for our legitimate interests (to keep our records updated and to study how customers use our products/services)

To enable you to partake in a prize draw, competition or complete a survey (a) Identity

(b) Contact

(c) Profile

(d) Usage

(e) Marketing and Communications

(a) Performance of a contract with you

(b) Necessary for our legitimate interests (to study how customers use our products/services, to develop them and grow our business)

To administer and protect our business, this website (including troubleshooting, data analysis, testing, system maintenance, support, reporting and hosting of data) and our mobile application. (a) Identity
(b) Contact
(c) Technical
(a) Necessary for our legitimate interests (for running our business, provision of administration and IT services, network security, to prevent fraud and in the context of a business reorganisation or group restructuring exercise)

(b) Necessary to comply with a legal obligation

To deliver relevant website and mobile application content and advertisements to you and measure or understand the effectiveness of the advertising we serve to you (a) Identity
(b) Contact
(c) Profile
(d) Usage
(e) Marketing and Communications
(f) Technical
Consent
To use data analytics to improve our website, mobile application, products/services, marketing, customer relationships and experiences (a) Technical
(b) Usage
Consent
To make suggestions and recommendations to you about goods or services that may be of interest to you (a) Identity
(b) Contact
(c) Technical
(d) Usage
(e) profile
(f) Marketing and Communications
Necessary for our legitimate interests (to develop our products/services and grow our business)
Employment (working for Stephens Scown) (a) Identity
(b) Contact
(c) Financial
(d) Health
(e) Criminal Records
(f) Credit Checks
Performance of a contract with you.

Employment.

Legal.

Necessary for our legitimate interests.

Explicit Consent.

6. LAWFUL BASIS FOR PROCESSING

6.1 We only process your data (which may include providing it to a third party) where we have identified a valid lawful basis to do so. These are as follows:

6.1.1 Consent – We will seek to obtain your consent to process:

(a) your data outside our contractual obligations (see below) unless we have identified a Legitimate Interest (see below); and

(b) any special category data.

6.1.2 Contractual Obligation – Where processing is necessary to comply with our obligations arising out of a contract, for example, where you have bought services from us we will use the personal data you provide to fulfil our contractual obligations.

6.1.3 Legal Obligation – Where processing is necessary to comply with the law (e.g. safeguarding).

6.1.4 Legitimate Interest – Where we use legitimate interests, we will record our decision on making this decision. We rely on legitimate interests where processing of the data we hold on you does not, in our opinion, affect your rights or freedoms and is proportionate to our interests, e.g. our use of CCTV, keeping you up to date with our latest products or obtaining your feedback on our service.

6.1.5 We may also use your personal data in the following circumstances, which are likely to be rare:

a) Where we need to protect your vital interests (or someone else’s vital interests); or

b) Where it is needed in the public interest.

7. THIRD PARTIES AND SHARING INFORMATION

7.1 We will keep your information within the organisation except where disclosure is required or permitted by law or when we use third party service providers (data processors) to supply and support our services to you.
We have contracts in place with our data processors. This means that they cannot do anything with your personal data unless we have instructed them to do so. They will not share your personal data with any organisation apart from us. They will hold it securely and retain it for the period we instruct.

7.2 Please see below the list which sets out the categories of recipients of personal data.

SERVICE PROVIDERS WHO MAY RECEIVE YOUR PERSONAL DATA:

IT Support Services

IT Software Providers

Email Provider

Secure document disposal service

Banks

Online payment providers

Government bodies (such as HMRC, DVLA etc.)

Driver and Vehicle Standards Agency

Office cleaning services

Accountants

Solicitors

Feedback aggregators and collectors

Third party professionals (e.g. medical professionals)

Identification, verification and due diligence providers

Telephony ‘call back’ providers

7.3 In addition, third parties may provide us with personal data and they should only do so where the law allows them to.

8. SECURITY

8.1 We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed. In addition, we limit access to your personal data to those employees, agents, contractors and other third parties who have a business need to know. They will only process your personal data on our instructions and they are subject to a duty of confidentiality.

8.2 We have the Cyber Essentials Plus accreditation, meaning we have met the high standards of cyber security across our business.

8.3 We have put in place procedures to deal with any suspected personal data breach and will notify you and any applicable regulator of a breach where we are legally required to do so.

9. MARKETING

9.1 We may use your Identity, Contact, Technical, Usage and Profile Data to form a view on what we think you may want or need, or what may be of interest to you. This is how we decide which products, services and offers may be relevant for you (we call this marketing).

9.2 You will receive marketing communications from us if you have requested information from us and you have not opted out of receiving that marketing.

10. WHERE YOUR DATA IS HELD

10.1 Your data is primarily stored by us in the UK. However, several of our external third parties are based outside of the UK, including in the European Economic Area.

10.2 Whenever we transfer your personal data to the EEA, we ensure a similar degree of protection is afforded to it by ensuring we only transfer your personal data to countries that have been deemed to provide an adequate level of protection for personal data.

10.3 Whenever we transfer your personal data to countries outside of the UK and EEA, where we use certain service providers (see clause 7.2), we will rely on an appropriate international data transfer mechanism approved by the UK regulatory authority, the Information Commissioner’s Office.

10.4 Please contact us using the details provided in clause 2.1 for further information on the specific international data transfer mechanisms that we rely on when sending personal data outside of the UK.

11. APPLICATIONS TO WORK FOR US

If you apply to work for us (directly or indirectly) in any role we may receive data about you from third parties. In addition, we will keep the details of your application and any additional information provided to us by you or others during your application so that we can keep you informed of future opportunities that you may be interested in. If you do not wish for us to keep your details for this reason, please let us know by contacting us using the details provided in this policy.

Please note that we are required to undertake Disclosure Barring Service checks for certain applicants. If this is the case, you will be notified. Criminal conviction data will not be stored for unsuccessful applicants.

If your application is successful you will be provided with or have access to a different privacy policy.

12. DATA RETENTION

Our data retention policy is dictated by the Data Protection Laws and is available for inspection by submitting a written request using the contact details provided in this policy.

13. YOUR RIGHTS

13.1 Under the Data Protection Laws your rights are:

13.1.1 To be informed – We must make this privacy policy (sometimes referred to as a privacy notice) available with the emphasis on transparency over how we process your data.

13.1.2 Access – You are entitled to find out what details we may hold about you and why. We strive to be as open as we can be in terms of giving people access to their personal data. Individuals can find out if we hold any of their Personal Data by making a formal request under the Data Protection Laws. Such requests should be in writing to the contact details provided in this policy. If we do not hold information about you we will confirm this in writing at the earliest opportunity. If we do hold your personal data we will respond in writing within one calendar month of your request (where that request was submitted in accordance with this policy). The information we supply will:

(a) confirm that your data is being processed;

(b) verify the lawfulness and the purpose of the processing;

(c) confirm the categories of personal data being processed;

(d) confirm the type of recipient to whom the personal data have been or will be disclosed; and

(e) let you have a copy of the data in format we deem suitable or as reasonably required by you.

13.1.3 Rectification – We are obliged to correct or update your details. We will correct or update your data without delay provided you make the request in writing to the contact details provided in this policy, clearly specifying which data is incorrect or out of date.

13.1.4 Erasure – This is also known as the request to be forgotten. Under Data Protection Laws you have the right to erasure under specific circumstances. A request for your personal data to be deleted will be decided on a case by case basis and should be submitted in writing to the contact details provided in this policy.

13.1.5 Restrict processing – You have the right to ‘block’ or suppress the processing by us of your personal data.

13.1.6 Portability – You have the right to obtain and reuse your personal data that you have provided to us.

13.1.7 Object – You have the right to object to us processing your data in relation to direct marketing and or profiling.

13.1.8 Rights in relation to automated decision making and profiling – We do not use automatic decision making or profiling.

13.2 Please note that you may need to provide identification in order to prove who you are if you wish to invoke any of your rights as provided by the Data Protection Laws and as summarised above.

13.3 If you agree, we will try to deal with your request informally, for example by providing you with the specific information you need over the telephone.

14. CHANGES

We keep our privacy policy under regular review and you should check back regularly to ensure you are aware of changes to it. We may display this notice to you from time to time to help ensure you are aware of its contents.

15. COMPLAINTS

You have the right to complain about the processing of your personal data. Please contact us using the details provided above. If you are still unsatisfied you have the right to complain to the Information Commissioners Office.

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