This policy sets out the information you need to know to understand how we will process and protect your information.
Below we shall refer to the ‘Data Subject’, this is the individual whose personal information we hold; they could be our employees, clients, beneficiaries, attorneys, suppliers or other identifiable individual.
Who are we?
For the purposes of the Data Protection Act 1998 (The Act), the Data Controller is either Chattertons Legal Services Limited, Chattertons Wealth Management Services Limited or Chattertons Trustee Corporation Limited depending on the type of service you have asked us to provide. The initial documentation we send to you will make clear which company you are engaging with. Our full contact details can be found at the end of this policy.
Why do we need your information?
We need your personal information to allow us to offer our services to you and to comply with our legal and fiduciary duties. Personal information may be collected and processed for the following purposes:
- providing legal services
- providing wealth management and financial services
- providing services to beneficiaries and attorneys
- related purposes such as updating and enhancing client records
- analysis to help us manage our business
- statutory and regulatory returns and compliance
- professional indemnity insurance
What Information do we capture?
Chattertons collects information through face to face meetings, completing fact-finds and other relevant forms and documentation relating to the service we are providing. We also capture information through our website www.chattertons.com. We will only collect relevant information necessary to allow us to provide our service to you, or discharge our legal responsibilities. The information we collect will include:-
- personal information including name and contact details, such as address, email and
- phone number
- Information about your particular circumstances and the matter you have asked us to deal with
- With your explicit permission certain pieces of sensitive information
- We may ask about medical conditions in order that we can tailor services to your needs, and in the event of an emergency may pass this to the emergency services
- Financial information such as bank details and wealth management information as well as bank statements for anti-money laundering and regulatory requirements.
We do not actively market to children, and we never knowingly ask a child to reveal personal information. Personal information on minors is sometimes required to allow us to offer specific services relevant to the matter for which we are providing advice. However, information will always be obtained from, and permission requested from a parent or guardian or other appropriate adult.
We will collect all personal information required to comply with employment legislation, including where necessary sensitive information. This may include medical information and where additionally appropriate we will perform a criminal record search. To prevent discrimination, and ensure diversity we will request information from the Data Subject on religion, sexuality and ethnicity.
In order to prevent and detect crime, and to ensure the safety of our clients and staff, we operate CCTV systems at various locations. These cameras record footage in real-time and are operated and controlled by our own staff; monitoring and recording does not take place in any personal/toilet areas.
How we process your information
We will only use your personal information for the purpose for which it was given, we will not keep it for longer than is necessary and will destroy the information securely according to our formal data protection policy.
In order to process your personal data obtained on the website and financial transactions we use trusted and authorised secure third party websites. Personal or sensitive information is not held or shared by third parties including any outside of the UK.
Where we store your information
Your personal information will be hosted securely within the UK. If we transfer your information to a data processor, for example, an email broadcast company to assist us in keeping you up-to-date with announcements, news and information, and they are located outside of the EEA, we shall take all reasonable steps to ensure that your information is protected as if we hosted it ourselves. No information is transferred or backed up outside of the UK.
Your information will only be shared within the Chattertons Group, which is comprised of:
- Chattertons Professional Services Limited
- Chattertons Legal Services Limited
- Chattertons Wealth Management Limited
- Chattertons Trustee Corporation Limited
- Chattertons Partnership
If we are the subject of a merger or takeover then your personal information will be passed to the
new entity, but it will only be used for the same or similar purpose you gave it for. Similarly if the name of our legal entities change you will be informed of the change and given the opportunity to withdraw consent.
We may wish to keep you informed of our activities, events and relevant sector updates, but will only do so with your express permission. When you engage with Chattertons*, you will be invited to opt-in to receiving information by your preferred marketing channel, this includes email, Post, text message (SMS) and telephone.
You have a right to change, amend or withdraw your consent to receive direct marketing messages at any time. You can ask us to update or correct your personal information or ‘opt out’ of our marketing mailing list at any time by contacting us:
We use Google Analytics to analyse the use of our websites; Google Analytics generates statistical and other information about website use by means of cookies, which are stored on users' devices. The information generated relating to our website is used to create reports about the use of our website. Details captured during your visit will include, but not limited to, traffic data, location data, weblogs and other communication data and the resources you access, however, all data collected is anonymous and will not identify you as an individual.
To opt out of being tracked by Google Analytics across all websites visit https://tools.google.com/dlpage/gaoptout
The Data Protection Act 1998 affords Data Subject certain rights and these are listed below for your convenience:-
• You have the right to have a copy of the information which we hold on you. A fee of £10 is payable for the information and unless there is a legitimate reason why you cannot make the application in writing, your request should be addressed in writing by letter or email, to
the Data Protection Officer shown below.
• You have a right to object to processing that is likely to cause, or is causing you damage or distress.
• You have a right to prevent processing for direct marketing; simply email or call us as described above and we will stop sending marketing materials to you.
• You have a right to object to decisions being taken by automated means; although I can confirm we make no decisions on you using an automated process.
• You have a right in certain circumstances to have inaccurate personal data rectified, blocked, erased or destroyed.
• You have a right to claim compensation for damages caused by a breach of the Act.
Tel: (01507) 522456
If you are unhappy with how we have processed your personal information please firstly contact the Data Protection Officer listed above, if you are still unhappy you may contact the following:
Information Commissioner's Office
Cheshire, SK9 5AF
Helpline: 0303 123 1113 (local rate) or +44 1625 545 745