Privacy Policy
Personal Data Collection and Utilization
For everyone
We collect the following personal information from you:
- IP Address
- Contact information such as name, email address, mailing address, phone number
- Preferences information such as email subscription type preferences and communication preferences
- Information about your business such as company name, company size, industry
- Demographic information such as region, job title, interests and zip code
- Only when necessary to determine suitable products and services, may we collect financial information such as bank or brokerage account numbers, types of investments, income, revenue, assets, credits, deductions, expenses, and bank account information
Similar to many websites, we automatically collect cookie information, which is detailed below.
We use this information to:
- Assess the needs of your business to determine suitable products and services
- Send you requested product or service information
- Send you marketing communications, such as newsletters and blog posts Improve our website and marketing efforts
- Conduct research and analysis
- Display content based upon your interests
For wills & probate specialist clients only
In addition to the information above, the following data is collected from clients to fulfill our contractual obligation to deliver accounting and tax products and services:
- Billing information such as credit card number and billing address
- Financial information such as bank or brokerage account numbers, types of investments, shareholder information such as cap table, income, revenue, assets, credits, deductions, expenses, and bank account information
- Unique identifiers such as user name, account number, and password
- Tax Identification Number (TIN) or other government identification numbers such as Social Security Number
- Date of Birth
We use this information to:
- Establish your identity
- Assess the needs of your business to determine if any suitable products or services are necessary
- Send you requested product or service information
- Send product updates
- Respond to customer service requests
- Administer your account
- Provide requested financial services
- Respond to your questions and concerns
Choice/Opt-Out
To opt out of receiving our marketing or sales emails, please follow the unsubscribe instructions provided in the emails, or you can contact us at info@willsprobatespecialist.co.uk.
Information Acquired from External Sources
If you provide us with personal information about others, or if others provide us with your information, we will use that information solely for the specific purpose for which it was provided to us. For instance, if you refer a friend or colleague to a wills & probate specialist:
By supplying a friend or colleague’s personal information to the wills & probate specialist, you are acting as an authorized representative to disclose that information. This allows us to collect, use, and disclose such information as outlined in this Privacy Policy. It is your responsibility to ensure that the individual concerned is informed about and/or consents to the topics covered in this Privacy Policy. These include the collection of their personal information, the purposes for which it is being collected, the intended recipients of the information, the individual’s right to access that information, the identity of the wills & probate specialist, and how to contact us.
Upon request by the wills & probate specialist, you must also assist us in addressing any requests from the individual regarding access to or updates of the personal information you have provided about them.
Information Sharing
We will only disclose your personal information to third parties as outlined in this privacy statement. We do not sell your personal information to third parties.
There are instances where we may share your personal information with companies we partner with for joint marketing efforts. If this occurs, the webpage where you submit your personal information will clearly state the intended sharing and specify the recipients.
Additionally, we may disclose your personal information to service providers that assist us with our business operations. These companies are authorized to use your personal information solely for the purpose of providing services to us.
We may also reveal your personal information in the following circumstances:
- As required by law, such as to comply with a subpoena or similar legal process.
- When we believe in good faith that disclosure is necessary to protect our rights, protect your safety or the safety of others, investigate fraud, or respond to a government request.
- If indinero is involved in a merger, acquisition, or sale of all or a portion of its assets, you will be notified via email and/or a prominent notice on our website of any changes in ownership or uses of your personal information, as well as any choices you may have regarding your personal information.
- To any other third party with your prior consent to do so.
You authorize us to collect and share with our payments provider Dwolla, Inc. your personal information including full name, date of birth, social security number, physical address, email address and financial information, and you are responsible for the accuracy and completeness of that data. Dwolla’s Privacy Policy is available here.
Cookies and Other Tracking Technologies
We utilize cookies to store your preferences and profile details. Cookies are also employed to gather general usage and volume statistics, excluding personal information. Another company is engaged to install cookies on your device, collecting non-personally identifiable information for us to compile aggregated visitor statistics for our site.
Web Beacons
Our webpages include electronic images known as Web beacons (or single-pixel gifs) that work in conjunction with cookies to compile aggregated statistics on how our site is used. They are also utilized in some of our emails to track which emails and links have been opened by recipients, helping us assess the effectiveness of our customer communications and marketing campaigns.
Additionally, Web beacons set by our third-party partners may be present on our webpages. These Web beacons, along with cookies, enable our partners to gather aggregated statistics for analyzing site usage.
We engage a third party to collect information about how you and others use our website. This includes data such as the number of users accessing specific pages and the links they click on. We use this aggregated information to enhance and optimize the usability of our site, aiming to deliver a better overall experience for you.
Links to Other Websites
Our website contains links to other websites whose privacy practices may differ from those of wills & probate specialist. If you choose to submit personal information to any of those sites, your information will be governed by their respective privacy statements. We recommend that you carefully review the privacy statement of any website you visit.
Security
Ensuring the security of your personal information is a priority for us. When you provide sensitive information on our forms, we encrypt the transmission of that data using secure socket layer technology (SSL).
We adhere to widely accepted industry standards to safeguard the personal information you submit to us, both during transmission and upon receipt. However, it’s important to note that no method of transmission over the Internet or electronic storage is completely secure. Therefore, while we strive to protect your information, we cannot guarantee its absolute security.
If you have any concerns or questions regarding the security measures on our website, please feel free to contact us at info@willsprobatespecialist.co.uk.
Where Data is Processed & Stored
To provide you with products and services, we may store, process, and transmit information in the United Kingdom and locations around the world. Information may also be stored locally on the devices you use to access our products and services. As required by HM Revenue and Customs regulations, wills & probate specialist will obtain your explicit consent prior to sharing your tax data outside the United Kingdom.
Retention Period for Your Personal Information
In accordance with relevant laws, we retain your information for the duration necessary to fulfill our service obligations, maintain your account, operate our business effectively, and enhance or develop new offerings.
Your information remains active for as long as your account is active or as required to deliver services to you. We may continue to retain or utilize your information as necessary to comply with our policies, legal obligations, resolve disputes, and enforce our agreements.
We are required to keep filed tax returns, workpapers, and other essential accounting records for a minimum of seven years. Hence, tax-related information will be retained for at least seven years.
Data Privacy Provisions for UK Citizens
We collect and process your information to fulfill your requests for products and services, to pursue our legitimate business interests such as marketing, and to meet our contractual obligations in delivering accounting and tax preparation products and services to you.
As a citizen of the United Kingdom (UK), you have certain rights regarding the processing of your personal data:
- You have the right to access and correct your information.
- You have the right to obtain erasure of your information, object to or restrict processing activities related to your information, or withdraw your consent to the processing of your information after you have provided it.
- You have the right to obtain a copy of your information in a structured, commonly used, machine readable format.
- You have the right to lodge a complaint with your local supervisory authority regarding our processing of your information.
Also, if the information you provide contains special categories of personal data, we will only process it with your explicit consent, which can be withdrawn at any time.
Please be aware that the IRS mandates wills & probate specialist to retain filed tax returns, workpapers, and other pertinent accounting documentation for a minimum of seven years. Therefore, we will retain any tax-related information for at least seven years.
For assistance in exercising any of these rights, please contact us at info@willsprobatespecialist.co.uk.
Correcting and Updating Your Personal Information
To review and update your personal information to ensure it is accurate, contact us at info@willsprobatespecialist.co.uk.
Notification of Privacy Statement Changes
We reserve the right to update this privacy statement to reflect changes in our information practices. If significant changes are made, we will notify you via email (sent to the email address provided in your account) or through a notice on this Site prior to the changes taking effect. We encourage you to check this page regularly for updates on our privacy practices.
Contact
You may contact Company via email at info@willsprobatespecialist.co.uk.