Privacy Policy 

In this Privacy Policy the terms, ‘we’ or ‘us’ is (SFE) Solicitors for the Elderly.

Your privacy is important to us and we are committed to keeping your information secure and managing it in accordance with our legal responsibilities under applicable data protection laws. We are registered with the UK Information Commissioner’s Office (ICO) as a data controller under registration number Z9293536.

Please read this Privacy Statement carefully as it contains important information to help you understand how and why we process any personal information that you give to us.

 

What information we collect:

 We process personal information which you give us:

  • If you request information or assistance from us
  • As a visitor to the SFE on-line legal directory service or as a caller to access information from our legal directory service
  • Whilst servicing your online search through our website, or over the phone
  • As a member offering membership services or during a training and accreditation process
  • As a legal student, associate or fully accredited member for managing your membership
  • What personal information we process

May include:

  • Personal details such as your name, date of birth, address, telephone number and email address
  • Details of a member’s qualifications or professional body
  • Details of a member’s Employment/self-employment

 

Special categories of personal data

We do not generally process such information unless you have voluntarily provided this to us, or it is relevant to your directory enquiry. Special categories of personal data may include information about an individual’s health and other categories of personal information which are closely protected.

We will only process sensitive information where you have provided this information to us and have agreed that we can use this information to deliver our service to you and to direct your enquiry to the appropriate legal advisor.   We minimise the collection and use of such special categories of personal data and only retain enquiry data for a very short period.


How we use your Information

 We use your information to:

  • Provide a legal directory service to you and/or members of your family
  • Provide and service the online directory service we provide to your business
  • To provide our members with access to a training and accreditation process
  • To provide our service to legal students, associates and fully accredited members
  • Comply with legal obligations for the prevention of financial crime and money laundering
  • We will process your information to meet our contractual obligations to you, where we have a legitimate interest to do so and where we are permitted by law or to comply with applicable laws and regulation.

The following table will help you understand how we process your data and for what purpose:

PURPOSE LEGAL BASIS
Providing a service and internal processing
To provide you with a legal directory service Legitimate interest to provide our service to members of the public
To assess your requirements and to provide you with a legal directory listing Where special categories of personal data are processed, these may be necessary to assess your requirements
To service and administer your membership including billing Legitimate interests to provide and manage the service
To verify the identity, qualifications and accreditations To comply with legal obligations to prevent money laundering
To confirm, update and improve our membership records To comply with legal obligations in the Data Protection legislation

To provide you with any information on the services or products that you have requested

 

 To meet our contractual obligation to a you and provide information on the services or products you have requested
Relationship Management
To manage and develop our relationship with you Legitimate interest to service your membership and improve our service to you

To inform you of products and services that may be of interest to you, where you have chosen to be made aware of this

 

 Legitimate interest to service your membership and improve our service to you
Training and development
For training purposes and to improve our service to you Legitimate interests to improve our services and develop our members
Legitimate interests to improve our services and develop our employees
Complying with Legal Obligations

To prevent, investigate and prosecute crime, fraud and money laundering

 

 To comply with legal obligations for prevention of financial crime and money laundering
For auditing purpose To comply with our legitimate interest to conduct audits

If we are obliged to disclose information by reason of any law, regulation or court order

 

 To comply with legal obligations
Other
To transfer information to any entity which may acquire rights in us Legitimate interests for commercial interests
For any other purpose to which you agree. With your consent

How we retain your personal information

We do not routinely retain any personal information about visitors to the SFE directory and caller’s information is only logged by our call centre to be reviewed and thereafter destroyed securely. Where we obtain membership or student personal information we do so in accordance with applicable laws. We will take reasonable steps to destroy or anonymise personal information we no longer need for the purposes we have set out above.

Our retention periods are:

Type of personal Information  Retention Period
General personal data which includes your normal personal data, personal identity, business information, professional body and qualifications.  Other information in respect of your membership. 6 years after the end of our business relationship with you. However, limited information may be retained for longer with agreement, as a future record of your membership
Special categories of personal data For public enquires – limited time to process your request to a legal advisor.
For membership – 6 years after the end of our relationship with you.
Call recordings No calls are recorded
CCTV – digital images if you visit our offices 6 months

How we share your information

Where necessary or required we share information with:

  • Regulatory authorities to comply with our legal obligations
  • Our outsourced call centre service provider
  • External assessment bodies to achieve and maintain any regulatory standards and accreditations, which meet our legal obligations and enable us to provide quality services to you

 

Information Security

We invest appropriate resources to protect your personal information, from loss, misuse, unauthorised access, modification or disclosure. However, no internet-based site can be 100% secure and we cannot be held responsible for unauthorised or unintended access that is beyond our control.

Updates

We will keep this Privacy Policy under review and make updates from time to time. Any minor changes to this Privacy Statement will be posted on this page and we will communicate any major changes to you.

Cookies

Our website uses cookies (including Google Analytics cookies to obtain an overall view of visitor habits and visitor volumes to our Website). Please see our cookie policy statement.

Cookie policy statement

Solicitors for the Elderly Ltd uses cookies on sfe.legal (the “Service”). By using the Service, you consent to the use of cookies.

Our Cookies Policy explains what cookies are, how we use cookies, how third-parties we may partner with may use cookies on the Service, your choices regarding cookies and further information about cookies.

What are cookies

Cookies are small pieces of text sent by your web browser by a website you visit. A cookie file is stored in your web browser and allows the Service or a third-party to recognize you and make your next visit easier and the Service more useful to you.

Cookies can be “persistent” or “session” cookies.

How Solicitors for the Elderly uses cookies

When you use and access the Service, we may place a number of cookies files in your web browser.

We use cookies for the following purposes: to enable certain functions of the Service, to provide analytics, to store your preferences.

We use both session and persistent cookies on the Service and we use different types of cookies to run the Service:

– Essential cookies. We may use essential cookies to authenticate users and prevent fraudulent use of user accounts.

Third-party cookies

In addition to our own cookies, we may also use various third-parties’ cookies to report usage statistics of the Service, deliver advertisements on and through the Service, and so on.

What are your choices regarding cookies

If you’d like to delete cookies or instruct your web browser to delete or refuse cookies, please visit the help pages of your web browser.

Please note, however, that if you delete cookies or refuse to accept them, you might not be able to use all of the features we offer, you may not be able to store your preferences, and some of our pages might not display properly.

Where can you find more information about cookies

You can learn more about cookies and the following third-party websites:

AllAboutCookies: http://www.allaboutcookies.org/
Network Advertising Initiative: http://www.networkadvertising.org/
 

Your Rights

You have the right to request copies of your personal information if we have procured personal data about you to provide a directory service or where you are a member of the public accessing our service.   If you think any of the personal information we hold about you is inaccurate, you may also request it is corrected or erased. You also have a right, in certain circumstances, to object to our processing of your personal information, to require us to stop processing your personal information and/or to withdraw your agreement to processing based on ‘consent’, but this does not apply where we have other legal justifications to continue processing your data or an overriding legitimate interest.

If you have any questions in relation to your rights, please write to us at the address below.

Complaints Process

If you have a complaint about how we have handled your personal information you may contact us using the details below and we will investigate your complaint. You also have the right to complain to the Information Commissioner’s Office – (www.ico.org.uk ).

 

 

Questions regarding this Privacy Policy should be directed to the administrator at SFE: [email protected]

This policy was last updated in August 2018.

SFE (Solicitors for the Elderly) is a company limited by guarantee. Registered Office: Aquila House, Waterloo Lane, Chelmsford, Essex CM11BN. Company No. 04829307