This policy sets out how and why KKL E&T processes the personal data (that is, information by which an individual can be identified) collected by us in the course of our lawful activities, in accordance with the Data Protection Act 1998 and any subsequent legislation (‘Data Protections laws’). This policy has been put in place to protect your rights under the Data Protection laws, and it is important that you understand what we will do with your data and are happy with this.
References to the processing of information includes the collection, use, storage and protection of data. KKL E&T is the ‘data controller’ for the purposes of this policy, and the policy extends to its staff, trustees, volunteers and anyone else processing data on our behalf from time to time.
The Data Protection Officer, KKL Executor & Trustee Company Limited, Mountcliff House, 154 Brent Street, London NW4 2BF.
KKL Executor and Trustee Company Ltd (a Company registered in England No. 453042) is a subsidiary of JNF Charitable Trust (Charity No. 225910) and a registered Trust Corporation (authorised capital £250,000).
Organisations are permitted to process data if they have a legal basis for doing so. KKL E&T processes data on the basis that:
• Express and informed consent has been given by the persons whose data is being processed; and/or
• KKL E&T has a legitimate interest in processing the data; and/or
• It is necessary in relation to a contract or agreement which the person has entered into or because the person has asked for something to be done so they can enter into a contract or agreement; and/or
• There is a legal obligation on KKL E&T to process data.
Where KKL E&T relies on solely consent as the basis for processing data, we are required to obtain your explicit consent and you can modify or withdraw this consent at any time by notifying us in writing, although this may affect the extent to which KKL E&T is able to provide services to or interact with you in future.
You can give us consent by completing the details at the foot of this policy.
KKL E&T may change this policy from time to time and any such changes will be published on our website.
Notwithstanding any change to this policy, we will continue to process your personal data in accordance with your rights and our obligations in law. This policy is effective from 25 May 2018.
We collect the data necessary for KKL E&T to pursue our publically stated objectives, including but not limited to advising on and facilitating wills and estate planning, estate and trust administration, Inheritance Tax planning and Powers of Attorney and promoting these services to those whom we think may benefit from them or from hearing about them. Accordingly, data will be processed for operational purposes, marketing, running events, keeping clients or potential new clients informed of our activities and the effective running of KKL E&T through its professional staff, trustees and volunteers.
Data collected and processed may include, but not be limited to:
· Names and contact information such as telephone numbers, email and postal addresses
· Client records and preferences, including, where necessary, details about property, other assets and liabilities and matters necessary to advise on estate planning and Inheritance Tax issues and bank or payment details in order to process payments from you
· Such other information that is relevant and necessary for KKL E&T to carry out its activities, purposes and legal obligations.
Personal data may be collected from you when you engage with KKL E&T and there are many occasions when this could happen, for example: if you contact us to seek advice, enquire about our services, attend or enquire about attending an event organised by us, apply for a job or volunteering opportunity, ask us a question, register for any of our mailings, bulletins or newsletters provide some optional feedback or otherwise provide us with personal information. This may be when you phone us, go onto our website, by post, or in person.
When you visit our website, KKL E&T collects your IP address and information regarding what pages are accessed and when. An IP address is a number that can uniquely identify a specific computer or other network device on the internet. We also collect any information that you may choose to give voluntarily, such as: contact details, credit card details, interests, data protection consents, financial circumstances and tax status.
KKL E&T is a subsidiary of JNF UK and is also formally connected to KKL Charity Accounts (which trades as SmartGiving), which is also a subsidiary of JNF UK. Both of these entities apply the same high standards in relation to data privacy and security as does KKL E&T. We may from time to time include information about the services they offer or campaigns they are running when communicating with you, or share limited data about you (your contact details, but not details about wills, estates or tax planning or administration or powers of attorney) with them. If you do not wish us to share even this limited amount of data, you can inform us of this in writing.
As well as using your data so we can send you communications that you have requested or information about services or activities that we believe may be of interest to you, KKL E&T may use your personal information to help us understand more about how our website is used so that we can improve it. We may also use your data for marketing and publicity purposes, and to give you details of promotions and campaigns.
You, as the data subject, may request deletion of your data at any time in writing, subject to any overriding legal requirement for its retention, such as the need, where appropriate, to retain records for Her Majesty’s Revenue and Customs or for the administration of a will or estate. We may keep such data on a ‘suppression list’ so we know not to contact you or process your data in future until further notice.
If you do not want to hear from us by a particular method, or at all, that’s fine. Just tell us when you provide your data or at any time after that by contacting us on 020 8732 6101, at email@example.com or at the postal address given above.
Please bear in mind that email and SMS are the most economical ways for us to communicate with you, but some of our updates are sent by post and some contact may be by telephone.
No one other than KKL E&T and organisations acting on KKL E&T’s behalf will process personal data collected by us. We will not sell, share, or rent this information to other third parties without your consent. From time to time, if we run an event in partnership with or using the services of another organisation, your details may need to be shared. Such other organisations will be expected to adhere to this policy and all Data Protections laws.
When you are using our secure online donation pages, your donation is processed by Cardsave who specialise in the secure online capture and processing of credit/debit card transactions. If you have any questions regarding secure transactions, email us at firstname.lastname@example.org.
You may request details of personal information which we hold about you. Any such request must be submitted in writing. A small fee may be payable if an information request is particularly onerous.
You may choose to restrict the collection or use of your personal information, but this may inhibit or limit the way in which KKL E&T is able to interact with you. You may, at any time, change your mind about what information we hold about you, or if we continue to hold it at all, subject to any legal obligation on KKL E&T to retain data.
You are responsible for the accuracy of data you have provided to KKL E&T. If you believe that any information we are holding on you is incorrect or incomplete, please write to us as soon as possible. We will promptly correct any information found to be incorrect.
We are committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the data we process.
Persons processing data on behalf of KKL E&T do so in accordance with this policy and on the basis that KKL E&T is satisfied that they can and will adhere to our high standards for data protection and security. Any sensitive information (such as credit or debit card details) is encrypted and protected. To signify when you are on a secure page, a lock icon will appear on the bottom of web browsers.
The transmission of information over the internet is inherently insecure, and we cannot guarantee the security of data sent over the internet. You are responsible for keeping any password you use for accessing our website (if applicable) confidential; we will not ask you for your password (except when you log in to our website).
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Click here for more information about the Data Protection Act .
If you are under 16 years of age, a person legally responsible for you will need to give their consent.