Privacy policy

We may collect and process the following data about you:

• Information you give us by dealing with us by phone, email or otherwise. The information you give us may include name and address, Bank Account information and email addresses.
• Information we may collect from your use of our website: With regard to each of your visits, we may automatically collect technical information, such as the Internet protocol (IP) address used to connect your device to the internet, whereabouts you connected to our service, your internet service provider (ISP), and what type of device you are using to access our service.
• Information we collect when you telephone us: If you call us we will automatically collect the phone number from which you are calling.
• Information we receive from other sources: None.
• Providing us with your details online: This is information you choose to provide us with using the Contact Us page on our website. It includes your name and email address and, if you choose, your telephone number. Please let us know if any of this information changes so we can keep our records up to date. No other information is collected via our website.

We use this information in the following ways:

• In order to take steps necessary to assess whether we can enter into a contract with you and in order to perform our contract with you. This includes carrying out our obligations to you and providing you with our services.
• For the purpose of improving our service to you, to ensure that content from our website is presented in the most effective manner for you and for your device.
• To deal with any legal queries relating to your use of our service.
• To provide you with service communications so that you receive a full and functional service and so we can perform our obligations to you. These may be sent by email, post or telephone. These will include notifications about changes to our service.
• To provide you with marketing communications including, with your permission, information about other goods and services we offer that are similar to those that you have already purchased or enquired about.
• Information we collect from your use of the website: We will use this information for the following purposes:
• To administer our site and for internal operations, including troubleshooting, data analysis, testing, research, statistical and survey purposes. To improve our website to ensure that content is presented in the most effective manner for you and for your device.To keep our website safe and secure.
• Information we collect throughout our relationship: We will use this information to help us provide you with our services.

If you use our services, we need to keep information about you for a minimum of 15 years unless obligations to our regulators require otherwise or we are required or requested to remove such data from our records. If you do not use our services, we will not retain your information and it will usually be removed after 12 weeks.

As a general rule, we will never share your information. However, there may be some occasions when this is required:

• In the event that we sell or buy any business or assets, in which case we will disclose your personal data to the prospective seller or buyer of such business or assets.
• If we are acquired by a third party, in which case personal data held by it about its customers will be one of the transferred assets.
• If we are under a duty to disclose or share your personal data in order to comply with any legal obligation, or in order to enforce or apply our terms of use and other agreements; or to protect the rights, property, or safety of our customers, our regulator, or others.

All information is stored on secure servers at multiple locations inside The EEA (The European Economic Area). Our office systems are firewalled and protected against viruses and malware. All data passing between the sites and servers under our direct control is encrypted.

Where processing of your personal data is based on consent, you can withdraw that consent at any time by contacting us at: Marshalls Chartered Surveyors, Suite F1, Kidlington centre, High Street, Kidlington, Oxford, OX5 2DL.

• To ask us not to process your personal data for marketing purposes. We will inform you (before collecting your data) if we intend to use your data for such purposes or if we intend to disclose your information to any third party for such purposes.
• To ask us not to process your personal data where it is processed on the basis of legitimate interests provided that there are no compelling reasons for that processing.
• To ask us not to process your personal data for scientific or historical research purposes, where relevant, unless the processing is necessary in the public interest.
• To request from us access to personal information held about you.
• To ask for the information we hold about you to be rectified if it is inaccurate or incomplete.
• To ask for data to be erased provided that the personal data is no longer necessary for the purposes for which it was collected, you withdraw consent (if the legal basis for processing is consent), you exercise your right to object, set out below, and there are no overriding legitimate grounds for processing, the data is unlawfully processed, the data needs to be erased to comply with a legal obligation.
• To ask for the processing of that information to be restricted if the accuracy of that data is contested, the processing is unlawful, the personal data is no longer necessary for the purposes for which it was collected or you exercise your right to object (pending verification of whether there are legitimate grounds for processing).
• To ask for data portability if the processing is carried out by automated means and the legal basis for processing is consent or contract.

Should you have any issues, concerns or problems in relation to your data, or wish to notify us of data which is inaccurate, please let us know by contacting us using the contact details above. In the event that you remain dissatisfied, you have the right to lodge a complaint with The Information Commissioner's Office (https://ico.org.uk).

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