What personal data we collect and why we collect it
The General Data Protection Regulations (GDPR) (May 2018) require us to expressly state how we intend to collect, process and manage your personal data.
GDPR outlines 6 different lawful reasons why we may process your data; Consent, Contract, Legal Obligation, Vital Interests, Public Task, and Legitimate Interest.
– Consent: By purchasing a product or instructing a service from Brilliant Estate Planning, you are consenting to us processing your data in relation to the service you require.
– Legal Obligation: If you ask us to submit and process any financial services product such as Wills, Lasting Power of Attorneys and/or Trusts then we will have to comply with statutory legal requirements and requirements set out by the industry regulator in each circumstance. This will necessitate that we process your data in accordance with industry guidelines.
– Legitimate Interest: By seeking advice from our organisation either in person, via email/ social media, or via telephone and/or by purchasing a financial services product from us we class you as a client and we therefore have a legitimate interest in retaining your data for the purposes of managing the advice process and products that we may arrange for you. We will also keep in touch with you electronically via email to keep you periodically updated on industry updates and product enhancements which may be of interest and/or relevant to you. You have the right to opt out of these communications at any time by notifying us via email to firstname.lastname@example.org
– Legitimate Interest: We will hold onto your data for the duration of your product or service and thereafter unless you specifically opt out of these communications. Your data will be held by Brilliant Estate Planning in compliance with GDPR.
When visitors leave comments on the site we collect the data shown in the comments form, and also the visitor’s IP address and browser user agent string to help spam detection.
If you upload images to the website, you should avoid uploading images with embedded location data (EXIF GPS) included. Visitors to the website can download and extract any location data from images on the website.
If you leave a comment on our site you may opt-in to saving your name, email address and website in cookies. These are for your convenience so that you do not have to fill in your details again when you leave another comment. These cookies will last for one year.
If you have an account and you log in to this site, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.
When you log in, we will also set up several cookies to save your login information and your screen display choices. Login cookies last for two days, and screen options cookies last for a year. If you select “Remember Me”, your login will persist for two weeks. If you log out of your account, the login cookies will be removed.
Embedded content from other websites
Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.
How long we retain your data
If you leave a comment, the comment and its metadata are retained indefinitely. This is so we can recognize and approve any follow-up comments automatically instead of holding them in a moderation queue.
For users that register on our website (if any), we also store the personal information they provide in their user profile. All users can see, edit, or delete their personal information at any time (except they cannot change their username). Website administrators can also see and edit that information.
Where we send your data
Visitor comments may be checked through an automated spam detection service.
Countrywide Tax and Trust Corporation
Countrywide Tax and Trust Corporation are our legal partners, which means that some information provided to us may be passed on to them. You can find their privacy notice here.