Privacy Policy
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Last updated: January 2021
Richard Plant Valuations takes your privacy seriously and is committed to protecting your personal data in accordance with the General Data Protection Regulations (GDPR). This policy is designed to inform you in an accessible manner how we achieve this.
Richard Plant Valuations Data Privacy Manager is Richard Plant We would ask that any questions relating to GDPR are directed in the first instance to:
Please keep us updated about any changes to your information that we use and rely on.
The GDPR place strict limits on the reasons that a business can hold your personal data. For the large majority of our customers, the data we hold is as a result of our direct contractual relationship, and under GDPR, no express consent is required. Below is guide to the relationships that we have with our customers and how we may use your Data.
Certified Valuations
Richard Plant Valuations are regularly instructed to provide certified valuations for a number of purposes including Inheritance Tax Valuations, Insurance Valuations and Current Market Valuations. These instructions may come from individuals as well as institutions such as Solicitors administering an Estate for Inheritance Tax Purposes. This highly sensitive data is securely stored offline and is retained as part of our contractual relationship with you, and also for legal purposes including money laundering, HMRC and ownership/ title claims.
Certified Current Market Valuations
Certified current market valuations compiled for Inheritance Tax and Insurance valuations are not automatically erased after seven years. This is because this data can prove invaluable at a future time to the individual, their relatives or an institution that originally instructed us. This could be due to the original copies belonging to the client having been mislaid or lost. The data that we hold can provide evidence of value and also of ownership at a particular point in time which may have tax implications and can be beneficial to those who have a valid right to access this information. However, since we do not have a contractual or legal obligation to hold this data beyond seven years, a request to delete the data received from an individual or institution with authority to make the request will be actioned.
General Data
We collect data from our website to help us understand how it is used, how we can provide a better service and if there are any technical issues that we should be aware of. None of this data contains any personal information that would identify you as a user.
Sharing Data
Richard Plant Valuations will only ever share your data with a third party in very limited circumstances directly relating to the fulfilment of our contractual obligations to you, and NEVER for any kind of marketing purposes. We require that any business that we share your data with will respect the privacy of your data and are GDPR compliant. Our I.T. providers and website providers are aware of their obligations under the GDPR.
Data Sharing & Service Providers
Richard Plant Valuations works with other service providers to help with the provision of our online services. When engaging the services of our service providers and external contractors, we ensure that:
All of our customers can ask to be shown a copy of all the data that we hold on them and where we are satisfied that the request is valid, we will provide the information in a timely manner. Client confidentiality has always been an important aspect of the valuation business. We would remind our customers of the often sensitive nature of much of the information we might hold, for example, an Insurance Valuation detailing the contents of a property, or the data relating to items that we have sold on behalf of an individual. We ask that anyone making a Subject Data Request understands that we have a duty to satisfy ourselves that the person asking for access to the data has a right to receive it and therefore we may have to make our own enquiries to ensure that the Subject Data Request is valid.
Google Analytics
GDPR (General Data Protection Regulation)
We can confirm we have carried out a data audit to comply with the General Data Protection Regulations which came in to effect on 25th May 2018. It details how we use the information you give us to provide you with our services and the ways in which we protect your privacy and data. The details are set out here in our Privacy Policy. Please call us on 07973 552467if you would like to discuss further or you wish for any of your data to be removed.
Website Security
We take precautions to protect your information. When you submit sensitive information via the website, your information is protected both online and offline.
Website Links
This web site contains links to other sites. Please be aware that we are NOT responsible for the content or privacy practices of such other sites. We encourage our users to be aware when they leave this website and to read the privacy statements of other websites that collect personally identifiable information.
Website Updates
Our privacy policy is updated from time to time, all updates will be registered on this page. If you feel that we are not abiding by this privacy policy, you should contact us.
Richard Plant Valuations Data Privacy Manager is Richard Plant We would ask that any questions relating to GDPR are directed in the first instance to:
- Email: [email protected]
- Postal Address: York House, Oakham Road, Halstead, Leicestershire, LE7 9DJ
- Telephone: 07973 552467
Please keep us updated about any changes to your information that we use and rely on.
The GDPR place strict limits on the reasons that a business can hold your personal data. For the large majority of our customers, the data we hold is as a result of our direct contractual relationship, and under GDPR, no express consent is required. Below is guide to the relationships that we have with our customers and how we may use your Data.
Certified Valuations
Richard Plant Valuations are regularly instructed to provide certified valuations for a number of purposes including Inheritance Tax Valuations, Insurance Valuations and Current Market Valuations. These instructions may come from individuals as well as institutions such as Solicitors administering an Estate for Inheritance Tax Purposes. This highly sensitive data is securely stored offline and is retained as part of our contractual relationship with you, and also for legal purposes including money laundering, HMRC and ownership/ title claims.
Certified Current Market Valuations
Certified current market valuations compiled for Inheritance Tax and Insurance valuations are not automatically erased after seven years. This is because this data can prove invaluable at a future time to the individual, their relatives or an institution that originally instructed us. This could be due to the original copies belonging to the client having been mislaid or lost. The data that we hold can provide evidence of value and also of ownership at a particular point in time which may have tax implications and can be beneficial to those who have a valid right to access this information. However, since we do not have a contractual or legal obligation to hold this data beyond seven years, a request to delete the data received from an individual or institution with authority to make the request will be actioned.
General Data
We collect data from our website to help us understand how it is used, how we can provide a better service and if there are any technical issues that we should be aware of. None of this data contains any personal information that would identify you as a user.
Sharing Data
Richard Plant Valuations will only ever share your data with a third party in very limited circumstances directly relating to the fulfilment of our contractual obligations to you, and NEVER for any kind of marketing purposes. We require that any business that we share your data with will respect the privacy of your data and are GDPR compliant. Our I.T. providers and website providers are aware of their obligations under the GDPR.
Data Sharing & Service Providers
Richard Plant Valuations works with other service providers to help with the provision of our online services. When engaging the services of our service providers and external contractors, we ensure that:
- Only required information is given to carry out work for us
- They agree not to use any information that we give them for any other reason than for what it has been provided for
- We have systems in place to protect your personal details
All of our customers can ask to be shown a copy of all the data that we hold on them and where we are satisfied that the request is valid, we will provide the information in a timely manner. Client confidentiality has always been an important aspect of the valuation business. We would remind our customers of the often sensitive nature of much of the information we might hold, for example, an Insurance Valuation detailing the contents of a property, or the data relating to items that we have sold on behalf of an individual. We ask that anyone making a Subject Data Request understands that we have a duty to satisfy ourselves that the person asking for access to the data has a right to receive it and therefore we may have to make our own enquiries to ensure that the Subject Data Request is valid.
Google Analytics
- Google analytics is installed on this website to collect data through the use of cookies, you can view our Cookie Policy here: Cookie Policy >
- You can view Google Analytics Privacy Policy here: Privacy Policy >
GDPR (General Data Protection Regulation)
We can confirm we have carried out a data audit to comply with the General Data Protection Regulations which came in to effect on 25th May 2018. It details how we use the information you give us to provide you with our services and the ways in which we protect your privacy and data. The details are set out here in our Privacy Policy. Please call us on 07973 552467if you would like to discuss further or you wish for any of your data to be removed.
Website Security
We take precautions to protect your information. When you submit sensitive information via the website, your information is protected both online and offline.
- Online: Online, we have a security certificate installed on our website- a closed padlock icon near the browser address bar indicates this. It means wherever we collect sensitive information, that information is encrypted and transmitted to us in a secure way. We use encryption to protect sensitive information transmitted online.
- Offline: The computers and servers in which we store personally identifiable information are kept in a secure environment. Please also see our Data Sharing & Service Providers section for more information.
Website Links
This web site contains links to other sites. Please be aware that we are NOT responsible for the content or privacy practices of such other sites. We encourage our users to be aware when they leave this website and to read the privacy statements of other websites that collect personally identifiable information.
Website Updates
Our privacy policy is updated from time to time, all updates will be registered on this page. If you feel that we are not abiding by this privacy policy, you should contact us.
