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Data Protection Policy
Assured Legal Services Limited
1. Introduction
Assured Legal Services Limited (“the Company”) is committed to protecting the rights and privacy of individuals in accordance with the UK General Data Protection Regulation (UK GDPR), the Data Protection Act 2018, and other relevant legislation. This policy outlines how we collect, use, store, and protect personal data.
2. Scope
This policy applies to all staff, contractors, and third parties who process personal data on behalf of Assured Legal Services Limited. It covers all personal data handled in our estate planning and life insurance operations.
3. Data Protection Principles
We are committed to ensuring all personal data is:
i. Lawfully, fairly, and transparently processed
ii. Collected for specified, explicit, and legitimate purposes
iii. Adequate, relevant, and limited to what is necessary
iv. Accurate and, where necessary, kept up to date
v. Stored no longer than necessary
vi. Processed securely and protected against unauthorised access, loss, or damage
4. Lawful Basis for Processing
We only process personal data when there is a lawful basis to do so, including:
- Consent from the individual
- The performance of a contract (e.g., life insurance or will drafting)
- Compliance with a legal obligation
- Protection of vital interests
- Legitimate business interests
5. Types of Data Collected
We may collect the following personal data:
- Full name, address, and contact details
- Date of birth and identification details
- Health and financial information (where necessary for insurance)
- Details of dependents or beneficiaries
- Any special categories of data relevant to the service being provided
6. How We Use Personal Data
Personal data is used to:
- Provide estate planning and life insurance services
- Conduct fact-finding and suitability assessments
- Fulfil our regulatory and legal obligations
- Communicate with clients and update them on services
- Manage internal operations (e.g., file audits, training, complaints)
7. Data Retention
We retain personal data for as long as is necessary to fulfil the purpose for which it was collected and to comply with our legal obligations. Typically, this is:
- 7 years from the date of last service or cancellation
- Longer for legal or regulatory reasons where applicable
8. Data Security
We implement appropriate technical and organisational measures to protect personal data, including:
- Encrypted systems and secure servers
- Access controls and staff training
- Regular system updates and security audits
9. Sharing of Data
We do not sell or rent personal data. We may share data with:
- Insurance providers and underwriters
- Estate planning partners (e.g., will drafters, trust providers)
- Regulatory authorities (e.g., FCA, ICO)
- IT service providers under contract
- Legal or law enforcement agencies where required
All third-party processors are subject to due diligence and data processing agreements.
10. Rights of Data Subjects
You have the following rights regarding your personal data:
- Right to access
- Right to rectification
- Right to erasure
- Right to restrict processing
- Right to data portability
- Right to object
- Right to lodge a complaint with the ICO
To exercise any of these rights, please contact:
📧 admin@assuredlegalservices.co.uk
Assured Legal Services Limited
Your Privacy Matters
At Assured Legal Services Limited, we take your privacy seriously. We collect and use your personal data to provide you with life insurance and estate planning services, ensure regulatory compliance, and offer the best possible client support.
We promise to:
- Handle your data lawfully and transparently
- Only collect information that is necessary and relevant
- Protect your data through robust security protocols
- Never share or sell your information for marketing purposes without consent
By using our services, you agree to our use of your data in accordance with this Privacy Statement and our Data Protection Policy.
Data Controller
Assured Legal Services Limited
Company Registration No: 15453495
📍 15 Ogmore Crescent, Bridgend, CF31 3TE