Edward Paul (Wills) Limited - Privacy Policy
Personal Data
In the EU’s General Data Protection Regulation (GDPR), Personal Data is defined as “…any
information relating to an identified or identifiable natural person ("data subject"); an identifiable
person is one who can be identified, directly or indirectly, in particular by reference to an
identifier such as a name, an identification number, location data, online identifier or to one or
more factors specific to the physical, physiological, genetic, mental, economic, cultural or social
identity of that person.”
How we use your information
The following privacy policy will outline how Edward Paul (Wills) Limited will collect and use your
data. This is done so that we can:
• When we speak with you about your Will and Estate Planning services we offer, we do so on
the basis that both parties are entering a contract for the supply of services.
• In order to perform that contract and to arrange the products you require, we have the right
to use your personal data for that purpose.
• We collect information about you and your family and other people that may be included in
your Will or other product you may choose, this will include Full Names, Addresses, Dates of
Birth, contact information such as telephone numbers and email address and possibly bank
details.
• We will also collect information on your financial position with regard to Estate and
Inheritance Tax Planning.
Why do we need to collect and store personal data?
In order for us to do any of the above, we must collect and store your data firstly for correspondence
purposes. We will ensure that the information collected will only be used for its intended purpose
and does not constitute an invasion of your privacy.
Edward Paul (Wills) Limited may wish to contact you for marketing purposes, however we would
contact you for additional consent for that purpose if not already given.
Will we share your personal data with anyone else?
We may need to pass your details onto third parties who are either contracted to, or part of the
Edward Paul (Wills) Limited group of companies. Please note that the sharing of your personal data
does not entitle such third parties to send you promotional messages or marketing. It is shared to
ensure that we can adequately fulfil our responsibilities to you and as otherwise as set out in this
privacy notice. If we wish to pass your personal data to a third party, we will only do so with your
explicit consent, unless we are legally obliged to do so otherwise.
How will we use the personal data we collect about you?
Processing data constitutes as collecting, storing and using. We will process this data in accordance
with the GDPR. We will do our utmost to keep your information accurate and up to date and not
keep it longer than is necessary. Edward Paul (Wills) Limited may issue occasional reminders to all
customers to keep their contact details up to date and will update them accordingly.

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Please be advised that there is information that we are required to keep in accordance with the law,
such as information needed for tax and audit purposes. Personal data may be held for longer than
these periods, however this will depend on the individual needs of the company.
Under what circumstances will we contact you?
We will only ever contact you when necessary, or when you have requested that we do so. We do
not mean at any point to be intrusive or ask for unnecessary information. We will do our best to
ensure that the information we hold is as secure as possible to minimise the risk of unauthorised
access or disclosure.
Can you find out about the personal data that we hold about you?
If you want to see what personal data we hold on you and how it is processed, you may contact us to
request this. This is known as a Data Subject Access Request (DSAR) and you must request this in
writing (either by post or email), providing the necessary identification before any information is
released. If Edward Paul (Wills) Limited do store any of your personal data, you may request
information on the following:
• Identity and the contact details of the person or organisation that has determined how and
why to process your data. In some cases, this will be a representative in the EU.
• Contact details of the GDPR owner, where applicable.
• The purpose of the processing as well as the legal basis for processing.
• If the processing is based on the legitimate interests of The SWW or a third party,
information about those interests.
• The categories of personal data collected, stored and processed.
• Recipient(s) or categories of recipients that the data is/will be disclosed to.
• If we intend to transfer the personal data to a third country or international organisation,
information about how we ensure this is done securely. The EU has approved sending
personal data to some countries because they meet a minimum standard of data protection.
In other cases, we will ensure there are specific measures in place to secure your
information.
• How long the data will be stored.
• Details of your rights to correct, erase, restrict or object to such processing.
• Information about your right to withdraw consent at any time.
• How to lodge a complaint with the supervisory authority.
• Whether the provision of personal data is a statutory or contractual requirement, or a
requirement necessary to enter into a contract, as well as whether you are obliged to
provide the personal data and the possible consequences of failing to provide such data.
• The source of personal data if it wasn’t collected directly from you.
• Any details and information of automated decision making, such as profiling, and any
meaningful information about the logic involved, as well as the significance and expected
consequences of such processing.
What forms of ID will you need to provide in order to access this?
Edward Paul (Wills) Limited will accept the following forms of ID when information on your personal
data is requested:
Passport; Photo Driving Licence; Utility Bill (from the last three months)

Contact details of the GDPR Owner
If you wish to submit a DSAR, or have any questions regarding this privacy statement, you must do
so in writing using the following information.
Paul Varker (Director)
Address:
Edward Paul (Wills) Limited
First Floor
617-619 London Road
Westcliff on Sea
Essex
SS0 9PE
Email:
paul@edwardpaul.co.uk
Telephone:
01702 585988