Data Protection

As a client of Murray Harcourt this is the data that we collect about you for the purpose of processing our work and also keeping you up to date with our services, news etc… :

  • Basic contact information, proof of age and identity information.
  • Financial information and HMRC client data.
  • Trust information.
  • Referral letters from third party institutions.
  • Sensitive data.
  • Additional information applicable only to our private clients, such as beneficiary details and powers of attorney.
  • Information relating to your use of our website, further details of which can be found in our cookies policy.

The data we collect will depend on whether you are a private client or corporate client / representative of a corporate client.

To carry out our service to you in certain circumstances we will need to collect data from third parties including:

  • Other advisers and intermediaries (such as solicitors, banks, land agents and independent financial advisers), both current and previous.
  • HMRC and other governmental organisations.
  • Company information databases.
  • Your family or estate office.
  • Publicly available sources, such as Companies House.
  • Your agents and representatives, such as your power of attorney.
  • Other professional services providers that provide services to you.

How do we use the data?

As a client of Murray Harcourt we will use the data to send you communications on the basis of legitimate interest:

  • To provide such services to you.
  • To make payments on your behalf.
  • To make insurance claims on your behalf.
  • To create and manage records of your involvement with us and to communicate with you.
  • To contact you with respect to the services that we provide.
  • Sending you marketing information.
  • If you provide your consent to share data with financial institutions, employers or landlords for the purposes of mortgages, leases and other financial references.
  • To verify your residence and identity in order to comply with our legal and regulatory requirements.
  • To comply with legal and or regulatory obligations.

When none of the above are relevant we will ask your consent to receive communications from us.

You can of course always have the option to opt of receiving our communications and can do so at any time.  To opt out please email lisa.dickinson@murrayharcourt.com.

In the course of completing our work with you there might be a requirement to share your data with the following third parties:

  • Our insurers in the event of an potential insurance claim;
  • Your other professional advisers;
  • We may share sensitive data with other service providers or HMRC, for example to provide a reasonable excuse claim to HMRC;
  • Financial institutions;
  • Family and estate offices;
  • Third parties interested in acquiring you (in respect of corporate clients only);
  • Third parties who provide us with products or services; and
  • Other third parties, where required or permitted by law.

It may be necessary for us to transfer data outside the country or territory where it was collected, including to a country, territory or international organisation that may not have the same data protection standards.

How do we protect data about you?

We implement appropriate technical and organisational measures to protect personal data that we hold from unauthorised disclosure, use, alteration or destruction. Where appropriate, we use encryption and other technologies that can assist in securing the data you provide. We also require our service providers to comply with strict data privacy requirements.

How long will data about you be kept?

We store data in accordance with legal, regulatory, financial and best-practice business requirements. Once our relationship with you ends, we will securely delete/destroy your data in line with our data retention policies.

As referred to above you can opt out of receiving our communications at any time.  You can also request access to any date we hold on our systems.

If you have any questions, or wish to opt out of communications, please contact us at lisa.dickinson@murrayharcourt.com.

Your rights with regards your data

To request that we give you access to your personal data that we hold.  To make this request please email lisa.dickinson@murrayharcourt.com.  We will process this request as soon as possible.

To request that we rectify or update your data.  If you believe the data we hold is inaccurate or incomplete or if any of your personal information has changed please let us know as soon as possible.  Please email lisa.dickinson@murrayharcourt.com and we will ensure the changes are made on our database.

To withdraw your consent to our using your data and your right to be forgotten.  This right applies to any data which we have collected and processed based on your consent. To request your right to be forgotten please email lisa.dickinson@murrayharcourt.com.

To request that we restrict our processing of your data. In this circumstance we will stop actively processing your data but we will not delete your data.  To restrict the processing of your data please email lisa.dickinson@murrayharcourt.com.

To request the portability of your data.  You have the right to ask us to provide your personal data in a structured format so that you can share and transmit your data to another data controller.  To request your data please email lisa.dickinson@murrayharcourt.

 Updating your personal information

You have the right to access and correct your personal information and privacy preferences. Should you wish to do this, please confirm in writing to us either by letter or email as follows:

Mark Hunter, Murray Harcourt
6 Queen Street, Leeds LS1 2TW.
Email: info@murrayharcourt.com.

Please include your name, company name, address, and/or email address when you contact us.

Murray Harcourt is not responsible for the content or privacy practices of any other website to which this website may link.

Last modified 17 May 2018.