When you engage us to act on your behalf we will collect data which you provide to us which will include your contact information and any personal data which you may furnish to us for the purposes of enabling us to provide the legal services you require. The data you give us may include, but is not limited to, data to identify you (including your contact information), your financial details/financial circumstances, your tax number, information which we may have collected from you to ensure compliance with anti-money laundering obligations (copy Passport or Driver’s Licence, utility bills), medical records etc. We may also record communications with you such as emails and telephone calls for verification, quality assurance and fraud prevention purposes.
Sometimes it may be necessary for us to collect personal data about you from other sources to enable us to provide the legal services required. Typical examples of such other sources would include Government Agencies, Banks, Insurance providers, Legal Searchers, third party service providers etc.
Sometimes we may use your information even though you are not a customer. For example, you may be a beneficiary under a Will where we have been instructed to extract a Grant of Probate, you may be a nominated representative of a client of ours or a potential client enquiring about the provision of legal services from this firm.
Please note that you are under no obligation to provide your personal data to this firm, however, it is important to note this may prevent us from carrying out the legal services you require.