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Privacy Policy


Privacy policy

This policy (together with our Terms and Conditions) sets out the basis on which we will process any personal data that you provide to us. Please read it carefully.

Data Controller

For the purposes of the Data Protection Act 1998 (the Act) and the EU General Data Protection Regulation (“GDPR”), the data controller is Conveyancing Marketing Services Ltd. (CMS) St. Andrews Castle, St. Andrews Street South, Bury St. Edmunds Suffolk IP33 1PH

The types of personal data we collect and use

For the purpose of providing you with a conveyancing quote we will collect:

For a conveyancing Quote:

Your name, telephone number and email address

The nature of the conveyancing transaction for which you require a conveyancing quote

The name of any mortgage lender you will be using.

To instruct a conveyancing firm to deal with your conveyancing:

Personal data about other named applicants for the conveyancing service. You must have their authority to provide their personal data to us and share this data protection statement with them beforehand together with details of what you have agreed on their behalf.

Your address and any address related to the conveyancing instruction such as the purchase address.

Providing your personal data

Providing your personal data is optional. We will only process your personal data with your consent. If you give us consent to process your personal data for the purpose of obtaining a conveyancing quote or instructing one of our panel solicitors you may opt to withdraw that consent by notifying us in writing. If you do so we may be unable to provide you with our services.

Processing your data

Your personal data is processed in the following ways:

Quotes for services

Your personal data is provided to CMS to quote on behalf of our panel conveyancing solicitors. At the quote stage we will not pass your details on to our solicitor panel or any other third party. CMS will only use your data to contact you in respect of the quote you have asked for. We process your data under the ‘legitimate interest’ basis of GDPR to ensure our service, which is free to all users, is commercially viable.

This data comprises of your name, email address, telephone number and details of the conveyancing transaction you have requested a quote for.

Where we store your personal data

Your data will usually be held in a destination inside the European Economic Area (“EEA”). The EEA consists of the 28 EU Member States plus Norway, Liechtenstein and Iceland. However, there may be times when the data we collect from you may be transferred to, and stored at, a destination outside the European Economic Area (“EEA”).

By submitting your personal data, you agree to this transfer, storing or processing. We will take all steps reasonably necessary to ensure that your data are maintained securely and in accordance with this privacy policy and applicable data protection law

How we use your personal data:

We will process your data in the following ways:

To ensure that content from our site is presented in the most effective manner for you and for your computer.

To provide you with information, products or services that you request from us or which we feel may interest you, where you have consented to be contacted for such purposes.

To allow you to receive updates on your conveyancing transaction as your transaction progresses.

To contact you if necessary in relation to your quote or your conveyancing transaction

We will hold your personal data in relation to a quote as long as is necessary for you to make your decision as to whether to use our quote or until you request us to delete it.

We will hold your personal data in relation to a conveyancing instruction for the statutory legal period required after legal completion of your conveyancing transaction.

Disclosure of your information

Based on your consent we may disclose your personal information to third parties:

If CMS or its assets are sold or acquired by a third party, personal data held by CMS about its customers will be transferred to the acquirer.

If we are under a duty to disclose your personal data, for example to a Government agency, to comply with any legal obligation, or to enforce our Terms and Conditions or to protect the legitimate rights, property, or safety of us our customers, or others. This includes exchanging information with other companies and organisations for the purposes of fraud protection and credit risk reduction.

If you ask us to appoint a conveyancing solicitor or licensed conveyancer for you then we will share your personal data with that solicitor or licensed conveyancer. Once you have instructed us to appoint a solicitor or conveyancer to act for you these companies have their own privacy policies and we do not accept any responsibility or liability for these policies.

Payment systems (e.g. Visa or Mastercard) when we take payment from you for services by debit or credit card

Our site may contain links to other websites. If you follow a link to any of these websites, please note that these websites have their own privacy policies and that we do not accept any responsibility or liability for these policies. Please check these policies before you submit any personal data to these websites.

Your rights

You have the following rights in relation to the processing of your data:

The right to be informed about our processing of your personal data

The right at any time to withdraw your consent to our use of your data, but if you do so we may no longer be able to provide services to you;

The right to ask us not to process your personal data for marketing purposes;

The right to access the information we hold about you and to be provided with a copy. If you make more than one such request, we will be entitled to charge a reasonable fee for the second and subsequent requests;

If you consider that any of the information that we hold about you is inaccurate, you have the right to ask us to rectify that inaccuracy;

If you consider that the information that we hold about you is incomplete, you have the right to ask us to complete it;

The right to be forgotten i.e. to ask us to delete the information that we hold about you if, for example, you consider that this information is no longer necessary for the purpose for which we collected it.

The right to ask us to suspend processing of your data if: you consider that it is inaccurate; or its processing is unlawful but you do not wish us to delete it; or we no longer require the data but you need us to keep it for a legal claim; or you object to the processing and we are verifying whether we have a legitimate reason to continue processing it;

The right to be provided with a copy of the data that we hold about you in a commonly used electronic format.

If you wish to use any of these rights you can contact us on us by email at customerservices@cms-uk.co.uk or in writing to St. Andrews Castle, St. Andrews Street South, Bury St. Edmunds, Suffolk IP33 1PH

You also have the right to bring any concerns about our processing of your personal data to the Information Commissioner’s Office (“ICO”). The ICO can be contacted by telephone 0303 123 1113.

Changes to our privacy policy

Any changes we may make to our privacy policy in the future will be posted on this page.

We process your data under the ‘contract’ basis of GDPR.

We use information held about you in the following ways:

To provide quotes to our website users.

To carry out our obligations arising from any contracts entered into between you and us i.e. to appoint a solicitor from our panel and to update you of progress of your transaction.

To notify you about changes to our service.

Privacy policy – our solicitor panel

We process your data under the ‘contract’ basis of GDPR.

If you ask us to appoint a solicitor to act for you in your conveyancing transaction we will provide the solicitor firm with your personal data and the details of the conveyancing transaction.

All business agreements, contract and other related documents will be retained for as per Section 5 of the Limitation Act 1980.