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Privacy Policy & Cookies

Privacy Policy

Effective Date: 1st January 2024

1. Introduction

Welcome to Advanced Inheritance’s Privacy Policy. Advanced Inheritance ("we," "us," or "our") is committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy outlines how we collect, use, disclose, and protect your personal data in accordance with the regulations set forth by the Information Commissioner's Office (ICO) and other applicable data protection laws.

By interacting with Advanced Inheritance, including visiting our website, providing your information to us, or using our products and services, you consent to the practices described in this Privacy Policy.

2. Information We Collect

We may collect the following types of information for the purposes of processing your requests, ensuring product suitability, and responding to purchase requests:

a. Personal Information

Such as your name, contact details and information pertaining to the estate of the deceased and your connection to the estate. This type of information is provided by you directly when you complete a form on our website, speak to us over the telephone or send us a written communication (e.g. email or letter).

b. Information Collected Automatically

We collect some information automatically when you visit our website or view our emails. This information may include IP address, browser type and device information.

We also use cookies. You can read more about this and manage your settings below.

3. How We Use Your Information

We use your personal information for the following purposes:

a. To Process Requests for Information

• To provide you with information about our products and services
• To evaluate your eligibility for our products and services
• To communicate with you and respond to your enquiries

b. To Ensure Product Suitability

• To assess whether our products and services are suitable for your financial needs and circumstances
• To conduct risk assessments and financial suitability checks

c. To Respond to Purchase Requests

• To process applications and orders for our products and services
• To manage your accounts and provide ongoing support

d. Legal Obligations

• To comply with legal and regulatory requirements
• To prevent fraud and financial crime
• To protect our rights, property, and interests

4. Disclosure of Your Information

We may share your personal information with the following categories of recipients:

• a. Third-Party Partners: Approved partner businesses who assist us in processing your requests and providing our products and services.
• b. Service Providers: Companies that provide services on our behalf, such as IT services, marketing, and analytics.
• c. Legal and Regulatory Authorities: To comply with legal obligations, such as reporting to regulatory authorities.

5. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to collect information about your use of our website. You can manage your cookie preferences below or through your web browser settings. For more information, please refer to our Cookie Declaration.

6. Security

We are committed to protecting your personal information and have implemented reasonable security measures to safeguard it.

7. Your Rights

You have certain rights regarding your personal information, including the right to access, correct, delete, or restrict the processing of your data. For more information on your rights and how to exercise them, please contact us at dpo@advancedinheritance.co.uk.

8. Data Retention

We will retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law.

9. Contact Us

If you have any questions, concerns, or requests related to this Privacy Policy or your personal information, please contact us at:

Advanced Inheritance Limited
Independence House
Millfield Lane
Nether Poppleton
York
YO26 6PH

dpo@advancedinheritance.co.uk

10. Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for legal, regulatory, or operational reasons. Any updates will be posted on our website, and the effective date will be revised accordingly.

11. Consent

By using our website or providing your information to us, you consent to the terms of this Privacy Policy.

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