the TRUST HUB
 

Trust Hub (“we”, “our”, “us”) is committed to protecting your privacy and ensuring that your personal information is
handled securely and responsibly.

This Privacy Policy explains how we collect, use, store and protect your personal information when you use our
website or instruct us to prepare trust documentation, wills, contracts or related services.

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1. Information We Collect

We may collect the following information:
 Full Name
 Postal Address
 Telephone Number
 Email Address
 Date of Birth (where required)
 Property Information
 Trust Information
 Beneficiary Information
 Trustee Information
 Asset Information
 Financial information relevant to the preparation of documentation
 Communications between yourself and Trust Hub

We only collect information necessary to provide the services requested.

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2. How We Use Your Information

Your information is used solely for the purposes of:
 Preparing bespoke documentation
 Contacting you regarding your instructions
 Producing trust documentation
 Preparing wills and supporting documents
 Preparing contracts
 Responding to enquiries
 Providing customer support
 Complying with legal obligations

We will never sell your personal information.

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3. Lawful Basis

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We process personal information under one or more of the following lawful bases:
 Performance of a contract.
 Legitimate business interests.
 Compliance with legal obligations.
 Your consent where required.

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4. Confidentiality

All client information is treated as strictly confidential.

We will not disclose your information to third parties except:
 where required by law;
 where necessary to perform agreed services;
 where you have expressly authorised disclosure.

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5. Data Storage

Electronic documents are stored using secure systems with restricted access.

We take reasonable technical and organisational measures to protect client information from unauthorised access,
alteration or loss.

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6. Retention

Client information is retained only for as long as reasonably necessary to:
 provide services;
 maintain business records;
 comply with legal obligations;
 resolve disputes.

Thereafter information will be securely deleted or anonymised where appropriate.

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7. Your Rights

Under UK GDPR you may have the right to:
 request access to your personal information;
 request correction of inaccurate information;
 request deletion where legally appropriate;
 restrict processing;
 object to processing in certain circumstances;
 request a copy of your information in a portable format.

Requests should be submitted in writing using the contact details published on our website.

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8. Security

Although every reasonable effort is made to safeguard information, no electronic transmission or storage system
can be guaranteed completely secure.

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9. Changes

This Privacy Policy may be updated from time to time. The latest version published on our website shall apply.