Simon Edmonds Chartered Surveyors privacy notice provides information on we collect, use, secure, transfer and share your information.
Simon Edmonds Chartered Surveyors are a firm of Chartered Surveyors, specialising to commercial property management and associated services.
Types of information collected
- Basic contact info
- Proof of age, ID information
- Financial information
- HMRC client data
- Property / lease details
- Property / lease requirements
Methods of collection
In the general conduct of business, Simon Edmonds Chartered Surveyors collects information relevant to the services being sought across the range of services it offers from:
- Our website
- Trusted Portals (ie. Rightmove)
- Third party professionals, where your consent is given
Such information will generally be collected directly via the use of any of our standard forms, over the internet, via email, in our offices or through a telephone conversation with you. We may also collect personal information through our affiliates or suppliers.
Purposes of collection
Generally, we will collect, use and hold your information for the purposes of:
- To provide services to you / your employer
- To process payments on behalf of you / your employer
- To create and manage records of our involvements
- Protect against and prevent fraud, unauthorised transactions, money laundering (please see below), other liabilities and manage risk exposure
- To contact you with services we may provide
- Where consent is given to share your data with financial institutions or landlords for purposes of leases or references
- Where consent is given to instruct third party suppliers and professionals of good standing
- Comply with industry standards and Simon Edmonds Chartered Surveyors policies
We will complete an online ID check to comply with the above Regulations, alternatively you can provide us with one proof of name / address from each of the list below. Driving licence can only be used once. Statements must be current (ie. within last 3 months). We can not accept copies unless verified by suitable party (contact for confirmation)
Evidence of name:
- Full passport
- National ID card
- Photo Driving Licence
- Driving Licence (old style)
Evidence of address:
- Mortgage statement
- Council Tax bill
- Bank/Building Society statement
- Utility Bill (not mobile phone)
- Driving Licence (photo / old style)
- Credit card statement
A copy of our full Money Laundering Policy is available upon request.
How long do we keep information for
We will keep information for a reasonable amount of time in order to perform the purposes listed above.
We only keep your information for as long as necessary. We generally keep personal information for 7 years after last contact with you. However we reserve the right to keep information for longer if we feel that this is in our legitimate business interests.
Your rights and choices
You may have the following rights in respect of your data:
- Request access / correction / deletion
- Object to our using it, in certain circumstances
- Withdrawal of consent to use
- Opt out from marketing
To update your preferences, ask us to remove your information from our mailing lists or submit a request to access, update, correct or delete your personal information, please contact us as specified in the “How To Contact Us” section below.
Any request to withdraw consent may be limited in certain circumstances by local law requirements
Contact Us / Complaints and Feedback
Email us: firstname.lastname@example.org
Write: First Floor, 14 Union St, Stroud. GL5 2HE
To assist us in responding to your request, please give full details of the issue. We attempt to review and respond to all complaints within a reasonable time.
If we cannot for lawful reasons complete your request we will explain this to you to the extent that we lawfully can.
Simon Edmonds Chartered Surveyors is committed to ensuring that your privacy is protected. Should we ask you to provide certain information by which you can be identified when using this website, then you can be assured that it will only be used in accordance with this privacy statement.
What we collect
We may collect the following information via contact forms, email links and cookies on the website:
- contact information including email address
- demographic information such as postcode
- IP addresses and server logs
What we do with the information we gather
We require this information to understand your needs and provide you with a better service, and in particular for the following reasons:
- Contact you regarding your enquiry.
- Internal record keeping.
- We may use the information to improve our services.
- To add you to a mailing list if you choose to be added.
- We may periodically send promotional emails about new products, special offers or other information which we think you may find interesting using the email address which you have provided.
- Monitoring the volume of traffic the website receives and measuring the number of visitors.
We are committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online.
A cookie is a small file which asks permission to be placed on your computer’s hard drive. Once you agree, the file is added and the cookie helps analyse web traffic or lets you know when you visit a particular site. Cookies allow web applications to respond to you as an individual. The web application can tailor its operations to your needs, likes and dislikes by gathering and remembering information about your preferences.
We use traffic log cookies to identify which pages are being used. This helps us analyse data about web page traffic and improve our website in order to tailor it to customer needs. We only use this information for statistical analysis purposes and then the data is removed from the system.
Overall, cookies help us provide you with a better website, by enabling us to monitor which pages you find useful and which you do not. A cookie in no way gives us access to your computer or any information about you, other than the data you choose to share with us.
You can choose to accept or decline cookies. Most web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. This may prevent you from taking full advantage of the website.
This is an essential temporary cookie used to store data about your visit and any choices you make or data you enter. This cookie is deleted when you close your browser.
Content Managed System Cookies ( wordpress_ wordpress_logged_in_ wp-settings- wp-settings-time- SESS)
These cookies enhance your experience of our website, enabling you to log in, use the website’s functions and ensure that you are recognized when you move from page to page within the site and that required information you have entered is remembered.
Google Analytics cookies ( _utma, _utmb, _utmv, _utmz)
Links to other websites
Our website may contain links to other websites of interest. However, once you have used these links to leave our site, you should note that we do not have any control over that other website. Therefore, we cannot be responsible for the protection and privacy of any information which you provide whilst visiting such sites and such sites are not governed by this privacy statement. You should exercise caution and look at the privacy statement applicable to the website in question.
Your personal information
We may use your personal information to send you promotional information about third parties which we think you may find interesting if you tell us that you wish this to happen.
You may request details of personal information which we hold about you under the Data Protection Act 1998. A small fee may be payable. If you would like a copy of the information held on you please contact Simon Edmonds Chartered Surveyors.
If you believe that any information we are holding on you is incorrect or incomplete, please write to or email us as soon as possible.
We will update this statement from time to time so we suggest that you review this statement at regular intervals. Where we undergo substantial changes to our privacy statement we will endeavour to inform you directly about these changes.