Francis Blackstone Surveyors’ privacy notice provides information on how Francis Blackstone Surveyors and any of its subsidiaries collect, use, secure, transfer and share your information. Francis Blackstone Surveyors and its affiliates is a leading provider of Residential property surveys and valuations including facilities and project management.

Francis Blackstone Surveyors has its head office in Essex.

Full details can be found on our website: http://www.francisblackstonesurveyors.com

Francis Blackstone Surveyors Surveying Services undertake residential property surveys and valuations for various purposes.

Facilities Management, Francis Blackstone Surveyors offer office block support services management.

How we collect information

Types of Information Collected. Typically, Francis Blackstone Surveyors collects: In the general conduct of business, Francis Blackstone Surveyors collects information relevant to the services being sought:

• Name
• Address
• Email Address
• Phone Numbers
• New Property Details
• Floor plans
• Pictures
• Records of property condition, defects, etc.
• Details of property valuations, etc.
• Copies of specialist/expert reports
• Customer signatures, etc.

Through consent to third parties disclosing information about you to us that they have collected. Such information will generally be collected directly via the use of any of our standard forms, over the Internet, via email, or through a telephone conversation with you. We may also collect personal information from our affiliates or suppliers. In addition, you may choose to submit information directly to us via:

• Francis Blackstone Surveyors and affiliates’ websites
• In response to marketing or other communications
• Social media
• In connection with an actual or potential business or employment relationship with us

You may also agree with third parties disclosing information about you to us that those third parties have collected. We, our service providers and partners collect certain information by using automated means, such as cookies and web beacons, when you interact with our advertisements, mobile applications, or visit our websites, pages or other digital assets. The information we collect in this manner may include IP address, browser type, operating system, referring URLs and information on actions taken or interaction with our digital assets. We may use third-party web analytics services on our websites and mobile apps. The analytics providers that administer these services use technologies such as cookies and web beacons to help us analyse how visitors use our websites and apps.

Your Rights and Choices

This section specifies your ability, to opt-out or limit the usage of the information collected.

Purposes of Collection

Generally, we will collect, use and hold your information for the purposes of:

• Assessing your business instructions for and providing Francis Blackstone Surveyors services.
• Conducting business, and developing relationships with Francis Blackstone Surveyors and affiliates.
• Process payments/transactions including Accounting, Authorisation, Auditing, Billing, Reconciliation, Complaints, Enquiries, and related dispute resolution activities.
• Protect against and prevent fraud, money laundering, and tax evasion, and manage compliance and security of business processes.
• Provide, administer and communicate with you about Francis Blackstone Surveyors’ services, offers, and partners.
• Compile business directories, including business contact information.
• Operate, monitor, evaluate and improve our services, websites, mobile applications, other digital assets and business.
• Developing new products and services.
• The functionality of our websites, mobile applications other digital assets.
• Enforce Francis Blackstone Surveyors’ “Terms of Use/Engagement”, and other legal rights as may be required by applicable laws and regulations or requested by any judicial process or governmental agency having or claiming jurisdiction over Francis Blackstone Surveyors or its affiliates.
• Comply with industry standards and Francis Blackstone Surveyors policy’s Anti-Money Laundering policy.

In addition to helping you with property related service, we have to comply with certain regulations, for example, the “Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017 (referred to as “the Regulations).” The information provided will only be used by Francis Blackstone Surveyors in relation to complying with the Regulations and will not be shared with any other party outside of the company by Francis Blackstone Surveyors unless we are required to do so under the law.

The lawful basis for processing

Francis Blackstone Surveyors processes your information under the following:

• Performance of a contract: where you enter into a contract with Francis Blackstone Surveyors and we need to process your information as part of this contract.
• Legitimate interests: some information is processed by Francis Blackstone Surveyors as part of its legitimate interests which include: Fraud, risk assessment, due diligence, network and information security, suppressions and managing the opting out of communications, direct marketing, monitoring, web analytics, cloud storage, updating customer details, and other core services.
• Consent: where we process information under consent we will seek your clear and unambiguous consent prior to processing your data.

Information We Share

We do not sell or otherwise disclose personal information we collect about you, except as described in this Privacy Notice or as indicated via the consent process at the time the data is collected.

We share the information we collect with, but not limited to:

• Business instruction providers, contractors, estate agents, solicitors, etc.
• Vetted affiliates and partners / Financial Institutions / Insurance Companies for business.
• Facilitation to provide required services, such as insurance coverage etc.
• Formally contracted service providers to perform services on our behalf.
• Hosting data centres, Infrastructure, Applications (Development/Support), Cloud Services, etc.

We contractually require these service providers to safeguard the privacy and security of personal information they process on our behalf and authorise them to use or disclose the information only as necessary to perform services on our behalf or comply with legal requirements, such as credit agencies, Land Registry Office, Her Majesty’s Revenue and Customs (HMRC), Financial Conduct Authority (FCA) and other relevant regulatory bodies.

Additionally, we may share information about you, if required legally, to prevent harm or financial / reputation loss, for investigation of suspected or actual fraudulent or illegal activities. Prospective employers requesting references via your written consent.

On websites, features can be accessed where we partner with other entities that are not affiliated with Francis Blackstone Surveyors. These include social networking, etc. operated by third parties who may use or share personal information in accordance with their own privacy policies. It is recommended that you review the third parties privacy policies if you use the relevant features.

Francis Blackstone Surveyors reserve the right to transfer your information in the event of a sale or transfer (wholly or partially) of our business or assets, with reasonable efforts for the acquirer to protect/use your information consistent with our Global Privacy Notice. You can exercise your rights to contact the acquiring entity with questions concerning the protection and processing of your information.

How long do we keep information?

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 up to 7 years after the last contact with you. However, Francis Blackstone Surveyors reserves the right to keep information for longer if we feel that this is in the legitimate interests of Francis Blackstone Surveyors. In addition, we are required to keep your property survey inspection and valuations reports for up to 15 years for claims and litigations purposes both by regulators and our insurers.

International Data Transfers

Francis Blackstone Surveyors may transfer the personal information collected about you to recipients in countries other than the country in which the information was originally collected. Those countries may not have the same data protection laws as the country in which you initially provided the information. When we transfer your information to other countries, we will protect that information as described in this Privacy Notice or as otherwise disclosed to you at the time the data is collected (e.g. via program specific privacy notice).

Direct Profiling

Direct profiling is engaged for fair and lawful purposes, to provide Francis Blackstone Surveyors with the ability to enforce Francis Blackstone Surveyors “Terms of Use”, legal reporting as may be required by applicable laws, regulations, policies/standards or requested by any judicial process or governmental agency having or claiming jurisdiction over Francis Blackstone Surveyors or its affiliates; including, but not limited to:

• Benchmarking employees: appraisals, performance, bonus payments, disciplinary actions, improvement plans, promotions and awards.
• Background checks for existing and new employees, clients, business partners, and affiliates.
• Financial viability analysis/reports
• Business partner/client portfolio position, performance, and risk positions.
• Anti-money laundering
• Tax reporting
• Credit defaulting/exposure

Indirect Profiling

Indirect profiling via anonymisation of personal information is also used for preparing and furnishing aggregated data reports showing anonymised information, including, but not limited to, the following:

• Compilations, analyses, analytical and predictive models and rules, and other aggregated reports for the purpose of advising our partners/affiliates and servicing institutions and customers regarding past and potential future patterns of spending, fraud, and other insights that may be extracted from this data.
• Compiling and communicating promotional and marketing information about products and services that Francis Blackstone Surveyors and other organisations that we have affiliations with and that may be of interest to you.
• Conducting market research
• Facilitating our internal business operations, including the fulfilment of any legal requirements.

Your Rights and Choices

Your rights regarding the sensitive/personal information we maintain about you enable you to exercise choices about what personal information we collect from you, how we use that information, and how we communicate with you.

You may have the right to:

• Obtain confirmation that we hold personal information about you
• Request access to and receive information about the personal information we maintain about you
• Receive copies of the personal information we maintain about you. The right to access personal information may be limited in some circumstances by local law requirements.

To exercise these rights, please contact us as set forth below.

Update and correct inaccuracies in your personal information:

If you feel that the information we hold about you is incorrect or inaccurate you can contact us outlining the information you feel is incorrect or inaccurate. If we refuse to correct your personal information, we will provide you with a written notice that sets out the reasons for our refusal (unless it would be unreasonable to provide those reasons) and provide you with a statement regarding the mechanisms available to you to make a complaint. We will provide you with access to the information we hold about you.

Object to the processing of your personal information:

Suppose you would like to object to any processing of your information by Francis Blackstone Surveyors. In that case, you can contact us outlining what information processing you would like to object to.

Have the information blocked, anonymised or deleted:

If you would like Francis Blackstone Surveyors to delete, block or anonymise information we hold about you, you can contact us outlining what information you would like deleted, blocked or anonymised. 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.

Opting out of processing

You can opt out of the collection of personal information by automated means e.g. when visiting our website or visit third-party websites and interact with our adverts, by using the Cookie Consent tool displayed on the website (the browser you use may provide options on how to opt out of receiving certain types of cookies). However, without cookies, you may not be able to use all of the website features and/or online services. Francis Blackstone Surveyors operate a cookie policy. Some of our service providers and partners may collect information about your online activities over time and across third-party websites to customise and target our adverts. You can at any time tell us not to send you marketing communications by:

• e-mail izuka@francisblackstonesurveyors.com
• unsubscribing via the “unsubscribe link” within the marketing e-mails you receive from us, or
• contacting Francis Blackstone Surveyors as indicated below.

Withdrawal of consent

If we obtain your information by consent, you have the right to withdraw any consent you previously provided to us. If we process your information under legitimate interest, you can object at any time on legitimate grounds, to the processing of your personal information. Francis Blackstone Surveyors will apply your preferences going forward. Doing so will mean that you cannot take advantage of certain Francis Blackstone Surveyors and affiliate products, services and promotions. The right to consent removal may be limited in some circumstances by local law requirements and you will be informed appropriately.

How to Contact Us / Complaints and Feedback. If you:

• make a complaint about a breach of your personal information, applicable privacy laws/principles or a concern about Francis Blackstone Surveyors privacy practices.
• would like access and/or update information or preferences you provided to us,

You also may e-mail us at izuka@francisblackstonesurveyors.com

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If we fall short of your expectations in processing your personal information or you wish to make a complaint about our privacy practices, please contact us via the details in the “How to Contact Us” section below. 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.

How We Protect Personal Information

The security of your personal information is very important, and Francis Blackstone Surveyors is committed to protecting the information we collect. We maintain administrative, technical and physical safeguards designed to protect the personal information you provide, or we collect against accidental, unlawful or unauthorised destruction, loss, alteration, access, disclosure or use. We use SSL encryption on our websites from which we transfer certain personal information.

Francis Blackstone Surveyors stores personal information only for as long as it is necessary for the fulfilment of the purpose for which the personal information was collected unless otherwise required or authorised by applicable law. We take measures to destroy or permanently de-identify personal information if required by law or if the personal information is no longer required for the purpose for which we collected it.

Updating this privacy statement

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.

GDPR May 2018