Privacy Policy

Privacy & Cookie Policy

Estate Resolution Technologies (UK) LTD

Effective Date: 23-04-2025

This Privacy Policy describes the privacy practices relating to  https://estate-registry.co.uk (the “Website”) and applies solely to information collected and used in connection with your use of this Website.

The Website is owned and operated by Estate Resolution Technologies (UK) LTD trading as The Estate Registry (“ERT”).

Table of Contents

  1. Introduction
  2. Contact information
  3. Types of Personal Data Collected
  4. Lawful bases
  5. Data Protection Rights
  6. Where we get personal data from?
  7. Who do we share personal data with?
  8. How long do we keep personal data?
  9. Where is the personal data stored/sent?
  10. Is the personal data used to make automated decisions about you or profile you?
  11. Modifications to Privacy Policy
  12. Cookie Policy
  13. How to complain
  1. Introduction

What is this Privacy Policy about?

This document explains what personal data is collected when you access and use the Website and how this Website collects, uses, and protects your personal data to achieve the purposes outlined in this document.

What is personal data?

Personal data refers to information that can be used to identify you directly or indirectly. This includes details such as first name, last name, email address, tracking technologies (like cookies or tracking pixels), user activity, and device information. You can find detailed information on each type of personal data collected in dedicated sections of this privacy policy or in text shown before data is collected.

Product-Specific Privacy Policies

This Privacy Policy only addresses the general use of the Website.

This Website provides access to the following ERT products: InheritNOW, NotifyNOW, and LegacyNOW) (the “Products” or, individually, a “Product”). Each Product has its own website, which is governed by its own separate privacy policy detailing the specific types of personal data collected, the purposes of the processing, and the applicable lawful bases under the UK General Data Protection Regulation (UK GDPR) and other relevant laws. By accessing the website of one of the Products and using any of the Products, you acknowledge that your personal data will be processed in accordance with the privacy policy specific to that Product. We encourage you to review the applicable privacy policy for each Product before providing any personal data or using its services.

  • Contact Information
Post:Email:Telephone:
Estate Resolution Technologies (UK), LTD. 9th Floor 5 Exchange Quay, Manchester, United Kingdom, M5 3EFsupport@estate-registry.co.uk0333 555 0569
  • Types of Data Collected

ERT may collect personal data submitted directly by you and may include your name, email address, phone number, company affiliation, job title, and any other details you choose to provide.

Through the use of the cookies outlined in Section 12 of this Policy, we may also collect IP addresses, session IDs, login authentication details, login status, customized interface choices, and user preferences.

You are responsible for any third-party personal data obtained, published or shared by You through this Website.

  • Lawful Bases

Our lawful bases for collecting or using personal information to provide services and goods are:

  • Consent – we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
  • Legitimate interests – we are collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
    • Making our products and services available to you, our clients, and other creditors.
    • Developing and improving our products and services
    • Administration of our services and business
    • Monitoring and securing our systems and data

To be clear you always have a right to object to direct marketing.

  • Data Protection Rights

You have several different rights in relation to the personal data that we hold about you. These are briefly described below. To exercise these rights, please use our contact information at the beginning of this Policy.

• Access: You have a right to find out what personal information we hold about you, and certain other information such as how we are using it.

•Withdrawal of consent: In situations where we have relied on you consent to use or process your personal information, you may withdraw that consent.

•Objection to direct marketing: You have the right to object to us using the information that is subject to this Policy for direct marketing purposes.

•Rectification: If the information that we hold about you is inaccurate or out of date, you have a right to ask us to correct it.

•Objection to legitimate interests: If you disagree with us relying on the legitimate interests lawful basis for using your personal information (see Section 4), you can object to us doing so. We will then reassess the extent to which we can continue to use that information.

•Transfer: you have the right to request the transfer of your data utilising the contact information provided below.

•Erasure: In certain circumstances you can ask us to delete your personal information from our systems. However, we may be entitled to keep some of it.

•Restriction: In some circumstances you can ask us to restrict the ways in which we use your personal information.

You will not have to pay a fee to access your personal information or to exercise any of the other rights described above. However, we may charge a reasonable fee if your request is clearly unfounded, repetitive or excessive. We could also refuse to comply with your request under these circumstances.

  • Where we get personal data from?

We collect only the information that you voluntarily provide when you contact us through a form on the Website. We also collect personal data through the use of cookies, as outlined in Section 12 of this Policy.

  • Who do we share personal data with?

We may share your personal information with our affiliates operating in the UK where necessary for the purposes specified in Section 4 above or where we have a legitimate interest to do so. If we do so, then the use of the data by those companies will be governed by this Privacy Policy as applicable. A list of our affiliates in the UK is set forth below and may be updated from time to time

Company AffiliateMain trading address and registered office
Phillips & Cohen Associates (UK) Ltd.Compliance Department, Phillips & Cohen Associates (UK), Ltd. 9th Floor 5 Exchange Quay, Manchester, United Kingdom, M5 3EF

We may share anonymised information with other third parties, but only where the information cannot realistically be identified as relating to you.

  • How long we keep personal data?

We will only retain your personal information for as long as reasonably necessary to fulfill the purposes we collected it for.

Generally, we will keep your personal data and the other information you provide for as long as you are a registered user of any of our services and may keep it for an additional period of time of up to three years after your account is closed or after you submit information to us through the Website. We may also keep the data for that additional period to investigate any data related issues, restore our systems in the event of a data loss, and in order to investigate and respond to any complaints, claims and enquiries that we may receive from you or our regulators.

We have put in place appropriate security measures to prevent your personal information from being accidentally lost, used or accessed in an unauthorised manner. In addition, we limit access to your personal information to employees, agents, contractors and other third parties who have a business need for such access and will only process your personal information on our instructions and subject to a duty of confidentiality.

  • Where is the personal data stored/sent?

Within Europe and North America

We are based in the United Kingdom and will access and use your information from here. We also have operations elsewhere in Europe and North America (currently the United States and Canada) and personal information may also be accessed from there. When accessed outside of the UK we ensure that the use of information in those locations is protected by UK and/or European data protection standards, as applicable.

Elsewhere:

We also send information elsewhere in the world. For example, we use cloud-based technology or a backup facility overseas and people in other countries may require access to our database to provide technical support or system development and testing.

While the UK and countries within the European Union all ensure a high standard of data protection law, some parts of the world may not provide the same level of legal protection in relation to personal data. As a result, when we do send personal data overseas, we will make sure that suitable safeguards are in place to protect the information. If you would like further details about the safeguards in place, please contact us using the contact information provided.

  1. Is the personal data used to make automated decisions about you or profile you?

We do not use automated decision-making or profiling in relation to your personal data where this would have a legal or similarly significant impact on you.

  1. Modifications to Privacy Policy

This Privacy Policy may be amended from time to time to maintain compliance with the law and to reflect any changes to our data collection process. When we amend this Privacy Policy we will update the “Effective Date” at the top of this Privacy Policy. We recommend that our users periodically review our Privacy Policy to ensure that they are notified of any updates. If necessary, we may notify users by email of changes to this Privacy Policy.

  1. Cookie Policy

“Cookies” are small text files offered to a user’s computer by web servers to keep track of the user’s browser when a website is navigated. We use cookies and similar technologies on our Website that offers business product and technical support facilities to distinguish you from other users of our Website. Any use of cookies – or of other tracking tools — by this Website or by the owners of third-party services used by this Website serves the purpose of providing the service required by you, in addition to any other purposes described in this Privacy Policy. This helps us to provide you with a good user experience and also allows us to personalise and improve the business product and Website (including its security). We use the following kinds of cookies:

  • • Strictly necessary cookies. These are cookies that are required for the operation of our Website. They include, for example, cookies that enable you to log into secure areas of our Website.
  • • Analytical/performance cookies. These cookies allow us to recognize and count the number of visitors and to see how visitors move around our Website when they are using it. This helps us to improve the way our business product website works, for example, by ensuring that users are finding what they are looking for easily.
  • • Functionality cookies. These are used to recognize you when you return to our Website. This enables us to personalize our content for you, greet you by name and remember your preferences.

Our Website may contain cookies from third parties. Third-party cookies are those placed by websites, services, and/or parties other than us. These third parties may use cookies to collect information about your online activities across different websites and services. We do not have control over these cookies and their use is subject to the privacy policies of the respective third parties.

We have included examples of the types of cookies we use and the purposes for which we use them in the table below. Please note that this is not an exhaustive list, but rather, aims to be representative. Information about cookies that may be set by third parties, such as our partners, is below.

  Cookie Title/Type  Purpose  Duration/Expiry  
  Google Analytics (_ga, _ga_16LQPW3EDS)   Analytical and performance tracking cookiesCollects data about user behaviour to provide measurement services and better target ads and marketing, or to gain insights and improve the functionality of the Website.2 years  
  Gaug.es (_gauges_unique, _gauges_unique_day, _gauges_unique_hour, _gauges_unique_month, _gauges_unique_year)   Functionality Cookies  Collects non-personally identifiable information, such as the pages you visit, the duration of your visit, and your browser type. This data helps us improve our website and use experience. 1 year except for _gauges_unique_year which is 2 years
WordPress (wordpress_logged_in_, wordpress_sec_, wp-settings-8, wp-settings-time-8)   Functionality/Strictly Necessary CookiesMaintain user’s session across different pages, ensuring that a user login session remains secure, store user preferences/customizations and the time of changes to preferences/customizationswordpress_logged_in_, wordpress_sec_ are session-based cookies   wp-settings-8, wp-settings-time-8 are two years
LinkedIn Insight Tag   (linkedincom/li.js)   Analytical and performance tracking cookieTrack website visitor interactions to help measure ad performance, optimize campaigns, and deliver more relevant ads based on website activity.Direct identifiers removed within 7 days; pseudonymized data deleted within 180 days
  1. How to complain

We try to ensure that we deliver the best levels of customer service but if you are not happy you should make contact so that we can investigate your concerns. Please contact us using these details:

Post:Email:Telephone:
Estate Resolution Technologies (UK), LTD. 9th Floor 5 Exchange Quay, Manchester, United Kingdom, M5 3EFsupport@estate-registry.co.uk0333 555 0569

You can also contact our Data Protection Officer at DPO@estate-registry.co.uk

You also have the right to lodge a complaint with the Information Commissioner’s Office (ICO), which is the body that regulates the handling of personal data in the United Kingdom. You can do this online through the ICO’s website at www.ico.org.uk., by telephone on 0303 123 1113, or by writing to them at Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, SK9 5AF.