Privacy Policy

Last updated: January 2024

Introduction

sequoia-soar ("we", "our", "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our advisory services.

Please read this privacy policy carefully. If you do not agree with the terms of this privacy policy, please do not access the site or use our services.

Information We Collect

We may collect information about you in a variety of ways. The information we may collect includes:

Personal Data

When you enquire about or use our services, we may collect personally identifiable information, such as:

• Name and contact details (email address, postal address)
• National Insurance number (when required for benefit applications)
• Financial information relevant to your entitlement assessment
• Health information (only when relating to disability benefit claims)
• Employment history and income details
• Housing circumstances

Derivative Data

Information our servers automatically collect when you access the site, such as your IP address, browser type, operating system, access times, and the pages you have viewed directly before and after accessing the site.

Use of Your Information

We use information collected about you to:

• Provide our advisory services and respond to your enquiries
• Prepare and submit benefit applications on your behalf
• Communicate with you about your case and our services
• Improve our website and service delivery
• Comply with legal obligations

Disclosure of Your Information

We may share information we have collected about you in certain situations:

• With government departments when submitting benefit applications or appeals on your behalf (with your explicit consent)
• With third parties who assist us in operating our website and conducting our business
• When required by law or to respond to legal process
• To protect our rights, privacy, safety, or property

Security of Your Information

We use administrative, technical, and physical security measures to help protect your personal information. While we have taken reasonable steps to secure the information you provide to us, please be aware that no security measures are perfect or impenetrable, and no method of data transmission can be guaranteed against interception or other types of misuse.

Data Retention

We retain your personal data for as long as necessary to fulfil the purposes for which it was collected, including to satisfy legal, accounting, or reporting requirements. The retention period for client files is typically six years after the conclusion of your matter, in line with professional guidance.

Your Rights

Under data protection legislation, you have rights including:

• The right to access your personal data
• The right to rectification of inaccurate data
• The right to erasure in certain circumstances
• The right to restrict processing
• The right to data portability
• The right to object to processing

To exercise any of these rights, please contact us using the details provided below.

Contact Us

If you have questions or comments about this Privacy Policy, please contact us at:

sequoia-soar
47 Wellington Street
Leeds, LS1 4JR
Email: [email protected]