Privacy Policy

We value your privacy and are dedicated to safeguarding it through adherence to this privacy and cookies policy (“Policy”). This Policy outlines the types of information we may collect from you or that you may provide (“Personal Information”) on the Westoak Partnership website (“Website” or “Service”) and any associated products and services (collectively, “Services”), along with our practices for collecting, using, securing, and disclosing that Personal Information. It also elucidates the options available to you concerning our utilization of your Personal Information and how you can access and update it.

Please read our privacy policy thoroughly to gain a clear understanding of how we collect, use, protect, or otherwise manage your Personally Identifiable Information in accordance with our website.

This Policy constitutes a legally binding agreement between you (“User”, “you” or “your”) and the operator of this Website (“Operator”, “we”, “us” or “our”). If you are entering into this agreement on behalf of a business or another legal entity, you affirm that you have the authority to bind such entity to this agreement, in which case the terms “User”, “you” or “your” shall refer to such entity.

Collection of Information

Our paramount concern is customer data security, hence we adhere to a strict no logs policy. We may process only minimal user data, restricted to what is absolutely necessary for maintaining the Website and Services.

Privacy of Children

We do not knowingly collect any Personal Information from children under the age of 18. If you are under the age of 18, please refrain from submitting any Personal Information through the Website and Services. If you suspect that a child under the age of 18 has provided Personal Information to us through the Website and Services, kindly contact us to request deletion of that child’s Personal Information from our Services.

We urge parents and legal guardians to monitor their children’s online activities and to enforce this Policy by instructing their children never to disclose Personal Information through the Website and Services without their permission. We also request that all parents and legal guardians overseeing children take necessary precautions to ensure that their children are instructed not to divulge Personal Information online without their consent.

Use and Processing of Collected Information

We function as both a data controller and a data processor when managing Personal Information.

Our role may vary depending on the specific circumstances concerning Personal Information. We operate as a data controller when soliciting your Personal Information necessary to facilitate your access and usage of the Website and Services. In such cases, we act as a data controller as we determine the purposes and methods of processing Personal Information.

Any information collected from you may be utilized for the following purposes:

- Sending administrative information
- Communication via email
- Operating the Website and Services

The processing of your Personal Information is contingent upon your interaction with the Website and Services, your geographical location, and if one of the following applies:
(i) You have provided consent (via the consent banner on our website) for one or more specific purposes.
(ii) Information provision is necessary for performance of an agreement with you and/or for any pre-contractual obligations thereof.
(iii) Processing is essential for compliance with a legal obligation to which you are subject.
(iv) Processing is related to a task carried out in the public interest or in the exercise of official authority vested in us.
(v) Processing is necessary for the legitimate interests pursued by us or by a third party.

Please note that according to certain legislations, we may be permitted to process information until you object to such processing by opting out, without having to rely on consent or any other legal bases. We are happy to clarify the specific legal basis applicable to the processing, particularly whether the provision of Personal Information is a statutory or contractual requirement, or a necessity to enter into a contract.

Disclosure of Information

To uphold the highest level of privacy and protect your Personal Information comprehensively, we never sell your data to third parties.

However, we may disclose any Personal Information collected, used, or received if required or permitted by law, such as complying with a subpoena or similar legal process, or when we believe in good faith that disclosure is necessary to protect our rights, your safety, or the safety of others, to investigate fraud, or respond to a government request.

Retention of Information

We will retain and utilise your Personal Information for the duration necessary to comply with our legal obligations, enforce our agreements, resolve disputes, and unless a longer retention period is mandated or permitted by law.

Any aggregated data derived from or incorporating your Personal Information may be utilized after you update or delete it, but not in a manner that personally identifies you. Upon expiration of the retention period (6 years), Personal Information shall be deleted. Consequently, the rights to access, erasure, rectification, and data portability cannot be enforced after the retention period lapses.

Our Website employs “cookies” to personalize your online experience. A cookie is a text file placed on your hard disk by a web page server. Cookies cannot run programs or deliver viruses to your computer. They are uniquely assigned to you and can only be read by a web server in the domain that issued the cookie to you. If you opt to decline cookies, you may not be able to utilize and experience the full features of the Website.

We may use cookies to collect, store, and track information for security, personalization, operation of the Website and Services, and statistical purposes. Please note that you have the ability to accept or decline cookies. Most web browsers automatically accept cookies by default, but you can modify your browser settings to decline cookies if you prefer.

Do Not Track Signals

Certain browsers incorporate a Do Not Track feature that signals to visited websites your preference not to have your online activity tracked. Tracking is distinct from using or collecting information in connection with a website. In this context, tracking refers to collecting personally identifiable information from consumers who use or visit a website or online service as they navigate different websites over time.

Links to Other Resources

The Website and Services may contain links to other resources not owned or controlled by us. Kindly note that we are not responsible for the privacy practices of such other resources or third parties. We encourage you to be cautious when leaving the Website and Services and to review the privacy statements of every resource that may collect Personal Information.

Information Security

We secure the information you provide on computer servers in a controlled, secure environment, protected from unauthorized access, use, or disclosure. We maintain reasonable administrative, technical, and physical safeguards to protect against unauthorized access, use, modification, and disclosure of Personal Information within our control and custody. However, no data transmission over the Internet or wireless network can be guaranteed secure.

Hence, while we endeavour to safeguard your Personal Information, you acknowledge that (i) there are inherent security and privacy limitations of the Internet beyond our control; (ii) the security, integrity, and privacy of any and all information and data exchanged between you and the Website and Services cannot be guaranteed; and (iii) such information and data may be viewed or tampered with in transit by a third party, notwithstanding best efforts.

Data Breach

In the event that we become aware of a compromise in the security of the Website and Services or disclosure of Users’ Personal Information to unrelated third parties due to external activity, including but not limited to security attacks or fraud, we reserve the right to take appropriate measures, including but not limited to investigation and reporting, as well as notification to and cooperation with law enforcement authorities. If a data breach occurs, we will make reasonable efforts to notify affected individuals if we believe there is a reasonable risk

of harm to the User resulting from the breach or if notice is otherwise required by law. In such instances, we will post a notice on the Website and send you an email.

Changes and Amendments

We reserve the right to amend this Policy or its terms regarding the Website and Services at any time at our discretion. Upon doing so, we will revise the updated date at the bottom of this page and notify you via email. We may also provide notice to you through other means at our discretion, such as using the contact information you have provided.

An updated version of this Policy shall be effective immediately upon posting the revised Policy unless otherwise specified. Your continued use of the Website and Services following the effective date of the revised Policy (or such other act specified at that time) will constitute your consent to those changes. However, we will not, without your consent, utilize your Personal Information in a manner materially different from what was stated at the time of collection.

Acceptance of this Policy

By accessing and using the Website and Services and submitting your information, you acknowledge that you have read this Policy and agree to all its terms and conditions. If you do not agree with the terms of this Policy, you are not authorized to access or use the Website and Services.

Contacting Us

If you have any questions, concerns, or complaints regarding this Policy, the information we hold about you, or if you wish to exercise your rights, we encourage you to contact us using the details below:

Data Protection Officer: stuart@westoakpartnership.com

Registered Address: 7 Bell Yard | London | WC2A 2JR

You also have the right to lodge a complaint directly with the Information Commissioner's Office. Further information, including contact details, is available here.

We will make every reasonable effort to resolve complaints and disputes and to promptly exercise your rights, within the timescales provided by applicable data protection laws.