Sharman Burgess may wish to contact you by post, telephone, fax, email, SMS and other electronic methods of marketing which may become relevant in the future ("Future Methods"). This would be done in order to provide you with marketing information about the products and/or services and/or special offers of Sharman Burgess, and those of the Selected Companies.
Sharman Burgess is your "Data Controller" under the Data Protection Act 1998 (the "Act"). The Act defines your rights as an individual in relation to how Sharman Burgess uses your personal information.
Sharman Burgess are an appointed representative (Introduction only) to TNS Financial Services Limited, an appointed representative of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority. If you choose to instruct TNS Financial Services as a result of a referral from us, we may receive a fee equivalent to 15% of the case value, subject to a minimum of £150 upon completion.
If you require us to recommend a solicitor to handle your transaction, we can refer you to one of several local companies. Should you choose to instruct the solicitors following referral from us, we may receive a fee of £100 upon completion.
GDPR - How we might use your personal information
Personal information is any information that tells us something about you. This could include information such as name, contact details, date of birth or any information about your requirements.
We will usually ask for your full name and contact details when you initially make an equiry with us. If we are providing a service to you, or on your behalf, we will need to comply with the Money Laundering Regulations and we will collect information relating to your personal identity. Examples of satisfactory Identification are, one form of photographic identification (Passport or Photographic Driving Licence) and one form of documentation with of your current residential address (recent utility bill or council tax bill). We only retain personal information for as long as it is necessary.
If we are providing a service to you, we will need to share your details with a small selection of companies in order to furfill our service and obligations. Examples of these companies include:
Our Energy Assessor if an EPC is required
Survey & Valutaion companies