List of 3rd parties with whom we may share clients personal information.
Estate Agency – Sales and Lettings
Other Estate Agents
Seller name and address. To allow them to carry out chain checks when offers are negotiated.
Surveyors
Seller name and contact details. To allow them to contact you to arrange for a survey to be carried out once a sale is agreed.
Solicitors – Outside of Poole Townsend
Seller and buyer name, address. Once a sale is agreed - to allow them to process the transaction.
Conveyancing Department – Within Poole Townsend
Seller and buyer name, address, contact details and AML check. To enable them to process the transaction and comply with legislation.
Tenancy Deposit Services
Landlord and tenant Name, address and contact details.
To register and protect the tenant deposit and ensure that both parties can be contacted in case of dispute.
Utility Companies
Landlord and tenant name and address. To meet the requirements of our terms of business.
Council
Landlord and tenant name and address. To meet the requirements of our terms of business
List of Approved Contractors
Landlord and tenant name, address and contact details. To enable maintenance jobs on rental properties to be carried out.
Elmhurst Energy
Seller or landlord name and address. To send proof of cavity wall insulation / planning permissions etc if needed to give evidence to support EPC lodgement.
The Property Ombudsman
Seller, buyer, Landlord or tenant contact details as requested. To allow the TPO to adjudicate on a complaint.
Financial Services
Mortgage Lenders
All personal information held. To make recommendations and carry out business on your behalf.
Life Insurance Provider
All personal information held. To make recommendations and carry out business on your behalf.
Investment and Pension Product Providers
All personal information held. To make recommendations and carry out business on your behalf.
General Insurance Providers
All personal information held. To make recommendations and carry out business on your behalf.
Conveyancing
Other Solicitors/ Conveyancers in the Chain
Name and address details. To enable us to carry out the business service you have contracted us to do.
Mortgage Lenders
Name and address details. To enable us to carry out the business service you have contracted us to do.
Contractors and Surveyors
Name, address and contact details. To enable us to carry out the business service you have contracted us to do.
Land Registry
Name and address details. To enable us to carry out the business service you have contracted us to do.
Insurance Indemnity Providers
Name and address details. To enable us to carry out the business service you have contracted us to do.
Other Estate Agents in the Chain
Name and address details. To enable us to carry out the business service you have contracted us to do.
Probate
Liberata
Name and address of deceased and executors. To enable us to carry out the business service you have contracted us to do.
Utility Companies
Name and address of deceased and executors. To enable us to carry out the business service you have contracted us to do.
Banks / Asset Holders
Name and address of deceased and executors. To enable us to carry out the business service you have contracted us to do.
Surveyors / Estate Agents
Name and address of deceased and executors. To enable us to carry out the business service you have contracted us to do.
Experts / Specialist Firms
Name and address of deceased and executors. To enable us to carry out the business service you have contracted us to do.
Litigation
Experts
Name, address and contact details. To enable us to carry out the business service you have contracted us to do.
Counsel
Name, address and contact details. To enable us to carry out the business service you have contracted us to do.
Medical providers (Hospital / GPs)
Name, address and contact details. To enable us to carry out the business service you have contracted us to do.
Employers
Name, address and contact details. To enable us to carry out the business service you have contracted us to do.
Insurance Companies
Name, address and contact details. To enable us to carry out the business service you have contracted us to do
Defendants
Name, address and contact details. To enable us to carry out the business service you have contracted us to do.
Court
Name, address and contact details. To enable us to carry out the business service you have contracted us to do.
Criminal department
Legal aid agency
Name, address and contact details. To apply for legal aid for the client.
All departments
Smartsearch or Infotrack
Client or buyer name, address, email, and mobile phone number. To carry out anti-money laundering checks.