Privacy notice – Appendix J

Third parties including property owners and occupants, and their representatives, who are connected to the work we are carrying out on behalf of a client

Examples (this list is not exhaustive)

Occupiers (or their representatives) of a property that we are asked to value by a client such as a bank who is not the occupier. The occupiers might be the owners or tenants;

Loan applicants (or their representatives) where we are valuing a property on which the loan is to be secured;

Owners and occupiers (or their representatives) of a property adjoining a property where we are acting as a party wall surveyor; and

Owners and occupiers (or their representatives) of neighbouring properties where we are acting to resolve a boundary dispute on behalf of a client

What information do we collect, hold and process about you?

We process the following personal data about occupiers and their representatives.

Name

Phone number

Email address

Address

If the individual is representing an organisation eg is an employee of a company or a solicitor from a firm of solicitors, we will collect the name and address of the organisation as well.

This information may be provided by the individual themselves or by a third party.

Why do we collect and process it?

We use this data in order to carry out the work we are contracted to perform by our client. An example might be contacting you to arrange an inspection of the property.

The lawful bases for this processing are those of:

performance of or the entry into a contract; and

legitimate interest which is not overridden by your interests or fundamental rights and freedoms.

We use this data to effect the purchase of goods and services.

Third parties with whom we share this information (please also see section in the main body of the privacy notice entitled ‘With whom do we share your personal data?’)

We use the following data processors to process your data on our behalf (this list is not exhaustive):

• MyCRM – host our Client Relationship Management system (CRM system)
• Microsoft – provide our cloud-based email service
• Mimecast – provide our email archiving
• Datto – back-up our legacy email system and database