About Coakley & Theaker
Coakley & Theaker is a trading name of Theaker Estate Agents Ltd whose registered number is 4984540 and registered office is 10, Old Hall Meadow, Rattlesden, Bury St Edmunds, Suffolk IP30 0QZ.
How do we collect personal information about you?
We obtain personal information about you that you provide to us through our website, emails, phone conversations, documents you provide to us or when you visit one of our branches, for example when you:
We also obtain personal information relating to you using automated technical means when you visit our website.
What type of personal information is collected?
The information we collect from you might include (but is not limited to) your name, address, email address, phone number, date of birth and financial details and any other information you choose to provide to us.
The information we collect through our website using automated technical means includes: The Internet protocol (IP) address used to connect your computer to the Internet, your login information, browser type and version, time zone setting, browser plug-in types and versions, operating system and platform, identification number, online identifier and location data. We also collect information about your website visit including which website pages are accessed, page response times and length of visits to pages.
How long do we retain your personal information?
We review our retention periods for personal data on a regular basis. We are legally required to hold some types of information for certain prescribed periods to fulfil our statutory obligations. Outside of specific statutory obligations, we will hold your personal data on our systems for as long as is necessary for the relevant purposes for which we use it, or in accordance with any retention periods set out in any relevant contract you hold with us.
We will retain your name, address, telephone numbers, email address and financial details for a minimum period of 3 months following your registration, and for a maximum period of 12 months following date of your initial registration, should we have no further contact with you during that time.
In some cases, it is not possible for us to specify in advance the periods for which we will retain your personal information. In such cases, we will determine the period of retention based on the following criteria:
Where we have specific statutory obligations to retain your personal data, such as entering into a contract of sale or a rental agreement, we are obliged to keep your personal data for up to 7 years, following the end of that agreement. As a member of The Property Ombudsman, as detailed in the Code of Practice, we must retain files for 6 years. HMRC requires us to retain files for 7 years. Both the Anti-Money Laundering Regulations and the ICO require us to keep data for 5 years, following the end of our relationship.
How do we use your personal information?
We may use the information that you directly provide to us in the following ways:
We may use your name, address and contact details for the purpose of carrying out our obligations arising from any contracts entered into by you and Coakley & Theaker, such as providing you with information, products and services you have requested, visiting and arranging viewings of your property. Our legal basis for this use is that it is necessary for the performance of a contract to which you are party.
We may use your name, email address and postal address to provide you with information, you have requested from us, respond to enquiries or requests from you, communicate with you in relation to those enquiries or requests and arranging visits to your property by our staff. Our legal basis for this use is our legitimate interests, namely carrying out activities in the course of Coakley & Theaker’s business in response to customer enquiries or requests.
We may use the information that we automatically collect using technical means through our website to:
We may analyse the personal information we collect directly from you and obtain using automated technical means to create a profile of your interests and preferences so that we can contact you with information relevant to you (if you have chosen to receive marketing communications from us). We may make use of additional information about you when it is available from external sources to help us do this effectively. These sources include our Social Media accounts, such as Facebook, Google and Instagram.
We may also use any of your personal information that we collect from you directly and additional information about you from external sources where necessary to detect and reduce fraud and credit risk. These sources include ETSOS Landmark using Smartsearch Experian credit search agency. Our legal basis for this use of your personal information is our legitimate interests in preventing our business being subject to fraud or credit risk by complying with the law and Anti-Money Laundering Regulations.
Who has access to information?
We will not sell or rent your information to third parties.
We may pass your information to third party service providers, who are GDPR compliant, including but not limited to:
Examples include: EPC and Floorplan providers, Surveyors, Mortgage Advisers, Solicitors, Auctioneers, Property Maintenance Contractors, who provide services for the purposes of selling, renting, maintaining and surveying of properties and their fixtures and supplying mortgage advice and conveyancing services for the purposes of purchasing, selling or re-mortgaging properties.
Your personal data, including name, address, contact details and preferences will be shared with Universal Thesaurus, who provide Coakley & Theaker with property sales and rental software.
These include: Iliffe Publishing, who provide newspaper advertising, Facebook, Google and Instagram.
When we use third party service providers, we disclose only the personal information that is necessary to deliver the service and we have a contract in place that requires them to keep your information secure and otherwise use your information in accordance with applicable data protection law.
We may disclose your personal information to any member of our group of companies (this means our subsidiaries, our ultimate holding company and all its subsidiaries, insofar as reasonably necessary for the purposes set out in this policy.
We may disclose your personal information to our insurers and /or professional advisers insofar as reasonably necessary for the purposes of obtaining and maintaining insurance coverage, managing risks, obtaining professional advice and managing legal disputes.
In addition to the specific disclosures set out in this section, we may disclose your personal information where such disclosure is necessary for compliance with a legal obligation to which we are subject, or in order to protect your vital interests or the vital interests of another natural person, or for the establishment, exercise or defence of legal claims, whether in court proceedings or in an administrative out-of-court procedure.
In this section, we have summarised the rights that you have under data protection law. Some of the rights are complex, applying only in certain circumstances and subject to certain exceptions, and in the interests of keeping this policy concise, not all of the details have been included in our summaries. Accordingly, you should read the relevant laws and guidance from the regulatory authorities for a full explanation of these rights.
You have the right:
To exercise any of these rights, email us at firstname.lastname@example.org or write to us at 10, Old Hall Meadow, Rattlesden, Bury St Edmunds, Suffolk IP30 0QZ. In addition, you can exercise your right to object to direct marketing at any time by clicking an ‘unsubscribe’ link at the bottom of one of our emails.
If you consider that our processing of your personal information infringes data protection laws, you have the right to lodge a complaint to a supervisory authority responsible for data protection. You may do this in the EU member state of your habitual residence, your place of work or the place of the alleged infringement. More information about lodging a complaint with the Information Commissioner’s Office (the relevant UK supervisory authority) can be found at https://ico.org.uk/concerns/.
Security precautions in place to protect your information
We take appropriate technical and organisational precautions to secure your personal information and prevent its loss, misuse or alteration. All information you provide to us is stored on our secure servers. Where we have given (or where you have chosen) a password which enables you to access certain parts of our websites, you are responsible for keeping this password confidential. We ask you not to share your password with anyone.
The transmission of unencrypted (or inadequately encrypted) data over the internet is inherently insecure, and for this reason we cannot guarantee the security of data sent between us over the internet.
Cookies allow us to provide important site functionality, so you don’t have to re-enter lots of information. They also allow us to remember what links and pages you have been or viewed during a session. This helps us deliver a better, more personalised service to you.
It is possible to switch off cookies by setting your browser preferences. For more information on the Cookies we use, visit our Cookies Policy.
Links to other websites
Our website may contain links to other websites run by other organisations. We are not responsible for the privacy practices of those organisations or the content of their websites. You should read the privacy policies of these organisations before providing them with any personal information.
Transferring your information outside of European Economic Area (“EEA”)
In this section we provide information about the circumstances in which your personal information might be transferred to countries outside the EEA.
If you use our services while you are outside the EEA, your information may be transferred outside the EEA in order to provide you with those services.
Review of this Policy
We keep this Policy under regular review. This Policy was last updated on 21/04/18.
You can obtain further information about data protection laws by visiting the Information Commissioner's Office website at www.ico.org.uk.
"We found Simon at Coakley and Theaker to be professional and informative, guiding us through the whole experience of the stress of house selling from start to finish. He went above and beyond his estate agent duties, helping us with solicitors and answering questions at the end of the phone when needed. We felt great support at every stage and were very impressed with the service he gave. We have told friends how often he kept in contact by phone, making sure the process was going well and that we were ok. We would recommend him to friends and family and are grateful that we chose him to sell the property. Fantastic service. Thank you very much Simon, you are brilliant at your job. Best wishes, Jack Redit."