Data Controller – Charlotte Montague Solicitor is a trading name of Charlotte Montague of PO Box 332,Ilkley LS29 1GF who is the data controller.  Further contact details are available from

Purposes of Processing – Your data will be processed in order to:

  • provide services under contract to you;
  • provide services to others (in so far as this does not breach client confidentiality);
  • comply with regulatory and other legal obligations; and
  • protect Charlotte Montague Solicitor against potential claims.

Legal Basis – Your data will be processed on the basis that Charlotte Montague Solicitor has a legitimate interest in being able to achieve the aims of processing set out above.  Where special category data is provided, the provider of the data warrants that they consent to Charlotte Montague Solicitor processing that data or that they have obtained written consent from the data subject.

Personal Data Held – As a minimum, Charlotte Montague Solicitor is required to positively identify its clients.  This also includes positively identifying a director in the case of a corporate client.  In addition, Charlotte Montague Solicitor holds whatever information is provided to it by its clients and others.  This will rarely include special category data.

Failure to Provide Data – If you fail to provide Charlotte Montague with the data required you will not receive services.

Data Sources – Charlotte Montague Solicitor obtains most personal data from its clients and those who have indicated that they have an interest in Charlotte Montague Solicitor’s services. Charlotte Montague Solicitor also obtains some personal data from other correspondents. Charlotte Montague Solicitor also collects some data from publicly available sources (eg Companies House, HM Land Registry).

Recipients – Any data provided by a client is treated as confidential to that client and will only be shared with others in so far as this is necessary in order to provide the services contracted for by the client, to comply with regulatory and other legal obligations and to protect Charlotte Montague Solicitor against a potential claim.  In order to provide its services, Charlotte Montague Solicitor relies on the services of certain data processors.  These may include secure cloud storage for files and emails.  In each case, Charlotte Montague Solicitor ensures that data is processed in compliance with this policy.

Third Countries and Safeguards – Other than where required in order to provide services as required in individual client matters, data is rarely sent to third countries. Where it is, the relevant devices are password protected and equipped with tracking and remote wipe software. The devices are personally accompanied.

Retention Period – Data is held for twelve years from the end of the relevant matter or for six years where not associated with a particular matter.

Data Subject’s Rights – Where relevant, you have the right (subject to client confidentiality) to:

  • withdraw consent to the processing of your data;
  • complain to a supervisory authority regarding the processing of your data (Information Commissioner’s Office); and
  • obtain a copy of the data held on you and to correction of any errors in that data.

Automated Decision Making – None.

Further Details – The Data Controller will provide further details of any of the above on request.

1 August 2018