Privacy Policy

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1. Introduction

Mason & Oak Surveyors Ltd ("we", "us", "our") is committed to protecting your personal data and respecting your privacy. This policy explains how we collect, use, and protect your information in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

2. Who We Are

Mason & Oak Surveyors Ltd
Halls Arms Business Centre

Clitheroe Rd, 

Preston 

PR3 2XR

Email: carl@masonandoak.co.uk

We act as the data controller for personal data we collect.

3. What Information We Collect

We may collect and process the following data:

• Identity Data:                 Name, title
• Contact Data:                  Address, email, telephone number
• Property Data:                Property address and details relevant to the survey
• Transaction Data:          Payment and billing information
• Survey Data:                    Notes, photographs, reports and related documentation
• Technical Data:               IP address, browser type (via website use)

4. How We Use Your Data

We use your data to:

• Provide surveying services
• Prepare and deliver reports
• Communicate with you regarding instructions
• Manage payments and invoicing
• Comply with legal and regulatory obligations

5. Legal Basis for Processing

We process your data under the following lawful bases:

• Contractual obligation       to provide agreed services
• Legitimate interests            to operate and improve our business
• Legal obligation                    to comply with applicable laws

6. Sharing Your Data

We may share your data with:

• Software providers (e.g. survey/report platforms such as Scafol)
• IT and cloud storage providers
• Professional advisers (accountants, insurers)
• Regulatory or legal authorities where required
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All third parties are required to respect the security of your data.

7. Data Storage and Security

Your data is stored securely using appropriate technical and organisational measures.
We take reasonable steps to protect your data but cannot guarantee absolute security of data transmitted electronically.

8. International Transfers

Some of our service providers may store or process data outside the UK.
Where this occurs, appropriate safeguards are in place to ensure your data is protected.

9. Data Retention

We retain your data only as long as necessary, including:

• Typically 6 years for survey records (in line with professional and legal requirements)
• Longer where required for legal or insurance purposes

10. Your Rights

You have the right to:

• Access your personal data
• Request correction of inaccurate data
• Request deletion of your data
• Object to processing
• Request data transfer
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To exercise these rights, contact us using the details above.

11. Complaints

If you are unhappy with how we handle your data, you may contact:

Information Commissioner’s Office (ICO)
www.ico.org.uk

12. Updates to This Policy

We may update this policy from time to time. The latest version will always be available on our website.