Privacy Policy

Context and Overview 

Key Details

Policy Prepared by                          Neil Marshall and David Vizard

Approved by management on                   25/05/18

Policy became operational on                   25/05/18

Next review date                                          24/05/19



Marshall Vizard needs to gather and use certain information about individuals. These can include customers, suppliers, business contacts, employees and other people the organisation has a relationship with or may need to contact.

This policy describes how this personal data must be collected, handled and stored to meet the company’s data protection standards – and to comply with the law.


Why this policy exists

This data protection policy ensures Marshall Vizard:

  • Complies with data protection law and follow good practice
  • Protects the rights of employees, customers and partners
  • Is open about how it stores and processes individual’s data
  • Protects itself from the risks of a data breach.


Data Protection Law

The Data Protection Act 1998 describes how organisations – including Marshall Vizard – must collect, handle and store personal information.

These rules apply regardless of whether data is stored electronically, on paper or on other materials.

To comply with the law, personal information must be collected and used fairly, stored safely and not disclosed unlawfully.

The Data Protection Act is underpinned by eight important principles. These say that personal data must:

  1. Be processed fairly and lawfully
  2. Be obtained only for specific, lawful purposes
  3. Be adequate, relevant and not excessive
  4. Be accurate and kept up to date
  5. Not be held for any longer than necessary
  6. Processed in accordance with the rights of data subjects.
  7. Be protected in appropriate ways
  8. Not be transferred outside the European Economic Area (EEA), unless that country or territory ensures and adequate level of protection .

People, Risks and Responsibilities

Policy Scope

This policy applies to:

The office of Marshall Vizard

All employees of Marshall Vizard

All contractors, supplies and other people working on behalf of Marshall Vizard

It applies to all data that the company holds relating to identifiable individuals, even if that information technically falls outside of the Data Protection Act 1998. This can include:

  • Name of individuals
  • Postal addresses
  • Email addresses
  • Telephone numbers
  • …plus any other information relating to individuals


Data Protection Risks

This policy helps to protect Marshall Vizard from some very real data security risks, including:

  • Breaches of confidentiality. For instance information being given out inappropriately.
  • Failing to offer choice. For instance, all individuals should be free to choose how the company uses data relating to them.
  • Reputational damage. For instance, the company could suffer if hackers successfully gained access to sensitive data 


Everyone who works for Marshall Vizard has some responsibility for ensuring data is collected, stored and handled appropriately.

Each team that handles personal data must ensure that it is handled and processed in line with this policy and data protection principles.

However, these people have key areas of responsibility:

The Partners, Neil Marshall and David Vizard are ultimately responsible for ensuring that Marshall Vizard meets its legal obligations. They are responsible for:

  • Reviewing all data protection procedures and related policies, in line with an agreed schedule.
  • Arranging data protection training and advice for the people covered by this policy.
  • Handling data protection questions from staff and anyone covered by the policy
  • Dealing with requests from individuals to see the data, Marshall Vizard holds about them
  • Checking and approving contracts or agreements with third parties that may handle the company’s sensitive data
  • Approving any data protection statements attached to communications such as emails and letters
  • Addressing any data protection queries from journalists, or media outlets
  • Where necessary work with employees to ensure that they abide by data protection principle

The IT manager is responsible for:

  • Ensuring all systems, services and equipment used for storing data meet acceptable security standards.
  • Performing regular checks and scans to ensure security hardware and software is functioning properly.
  • Evaluating any third party services the company is considering using to store or process data, For instance, cloud computing services.


Employee Guidelines

  • The only people able to access data covered by this policy should be those who need it for their work.
  • Data should not be shared informally. When access to confidential information is required, employees can request it from their manager.
  • Marshall Vizard will provide training to all employees to help them understand their responsibilities when handling data.
  • Employees should keep all data secure, by taking sensible precautions and following the guidelines below.
  • In particular, strong passwords must be used and they should never be shared.
  • Personal data should not be disclosed to unauthorised people, either within the company or externally.
  • Data should be regularly reviewed and updated if it is found to be out of date. If no longer required, it should be deleted and disposed of.
  • Employees should request help from their manager if they are unsure about any aspect of data protection.


Data Storage

These rules describe how and where data should be safely stored. Questions about storing data safely can be directed to the IT manager

When data is stored on paper, it should be kept in a secure place where unauthorised people cannot see it.

These guidelines should apply to data that is usually stored electronically but has been printed out for some reason:

  • When not required, the paper or files should be kept in a locked drawer or filing cabinet.
  • Employees should make sure paper and printouts are not left where unauthorised people could seem them, like on a printer.
  • Data printouts should be shredded and disposed of securely when no longer required.
  • When data is stored electronically, it must be protected from unauthorised access, accidental deletion and malicious hacking attempts:
  • Data should be protected by strong passwords that are changed regularly and never shared between employees.
  • If data is stored on removable media (like a CD or DVD), these should be kept locked away securely when not being used.
  • Data should only be stored on designated drivers and servers and should only be uploaded to an approved cloud computing service.
  • Servers containing personal data should be sited in a secure location, away from general office space.
  • Data should be backed up frequently. Those backups should be tested regularly, in line with the company’s standard backup procedures.
  • Data should never be saved directly to laptops or mobile devices.
  • All servers and computers containing data should be protected by approved security software and a firewall.


Data Use

Personal data is of no value to Marshall Vizard unless the business can make use of it. However, it is when personal data is accessed and used that it can be at the greatest risk of loss, corruption or theft:

  • When working with personal data, employees should ensure that the screens of their computers are always locked when left unattended.
  • Personal data should not be shared informally. In particular, it should never be sent by email, as this form of communication is not secure.
  • Data must be encrypted before being transferred electronically. The IT manager (??) can explain how to send data to authorised external contacts.
  • Personal data should never be transferred outside of the European Economic Area.
  • Employees should not save copies of personal data on their own computers. Always access and update the central copy of data.

Data Accuracy

The law requires Marshall Vizard to take reasonable steps to ensure date is kept accurate and up to date

The more important is that the personal data is accurate, the greater effort Marshall Vizard should put into ensuring its accuracy.

It is the responsibility of all employees who work with data to take reasonable steps to ensure it is kept as accurate and up to date as possible.

    • Data will be held in as few places as necessary. Staff should not create any unnecessary additional data sets.
    • Staff should take every opportunity to ensure data is updated. For instance, by confirming a customer’s details when they call.
    • Marshall Vizard will make it easy for data subjects to update the information Marshall Vizard holds about them. For instance, via the company website.
    • Data should be updated as inaccuracies are discovered. For instance, if a customer can no longer be reached on their stored telephone number, it should be removed from the database.
  • It is the responsibility of Neil Marshall and David Vizard to ensure databases are checked against industry suppression files every six months.



Marshall Vizard Database


Database to be cleaned to remove any people who have not transacted business with us

    • ie:        they have bought or sold, rented or let a property through us.


  • Only add people to the database when they actually transact business with us
    • ie:        they buy or sell, or rent or let a property through us.


Existing contacts

Defined as

  • Previous buyers, sellers and landlords and tenants

And also

  • Existing buyers, sellers, landlords and tenants
  • Existing contacts will be sent the following information
    • Information on the local property market
    • Information on mortgages
    • Information on changes in rental property legislation
    • Information on local news and events
    • Information about contact numbers in case of emergency


New contacts

  • Buyer applicant enquiries – will be sent details by email and contacted by telephone with details of suitable properties for sale.
  • Sales valuation enquiries – will be sent follow up correspondence by email and or letter and or telephone, relating to the possible sale of their property.
  • Rental applicant enquiries – will be sent details by email and contacted by telephone with details of suitable properties for sale.
  • Landlord enquiries – will be sent follow up correspondence by email and or letter and or telephone, relating to the possible rental of their property.
  • New contacts will not be added to the database unless they actually transact business with Marshall Vizard 

Subject Access Requests

All individuals who are the subject of personal data held by Marshall Vizard are entitled to:

  • Ask what information the company holds about them and why.
  • Ask how to gain access to it.
  • Be informed how to keep it up to date.
  • Be informed how the company is meeting its data protection obligations

If an individual contacts the company requesting this information, this is called a subject access request.

Subject access requests from individuals should be made by email, addressed to Neil Marshall and David Vizard at who can supply a standard request form, although individuals do not have to use this.

Marshall Vizard will always verify the identity of anyone make a subject access request before handing over any information.


Disclosing Data for other reasons

In certain circumstances, the Data Protection Act allows personal data to be disclosed to law enforcement agencies without the consent of the data subject.

Under these circumstances, Marshall Vizard will disclose requested data. However, Neil Marshall and David Vizard, will ensure the request it legitimate, seeking assistance from the company’s legal advisers where necessary.


Providing Information

Marshall Vizard aims to ensure that individuals are aware that their data is being processed and that they understand:

How the data is being used

How to exercise their rights

To these ends, the company have a privacy statement, setting out how data relating to individuals is used by the company.

(This is available on request. A version of the statement is also available on the company’s website.)

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