Who We Are

Intentia is owned and operated by IDR Law Limited ("IDR Law"), which acts as the controller of personal data collected through the Intentia platform.

IDR Law Limited
46 Tower Street
Harrogate
HG1 1HS

Email: enquiries@idrlaw.co.uk
Telephone: 01423 637050

You also have the right to lodge a complaint with the Information Commissioner's Office (ICO).

Purpose of This Policy

This Privacy Policy explains how we collect, use, store and protect personal information when you use Intentia.

Information We Collect

We may collect and process:

Identity Information

• Name
• Date of birth
• Title

Contact Information

• Email address
• Telephone number
• Postal address

Account Information

• Login details
• Account preferences
• Platform activity

Intentia Questionnaire Information

Information entered by users relating to:

• Lifetime gifts
• Financial transfers
• Family circumstances
• Intended recipients
• Reasons for making gifts or transfers
• Other information required to generate a Memorandum of Intention

Technical Information

• IP address
• Device information
• Browser information
• Usage information
• Cookies and analytics data

How We Use Your Information

We use personal data to:

• Provide and operate Intentia;
• Generate Memoranda of Intention;
• Facilitate electronic signing;
• Maintain user accounts;
• Improve platform performance and security;
• Comply with legal and regulatory obligations;
• Respond to enquiries and support requests.

Lawful Basis for Processing

We process personal data on one or more of the following legal bases:

• Performance of a contract;
• Legitimate interests;
• Compliance with legal obligations;
• Consent where required.

Sharing Information

We do not sell personal data.

We may share information with:

• Technology providers supporting Intentia;
• Electronic signature providers;
• Professional advisers;
• Regulators and legal authorities where required by law;
• Third-party storage providers where specifically requested by the user.

Where users choose to share documents with family members, advisers or third-party storage providers, such sharing will occur only in accordance with the user's instructions.

Data Security

We implement appropriate technical and organisational measures to protect personal data against unauthorised access, loss, misuse or disclosure.

Data Retention

Intentia account information and associated Memoranda of Intention will be retained only for as long as reasonably necessary to fulfil the purposes for which they were collected and to comply with legal, regulatory and operational requirements.

Where accounts become inactive, records may be archived or deleted in accordance with our retention policies.

Your Rights

You have the right to:

• Access your personal data;
• Correct inaccurate information;
• Request deletion of personal data;
• Restrict processing;
• Object to processing;
• Request data portability;
• Withdraw consent where consent is relied upon.

Requests may be submitted using the contact details above.

Cookies

Intentia uses cookies and similar technologies to operate the platform, maintain security and improve user experience.

A separate Cookie Policy is available on request and through the Intentia website.

Changes to This Policy

We may update this Privacy Policy from time to time. Updated versions will be published on the Intentia website and platform.