This privacy notice explains how we use any personal information we collect about you.
What information do we collect about you?
We collect information about you when you engage us via email, contact form or writing. This information will relate to your personal. It may also include special categories of personal data such information about your finances, if it is necessary for the provision for our services.
Information about connected individuals
Why do we need to collect and use your personal data?
The primary legal basis that we intend to use for the processing of your data is for the performance of our contract with you. The information that we collect about you is essential for us to be able to carry out the services that you require from us effectively. Without collecting your personal data we would be unable to fulfil our legal and regulatory obligations.
Where special category data (sensitive information) is required we need to obtain your explicit consent in order to collect and process this information. These categories include race, ethnic origin, politics, religion, trade union membership, genetics, biometrics (where used for identification purposes), health, sex life and sexual orientation.
How will we use the information about you?
We collect information about you in order to provide you with the services for which you have engaged us.
Who might we share your information with?
We will not share your information for marketing purposes with any other organisation.
In order to deliver our services to you effectively we may send your details to third parties such as those that we engage for professional compliance, accountancy or legal services.
Where third parties are involved in processing your data we will have a contract in place with them to ensure that the nature and purpose of the processing is clear, that they are subject to a duty of confidence in processing your data and that they will only act in accordance with our written instructions.
Where it is necessary for your personal data to be forwarded to a third party we will use appropriate security measures to protect your personal data in transit, such as password protection or data encryption.
To fulfil our obligations in respect of prevention of money-laundering and other financial crime we may send your details to third party agencies for identity verification purposes.
How long do we keep your information?
These are minimum periods, during which we have a legal obligation to retain your records. However, we reserve the right to retain data during your lifetime, even if our relationship with you has ended, due to the possibility that it may be required to defend a future claim against us.
You have the right to request deletion of your personal data, although this is subject to the restrictions stated above.
How can I access the information you hold about me?
You have the right to request a copy of the information that we hold about you. If you would like a copy of some or all of your personal information please email or write to us using the details shown at the end of this document.
We have an obligation to ensure that your personal information is accurate and up to date. Please ask us to amend or remove any information that you think is incorrect.
We would like to send you information about our products and services which may be of interest to you. If you have agreed to receive marketing information, you may opt out at a later date.
You have a right at any time to stop us from contacting you for marketing purposes and to do so, please contact us using the details below.
What can you do if you are unhappy with how your personal data is processed?
You also have a right to lodge a complaint with the supervisory authority for data protection.
The contact details are:
Information Commissioner’s Office
0303 123 1113
How to contact us