Privacy Policies and Procedures

Legal Obligations

We also process your personal data for our compliance with any legal obligations which we are subject to. In this respect, we will use your personal data for the following:

• • To meet our compliance and regulatory obligations, such as compliance with anti-money laundering laws;
• • As required by tax authorities or any competent court or legal authority.

Who we share your personal information with

Where you give us confidential information, we confirm that we shall at all times keep it confidential, other than as required by law, by our insurers, or as provided for in regulatory (including external peer reviews), ethical or other professional statements relevant to our engagement. This will apply during and after this engagement. In this respect, we may share your personal data with or transfer it to the following:

• • Your agents, advisers or other intermediaries who you tell us about
• • Third parties whom we engage to assist in delivering the services to you
• • Our professional advisers where it is necessary for us to obtain their advice or assistance
• • Debt collection agencies where it is necessary to recover money you owe us
• • Other third parties such as intermediaries who we introduce to you. We will tell you who they are and obtain your consent before we introduce you
• • Our data storage providers

How long we retain your personal information for

We will only retain your personal data for as long as we have a lawful reason to do so.

Where we have collected your personal data we will retain that personal data for a period of seven years after the termination of our relationship, unless we are required to retain this information by another law or for the purposes of court proceedings.

In the case of any marketing this data will be retained until advised otherwise by the initial subscriber. We will only provide your data to any intermediary for marketing purposes with your prior consent.

Using our website/electronic communication

Internet communications are capable of data corruption and therefore we do not accept any responsibility for changes made to such communications after their dispatch. It may therefore be inappropriate to rely on information contained in an e-mail without obtaining written confirmation of it. We do not accept responsibility for any errors or problems that may arise through the use of internet communication and all risks connected with sending commercially sensitive information relating to your business are borne by you. If you do not agree to accept this risk, you should notify us in writing that e-mail (or use of any other electronic medium) is not an acceptable means of communication or only acceptable in certain circumstances.

Your rights

Access to your information – You have the right to request a copy of the personal information about you that we hold.

Correcting your information – We want to make sure that your personal information is accurate, complete and up to date and you may ask us to correct any personal information about you that you believe does not meet these standards.

Deletion of your information – You have the right to ask us to delete personal information about you where;

• • You consider that we no longer require the information for the purposes for which it was obtained.
• • We are using that information with your consent and you have withdrawn your consent – see Withdrawing consent to using your information
• • You have validly objected to our use of your personal information – see Objecting to how we may use your information
• • Our use of your personal information is contrary to law or our other legal obligations.

Objecting to how we may use your information – You have the right at any time to require us to stop using your personal information for direct marketing purposes. In addition, where we use your personal information to perform tasks carried out in the public interest then, if you ask us to, we will stop using that personal information unless there are overriding legitimate grounds to continue.

Restricting how we may use your information – In some cases, you may ask us to restrict how we use your personal information. This right might apply, for example, where we are checking the accuracy of personal information about you that we hold or assessing the validity of any objection you have made to our use of your information. The right might also apply where this is no longer a basis for using your personal information but you don’t want us to delete the data. Where this right is validly exercised, we may only use the relevant personal information with your consent, for legal claims or where there are other public interest grounds to do so.

Automated processing – If we use your personal information on an automated basis to make decisions which significantly affect you, you have the right to ask that the decision be reviewed by an individual to whom you may make representations and contest the decision. This right only applies where we use your information with your consent or as part of a contractual relationship with you.

Withdrawing consent using your information – Where we use your personal information with your consent you may withdraw that consent at any time and we will stop using your personal information for the purpose(s) for which consent was given.

Please contact us in any of the ways set out in the Contact information and further advice section if you wish to exercise any of these rights.

Changes to our privacy statement

We keep this privacy statement under regular review and will place any updates on our website or write to you informing you of them.

This privacy statement was last updated on 25 May 2018.

Contact information and further advice

Complaints

We seek to resolve directly all complaints about how we handle personal information but you also have the right to lodge a complaint with the Information Commissioner’s Office, whose contact details can be found at ico.org.uk.