Privacy Policy

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In order to provide you with our services, we may collect and process personal data about you and other individuals within your firm. We may also collect, in the course of providing our services to you, personal data you provide us about your clients. Where you disclose the personal data of others, you must ensure you are entitled to do so and that you have provided them with relevant privacy information. We may collect the following categories of data:  Personal data such as an individual’s name, address, date of birth, gender and contact details; Information to enable us to check and verify your identities, such as your date of birth or passport details; Information relating to the matter in which you are seeking our advice; Information to enable us to undertake credit and other financial checks on you; Your employment history and details, including disciplinary or regulatory sanctions, criminal convictions, and offences such as fraud if you instruct us to make certain FCA applications; and/or Special categories of personal data such as data relating to medical health to help identify vulnerable individuals or where you or others inform us of a medical condition; You should be aware that if you object to the collection, sharing and use of your personal data we may be unable to provide you with our services.

We will share or grant access to your personal data within our group of companies. The sharing of information allows us to provide you with a comprehensive range of support services, it is also necessary to allow us to administer our business.  We will also share personal data with authorised third parties. This is necessary where we are required to do so by law and where we need to administer our business. 

For example:  

• Credit reference agencies; 
• Regulators; IT providers; 
• Learning and Development platform providers 
• National Crime Agency 
• HM Revenue & Customs