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 identity, 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.
How do we collect personal data?
You may provide us with personal data when signing up to or requesting information on our services, through application forms, when completing contact forms, or when you contact us via the telephone or e-mail or when writing to us directly. Our corporate clients may provide us with personal information in relation to their employees, directors, shareholders, suppliers, customers and other advisers.
We may obtain information from your other advisers where you have provided them with your consent.
We will also collect electronic personal data when you first visit our website, where we will place a small text file that is commonly known as a cookie on your computer. Cookies are used to identify website visitors and to simplify accessibility, and to monitor visitor behaviour when viewing website content, navigating our website and when using website features. We will also record your unique online electronic identifier; this is commonly known as an IP address.