2.1 Clients and collaborators

2.1.1 Collection of personal data

Our policy is to only collect personal data that is necessary for us to manage the relationship between us and the client or collaborator, and to carry out the agreed professional services. We only use personal information for the purposes for which we collect it.

We may process the following data:

  • Contact details
  • Business activities 
  • Bank details


2.1.2 Use of personal data

We use personal data for the following purposes:

Managing our business operations

Providing services to you

We keep details of your organisation as well as contacts, notes of conversations, emails and meeting minutes. We believe this falls within our legitimate interest in providing services to you.

Providing information about us

Unless we are asked not to, we may use client contact details to provide information to you that we think will be relevant and of interest.

Complying with law and regulations

In line with our legal, regulatory and professional obligations, we may need to keep certain records to demonstrate that our services are provided in compliance with our obligations. 


2.1.3 Data retention

We retain the personal data processed by us for as long as is considered necessary for the purpose for which it was collected. In the absence the specific legal or contractual requirements, our baseline retention period for personal data in relation to our clients is twelve years.

We may hold some personal data for longer periods where extended retention periods are required by law or regulation.