Privacy Notice – for contacts and clients we engage with
We confirm that we will comply with the provisions of the GDPR and the Data Protection Act 2018 when processing personal data about you and your family and that we have appropriate security measures in place.
We will process your personal data in order to provide you with the services you have requested and to comply with our legal and regulatory obligations. We obtain this personal data from yourself or other regulatory bodies.
In order to carry out the terms of this engagement you agree to provide us with your personal information and understand that failure to do so will negatively impact the services we provide.
We will also process your personal data for management and analysis purposes.
Any personal data we hold on you or your family will be stored securely on our systems for a period of time defined by our internal data retention policies. Generally, this will be for the duration of our engagement with you and thereafter for as long as is required by the law.
You will receive relevant updates from us, as part of our service offering on issues that may affect you or your business.