The table below sets out the purposes for which we may process your data and the legal basis for the processing:
To provide services to you
We are unable to provide services to you unless you disclose personal data to us. That may include the services set out in our Engagement Letter with you, the provision to you of our Newsletter or our response to any enquiry you have submitted.
As such, your disclosure of personal data to us is on the legal basis of our performance of our contract with you and our legitimate interest in so doing.
To respond to requests for information from regulated bodies or government agencies
Exceptionally we may be requested or required to disclose to (for example) the Financial Conduct Authority details about you and the services we provide. As such, our disclosure of your personal data to us is on the legal basis of our performance of our compliance with a legal obligation or our legitimate interest in so doing.
To keep you informed of any activities undertaken by us which we believe may be of interest to you
This use will include sending you email and postal marketing, including a Newsletter, from time to time. Your consent will be requested when you submit your data to us on line.
For further details on the technology we use in order to analyse our website’s performance, please see our policy on cookies(item 10). We rely on your consent – this will be obtained when you click on the banner at the bottom of our website to accept certain cookies.