Our policy is to collect only the personal data necessary for specified purposes and we ask our clients only to share personal data where it is strictly needed for those purposes.
Where we need to process personal data to provide our services, we ask our clients to provide the necessary information to the data subjects concerned regarding its use.
We collect and use contact details for our clients in order to manage and maintain our relationship with those individuals. Please see the Business contacts section of this privacy statement for more information about our processing of this type of data.
Given the diversity of the services we provide to clients (click here for information on our services), we process many categories of personal data, including:
Generally, we collect personal data from our clients or from a third party acting on the instructions of the relevant client. For some of our services, for example, when undertaking a due diligence review of an acquisition target on behalf of a client, we may obtain personal data from that target’s management and employees or from a third party acting on the instructions of the target.
We use personal data for the following purposes:
If the processing of data, which we obtain in connection with providing services to our clients, is necessary for complying with a legal obligation, such as tax law regulations or necessity to document and evidence professional services provided, the processing will be based on the legal obligation. If the aforementioned personal data is processed for the other purposes specified in this section we will rely on the legitimate interest basis (e.g. providing our services) or the consent, if we asked the data subject for the consent.
We retain the personal data processed by us for as long as is considered necessary for the purpose for which it was collected (including as required by applicable law or regulation).
In the absence of specific legal, regulatory or contractual requirements, our baseline retention period for records and other documentary evidence created in the provision of services does not exceed 10 years.