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 other data subjects concerned, such as family members, regarding its use.
Given the diversity of the services we provide to personal clients (click here for information on our services), we process many categories of personal data, including as appropriate for the services we are providing:
For certain services or activities, and when required by law or with an individual's consent, we may also collect special categories of personal data.
Generally, we collect personal data from our clients or from a third party acting on the instructions of the relevant client.
We use personal data for the following purposes:
If the processing of personal data referred to in this section is necessary for the performance of a contract to which the data subject is party, as is the case, for example, when processing operations are necessary for the supply of service, the processing is based on contractual lawful basis. If the processing of data is necessary for complying with a legal obligation such as complying with tax law obligations or necessity to evidence and document professional services provided, the processing will be based on the legal obligation. If personal data are processed for the other purposes specified above we will rely on the legitimate interest basis 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.
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