Data Privacy Policy: Personal and Corporate Clients


What information do we collect about you?

It is our policy to collect only personal information that is required to carry out our duties under our engagement with clients. For a list of services, please click here. We will request the information from the client, or a third party acting on your instruction.

Dependent on the service provided to you, we may need to collect the following information:

How will we use the information?

Who will we share the data with?

We do not sell information about current or former clients to third parties, nor is it our practice to disclose such information to third parties unless requested to do so by a client or client representative.

We may share information with others to comply with common law or statutory obligation, in order to carry out our duties under our engagement or where it is in our legitimate interests to do so. The third parties include:

How long do we retain your personal information?

We will retain your personal information on our systems only for as long as we need it, given the purposes for which it was collected, or as required to do so by law.

Where there is no statutory legal or regulatory requirement, we will retain information for 6 years following completion of the service for which we were engaged.