1.1. We collect the following information about you and use it in the following ways:
1.1.1. If you engage us to provide you with services you will need to provide us with:
1.1.1.1. your name and contact details (including email address, business or home address and phone number);
1.1.1.2.proof of identity documents;
1.1.1.3. financial information relating to your business (this may include bank account details and credit card details); and
1.1.1.4. management, and other information relating to your business (including company books and records, company officers’ details and staff details)
We will use this information to provide services to you or to comply with a legal duty (e.g. to complete money laundering checks).
1.1.2. If you contact us to request information about us or our services or to make a complaint you will need to provide us with your name and contact details (including email address, business or home address and phone number). We will use this information to answer your enquiry, send you the requested information or literature or to respond to your complaint.
1.1.3. If you fill in a form on our website you will need to provide us with the information requested in the form marked as “required”, “mandatory” or similar. We will use the information for the purposes described on the relevant form.
1.1.4. If you are one of our business contacts (which may include tax advisers, solicitors or valuers) and we are working with you to provide services to a client we will collect information about you (including name, contact details and job title) in order to provide such services.
1.2. If you contact us by telephone we may record call and retain copies of our conversations. We will use such information for training and monitoring purposes.
1.3. Before you disclose to us the personal information of another person, you must obtain that person’s consent to both the disclosure and the processing of that person’s personal information in accordance with this privacy policy. By disclosing such person’s personal information to us you confirm that you have the necessary consents to do so.