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In this section we set out information which is particularly relevant to people who are our clients.

In this privacy notice only (but not for other purposes), we include within this category, not only: (i) those who are our clients for professional legal services (and the individuals connected with them in the case of clients which are organisations); but also (ii) others who do not fall into category (i) but who nevertheless attend our training and seminars.

Please read our section on anti-money laundering  for further information on what anti-money laundering checks we will carry out, what these entail, and on disclosures to the National Crime Agency.

Please also read the section on marketing and the section for those on our mailing list to learn more about the controls we have put in place for when we are using your personal data for marketing purposes.

Please read our section on disclosures of your data for further information on recipients of your data.

Purposes for which we will use your personal data

We have set out below a description of all the ways we plan to use your personal data, and which of the legal bases we rely on to do so.  We have also identified what our legitimate interests are, where appropriate.

The types of data are defined in our glossary.

PURPOSE: to enable us to provide legal services including advising and acting on your behalf, where you are an individual and, as such, are our client.  This includes e.g. communicating with you prior to and in the course of our engagement, taking your instructions, providing legal advice, liaising with (and where you wish us to do so engaging) third parties on your behalf, and invoicing our fees and disbursements.

Types of data: (a) Identity; (b) Contact; (c) Financial; (d) Transaction; (e) Usage; (f) Profile; (g) Marketing and Communications; (h) any other personal data which you provide to us in respect of your matter e.g. employment details, directorships, shareholding details, property details, personal correspondence (in some cases, this could include Special Category Data).

Lawful basis/bases for processing including basis of legitimate interest: (a) Necessary for our legitimate interests (for running our business as a law firm which provides advice and support to its clients); (b) Performance of a contract with you; and, in some circumstances (for example, where we are required to share information with our regulators) (c) Necessary to comply with a legal obligation.

PURPOSE: to enable us to provide legal services including advising and acting on your behalf, where you are an individual connected to an organisation which is our client. This includes e.g. communicating with you prior to and in the course of our engagement for the client, taking instructions, providing legal advice, , liaising with (and where you wish us to do so engaging) third parties on your behalf, and invoicing our fees and disbursements.

Types of data: (a) Identity; (b) Contact; (c) Financial; (d) Transaction; (e) Usage; (f) Profile; (g) Marketing and Communications; and (h) any other personal data which you provide to us in respect of your matter e.g. employment details, directorships, shareholding details, property details, personal correspondence (in some cases, this could include Special Category Data).

Lawful basis/bases for processing including basis of legitimate interest: (a) Necessary for our legitimate interests (for running our business as a law firm which provides advice and support to its clients); and, in some circumstances (for example, where we are required to share information with our regulators), (c) Necessary to comply with a legal obligation.

PURPOSE: To manage our client relationship with you where you are an individual who is our client, or an individual connected to an organisation which is our client, which will include ensuring that we meet appropriate levels of client care, asking for feedback and monitoring your level of satisfaction with our services.

Type of data: (a) Identity; (b) Contact; (c) Profile; (d) Marketing and Communications; and (e) details of your relationship with the firm and its staff including:  length of that relationship; individuals with whom you have engaged; meetings, calls and other engagements with the firm and its employees; and reviews, testimonials, complaints and other feedback.

Lawful basis/bases for processing including basis of legitimate interest: (a) Necessary for our legitimate interests (to keep our records updated and to ensure that we meet requisite levels of client care and service).

PURPOSE: to enable us to carry out anti-money laundering checks on our clients and potential clients where you are an individual and, as such, are our client or potential client.

Types of data: (a) Identity; (b) Contact; where necessary (for example to evidence source of funds) (c) Financial; and (d) any other personal data which you provide to us in respect of your matter.

Lawful basis/bases for processing including basis of legitimate interest: (a) Necessary for our legitimate interests (for running our business as a regulated law firm, and to meet our professional duties); (b) Performance of a contract with you, and, in some circumstances (for example, where Anti-Money Laundering legislation requires us to carry out due diligence checks), (c) Necessary to comply with a legal obligation.

PURPOSE: to enable us to carry out anti-money laundering checks on our clients and potential clients where you are an individual connected to an organisation which is our client or potential client.

Types of data: (a) Identity; (b) Contact; and, where necessary (for example to evidence source of funds) (c) Financial; and (d) any other personal data which you provide to us in respect of your matter.

Lawful basis/bases for processing including basis of legitimate interest: (a) Necessary for our legitimate interests (for running our business as a regulated law firm, and to meet our professional duties); and, in some circumstances (for example, where Anti-Money Laundering legislation requires us to carry out due diligence checks), (b) Necessary to comply with a legal obligation.

PURPOSE: to enable us to carry out conflict checks on our clients and potential clients where you are an individual and, as such, are our client or potential client.

Types of data: (a) Identity; (b) Contact; and (c) any other personal data which you provide to us in respect of your matter.

Lawful basis/bases for processing including basis of legitimate interest: (a) Necessary for our legitimate interests (to carry out our business as a law firm, and to meet our professional duties); and; and (b) Performance of a contract with you.

PURPOSE: to enable us to carry out conflict checks on our clients and potential clients where you are an individual connected to an organisation which is our client or potential client.

Types of data: (a) Identity; (b) Contact; and (c) any other personal data which you provide to us in respect of your matter.

Lawful basis/bases for processing including basis of legitimate interest: (a) Necessary for our legitimate interests (to carry out our business as a law firm, and to meet our professional duties).

(Where applicable, we rely on legitimate interests when carrying out checks on the other party too.  Only limited (Identity) data is required for such a check.)

PURPOSE: to enable us to carry out insurance mediation for you where you are an individual and, as such, are our client or potential client.

Types of data: (a) Identity; (b) Contact; and (c) any other personal data which you provide to us in respect of your matter.

(We must provide you with certain information in writing before we carry out insurance mediation for you, so you will be aware if we are about to do this.)

Lawful basis/bases for processing including basis of legitimate interest: (a) Necessary for our legitimate interests (to carry out our business as a law firm and support our clients’ needs); and (b) Performance of a contract with you.

PURPOSE: to enable us to carry out insurance mediation for our clients where you are an individual connected to an organisation which is our client or potential client.

Types of data: (a) Identity; (b) Contact; and (c) any other personal data which you provide to us in respect of your matter.

(We must provide the client with certain information in writing before we carry out insurance mediation on their behalf, so you will be aware if we are about to do this.)

Lawful basis/bases for processing including basis of legitimate interest: (a) Necessary for our legitimate interests (to carry out our business as a law firm and support our clients’ needs).

PURPOSE: To deliver relevant content and advertisements to you and measure or understand the effectiveness of the content we send to you.

Types of data: (a) Identity; (b) Contact; (c) Profile; (d) Usage; (e) Marketing and Communications; (f) Technical

Lawful basis/bases for processing including basis of legitimate interest: Necessary for our legitimate interests (to study how customers use our products/services, to develop them, to grow our business and to inform our marketing strategy).

PURPOSE: To share news and bulletins with you by email and/or post, which we hope will be of interest to you.

Types of data: (a) Identity; (b) Contact; (c) Technical; (d) Usage; (e) Profile; (f) information about the sectors and areas in which you are interested; (g) Marketing and Communications

Lawful basis/bases for processing including basis of legitimate interest: Necessary for our legitimate interests (to develop our products/services and grow our business).

You have the right to withdraw consent to such marketing at any time by contacting us.

PURPOSE: To make suggestions and recommendations to you about goods or services that may be of interest to you

Types of data: (a) Identity; (b) Contact; (c) Technical; (d) Usage; (e) Profile; (f) information about the sectors and areas in which you are interested: (g) Marketing and Communications.

Lawful basis/bases for processing including basis of legitimate interest: Necessary for our legitimate interests (to develop our products/services and grow our business).

PURPOSE: To manage our relationship with you which will include: (a) Notifying you about changes to our terms or privacy policy; (b) Asking you to leave a review or take a survey.

Type of data: (a) Identity; (b) Contact; (c) Profile; and (d) Marketing and Communications.

Lawful basis/bases for processing including basis of legitimate interest: (1) Necessary for our legitimate interests (to keep our records updated and to study how customers use our products/services).

PURPOSE: To enable you to complete a survey (including when we, and/or you, use external survey providers).

Type of data: (a) Identity; (b) Contact; (c) Profile; and (d) Marketing and Communications

Lawful basis/bases for processing including basis of legitimate interest: Necessary for our legitimate interests (to keep our records updated and to study how customers use our products/services).

PURPOSE: to enable us to comply with UK laws and regulations concerning anti-money laundering and terrorist financing by making a report to the National Crime Agency, or such other organisation, as required, when we consider that it is appropriate to do so.

Types of data: (a) Identity; (b) Contact; and (c) any other personal data which you provide to us in respect of your matter.

Lawful basis/bases for processing including basis of legitimate interest: (a) Necessary for our legitimate interests (to carry out our business as a law firm, and to meet our professional duties); and (b) In order for us to comply with a legal or regulatory obligation.