When you register with us, whether on-line, by email, by telephone or in a face-to-face meeting, we will need to record your name, address, email address and contact numbers. If you become a client, we will need to collect further information about you in order to comply with the Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017. A list of the documentation we are required to collect is available on request. Please keep us informed of any changes to your personal information during the course of your business relationship with us. The information that we collect may be used:
To provide our services;
To manage and administer our relationship with clients;
To comply with our statutory obligations;
To promote our services;
To record and monitor your visits to our website and use of our technology tools.
Be provided with a copy of your personal data held by us;
Request the rectification or removal of your personal data held by us;
Request we restrict the processing of your personal data;
Our website uses “cookies”. A “cookie” is a small file of letters and numbers that is sent to your computer by a website and is automatically saved on your computer by your web browser. Each time you request a page from our website, your web browser sends this cookie back to the website server. This allows us to recognise, count and track activity on our website and helps us to improve the way in which our website works and for other research and marketing purposes. The cookies operator we use is Google Analytics. An overview of Google Analytics is available at http://www.google.co.uk/intl/en/analytics/privacyoverview.html. If you wish to opt out of being tracked by Google Analytics, you can visit https://tools.google.com/dlpage/gaoptout and download the Google Analytics Opt-out Browser Add-on.