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How and why we use personal data

Under the Data Protection Legislation, we can only use your personal data if we have a proper reason for doing so, e.g.:

  • to comply with our legal and regulatory obligations;
  • for the performance of our contract with you or to take steps at your request before entering into a contract;
  • for our legitimate interests or those of a third party; or
  • because you have given consent.

A legitimate interest is when we have a business or commercial reason to use your information, so long as this is not overridden by your own rights and interests.

The table below explains what we use (process) your personal data for and our reasons for doing so:

What we use your personal data forOur reasons
To provide legal services to youFor the performance of our contract with you or to take steps at your request before entering into a contract
To provide legal services to a legal person (e.g. a company) represented by youFor our legitimate interests or those of our client
Conducting checks to identify our clients and verify their identity

Screening for financial and other sanctions or embargoes

Other processing necessary to comply with professional, legal and regulatory obligations that apply to our business, e.g. under health and safety regulation or rules issued by our professional regulator

To comply with our legal and regulatory obligations
Gathering and providing information required by or relating to audits, enquiries or investigations by regulatory bodiesTo comply with our legal and regulatory obligations
Ensuring business policies are adhered to, e.g. policies covering security and internet useFor our legitimate interests or those of a third party
Operational reasons, such as improving efficiency, training and quality controlFor our legitimate interests or those of a third party
Ensuring the confidentiality of commercially sensitive informationFor our legitimate interests or those of a third party

To comply with our legal and regulatory obligations

Statistical analysis to help us manage our practice, e.g. in relation to our financial performance, client base, work type or other efficiency measuresFor our legitimate interests or those of a third party
Preventing unauthorised access and modifications to systemsFor our legitimate interests or those of a third party

To comply with our legal and regulatory obligations

Updating and enhancing client recordsFor the performance of our contract with you or to take steps at your request before entering into a contract

To comply with our legal and regulatory obligations

For our legitimate interests or those of a third party

Statutory returnsTo comply with our legal and regulatory obligations
Ensuring safe working practices, staff administration and assessmentsTo comply with our legal and regulatory obligations

For our legitimate interests or those of a third party

Marketing our services to existing and former clients; third parties who have previously expressed an interest in our services; and other third parties.For our legitimate interests
Credit reference checks via external credit reference agenciesFor our legitimate interests or a those of a third party
External audits and quality checks, e.g. for Lexcel accreditation of The Law Society and the audit of our accountsFor our legitimate interests or a those of a third party

To comply with our legal and regulatory obligations

 

Usually, we rely on other reasons than consent to process personal data. Where your consent is required, we will ask you for such consent separately and clearly. For example, in our Engagement Letter we ask for your consent to make your file available for inspection by The Law Society for the purpose or Lexcel quality accreditation checks on us. We may also use your personal data with your permission in our or third party press releases (e.g. to publicise a deal we have advised you on). If you give us your permission to use your data for certain purpose and change your mind, you can ask us to stop using your data for that purpose at any time.

We will only use your personal data for the purposes for which we collected it, unless we reasonably consider that we need to use it for another reason and that reason is compatible with the original purpose. If you wish to get an explanation as to how the processing for the new purpose is compatible with the original purpose, please contact us using the contact details provided in paragraph 13 of this notice.

If we need to use your personal data for an unrelated purpose, we will notify you and we will explain the legal basis which allows us to do so.

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