Sloane & Co LLP (“we” or “us”), a UK limited liability partnership, registered by the Association of Chartered Certified Accountants.
How do we collect personal data?
We obtain personal data directly from individuals in a variety of ways, including obtaining personal data from individuals who: provide us their business card, complete our online forms, subscribe to our newsletters and preference centre, register for webinars, attend meetings or events we host, visit our offices or apply for open roles. We may also obtain personal data directly when, for example, we are establishing a business relationship, performing professional services through a contract.
We obtain personal data indirectly about individuals from a variety of sources, including recruitment services and our clients. We may attach personal data to our customer relationship management records to better understand and serve our business clients, subscribers and individuals, satisfy a legal obligation, or pursue our legitimate interests.
Personal data may be obtained from public registers (such as Companies House), news articles, sanctions lists, and internet searches.
Our business clients may engage us to perform professional services which involves sharing personal data they control as part of that engagement. For example, we will review payroll data as part of an audit. Our services may also include processing personal data under our clients’ control on our software applications, which may be governed by different privacy terms and policies.
We may obtain personal data about candidates from an employment agency, and other parties including former employers and credit reference agencies.
What categories of personal data do we collect?
Here is a list of personal data we commonly collect to conduct our business activities:
Contact details (e.g. name, company name, job title, work and mobile telephone numbers, work and personal email and postal address).
Professional details (e.g. job and career history, educational background and professional memberships, published articles).
Family and beneficiary details for insurance and pension planning services (e.g., names and dates of birth).
Financial information (e.g. taxes, payroll, investment interests, pensions, assets, bank details, insolvency records).
Sensitive personal data. We typically do not collect sensitive or special categories of personal data about individuals. When we do need to process sensitive personal data, it is with the consent of the individual unless it is obtained indirectly for legitimate purposes. Examples of sensitive personal data we may obtain include:
Dietary restrictions or access requirements when registering for in-person events that reveal religious beliefs or physical health.
Personal identification documents that may reveal race or ethnic origin of private individuals, beneficial owners of corporate entities, or applicants.
Expense receipts submitted for individual tax or accounting advice that reveal affiliations with trade unions or political opinions.
Adverse information about potential or existing clients and applicants that may reveal criminal convictions or offences information.
Information provided to us by our clients in the course of a professional engagement.
What lawful reasons do we have for processing personal data?
We may rely on the following lawful reasons when we collect and use personal data to operate our business and provide our products and services:
Contract – We may process personal data in order to perform our contractual obligations.
Consent – We may rely on your freely given consent at the time you provided your personal data to us.
Legitimate interests – We may rely on legitimate interests based on our evaluation that the processing is fair, reasonable and balanced. These include:
Delivering services to our clients – To deliver the professional services our clients have engaged us to provide.
Direct marketing – To deliver timely market insights and speciality knowledge we believe is welcomed by our business clients, subscribers and individuals who have interacted with us.
Legal obligations and public interests – We may process personal data in order to meet regulatory and public interest obligations or mandates.
Why do we need personal data?
We want to be transparent when we collect and use personal data and tell you why we need it, which typically includes:
Providing professional advice and delivering reports related to our tax, advisory, audit and assurance, pension scheme administration, restructuring, mergers and acquisitions and other professional services. Our services may include reviewing client files for quality assurance purposes, which may involve processing personal data for the relevant client.
Promoting our professional services, products and capabilities to existing and prospective business clients.
Sending invitations and providing access to guests attending our events and webinars or our sponsored events.
Administering, maintaining and ensuring the security of our information systems, applications and websites.
Authenticating registered users to certain areas of our sites.
Seeking qualified candidates, and forwarding candidate career inquiries to our HR team, which may be governed by different privacy terms and policies.
Processing online requests, including responding to communications from individuals or requests for proposals and quotations.
Contacting journalists regarding company press releases, invitations to annual press parties, highlighting messages that may be of interest on specific industry topics.
Complying with legal and regulatory obligations relating to countering money laundering, terrorist financing, fraud and other forms of financial crime.
Do we share personal data with third parties?
We may occasionally share personal data with trusted third parties to help us deliver efficient and quality services. These recipients are contractually bound to safeguard the data we entrust to them. We may engage with several or all of the following categories of recipients:
Parties that support us as we provide our services (e.g., providers of telecommunication systems, IT system support, archiving services, document production services and cloud-based software services).
Our professional advisers, including lawyers, auditors and insurers.
A potential buyer, transferee, merger partner or seller and their advisers in connection with an actual or potential transfer or merger/acquisition of part or all of our business or assets, or any associated rights or interests.
Payment services providers.
Marketing services providers.
Law enforcement or other government and regulatory agencies (e.g., HMRC) or to other third parties as required by, and in accordance with, applicable law or regulation.
Recruitment services providers.
Do we transfer your personal data outside the European Economic Area?
We store personal data on servers located in the European Economic Area (EEA). We may transfer personal data to reputable third party organisations situated inside or outside the EEA when we have a business reason to engage these organisations. Each organisation is required to safeguard personal data in accordance with our contractual obligations and data protection legislation.
What are your data protection rights?
Individuals have certain rights over their personal data and data controllers are responsible for fulfilling these rights. Where we decide how and why personal data is processed, we are a data controller and include further information about the rights that individuals have and how to exercise them below.
Access to personal data
You have a right of access to personal data held by us as a data controller. This right may be exercised by emailing us at firstname.lastname@example.org. We will aim to respond to any requests for information promptly, and in any event within the legally required time limits (currently 30 days).
Amendment of personal data
To update personal data submitted to us, you may email us at email@example.com or, where appropriate, contact us via the relevant website registration page or by amending the personal details held on relevant applications with which you registered.
When practically possible, once we are informed that any personal data processed by us is no longer accurate, we will make corrections (where appropriate) based on your updated information.
Withdrawal of consent
Where we process personal data based on consent, individuals have a right to withdraw consent at any time. We do not generally process personal data based on consent (as we can usually rely on another legal basis). To withdraw consent to our processing of your personal data please email us at firstname.lastname@example.org or, to stop receiving an email from a Sloane & Co LLP marketing list, please click on the unsubscribe link in the relevant email received from us.
Other data subject rights
This privacy statement is intended to provide information about what personal data we collect about you and how it is used. As well as rights of access and amendment referred to above, individuals may have other rights in relation to the personal data we hold, such as a right to erasure/deletion, to restrict or object to our processing of personal data and the right to data portability. Some of these rights will only be available from 25 May 2018.
If you wish to exercise any of these rights, please send an email to email@example.com
We hope that you won’t ever need to, but if you do want to complain about our use of personal data, please send an email with the details of your complaint to firstname.lastname@example.org. We will look into and respond to any complaints we receive.
You also have the right to lodge a complaint with the Information Commissioner’s Office (“ICO”) (the UK data protection regulator). For further information on your rights and how to complain to the ICO, please refer to the ICO website.
What about personal data security?
We have put appropriate technical and organisational security policies and procedures in place to protect personal data (including sensitive personal data) from loss, misuse, alteration or destruction. We aim to ensure that access to your personal data is limited only to those who need to access it. Those individuals who have access to the data are required to maintain the confidentiality of such information.
How long do we retain personal data?
We retain personal data to provide our services, stay in contact with you and to comply with applicable laws, regulations and professional obligations that we are subject to. Unless a different time frame applies as a result of a business need or specific legal, regulatory or contractual requirements, where we retain personal data in accordance with these uses, we retain personal data for seven years. We will dispose of personal data in a secure manner when we no longer need it.
External websites listed on Sloane & Co LLP’s website
Fee protection insurance:
Website Privacy Statement
Under the Data Protection Act, we have a legal duty to protect any personal information we collect from you.
Sloane & Co. LLP does not capture and store any personal information about individuals who access this web site, except where you voluntarily choose to give us your personal details via email, or by using an electronic form, or enquiring about any of our services. In these circumstances, any personal information you supply will only be used to provide the information or service you have requested. Personal information is not disclosed to third parties unless this is indicated on the web page and / or relevant form at the point of collecting information from you, or as required by law.
We automatically collect statistical data about usage patterns on our website. This information is not used to identify any individual. It is only collected to provide us with an understanding of the areas of interest on our site and kept only for as long as required for this purpose.
Terms & Conditions
Your use of this website and the documents, files and other information available through it is subject to the following terms and conditions, as amended by us from time to time. Use of and access to this website does not of itself create an accountant / client relationship between you and Sloane & Co LLP and where such an arrangement does exist it is governed by separate off-line terms of engagement.
If you require advice on a specific legal problem please contact the relevant fee earner or alternatively you can send an email to email@example.com.
All electronic links to any part of this site require the consent of Sloane & Co LLP. Please email requests to firstname.lastname@example.org.
This website is provided by Sloane & Co. LLP, 36-38 Westbourne Grove, Newton Road, London, W2 5SH.
References on this website and in these terms and conditions to:
“Sloane & Co LLP”, “we” or “our” or “us” shall mean Sloane & Co LLP and/or its affiliated undertakings; and
“you” or “your” shall mean the user of this website. If you are accessing or using this website in your capacity as an employee, director, officer, partner or agent of a corporate or unincorporated entity “you” and “your” shall refer to you and such entity and you represent that you are authorised to accept these terms and conditions on behalf of such entity and agree to be personally bound by these terms and conditions.
We and our suppliers own the intellectual property rights in the software that runs this website. Save to the extent expressly permitted by applicable laws, you must not copy, modify, download, distribute or de-compile that software without our consent.
We cannot guarantee that this website and its document delivery system will operate in accordance with your expectations or will be error free. If you are aware of any error on this website please contact us by email at email@example.com and we will endeavour to correct it.
Nothing in this website or the documents available through it constitutes legal or other professional advice. You should not rely on any information contained in this website as if it were legal or other professional advice.
It is our policy to virus check documents and files before they are posted on this website. However, we cannot guarantee that documents or files downloaded from this website will be free from viruses and we do not accept any responsibility for any damage or loss caused by any virus. Accordingly, for your own protection, you must use virus-checking software when using this website. You must not post or provide to us via this website, any document or file which you believe may contain a virus. You must virus check any document or file which you intend to post or provide to us via this website.
You may only use this website for lawful purposes. You must ensure that any document, file or other information that you intend to post to our website or provide to us via this website does not contravene any applicable laws or contravene any person’s legal rights and you must not post or upload anything indecent, obscene, abusive, libellous or defamatory. We do not monitor or edit documents or files posted or provided to us by other persons for posting on this website and accordingly we do not accept any responsibility for any damage or loss you may suffer. We reserve the right to remove material from this website that infringes these rules.
By accessing this website, you agree that you will access its contents solely for your own use. You may print out a single hard copy of any part of the content of this website (other than documents, files or other information contained in the restricted areas which are subject to particular terms set out under Restricted Areas) for your use in accordance with these terms and conditions.
From time to time we may use any of the information you submit to us, including personal data, to provide you with marketing information about Sloane & Co LLP and subject to your consent. If you wish to unsubscribe from marketing communications, please email: firstname.lastname@example.org.