The personal data that we process about you

If you are a prospective customer, we process the following:

  • First name;
  • Last name;
  • Job title;
  • Company name;
  • Web site address;
  • Email address;
  • Telephone number;
  • Dietary requirements (if you are attending an event where food is provided); 
  • Banking details (if relevant to the service);
  • Tax filing details (if relevant to the service);
  • Any further personal data that you choose to provide in your initial enquiry;
  • Any further personal data that you choose to provide during subsequent discussions whether by phone, email or letter.

If you are a personal or sole trader customer, we may process the following:

  • Your name, home address and date of birth;
  • Name, home address and date of birth of any family members, advocates or other beneficiaries and connected parties;
  • Employment status;
  • Financial details such as salary, other income and investments, tax status and debt level.

If you are a business customer, we also process the following:

  • Company name and registration number;
  • Business type and industry sector;
  • Name, business address, job title, email address and telephone number(s) of all employees who may engage directly with us;
  • For officers of the company, beneficial owners and persons of significant control:
  • Contact details (name, home address);
  • Date of birth;
  • PEP (Politically Exposed Persons) status;
  • SIP (Special Interest Person) status.

If we are providing payroll services or tax return services for your employees, we will process the following personal data concerning your employees:

  • Contact details (name and address);
  • Unique identification number such as National Insurance (NI) number, Unique Taxpayer Reference (UTR) or social security number;
  • Salary, tax and deduction information.

If you are a supplier, we process the following:

  • Company name and registration number;
  • Business type and industry sector;
  • Company address(es);
  • Company telephone number(s);
  • Name, address, job title, email address and telephone number(s) of all employees who may engage directly with us.

If you contact us concerning employment whether by letter, email, LinkedInTM or via our careers pages you may provide:

  • Your Curriculum Vitae (CV) containing personal data;
  • Further personal data in a covering letter.

If you use our secure portal Cozone we collect the following information from you:

  • User ID;
  • IP address.

If you visit one of our websites, we collect information about your computer:

  • IP address (where available);
  • Geographic location (if you allow this when prompted by your browser);
  • Operating system;
  • Browser type;
  • To enable our systems to recognise your device and to provide features to you, we use cookies. For more information about cookies and how we use them, please read our Cookie Policy.

If you receive marketing emails from us and interact with them, we collect:

  • Time you received the email;
  • Time you opened the email;
  • Device you used to open the email;
  • Geographical location when you opened the email;
  • Which parts of the email you interacted with.

If you use social media accounts which are registered using the same email address you have provided to us elsewhere our systems enable us to link your social media accounts to your email address and so we process:

  • Links to any social media accounts that you use.