We aim to only collect personal data from our clients or from a third party that is required for the agreed purpose of our client engagement; you can help with this by only sharing personal data with us that is strictly needed.
Where we need to process personal data to provide our services, we ask our clients to provide the necessary information to the data subjects concerned regarding its use.
We collect and use contact details for our clients in order to manage and maintain our relationship with those individuals. Please see the Business contacts section of this privacy notice for more information about our processing of this type of data.
We perform a large variety of different services for our clients and therefore process many categories of personal data, this is likely to include:
Generally, we collect personal data from our clients or from a third party acting on the instructions of the relevant client. For some of our services, we may get personal information on management or employees from a third party on the instructions of our client.
Use of personal data
We are continuously detecting, investigating and resolving security threats to protect our and our clients’ information and some of these processes will include personal data, for example scanning emails to prevent phishing attacks.
As part of our engagement process we collect and hold personal data. During the engagement process we perform non-invasive checks with third parties to confirm that we are legally able to act for the individual(s) or business(s). This process may also involve the use of credit checking agencies. We will also contact your previous accountants to confirm that we are acting for you and to obtain relevant information from them which may contain personal data. In the unfortunate case that you choose to leave AW we will provide this information to your next accountants if required.
Whilst you remain a client of AW, we will monitor the quality of services we provide to you; this may involve processing personal data that is stored on your file.
We retain the personal data processed by us for as long as is considered necessary for the purpose for which it was collected (including as required by applicable law or regulation).
In the absence of specific legal, regulatory or contractual requirements, our baseline retention period for records and other documentary evidence created in the provision of services is nine years.