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.
To fully understand your circumstances we may need information about other people that you know, such as family members, we ask our clients to provide the necessary information about privacy to these people regarding its use or forward the link to this website.
We perform a large variety of different services for personal clients and therefore process many categories of personal data, this is likely to include:
For certain services or activities, and only when required by law or with an individual's consent, we may also collect special categories of personal data. Examples of special categories include race or ethnic origin; political opinions; religious or philosophical beliefs; trade union membership; physical or mental health; genetic data; biometric data; sexual life or sexual orientation; and, criminal records. This may also include details of children under the age of 16.
Use of personal data
We use personal data for the following purposes:
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 ten years.