Collection of personal data

Our policy is to collect only the personal data necessary for agreed purposes and we ask our clients only to share personal data where it is strictly needed for those purposes.

Where we need to process personal data to provide our services, we ask our clients to provide the necessary information on the data subjects concerned regarding its use.

We collect and use contact details for our clients in order to establish a legal contract between us and manage and maintain our relationship with those individuals.

In accordance with various regulatory laws and codes of practice, we are required to acquire and hold comprehensive personal data including personal financial data and source of wealth. We do not require, however, any sensitive information (such as 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) for any purpose.

We process many categories of personal data, including, but not restricted to):

As a norm, we collect personal data from our clients direct or from a third party acting on the instructions of the relevant client.

Use of personal data

We use personal data for the following purposes:

We are continually looking for ways to help our clients and improve our business and services.  Where agreed with our clients, we may use information that we receive in the course of providing professional services for other lawful purposes, including analysis to better understand a particular issue, industry or sector, provide insights back to our clients, to improve our business, service delivery and offerings and to develop new PwC technologies and offerings.  To the extent that the information that we receive in the course of providing professional services contains personal data, we will remove the personal data prior to using the information for these purposes.


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 8 years.


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