| Purpose/Activity | Categories of personal data | Lawful basis for processing |
|---|---|---|
| To register you Client onboarding and engagement including conflict checks and identity verification | Identity Data, Contact Data, Financial Data, Verification Data | Performance of a contract; Compliance with a legal obligation (including anti‑money laundering and regulatory requirements) |
| Provision of legal services | Identity Data, Contact Data, Financial Data, Transaction Data, Special Category Data where relevant to the matter, data relating to criminal convictions and offences where applicable | Performance of a contract; Compliance with a legal obligation; Establishment, exercise or defence of legal claims |
| Management of client matters including file administration and case management | Identity Data, Contact Data, Transaction Data, Matter‑related data | Performance of a contract; Legitimate interests (ensuring effective delivery of legal services and professional standards) |
| Billing, accounting and financial administration | Identity Data, Contact Data, Financial Data, Transaction Data | Performance of a contract; Compliance with a legal obligation |
| Regulatory and professional compliance | Identity Data, Contact Data, Matter‑related data, Special Category Data where applicable | Compliance with a legal obligation; Establishment, exercise or defence of legal claims |
| Business operations and IT management | Identity Data, Contact Data, Technical Data, Usage Data | Legitimate interests (running our business securely and efficiently); Compliance with a legal obligation |
| Risk management, audits and insurance | Identity Data, Contact Data, Matter‑related data | Legitimate interests (protecting the firm and our clients); Compliance with a legal obligation |
| Marketing and business development | Identity Data, Contact Data, Marketing and Communications Data | Legitimate interests (developing our business); Consent where required for electronic marketing |
| Website operation and analytics | Technical Data, Usage data | Legitimate interests (improving website performance and security) |
| Sharing contact details with joint event hosts where you attend or are invited to jointly hosted seminars or events | Identity Data, Contact Data | Legitimate interests (delivering joint events); Consent where required |
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