Privacy & Cookies Policy

This website uses cookies to improve your experience while you navigate through
the website. Out of these cookies, the cookies that are categorized as necessary are
stored on your browser as they are essential for the working of basic functionalities
of the website. We also use third-party cookies that help us analyze and understand
how you use this website. These cookies will be stored in your browser only with
your consent. You also have the option to opt-out of these cookies. But opting out of
some of these cookies may have an effect on your browsing experience.

The Data Protection Act 2018 (DPA 2018) and the General Data Protection
Regulation (GDPR) impose certain legal obligations in connection with the
processing of personal data.

Finsight Advisory Limited is a data controller within the meaning of the GDPR and
we process personal data. The firm’s contact details can be found on our website at
www.finsightadvisory.co.uk with Asli Saka being the Data Protection Officer.
We may amend this privacy notice from time to time. If we do so, we will supply you
with and/or otherwise make available to you a copy of the amended privacy notice.

Where we act as a data processor on behalf of a data controller, we provide an
additional schedule setting out required information as part of that agreement. That
additional schedule should be read in conjunction with this privacy notice.
In addition to the information detailed below within this privacy notice; and upon
request, we can supply a more detailed breakdown of:

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• sources of data

• information stored

• purpose

• computer program/processing/storage

• access/security

• deletion policy

The purposes for which we intend to process personal data
We intend to process personal data for the following purposes:

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• to enable us to supply professional services to you as our client

• to fulfil our obligations under relevant laws in force from time to time (e.g. the Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017 (“MLR 2017”))

• to comply with professional obligations to which we are subject as a member of the Association of International Accountants

• to use in the investigation and/or defence of potential complaints, disciplinary proceedings and legal proceedings

• to enable us to invoice you for our services and investigate/address any attendant fee disputes that may have arisen

• to contact you about other services we provide which may be of interest to you if you have consented to us doing so

The legal bases for our intended processing of personal data
Our intended processing of personal data has the following legal bases:

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• at the time you instructed us to act, you gave consent to our processing your personal data for the purposes listed above

• the processing is necessary for the performance of our contract with you

• the processing is necessary for compliance with legal obligations to which we are subject (e.g. MLR 2017)

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