Privacy Policy

Services

Corporate Treasury Finance services.

Clients

I work with large global corporates and financial institutions.

This policy describes the personal data I hold on clients and other contacts, how I use it and how I keep it safe. 

Last updated : 10th March 2025

What I do with the personal data I hold

I use it to do these things:

• Respond to enquiries
• Communicate with clients
• Monitor  my productivity
• Request payment from client
• Pay suppliers 
• Maintain records required by HMRC

I don’t use the data I collect for any other purpose, such as to send out marketing communications, without active consent.

I don’t pass the data I collect on to third parties, unless I am required to by law, for example in the case of a tax audit by HMRC.

Types of personal data I hold

I may hold any of the following personal data on my contacts:

• Name
• Email address
• Postal address
• Phone number
• Social media handles
• Additional personal data supplied to me in emails or documents, including documents      for editing
• Payment  history

Sensitive personal data

I don’t collect any sensitive personal data (such as ethnic origin or criminal history).

However, I will delete the data on request by the data subject once the work is complete.

Where I store personal data (see below for details of specific platforms)

• I store the emails I receive, which contain email addresses and other contact information, in my email platform.
• Postal  addresses will also be stored on electronic records of invoices.
• If you use the contact form on my website to contact me, your email address and message will also be stored in the backend of the website as a backup.
• I  use an online productivity tools to record name of client, type of project (but no document titles or other information), fee and time spent.
• Client addresses, phone number and emails address are kept on the hard drive of my computer.

Security

I access the personal data I hold on a personal computer and a smartphone, both of which are password-protected (on start-up and wake-up). Virus and malware protection is installed and up to date.

Before I dispose of any hardware I ensure that all data is permanently deleted.

All my provider accounts are password-protected.

How long I keep data for

I generally keep contacts’ personal data indefinitely unless I am asked to delete it. In the case of clients, this is because they sometimes require my services after long intervals, depending on their needs.

Removal of data

I will remove your personal data from my records on request, unless it is data I am legally required to keep, such as information I might be required to supply for a tax audit by HMRC. I will aim to carry out any removal of data within 30 days.

Any questions?

You are very welcome to ask me what personal data I hold on you and how I handle your personal data, or to ask me to remove any of your personal data from my records.

You can contact me at nick@nickchew.co.uk or directly on my mobile number 07747802105.