Effective date: 1st April 2025

At Unbrdn Ltd (“we”, “us”, “our”), we are committed to protecting your personal data. This Privacy Policy explains how we collect, use, and store your information when you visit our website, contact us, or use our services.

1. Who We Are

Unbrdn Ltd is a UK-based professional services firm offering accountancy, operations outsourcing, and consulting services.

• Company number: 16306224

• Registered office: 63 Craddocks Avenue, Ashtead, KT21 1PE

• Email: hello@unbrdn.co.uk

2. What Information We Collect

a) Website Visitors

If you visit our website or use the contact form, we may collect:

• Name, company name, email address, and any message you submit

• Technical data (IP address, browser type, etc., via cookies — see section 7)

b) Clients and Client Personnel

In delivering our services, we may collect:

• Contact details (names, email addresses, job titles)

• Payroll data (employee names, NI numbers, salary details, tax codes, etc.)

• Financial data (invoices, transaction history, VAT numbers, etc.)

• HR data (employment dates, role changes, benefits info)

• System access details (e.g., logins to Xero or HR platforms)

• Any other data provided by you in connection with our services

3. How We Use Your Data

We process personal data to:

• Respond to website enquiries

• Deliver our contracted services

• Submit returns to HMRC or Companies House (as authorised)

• Communicate with you about ongoing work

• Meet our legal or regulatory obligations

• Maintain business records

We never use your data for direct marketing unless explicitly requested.

4. Lawful Basis for Processing

We process personal data based on:

• Contractual necessity (e.g., providing our services)

• Legal obligation (e.g., submitting returns to HMRC)

• Legitimate interest (e.g., keeping records or improving service quality)

• Consent (only where explicitly requested)

5. Sharing Your Data

We only share personal data with:

• Our subcontractors or software providers (e.g., Xero, payroll platforms) as needed to deliver services

• HMRC, Companies House, or regulatory bodies (where authorised)

• Legal or professional advisers (only as necessary)
  We never sell your data or use it for unrelated purposes.

6. How We Store and Protect Your Data

We take security seriously. Your data is stored securely using encrypted systems and access is limited to authorised personnel only. We implement appropriate technical and organisational measures as outlined in our Services Agreement (Schedule 3).

7. Cookies

Our website uses essential and analytics cookies to:

• Enable contact form functionality

• Understand visitor usage to improve our site

You can disable cookies via your browser settings.

8. How Long We Keep Your Data

• Website enquiries: Up to 12 months

• Client data: For the duration of our contract + 6 years (for legal recordkeeping)

• Payroll/employee data: In accordance with HMRC recordkeeping obligations

9. Your Rights

Under UK GDPR, you have the right to:

• Access your data

• Request correction or deletion

• Object to or restrict processing

• Request data portability

• Lodge a complaint with the Information Commissioner’s Office (ICO)

To exercise any of these rights, contact us at hello@unbrdn.co.uk.

10. Changes to This Policy

We may update this Privacy Policy from time to time. The latest version will always be published on our website.