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Associate

If you are an associate providing professional services to us (e.g. Mercia’s financial advisors, bankers, accountants, lawyers) and any other supplier of services:

  • Personal information about you, e.g. name, age, gender, title, date of birth
  • Contact information, e.g. email, phone number, address, postcode
  • Company information, e.g. employer company name, company registration number, company address, job title at company
  • Event attendance information (where applicable), e.g. attendance at events, special dietary requirements
  • Online technical information automatically captured when you visit the Website, e.g. IP address, traffic data, location data, weblogs and other communication data. We will not store or use this information except as required for system administration of our web server. See the section “Cookies and other technical information” in our Privacy Policy for further details
  • Professional qualification information e.g. qualification records and any other personal information contained within these documents (e.g. name, age, nationality, qualifications received)
  • Bank account details, e.g. account name, number and sort code (applicable only to enable us to make payments to you where we have engaged you for the provision of services)

Purpose for processing

Legal basis

Managing the services you provide for us

Performance of a contract

Sending you marketing emails and contacting you about our products and services

Our legitimate interests (direct marketing to corporate recipients)

Your consent (if you are acting as an individual, sole trader or partnership)

Referring you to our clients as necessary to provide your services

Performance of a contract

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