Privacy Notice — Rossdhu Advisers Ltd
1. Who We Are
Rossdhu Advisers Ltd (“we”, “us”, “our”) is a consultancy business providing advisory and operational support services to asset managers, investment firms, and related financial services organisations.
Controller: Rossdhu Advisers Ltd
Registered office: Swatton Barn, Badbury, Swindon, England, SN4 0EU
Company number: 16739733
Email: iain@rossdhuadvisers.com
We act as a Data Controller for the personal data we collect and use.
2. What Personal Data We Collect
We only collect the minimum information necessary to provide our consultancy services. This may include:
• Name
• Job title
• Company name
• Email address
• Telephone number
• Information provided in correspondence or meetings
• Billing and engagement information
We do not collect special category data (health, ethnicity, etc.) or data relating to children.
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3. How We Collect Personal Data
We collect data in the following ways:
• When you contact us via email, phone, or our website
• When we engage with you as a client or prospective client
• When you provide information in meetings or discussions
• When you subscribe to updates or request information from us
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4. Purpose and Legal Basis for Processing
We process your personal data for the following purposes:
A. To provide consultancy services
Legal basis: Legitimate interests (UK GDPR Art. 6(1)(f)) — we need the data to communicate and deliver our services.
B. To respond to enquiries
Legal basis: Legitimate interests
C. To maintain business records and comply with legal obligations
Legal basis:
• Legal obligation (Art. 6(1)(c)) — accounting, tax, regulatory compliance
• Legitimate interests — operating and managing our business
D. To manage our relationship with you
Legal basis: Contract (Art. 6(1)(b)) where a formal engagement exists.
We do not use your data for automated decision-making or profiling.
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5. How We Share Personal Data
We may share your information with:
• Professional advisers (legal, tax, accounting)
• IT and email hosting providers
• Cloud storage or document management providers
• Regulatory bodies if legally required
We do not sell your data to third parties.
Any service providers we use act under written contracts and must keep your data secure.
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6. International Transfers
If we transfer data outside the UK (e.g., because our email or cloud provider stores data abroad), we ensure that appropriate safeguards are in place, such as:
• UK adequacy decisions
• ICO-approved International Data Transfer Agreements (IDTAs)
• Standard Contractual Clauses (SCCs)
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7. Data Retention
We retain personal data only for as long as necessary:
• Enquiries: up to 12 months
• Engagement files & correspondence: 6 years following the end of our relationship (to comply with legal and regulatory requirements)
• Accounting records: 6 years
After these periods, data is securely deleted or anonymised.
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8. Your Rights
Under UK GDPR, you have rights including:
• Access to your personal data
• Rectification of inaccurate information
• Erasure (where applicable)
• Restriction of processing
• Objection to processing
• Data portability
• Right to lodge a complaint with the UK Information Commissioner’s Office (ICO)
To exercise any of these rights, contact us at:
iain@rossdhuadvisers.com
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9. How We Protect Your Data
We use appropriate technical and organisational measures, including:
• Secure cloud email and document storage
• Encryption in transit and at rest (where supported by provider)
• Access controls and strong authentication
• Regular review of access permissions
• Data minimisation practices
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10. Contact Us
If you have any questions about this Privacy Notice or how we process your personal data, please contact:
Rossdhu Advisers Ltd
Email: iain@rossdhuadvisers.com
You may also contact the UK Information Commissioner’s Office (ICO) at:
www.ico.org.uk
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