Privacy Policy

Our Privacy Statement


Wylie & Bisset, a registered limited liability partnership (Ref: SO301911), with its registered office at 168
Bath Street, Glasgow, G2 4TP, is a data controller and is registered with the Information Commissioner
(Ref: Z2617403).

In order to meet the principles of GDPR (2018), we commit to the following:
• Data is processed lawfully, fairly and transparently
• Data is processed for specific, explicit and legitimate purposes
• Processing is adequate, relevant and limited to the purposes set out
• Data is accurate and current
• Data is kept for no longer than necessary
• Data is held securely.

The rest of this document details our approach.

Purpose of this Privacy Notice

This Privacy Notice tells you how we collect, process and look after your personal data that we collect when
you visit our website (regardless of where you visit it from) and tells you about your privacy rights and how
the law protects you. This website is not intended for children and we do not knowingly collect data relating
to children from our website. It is important that you read this Privacy Notice, together with any other
privacy notice we provide on specific occasions when we are collecting or processing personal data about
you, so that you are fully aware of how and why we are using your data. This Privacy Notice supplements
other notices and is not intended to override them.

Changes to Privacy Notice

This version of our Privacy Notice was last updated on 30th April 2021. It is important that the personal data
we hold about you is accurate and up to date. Please keep us informed if your personal data changes during
your relationship with us.

Third-party links

Our website may include links to third-party websites, plug-ins and applications. Clicking on those links or
enabling those connections may allow third parties to collect or share data about you. We do not control
these third-party websites and are not responsible for their privacy statements. When you leave our
website, we encourage you to read the privacy notice of every website you visit.

Who we collect personal data about:

  • Clients, where appropriate
  • Contacts, where appropriate

What personal data we need to process

Wylie & Bisset is the ‘Data Controller’ and “Data Processor”. This means we accept accountability
and responsibility for personal information provided to us by you. We only collect basic personal data about you which does not include any special sensitive types of information or location based information.

We collect the following categories of personal data:
• Identity and contact data e.g. name, username or similar identifier, email address, other
contact data.
• Financial data/bank details
• Technical Data e.g. internet protocol (IP) address, browser type and version, time zone
setting and location, browser plug-in types and versions, operating system and platform and
other technology on the devices you use to access this website.
• Profile Data e.g. your interests, preferences and feedback.
• Usage Data e.g. information about how you use our website.
• Marketing and Communications Data e.g. your preferences in receiving marketing from us
and your communication preferences; enquiries data.

We also collect, use and share Aggregated Data such as statistical or demographic data for any
purpose. Aggregated Data may be derived from your personal data but is not considered personal
data in law as this data does not directly or indirectly reveal your identity. For example, we may
aggregate your Usage Data to calculate the percentage of users accessing a specific website feature.
However, if we combine Aggregated Data with your personal data so that it can directly or indirectly
identify you, we treat the combined data as personal data which will be used in accordance with this
Privacy Notice.

We do not collect any special categories of personal data about you, such as detail about your race
or ethnicity, religious or philosophical beliefs, sex life, sexual orientation, political opinions, trade
union membership, information about your health and genetic and biometric data; nor do we collect
any information about criminal convictions and offences.

What we do with your personal data

We will only use your personal data in accordance with the law. We will use your personal data in
the following circumstances:
• to carry out our obligations arising from any contract entered into between you and us;
• to provide you with information and services that you request from us;
• to otherwise meet our legal obligations;
• to process financial transactions;
• to verify identity where required;
• to communicate with you by post, email or telephone;
• to provide you with email updates regarding news from Wylie & Bisset;
• to notify you about changes to our email update service;
• to analyse feedback or survey responses, with the aim of improving the services we provide;
• to understand your needs and how they may best be met;
• to help us develop or personalise the website to make it more useful for you and
• to maintain internal records.

Use of personal data for marketing

We may use your contact information for marketing purposes. This includes contacting you with
relevant newsletters, briefings, bulletins and other information about our services. We may invite
you to events and measure our communications to ensure that the content that we create is
relevant and useful. Our lawful basis for this is your consent. You have the right to withdraw this
consent or amend your marketing preferences at any time by contacting our marketing department
( or clicking on the unsubscribe or preferences option on the bottom of all
marketing emails.

Wylie & Bisset utilise MailChimp for sending out marketing material and your email and name are
stored within MailChimp.

Use of data for purposes of improving site experience

We utilise third party analytics software that allows us to gather information on how users interact with our site in order to adapt our services to provide a better customer experience. This site uses Lucky Orange (henceforth referred to as ‘the software’) analytics system to help improve usability and the customer experience.

The software may record mouse clicks, mouse movements and scrolling activity. The software may record keystroke information that you voluntarily enter on this website. The software does not record or store any personally identifiable information. The software does not track this activity on any site that does not use the Lucky Orange system. To view and manage data that the software has collected about you on our website, or to opt out of future tracking please visit the data privacy management tool.

How we collect personal data

We collect and process personal data about you when you:
• request information from us;
• correspond with us by phone, email or otherwise;
• fill in an online form;
• request email news alerts, or annual report notifications;
• visit our website or
• provide feedback on our website or respond to a survey.

Legal basis for processing personal data and retention periods

The table below lists the personal data we are processing, linked to the purpose of that processing. It
also identifies the legal basis (one or more) that we rely on for that processing and the period for
which we retain that personal data, or the criteria we use to determine that retention period. Where
we are relying on legitimate interests as a legal basis for processing, we have identified in the table
what those legitimate interests are. Generally, we do not rely on consent as a legal basis for
processing. However, if we do seek consent to process your personal data, e.g. for marketing
purposes, that consent will be sought from you specifically, through an opt-in mechanism.

PurposeType of dataLawful basis for processing including basis of
legitimate interest
Retention period/criteria to
determine retention period
for personal data
To register you as a subscriber to our
(a) Identity
Performance of a contract with youAs appropriate and per our Retention Policy
To process and deliver your updates(a) Identity
Performance of a contract with youAs appropriate and per our
Retention Policy
To manage our relationship with you, including notifying you about changes
to our terms or Privacy Notice and
asking you to provide feedback or
responses to surveys.
(a) Identity
(b) Contact
(c) Profile
(d) Marketing and Communications
(a) Performance of a contract with you
(b) Necessary to comply with a legal obligation
(c) Necessary for our legitimate interests (to keep our records updated and to study how subscribers to our update service use that service)
As appropriate and per our
Retention Policy
To administer and protect our
organisation and website (including
troubleshooting, data analysis,
testing, system maintenance, support,
reporting and hosting of data)
(a) Identity
(b) Contact
(c) Technical
(a) Necessary for our legitimate interests (provision of administration and IT services and network security)
(b) Necessary to comply with a legal obligation
As appropriate and per our
Retention Policy
To use data analytics to improve our
website, services and for marketing.
(a) Technical
(b) Usage
Necessary for our legitimate interests (to define types of customers for our products and services, to keep our website updated and relevant, to develop our business
and to inform our marketing strategy)
As appropriate and per our
Retention Policy
Personal TaxPerformance of a contract with you6 Years from 31 January
following the end of the tax
Corporate TaxPerformance of a contract with you6 years from the end of the
company financial year to which it relates
AuditPerformance of a contract with you6 years from the date of
signing of the audit report for
the financial year to which it
AccountsPerformance of a contract with you7 years
PayrollPerformance of a contract with you7 years
Bankruptcy DetailsPerformance of a contract with you10 years

If you fail to provide personal data

Where we need to collect personal data by law, or under the terms of a contract we have with you
and you fail to provide that data when requested, we may not be able to perform the contract we
have or are trying to enter into with you (for example, to provide you with email update services). In
such cases, we may have to cancel the service you have with us. In such cases, we will notify you of
this at the time.

Who we share personal data with

We may need to share some of your personal data with third parties in order to fulfil our purposes
and for those third parties to provide services to us to support our operations and activities. When
we share personal data with a third party, either another data controller or a data processor, we will
always make sure that we have the necessary contracts in place to ensure the security of your
personal data, that those third parties act on our instructions and do not use the personal data for
their own purposes. We will only share your personal data in accordance with the law. All the third
parties with whom we share personal data are required to take appropriate security measures to
protect your personal data in line with our own policies and to comply with Data Protection law and
with their own policies too. We may also need to share your personal information with a regulator
to comply with the law.

Examples of third parties we may share personal data with include:

• administrative database providers
• contract management
• document storage companies
• email marketing providers
• postal direct mail providers
• IT services including cloud storage providers
• consultancy organisations who may analyse our data
• professional advisers
• regulatory bodies


Our website uses cookies to distinguish you from other users of our website. Cookies are small text
files sent to your computer and stored by your browser. They are used to remember browsing
information. Because of cookies, your web browser can remember you are logged in, whether you
have visited our site before and what your preferences are. Cookies help us to provide you with a
good experience when you browse our website and also allows us to improve our site. Although
cookies contain identifying information, the cookies we use do not contain any information that
identifies you personally and they allow us to recognise your computer or mobile device when you
return to our website. For detailed information on the cookies we use and the purposes for which
we use them see our cookie policy.

Change of purpose

We will only use your personal data for the purposes for which we collected it, unless we reasonable
consider that we need to use it for another reason and that reason is compatible with the original
purpose. If we need to use your personal data for an unrelated purpose, we will notify you and we
will explain the legal basis which we consider allows us to do so. Please note that we may process
your personal data without your knowledge or consent, in compliance with the above rules, where
this is required or permitted by law.

Data Security

We have put in place appropriate security measures to prevent your personal data from being
accidentally lost, used to accessed in an unauthorised way, altered or disclosed. Details of these
measures are available in out IT Security Policy. We also limit access to your personal data to those
employees, agents, contractors, professional advisers and other third parties who have a ‘need to
know’. They will only process your personal data on our instructions and they are subject to a duty
of confidentiality. [Details of these measures may be obtained from our DPO –].

We have put in place procedures to deal with any suspected information security incidents that could result in a personal data breach and will notify you and any applicable regulator of a suspected breach, where we are legally required to do so.

International transfers

All personal data is processed in the UK by our staff or by people acting on our behalf and with our
authority. However, for the purposes of IT hosting and maintenance, we use data processors
located within the European Union. No Third Parties have access to your personal data unless the
law allows them to do so. We do not transfer your data outside the EEA.

We have a Data Protection regime in place to oversee the effective and secure processing of your
personal data. More information on this framework can be found on our website.

Your rights in connection with your personal data

Under certain circumstances, you have the right by law to:
Request access to your persona data (commonly known as a “data subject access request”
This enables you to receive a copy of the personal data we hold about you and to check that
we are lawfully processing it.
Request correction of your data that we hold about you. This enables you to have any
incomplete or inaccurate data we hold about you corrected.
Request erasure of your personal data. This enables you to ask us to delete or remove
personal data where there is no good reason for us continuing to process it. You also have
the right to ask us to delete or remove your personal data where you have exercised your
right to object to processing (see below).
Object to processing of your personal data where we are relying on a legitimate interest (or
those of a third party) and there is something about you particular situation which makes
you want to object to processing on this ground. You also have the right to object where we
are processing your personal data for direct marketing purposes.
Request the restricting of processing of your personal data. This enables you to ask us to
suspend the processing of personal data about you, for example if you want us to establish
its accuracy or the reason for processing it.

Request the transfer of your personal data to another party.
Request that a decision made using automated processing of your personal data which
significantly affect you, be reviewed by an individual to whom you may make
representations and contest the decision. This right only applies where we use your
information with your consent or as part of a contractual relationship with you.
Withdraw your consent to our use of your personal data for a specific purpose, at any
time, where our use of your personal data for the purpose relies on consent as a legal
condition for that use.

If you want to exercise any of these rights please contact our Data Protection Officer at

No fee usually required

You will not usually have to pay a fee to access your personal data (or to exercise any of the other
rights). However, we may charge a reasonable fee if your request for access is clearly unfounded or
excessive. Alternatively, we may refuse to comply with the request in such circumstances.

What we may need from you

We may need to request specific information from you to help us confirm your identity and ensure
your right to access your personal data (or to exercise any of your other rights). This is another
appropriate security measure to ensure that personal data is not disclosed to any person who has no
right to receive it.

Contact details for Data Protection Officer

We have appointed a Data Protection Officer (DPO) who is responsible for overseeing any questions in
relation to this Privacy Notice. If you have any questions about this Privacy Notice, including any request
to exercise your legal rights under Data Protection Law, please contact the DPO using the details set out

Allan O’Hagan, IT Director
Tel : 0141 566 7000
168 Bath Street
G2 4TP


If you have a complaint or concern about the way in which we handle your personal data, you have a right
to raise a complaint with the Information Commissioner’s Office. The ICO website contains details of how
to make a complaint: or you can contact the ICO by phone: 0303 123 1113.

Further information

For further information about any aspect of this notice please contact our Data Protection Officer at