Privacy Policy

1. Collection and Use of Personal Information

1.1 Personal Information We Collect

Personal information (or personal data) refers to any information about an identifiable individual. Processing is the term we use to describe the handling, collecting, protecting, or storing of personal information.

We collect, hold, and process personal information from actual and prospective clients, suppliers, employees, job applicants, contractors, and other individuals for necessary business purposes.

The types of personal information we collect, hold, and process include:

Contact details such as names, addresses, telephone numbers, email addresses, and job titles.
Professional details including job and career history, educational background, professional memberships, published articles, and social media details.
Family and beneficiary details for insurance and planning services, such as names and dates of birth.
Financial information including tax, payroll, investment interests, superannuation, assets, bank details, and insolvency records.
Identification documents like passports, driver’s licences, tax file numbers, or other government-issued identification numbers, and additional information required for identity verification under applicable anti-money laundering laws and regulations.
CCTV at our sites may capture images of visitors.
General user information and location-based data such as internet protocol addresses, browser type, and internet service provider details when you visit our associated websites.

We generally do not collect, and we ask you not to provide, any special categories of personal information. These include information about an individual’s race, political opinions, religious beliefs, trade union membership, health, genetic or biometric data, sexual orientation, or criminal records.

If you provide special categories of personal information voluntarily, it implies your explicit consent for us to collect and use that information as necessary, as described in this privacy statement or at the point of disclosure.

It is typically impractical for us to interact with individuals anonymously or under a pseudonym, although there are exceptions (e.g., when collecting general feedback).

1.2 Lawful Reasons for Processing Personal Information

We process personal information for the following lawful reasons:

Contractual Necessity: Processing personal information to fulfil our contractual obligations.
Legitimate Interests: These include delivering services, marketing activities, maintaining security of our data and IT systems, and corporate responsibilities.
Legal Obligations: Processing personal information to comply with our legal or regulatory obligations.
Public Interest: Processing personal information for tasks performed in the public interest.
Vital Interests: Processing personal information to protect someone’s life.
Legal Claims: Processing personal information for the establishment, exercise, or defence of legal claims.
Employment and Social Protection Law: Processing data to fulfil employment and social protection obligations.
Consent: Processing personal information with your explicit consent for specific purposes.

1.3 Why We Need Personal Information

We collect, hold, and process personal information to:

Provide professional advice and deliver services such as tax, advisory, audit, assurance, and other services.
Market our professional services and products to current and prospective clients.
Manage security, quality, and risk associated with our services and operations.
Comply with legal, regulatory, or professional requirements.
Manage employment and recruitment within our organisation.
Handle corporate communications and manage events.
Support educational and development programs.
Process online requests and respond to inquiries.
Comply with health and safety requirements and manage public health obligations.

If personal information is not provided, we may be unable to perform certain functions such as providing services or responding to your requests.

1.4 How We Collect Personal Information

We obtain personal information both directly (e.g., from business cards, online forms, registrations for events) and indirectly (e.g., from public sources, clients, or third-party service providers).

1.5 Cookies

Our websites use cookies. For more details, please refer to our Cookies Notice.

1.6 Children

We do not intentionally collect information from children under 16 years of age.

2. Sharing and Transfer of Personal Information

We may share your personal information within the PYD Limited network or with third parties for business, legal, or regulatory reasons, or as part of providing our professional services.

3. Security and Retention of Personal Information

We take appropriate measures to protect personal information and comply with applicable data protection laws. We retain personal information as long as necessary for the processing purposes for which the information was collected.

4. General Data Protection Regulation

Depending on your location, the GDPR may apply to your personal information. It grants additional rights such as access, correction, erasure, and data portability.

5. Links to Other Sites

Our websites may contain links to other sites not governed by this privacy statement.

6. Your Privacy Rights

You have rights to access and correct your personal information. Requests can be made by using contact form.