Categories of personal information we collect: To act for your organization and/or advise you as a client, we will need to collect personal information about you, including your name, role at work, work address, work contact details and business details. We will, from time to time, also collect data on your areas of expertise and experience and your business interests. Where we are required by law, we will collect certain identifying information about you to comply with our professional conduct obligations, including your name, address or regulatory status or identity documents. In the course of any particular matter that we are working on for you, we will from time to time collect other personal information about you that is relevant to the matter. Usually, we obtain this personal information directly from you or from your colleagues but may also from time to time obtain personal information about you from third parties or public sources (for example, we may obtain data about your directorships from a company search or from your other advisors). Purposes of processing and legal basis (where relevant under applicable data protection laws): Purpose Of Processing Legal Basis (Where Relevant) To provide legal and other professional services and to carry out administrative tasks related to those services (for example, to send you invoices). Legitimate interests – providing our legal services to clients and client care. To carry out our professional conduct obligations, including carrying out compliance with legal practice rules, anti-money laundering, conflict checks and due diligence on our clients. Legal obligations. To manage and develop our relationship with you and to send you communications about our services and legal updates. Legitimate interests – developing and growing Bortstein Legal Group’s business. Carrying out and tracking our business development, our engagement with you and helping to understand your business. Legitimate interests – expanding Bortstein Legal Group’s business. Using your contact detail and interests to keep you updated on legal developments and to invite you to and provide you with information about events. Legitimate interests – expanding Bortstein Legal Group’s business. Where we need to collect personal information in compliance with our legal obligations and you fail to provide that data when requested, we may not be able to carry out our services, perform your instructions or act for your organization. In this case, we may have to cancel our engagement with your organization, but we will notify you if this is the case at the time. You can unsubscribe from any marketing emails you may receive from us at any time – by contacting your lead attorney at Bortstein Legal Group or emailing us at privacy@blegalgroup.com. Please note that if you opt out of marketing emails, we will still send you communications regarding legal advice or services that you have requested.