Privacy Policy

1. Controller & Contact

APEX ADVISORS LTD is responsible for determining the purposes and means of processing information provided in connection with our Services.

2. Information We May Process

We process only the information reasonably necessary for the agreed purpose, which may include:

• Identification and contact details required for engagement and communication.
• Tax-relevant financial data and documentation supplied by you or your representatives.
• Records of instructions, correspondence and deliverables.
• Technical metadata produced by our tools (e.g., access logs) for security and continuity.

3. Sources of Information

Data is obtained primarily from you. Where proportionate, we may confirm details with authorised third parties (for example, professional advisers, payroll providers or public registers) for the limited purpose of fulfilling our mandate.

4. Lawful Bases

Processing typically relies on one or more of the following bases:

• Contract to perform Services you have requested.
• Legitimate Interests to manage engagements, protect our systems, and improve our methodologies.
• Legal Obligations to meet regulatory and record-keeping requirements applicable to professional services.
• Consent for specific optional activities where required; consent may be withdrawn at any time.

5. How We Use Information

We use information to deliver the Services, coordinate communications, prepare analyses and reports, manage invoicing, satisfy compliance checks, and maintain internal quality controls. Non-identifying insights may inform internal templates and professional practices.

6. Sharing & Transfers

Access is limited to personnel and service providers who need it to perform tasks for the agreed purpose (for example, secure document storage, IT support or e-signature tools). Where information leaves the UK or EEA, we implement appropriate safeguards such as standard contractual clauses or equivalent mechanisms.

7. Retention

Records are retained only as long as reasonably necessary for the purpose collected, including professional and legal requirements that may apply to tax and advisory work. When retention ends, information is securely deleted or anonymised.

8. Confidentiality & Security

We apply administrative, technical and organisational measures to help protect information against unauthorised access, alteration or loss. Security controls are reviewed periodically for proportionality and effectiveness.

9. Your Choices

Subject to applicable law, you may request access, correction, portability or deletion of your personal data, and may object to or restrict certain processing. We aim to respond in a timely and transparent manner.

10. Cookies & Online Tools

Our website may use strictly necessary cookies for security and functionality. Where optional analytics or similar tools are considered, we use a proportionate approach with appropriate controls and, where applicable, consent mechanisms.

11. Children

Our Services are directed to organisations and adult individuals. We do not knowingly collect information relating to children.

12. Third-Party Links

Resources or payment links provided for convenience remain subject to the third party’s policies. We encourage reviewing those notices before submitting information through external sites.

13. Changes to This Policy

This Policy may be updated to reflect changes in our Services, tools or applicable requirements. The latest version governs our processing practices going forward.