• Privacy Policy

  • privacy policy

    Privacy Policy

    Your privacy is important to us and because of that we have developed this privacy policy.

    We recognise that when you visit the site and provide us with personal information, you trust that we will act responsibly and keep your information secure and confidential.

    New data protection law comes into effect on 25 May 2018.

    The General Data Protection Regulation (GDPR) comes into effect on 25 May 2018 which will affect how we deal with personal data and your rights with regard to it. Caris Brook Ltd takes data protection seriously and we will update this policy between now and 25 May 2018 to reflect the changes.

    Existing Clients

    The information we collect and process is required for us to be able to perform our contractual obligations and receive payment from you for the services we provide.

    We do not sell your personal data.

    We may share your personal data with another party, including firms of solicitors or a firm of accountants, so long as we are able to determine that the other party is acting on your behalf. Your written permission is required in all cases.

    We may also share your personal data with our card payment services provider to enable us to take payment from you by debit or credit card.  We keep your personal data only for as long as necessary and that is outlined in your letter of engagement.

    Website: Personal information

    We do not collect personal information about you unless you voluntarily provide it. The information that may be retained includes your name, company, email or telephone number. The information will be collected for example when you submit an enquiry form.

    If you voluntarily choose to provide personal details to us via this website, personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

    We do not disclose information about individual visits to our website or any other personal information that you may give us to any third parties without your written permission.

    This website may provide automatic links (hyperlinks) to other third party websites for your convenience. We are not responsible for the content of these sites. When you use links to other websites our Privacy Policy no longer applies and you should refer to the privacy statement of the website you are currently accessing.


    A cookie is a small text file written to the hard drive when a visitor accesses a website. It contains information about their actions on the website but does not contain any personal information about visitors to the website. There are lots of different types of cookies, some of which are essential for the website to function correctly.

    The law regarding cookies is contained within The Privacy and Electronic Communications (EC Directive) (Amendment) Regulations 2011 which extends the original 2003 regulations.

    Website owners must:

    Obtain consent from users or subscribers to store a cookie on their device

    Or have taken steps towards complying with the regulations.

    Please note that the use of cookies from third party integration on our website (YouTube, Facebook, Twitter, Google +1, LinkedIn etc) are not being covered by us. The intrusion level of third party cookies varies and you should check their privacy policies for more details.

    Photography etc

    When attending any events organised or sponsored by Caris Brook Ltd, photography, video and audio recording may occur. The firm reserves the right to use any such material without the expressed written permission of those included and to use it for promotional purposes. If you desire not to be included please contact us in writing and outline your intentions. We are more than happy to liaise with you and try to make arrangements so you can attend on your conditions.

    We reserve the right to change, modify, or update this statement at any time without notice.


    The information contained on our website is of a general nature and not intended to address the circumstances of any particular individual or entity. Whilst we have made an effort to provide accurate and up to date information, it is recommended that you consult us before taking or refraining from taking action based on matters discussed.

    Professional liability insurance details

    Caris Brook Ltd’s professional indemnity insurer is Travelers Insurance Co Ltd. The territorial coverage is generally worldwide but the cover excludes professional business carried out in the United States of America or Canada and also excludes any action for a claim brought in any court in the United States of America or Canada.

    Conflict of interest avoidance measures

    Should a conflict of interest arise, either between two or more of our clients, or in the provision of multiple services to a single client, Caris Brook Ltd will take such steps as are necessary to deal with the conflict. In resolving the conflict, Caris Brook Ltd would be guided by the Code of Ethics of the Association of International Accountants – www.aiaworldwide.com/guidance-ethics .

    Codes of conduct

    Work carried out by Caris Brook Ltd is governed by the Code of Ethics of the Association of International Accountants, which can be found at – www.aiaworldwide.com/guidance-ethics