Legal & privacy policy

Your privacy is important to us.

Your privacy is important to us

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.

1. Purpose of this notice

This notice describes how we collect and use personal data about you. In the UK this will be in accordance with the General Data Protection Regulation (GDPR), the Data Protection Act 1998 and any other national implementing laws, regulations and secondary legislation, as amended or updated from time to time. In Guernsey it will be in accordance with the Data Protection (Bailiwick of Guernsey) Law, 2017, regulations and secondary legislation, as amended or updated from time to time (‘Data Protection Legislation’).
Please read the following carefully to understand our practices regarding your personal data and how we will treat it.

2. About us

Price Bailey LLP is an accountancy and business advisory firm. We are registered in England and Wales as a limited liability partnership under number: OC307551 and our registered office is at Causeway House, 1 Dane Street, Bishop’s Stortford, Herts, CM23 3BT.

Our group also includes the following entities:

Price Bailey Group Limited (registered in England & Wales, number 04615377)

Price Bailey Limited (registered in Guernsey, number 39681)

Price Bailey Private Client LLP (registered in England & Wales, number OC237009)

Price Bailey Mayfair LLP, (registered in England & Wales, number OC366511)

Price Bailey Group Limited (registered in England & Wales, number 04615377)

Price Bailey Legal Services LLP (registered in England & Wales, number OC374735)

PB Corporate Finance Limited (registered in England & Wales, number 04166306)

PB Sandcroft Management Services Limited (registered in England & Wales, number 04963465)

PB Sandcroft Payroll Services Limited (registered in England & Wales, number 03729529)

For the purpose of the Data Protection Legislation and this notice, one or more of the above entities is the ‘data controller’ (and “we”, “us”, “our” and “ours” in this notice refer to any of those entities). This means that we are responsible for deciding how we hold and use personal data about you. We are required under the Data Protection Legislation to notify you of the information contained in this privacy notice.

In most cases it will be clear which entity is the data controller with respect to your personal data (for example because your contract is with that entity), however if you have any queries about this please contact our Data Protection point of contact: Catherine Willshire, Compliance Partner, compliance@pricebailey.co.uk.
Our Data Protection Point of Contact is responsible for assisting with enquiries in relation to this privacy notice or our treatment of your personal data.

3. Data retention period

Our general policy is to hold data for fifteen years. This applies to all categories of personal data unless a shorter or longer period is specified in respect of particular categories of data. However for existing clients where the information may be required or relevant to future periods the information may be held for longer.

4. What types of personal data we hold and how we collect and use that data

The types of personal data that we hold and how we collect and use that data vary according to our relationship with the person whose data it is (the ‘data subject’). Details in respect of each type of data subject are given in the links below:

5. Data sharing

Why might we share your personal data with third parties?

We will share your personal data with third parties where we are required by law or regulation, where it is necessary in the provision of services to our clients, or for administration purposes or where we have another legitimate reason in doing so.

Which third-party service providers process my personal data?

“Third parties” includes third-party service providers and other entities within our group. The following activities are carried out by third-party service providers: IT and cloud services, professional advisory services, and banking services. All of our third-party service providers are required to take commercially reasonable and appropriate security measures to protect your personal data. We only permit our third-party service providers to process your personal data for specified purposes and in accordance with our instructions.

What about other third parties?

We may share your personal data with other third parties, for example in the context of the possible sale or restructuring of the business. We may also need to share your personal data with a regulator, professional body, or an external quality control reviewer or to otherwise comply with the law. In the case of the external quality control reviewers they are not allowed to use or share you data with any one else.

6. Transferring personal data outside of the European Economic Area (EEA)

Except as noted below or where specifically requested by you, we will not transfer the personal data that we collect about you outside the EEA.

Data in respect of clients, suppliers and others connected with group entities registered in Guernsey is normally stored in the UK, but will also be transferred to Guernsey.

Where you have chosen to use the MiPB app personal data may be transferred to service providers who provide elements of this service on our behalf. These providers may transfer this data to sub processors outside the EEA.

In such cases this will either be to a country in respect of which there is an adequacy decision by the European Commission or, if there is not an adequacy decision by the European Commission in relation to it, they will put in place measures to ensure that your personal data is treated by those third parties in a way that is consistent with and which respects the Data Protection Legislation.

Where a client asks us to introduce them to a service provider outside the EEA and have instructed us to transfer personal data to them, we will make this transfer in accordance with their instructions.

7. MiPB app

The MIPB app provides access to various third party services. If we make this service available to you and you choose to access it, in accessing those services you will be subject to the terms and conditions of the third party suppliers, which they will provide to you when you set up your account.

Access to the MiPB app is provided on the basis of your agreement to the data sharing as set out in your engagement letter, including where relevant the sharing of personal data, required to deliver those services.
The privacy policies of the third party suppliers may be found at:

Service Supplier Privacy policy

Xero – Xero Limited – https://www.xero.com/uk/about/terms/privacy/
Receipt Bank – Receipt Bank Limited – https://www.receipt-bank.com/privacy-policy/
Futrli – Hamy Limited – https://www.futrli.com/privacy-policy/

The suppliers’ privacy policies explain how the suppliers handle and store personal information and protect your privacy. Please read the suppliers’ privacy policies carefully. Importantly, the suppliers’ privacy policies detail how and why the suppliers may make available your data to service providers based outside the European Economic Area.

8. Business systems support

Our business systems support teams may, at the invitation of clients using their services, remotely access the systems of such clients using the Go To Assist screen sharing service. Such sessions will always be initiated by the client. Such sessions will not normally involve accessing personal data.

In some cases copies of data may be sent to the Business Systems team so that they can provide support, this data may in some cases contain personal information. Such data is held for as long as is necessary for the support query to be address and will normally be deleted within eighteen months.

Where applicable the sections of this privacy notice relating to ‘Personal clients and persons associated with corporate clients’ and ‘Other individuals whose personal data we obtain in the course of providing services to our clients’ apply to personal data obtained in the course of providing business systems support.

9. Data security

We have put in place commercially reasonable and appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed. In addition, we limit access to your personal data to our employees, agents, contractors and other third parties who have a business need to know. They will only process your personal data on our instructions and they are subject to a duty of confidentiality.

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

10. Rights to access, correction, erasure and restriction

Your duty to inform us of changes

It is important that the personal data we hold is accurate and current. Should your personal information that you have supplied to us change, please notify us of any changes of which we need to be made aware by informing your usual Price Bailey contact.

Your rights in connection with personal data

Under certain circumstances, by law you have the right to:

  • Request access to your personal data. This enables you to receive details of the personal data we hold about you and to check that we are processing it lawfully.
  • Request correction of the personal data that we hold about you.
  • 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 your particular situation which makes you want to object to processing on this basis. You also have the right to object where we are processing your personal information for direct marketing purposes.
  • Request the restriction 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 you or another data controller if the processing is based on consent, carried out by automated means and this is technically feasible.

If you want to exercise any of the above rights, please email Catherine Willshire, Compliance Partner, at Compliance@pricebailey.co.uk.

You will not 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.

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

11. Right to withdraw consent

In the limited circumstances where you may have provided your consent to the collection, processing and transfer of your personal data for a specific purpose (for example, in relation to direct marketing that you have indicated you would like to receive from us), you have the right to withdraw your consent for that specific processing at any time. To withdraw your consent, please email our data protection point of contact compliance@pricebailey.co.uk.

Once we have received notification that you have withdrawn your consent, we will no longer process your personal information (personal data) for the purpose or purposes you originally agreed to, unless we have another legitimate basis for doing so in law.

12. Changes to this notice

We will keep this privacy statement under regular review and any changes will be shown on this web page.
This privacy notice was last updated on 29 May 2018.

13. Contact us

If you have any questions regarding this notice or if you would like to speak to us about the manner, in which we process your personal data, please email Catherine Willshire, Compliance Partner, at compliance@pricebailey.co.uk.

You also have the right to make a complaint to the Information Commissioner’s Office (ICO), the UK supervisory authority for data protection issues, at any time. The ICO’s contact details are as follows:

Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

Telephone – 0303 123 1113 (local rate) or 01625 545 745
Website – https://ico.org.uk/concerns

 

Personal clients and persons associated with corporate clients

Who do we collect information about?

We collect information about clients who are individuals, about the owners of our clients, about the management of our clients and about persons connected with our clients who we interact with in the course of our work (for example we may have contact details for various people within the finance department of our audit clients who provide us with information during the course of our work).

What personal information do we collect?

It is our policy only to collect the personal information which is required for our work. In some cases this may mean that the only personal information that we hold is contact information and details of any communications with that person, but in other cases this may include:

  • Financial information
  • Information about business activities
  • Information about family or business relationships
  • Information about marketing activities

What is the source of this information?

This information is usually supplied by clients, but may also be supplied by third parties who have been authorised by clients or from publicly available information.

How do we use this data?

We may use this data to carry out our obligations arising from any agreements entered into between our clients and us (for example in providing tax advice to personal clients).

In addition we may use this data in managing our relationships with our clients and in providing to our clients information about our services or other information that we consider may be of interest to them.

The basis for this processing is the contracts that we have with our clients, legal obligations and/or that such processing is necessary for our or our clients’ legitimate interests.

How long do we retain this data for?

We will retain personal data in accordance with our data retention policy for as long as is necessary to fulfil the purposes for which it is collected, including any retention period required by laws or regulations, in most cases we will hold the information for fifteen years.

Other individuals whose personal data we obtain in the course of providing services to our clients

Who do we collect information about?

The services that we provide to our client sometimes require us to collect personal information about other individuals (for example where we provide payroll services we will be provided with the personal information about the employees of our client necessary to deliver this service or where we are auditing a client we may need to obtain personal information about employees in order to verify the wages figures in their accounts).

What is the source of this information?

This information is usually supplied by clients, but may also be supplied by third parties who have been authorised by clients (for example other payroll providers).

What personal information do we collect?

It is our policy only to collect the personal information which is required for our work. This may include:

  • Salary details
  • Bank account details
  • Addresses
  • Investments and other financial details
  • Details about people meeting the definition of related parties of our clients (for example close family of directors)
  • Other personal details required to provide our services

The GDPR identifies personal data revealing racial or ethnic origin, political opinions, religious or philosophical beliefs, or trade union membership, and the processing of genetic data, biometric data for the purpose of uniquely identifying a natural person, data concerning health or data concerning a natural person’s sex life or sexual orientation as special categories of personal data.

We would not normally receive such data, but may do so where this is necessary for our work (for example in processing a payroll on behalf of a client we may be instructed which employees should have trade union subscriptions deducted).

How do we use this data?

We may use this data to carry out our obligations arising from any agreements entered into between our clients and us (for example in providing audit reports on our clients’ accounts).

Data obtained in this way will only be used to the extent necessary to provide these services. We will not use it for any other purpose. In particular we will not use it for marketing purposes.

The basis for this processing is the contracts that we have with our clients, legal obligations and/or that such processing is necessary for our or our clients’ legitimate interests.

How long do we retain this data for?

We will retain personal data in accordance with our data retention policy for as long as is necessary to fulfil the purposes for which it is collected, including any retention period required by laws or regulations or by our regulators, in most cases we will hold the information for fifteen years.

Business contacts

Who do we collect information about?

We also collect information about business contacts other than personal clients and persons associated with corporate clients.

What is the source of this information?

This information is provided by the business contacts themselves, usually at exhibitions and events, networking groups and other meetings involving Price Bailey employees and Partners.

What personal information do we collect?

In the case of business contacts we collect information necessary for our communications with them. This may include:

  • Contact details
  • Business details

How do we use this data?

We may use this data to communicate with contacts about possible business opportunities, our range of professional services, sharing insight and to invite them to events.

The basis for this processing is either the consent of the contacts themselves or legitimate business interest. This consent may be withdrawn at any time (see the contact us section of the privacy policy for details of who to contact).

How long do we retain this data for?

We will retain personal data in accordance with our data retention policy for as long as is necessary to fulfil the purposes for which it is collected. For business contacts the data is retained for at least as long as we have a business relationship with them.

Our employees and partners

Current employees and partners should refer to the Employees and Partners Privacy Notice on PB Online.

Recruitment applicants

Who do we collect information about?

We collect personal data about applicants for a position with a Price Bailey Group entity.

What is the source of this information?

The principal source of this information is the applicants themselves, however we may also collect information from third parties (for example references) or use publicly available information.

What personal information do we collect?

We collect information necessary to evaluate individuals for employment with Price Bailey. This may include:

  • Employment history
  • Education
  • References
  • Contact details
  • Our assessment of the candidate’s suitability

How do we use this data?

We use this data to evaluate the suitability of individuals for employment with Price Bailey.

The basis for this processing is that such processing is necessary for our legitimate interests and to comply with legal requirements.

How long do we retain this data for?

We will retain personal data in accordance with our data retention policy for as long as is necessary to fulfil the purposes for which it is collected.

If an applicant becomes an employee of Price Bailey their personal information will be retained in accordance with the policies for our employees and partners (see section above on ‘Our Employees and Partners’).

If an applicant does not become an employee of Price Bailey their personal data will no longer be kept unless they consent for us to do so for the purposes of notifying them of future vacancies.

Our suppliers

Who do we collect information about?

We collect personal information about our suppliers (where these are individuals) and persons associated with them (for example our relationship manager at a supplier).

What is the source of this information?

The source of this information is the suppliers themselves.

What personal information do we collect?

We collect the information necessary to manage our relationships with our suppliers. This may include:

  • Contact details
  • Business activities
  • Bank details

How do we use this data?

We use this data to manage our relationships with our suppliers.

The basis for this processing is the contracts that we have with our suppliers, legal obligations and/or that such processing is necessary for our legitimate interests.

How long do we retain this data for?

We will retain personal data in accordance with our data retention policy for as long as is necessary to fulfil the purposes for which it is collected. For suppliers such data will be held for at least as long as we have a business relationship with them.

Users of our website

Who do we collect information about?

We collect personal data about users of our website if they choose to provide this information to us. In addition we collect some limited personal data via the use of cookies on our website.

What is the source of this information?

The data is provided by users of the website if they choose to do so.

What personal information do we collect?

The principal information that is collected is the contact details provided by the website user however, depending on the nature of the submission other personal information may be provided.

How do we use this data?

Data is used in order to respond to communications from the users of the website. In some cases users will sign up to services which will result in them becoming business contacts, in which case their data will be used in accordance with the ‘Business Contacts’ section of this policy.

Data is processed on the basis of the consent of the website user, which is given when the data is provided.

How long do we retain this data for?

We will retain personal data in accordance with our data retention policy for as long as is necessary to fulfil the purposes for which it is collected.

Cookies

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. Most web browsers allow users to opt out of receiving cookies, however you may find that some features of the website are impaired if you do this. Further details on how we use cookies can be found on our cookies page.

Visitors to our office

Who do we collect information about?

We collect data about who is present in our offices.

What is the source of this information?

Information is provided by the visitors when they sign in on our electronic register of who is present in our office.

What personal information do we collect?

The information collected is:

  • Name
  • Company
  • Car registration number (for offices with car parking)

How do we use this data?

Data is used to manage the security of our offices, for fire safety and to manage our office car parking.

The basis for this processing is that such processing is necessary for our legitimate interests and/or to comply with legal obligations.

How long do we retain this data for?

Data is retained for one day only.

Data collection by others

Some of our offices are in properties which are managed by others. The managers of these properties may collect personal data for their own purposes (for example by marinating a register of visitors to the property of by use of CCTV systems). Price Bailey is not the data controller with regard to such information.

Photography etc

When attending any events organised or sponsored by Price Bailey, 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 the marketing team 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.

Disclaimer

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.

Legal information

Price Bailey is the brand used by Price Bailey Group Limited and its subsidiary companies and limited liability partnerships, and occasionally other authorised firms, to operate and provide professional services. Price Bailey is used to refer either to individual firms or to several or all of them collectively.

The principal firm is Price Bailey LLP, but other firms (listed below) are used for certain regulated services in and outside the UK.  All except our business in St Lucia are owned directly or indirectly by Price Bailey Group Limited.

In many parts of the world, accounting firms are required by law to be locally owned and independent. In St Lucia we have licensed a legally independent local practitioner to trade as Price Bailey for certain discrete services where he draws on the resources and methodologies of Price Bailey to support his services to his clients.

Our standard terms and conditions of business enable us to allocate and share work and information amongst the Price Bailey firms, to enable efficient working and best service for the client.

It is Price Bailey’s policy to ensure that client engagements are recorded in writing by the most appropriate firm for the particular services that are required.  Each firm may at our discretion, engage or outsource the work required of it to other members of the Price Bailey Group. In such circumstances the business carrying out the work will do so as agent for the business with the engagement who will retain responsibility for the performance of the services provided.

Price Bailey entities are members of or regulated by several professional bodies. Price Bailey is also a member of the UK200Group, a national association of separately owned and independently managed accountancy and lawyer firms, and of IAPA, a global association of separately owned and independently managed accountancy firms. Whilst we frequently work with such bodies and their members, they are all wholly independent of Price Bailey and are liable for their own acts or omissions. 

The Price Bailey Group consists of:

  • Price Bailey LLP (registered in England & Wales, number OC307551)
  • Price Bailey Limited (registered in Guernsey, number 39681)
  • Price Bailey Private Client LLP (registered in England & Wales, number OC237009)
  • Price Bailey Mayfair LLP, (registered in England & Wales, number OC366511)
  • Price Bailey Group Limited (registered in England & Wales, number 04615377)
  • Price Bailey Legal Services LLP (registered in England & Wales, number OC374735)
  • PB Corporate Finance Limited (registered in England & Wales, number 04166306)
  • PB Sandcroft Management Services Limited (registered in England & Wales, number 04963465)
  • PB Sandcroft Payroll Services Limited (registered in England & Wales, number 03729529)

For the companies and limited liability partnerships which are registered in England & Wales, the registered office is at:

Causeway House
1 Dane Street
Bishop’s Stortford
Hertfordshire
CM23 3BT

For the Limited Liability Partnerships in the group, a list of members can be found at the address above.

For the companies registered in Guernsey, the registered office address is at:

Town Mills
Rue du Pré
St Peter Port
Guernsey 
GY1 1LT

Price Bailey is a trading name of Price Bailey LLP, with offices in London (City and Mayfair), Bishop’s Stortford, Cambridge, Ely, Norwich, Guernsey and Sawston.

Price Bailey Strategic Corporate Finance is a trading name of Price Bailey LLP.

Price Bailey ® is registered as a UK trademark of Price Bailey Group Limited.

VAT

All UK Price Bailey entities with the exception of PB Sandcroft Management Services Limited and PB Sandcroft Payroll Services Limited are group VAT registered, reference 873 258 596.

Chartered accountants and business advisers

Price Bailey Group Limited is registered by the Institute of Chartered Accountants in England and Wales (ICAEW) to carry out audit work in the UK and Ireland. Details about our registration can be viewed at www.auditregister.org.uk for the UK and www.cro.ie/auditors for Ireland under reference C003176095.

Price Bailey LLP is also registered by the ICAEW to carry out audit work in the UK and Ireland. Details about our registration can be viewed at www.auditregister.org.uk and www.cro.ie/auditors for Ireland under reference number C001098093.

The transparency report of Price Bailey LLP under regulation (EU) No. 537/2014 can be found by clicking here.

Audit work is governed by Audit Regulations and Guidance, which can be found at www.icaew.com/en/technical/audit-and-assurance/working-in-the-regulated-area-of-audit

Price Bailey Limited is registered with the Guernsey Financial Services Commission. Details about our registration can be viewed at www.gfsc.ggunder reference number 105345.

The audit work of Price Bailey LLP, Price Bailey Limited and Price Bailey Group Limited is governed by International Standards on Auditing (UK and Ireland), which can be found at www.frc.org.uk/Our-Work/Codes-Standards/Audit-and-assurance/Standards-and-guidance/Standards-and-guidance-for-auditors/Auditing-standards.aspx. Revised standards apply for periods commencing on or after 17 June 2016, these can be found at www.frc.org.uk/Our-Work/Audit/Audit-and-assurance/Standards-and-guidance/standards-and-guidance-for-auditors/2016-Auditing-Standards.aspx.

Corporate finance

PB Corporate Finance Limited is authorised and regulated by the Financial Conduct Authority (FCA) for Corporate Finance. Details of our registration with the FCA can be viewed at https://register.fca.org.uk/, under reference number 602643.

In addition, Price Bailey LLP is regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities.

Financial services

Financial services work is introduced to Tavistock Private Client Limited which is authorised and regulated by the Financial Conduct Authority. Tavistock Private Client Limited is a firm of independent financial advisors and the shareholders of Price Bailey Group have an interest in its parent company.

Tavistock Private Client Limited uses the trading name PB Financial Planning for some of its business. Details of Tavistock Financial Planning Limited can be found on its website at www.pbfp.co.uk

Insolvency and recovery

Our insolvency practitioners work through Price Bailey LLP and are members of the Insolvency Practitioners Association (IPA). Paul Pittman, Paul Higley, Guy Harrison, Matthew Howard and Stuart Morton are licensed under the IPA. 

Insolvency work is governed by law, Statements of Insolvency Practice, IPA and ICAEW codes of ethics and insolvency regulations which can be found at www.icaew.com/en/technical/insolvency/insolvency-regulations-and-standards

Trust, fiduciary and insurance management services

The shareholders of Price Bailey Group have an interest in Adjure Global Limited, which is licensed by the Guernsey Financial Services Commission under the Regulation of Fiduciaries, Administration Business and Company Directors, etc. (Bailiwick of Guernsey) Law 2000 as amended to carry out Fiduciary Duties and Company Administration. It is also licensed under The Insurance Managers and Insurance Intermediaries (Bailiwick of Guernsey) Law, 2002, as amended to carry out management of insurance companies.

Details of Adjure Global Limited can be found on its website at www.adjureglobal.com

Legal services

Price Bailey Legal Services LLP is authorised and regulated by the Solicitors Regulation Authority. Details of our registration can be viewed at www.sra.org.uk/solicitors/firm-based-authorisation/abs-register/596719.page under reference number 596719.

Price Bailey Legal Services LLP uses the term ‘partner’ to refer to a member of the LLP, or an employee or consultant who is a lawyer with equivalent standing and qualifications.

Complaints

Price Bailey Legal Services LLP is committed to high-quality legal advice and client care. However, if at any point you become unhappy or concerned about the service we have provided then you should inform us immediately so that we can do our best to resolve the problem.

In the first instance, it may be helpful to contact the person who is working on your case to discuss your concerns and we will do our best to resolve any issues at this stage. If you would like to make a formal complaint, then you can read our full complaints procedure. Making a complaint will not affect how we handle your case.

The Solicitors Regulation Authority can help you if you are concerned about our behaviour. This could be for things like dishonesty, taking or losing your money or treating you unfairly because of your age, a disability or other characteristic.

You can raise your concerns with the Solicitors Regulation Authority.

What do to if we cannot resolve your complaint

The Legal Ombudsman can help you if we are unable to resolve your complaint ourselves. They will look at your complaint independently and it will not affect how we handle your case.

Before accepting a complaint for investigation, the Legal Ombudsman will check that you have tried to resolve your complaint with us first. If you have, then you must take your complaint to the Legal Ombudsman:

  • Within six months of receiving a final response to your complaint

and

  • No more than six years from the date of act/omission; or
  • No more than three years from when you should reasonably have known there was cause for complaint.

If you would like more information about the Legal Ombudsman, please contact them.

Contact details

Visit: www.legalombudsman.org.uk

Call: 0300 555 0333 between 9am to 5pm.

Email: enquiries@legalombudsman.org.uk

Legal Ombudsman PO Box 6806, Wolverhampton, WV1 9WJ

Professional liability insurance details

The Price Bailey group’s professional indemnity insurer is Royal & Sun Alliance Insurance plc of St Mark’s Court, Chart Way, Horsham, West Sussex RH12 1XL and covers all group entities. 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, Price Bailey will take such steps as are necessary to deal with the conflict. In resolving the conflict, Price Bailey would be guided by the Code of Ethics of the Institute of Chartered Accountants in England and Wales which can be viewed at www.icaew.com/en/members/regulations-standards-and-guidance/ethics, section B, sub-section 220.

Codes of conduct

Work carried out by Price Bailey LLP, Price Bailey Group Limited, Price Bailey Limited, Price Bailey Private Client LLP and Price Bailey Mayfair LLP  is governed by the Code of Ethics of the Institute of Chartered Accountants in England and Wales, which can be found at http://www.icaew.com/en/members/regulations-standards-and-guidance/ethics. Price Bailey’s audit work is governed by APB Ethical Standards, which can be found at http://frc.org.uk/Our-Work/Codes-Standards/Audit-and-assurance/Standards-and-guidance/Standards-and-guidance-for-auditors/Ethical-standards-for-auditors.aspx. A revised standard applies from 17 June 2016 which can be found at https://frc.org.uk/Our-Work/Audit/Audit-and-assurance/Standards-and-guidance/Standards-and-guidance-for-auditors/2016-Ethical-Standard.aspx.

IPA Insolvency work is governed by the IPA Ethics code for Members, which can be found at http://www.insolvency-practitioners.org.uk/.

Price Bailey Legal Services LLP is governed by the SRA Code of Conduct, which can be found at www.sra.org.uk/solicitors/handbook/code/content.page

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