Legal

Privacy policy

Last updated

We use your personal data only to reply to you, to provide the services you engage us for and to meet our legal duties as accountants and tax advisers.

Who is responsible

Lozano Ferris Asesores, S.L.P. for clients and enquiries handled in Spain, and Lozano Ferris LLP for those handled in the United Kingdom. Contact: privacy@lozanoferris.com.

What we collect and why

The details you send through our forms, the documents you upload to the client area and the information needed to prepare your filings. The legal bases are your consent, the performance of our engagement and our legal obligations, including anti-money laundering checks.

How long we keep it

Enquiries that do not lead to an engagement are deleted after twelve months. Client files are kept for the periods required by tax and anti-money laundering law in each country, usually six years.

Your rights

You can ask to access, correct, delete or move your data, or object to its use, by writing to privacy@lozanoferris.com. You can also complain to the Agencia Española de Protección de Datos or to the UK Information Commissioner’s Office.

Your numbers, in order. Every month.

A first meeting is free: thirty minutes, by video or at either office, to see what you need and what it would cost.

A first meeting is free: thirty minutes, by video or at either office, to see what you need and what it would cost.

Madrid

Calle de Almagro 26, 4.º
28010 Madrid

London

38 Great Sutton Street
London EC1V 0DX

Lozano Ferris LLP is a limited liability partnership registered in England and Wales (OC000000), with its registered office at 38 Great Sutton Street, London EC1V 0DX. Its partners are members of the Institute of Chartered Accountants in England and Wales. Lozano Ferris Wealth Ltd is authorised and regulated by the Financial Conduct Authority (FRN 000000). Lozano Ferris Asesores, S.L.P. is registered with the Registro Mercantil de Madrid and in the ROAC (S0000); its financial advice is registered with the CNMV (no. 000).

Investment risk: the value of investments can fall as well as rise, and you may get back less than you put in. Past performance is not a reliable guide to future returns. Tax treatment depends on individual circumstances and may change.

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