PRIVACY STATEMENT

Trowbridge International Tax

Privacy Notice

Last updated: May 12, 2025

Background

https://www.trowbridge.ca/, https://www.trowbridgeglobal.de/ and
https://www.trowbridgeglobal.uk/, or any of our sub-domains (collectively referred to as
the “Website”), when you enter into a contract for the provision of our tax advisory or
accountancy services ( “Services”), where you are a prospective customer of our business, or
where you are another type of business contact, such as a supplier or service provider to our
business.

This notice sets out what information we collect about you, what we use it for and whom
we share it with. It also explains your rights and what to do if you have any concerns about
your personal data.

We may sometimes need to update this notice, to reflect any changes to the way the Goods
and Services are provided or to comply with new business practices or legal requirements.
You should check this Privacy Notice to see whether any changes have occurred.

Who we are and other important information

We trade under the name “Trowbridge Global”. The legal entities that may hold and be
responsible for the management of your personal data are:

Trowbridge Professional Corporation, a corporation registered in Ontario, Canada, with
offices at 1 King Street West, Suite 1201, Toronto, ON M5H 1A1
Tel: +1 416-214-7833 Email: info@trowbridge.ca

Trowbridge Global Limited is a limited company registered in England and Wales with offices
at Stanley Building, 7 Pancras Square, King's Cross, London, N1C 4AG.
Tel: +44 (0)20 3642 5245 Email: clientsupport@trowbridgeglobal.uk
Trowbridge Global Limited is registered with the Information Commissioner’s Office (ICO),
the UK regulator for data protection matters, under number ZA924876.

Trowbridge International Tax Services GmbH a company registered in Frankfurt, Germany,
with offices at Taunusanlage 8 (WeWork Entrance) 60329 Frankfurt Am Main, Germany.
Tel: +49 069-4908-6303 Email: clientsupporteu@trowbridgeinternationaltax.de

Trowbridge US Holdings LLC a company registered in [Delaware] with offices at 1209 N Orange St, Wilmington, County of New Castle, 19801 Email: info@trowbridge.ca

Trowbridge Outsourcing Services India LLP a company registered in India with offices at B
17, Privilion, Behind Iscon Temple, Ambli Bopal Road, S .G.Highway Ahmedabad Ahmedabad
GJ 380054 Email: info@trowbridge.ca

(collectively referred to as “Trowbridge”, “we”, “us” or ”our”).

Depending on where you are located (and which Trowbridge entity you are doing business
with, if any), you may be subject to jurisdiction specific laws and regulations. This privacy
notice is intended to provide you with the information that we are required to provide you
with, wherever you are located. We will look after your personal data carefully wherever
you are located, but you may not be able to exercise all of the rights set out below if you are
resident in a jurisdiction where such rights do not exist.

The information we collect about you

Personal data means any information which does (or could be used to) identify a living
person.

We have set out the types of personal data that we collect and where we receive it from
below.

Type of Personal Data:

Identity Data – your first and last name and title, job title, company name, Any further personal data that you choose to provide in your initial enquiry, Any further personal data that you choose to provide during subsequent discussions whether by phone, email or letter, PEP (Politically Exposed Persons) status, SIP (Special Interest Person) status, Unique identification number such as National Insurance (NI) number, Unique Taxpayer Reference (UTR) or social security number.
Contact Data – your email address, telephone numbers, home address.
Financial and Tax Data – information about your financial and transaction records, tax identification, tax records and other financial and tax related data where you provide this, or where we create this for you, in connection with the performance of our Services.
Location Data – your physical location, addresses and your device location if you log into our systems remotely.
Feedback – information and responses you provide when completing surveys and questionnaires
Photo and Image Data – images, videos and audio that we may collect through our interactions with you.
Marketing and Communication Data - includes your preferences in receiving marketing from us and our third parties and your communication preferences.
Technical Data - internet protocol (IP) address, browser type and version, time zone setting and generic location, browser plug-in types and versions, operating system and platform on the devices you use to access our systems.
Usage Data - information about how you use our systems, including our Website and any platform, API or software that we may provide you with access to, or integrate our systems with.

Sensitive information:

We do not intend to collect or process sensitive information and we request that you
do not provide sensitive information to us unless this is strictly necessary for us to
perform our services.
Sensitive information will only be processed by us where we have your consent to
the processing, which can include your provision of the sensitive information to us
for a specified purpose.

We collect and process information about you and your interactions with us, for example:

when you inquire about, purchase, or request information about, our legal services,
call us, or otherwise visit our website and we provide you or your employer or legal
representative with legal advice;
when you subscribe to (or do not opt out of) our online services, or our mailing list;
when you attend one of our events;
whenever you interact with us, including over the phone, through our online enquiry
form, email, social media channels, or post, or leave a review of the services we have
provides to you;
we may also collect personal information from third parties such as parties who have
connected us to you by way of a referral; and
we may use publicly available sources or third-party vendors to allow us to maintain
the accuracy of contact details we hold for you or provide missing information

How we use your information

We are required to identify a legal justification (also known as a lawful basis) for collecting
and using your personal data. There are six legal justifications which organisations can rely
on.

The most relevant of the lawful bases to us are where we use your personal data to:

fulfil our contract with you
pursue our legitimate interests (our justifiable business aims) but only if those
interests are not outweighed by your other rights and freedoms (e.g. your right to
privacy)
comply with a legal obligation that we have
do something for which you have given your consent

The table below sets out the lawful basis we rely on when we use your personal data. If we
intend to use your personal data for a new reason that is not listed in the table, we will
update our privacy notice.