Fair processing notice: AAT Bursary applicants

Last updated: 15 February 2022

This fair processing notice applies to AAT Bursary applicants. It describes data collected as part of your application and should be read alongside notices for professional members, licensed members and/or students depending on the nature of your existing relationship with us.

The data we collect about you

  • Your name, date of birth and contact details.
  • Any other relevant personal information contained in your application forms, supporting documents uploaded with your application, or that you may provide to us.

What we do with your data and on what grounds

We can only process your personal data if we have a basis to do so which is permitted by law. This may be that you have given your consent, or one of the other lawful bases for data processing outlined below.

  • Necessary for our legitimate interests. We process your personal data as and when necessary to do so in order to conduct and manage our business to provide you with the best services and experience. We make sure we consider and balance any potential impact on you and your rights before we process your personal data for our legitimate interests. We don’t use your personal data for activities where our interests are overridden by the impact on you (unless we have your consent or are otherwise required or permitted to by law).
  • Necessary to meet our legal obligations. We process your personal data where it’s necessary for compliance with legal or regulatory obligations.
Purpose/activityLawful basis for processing including basis of legitimate interest
To process your bursary application.Performance of a contract with you
Contacting you in relation to your application and, where necessary, any ongoing administration of a bursary award.Performance of a contract with you
Managing payments, fees and charges in relation to any bursary awarded.Performance of a contract with you
Invite people to participate in surveys, research and focus groups to provide feedback about an AAT product or service, and process feedback received and follow up with responses if appropriate.Necessary for our legitimate interests (for running our business)
To address enquiries and resolve issuesYour consent (if received)
To meet our legal obligations, including data management (to assess and maintain the quality of data stored and performing analysis on the completeness and correctness of data).To comply with our legal obligations
To manage complaints and breaches of our regulatory framework and policies, including investigating incidents, publishing consent orders and sanctions and maintaining records for future reference.
  • To comply with our legal obligations
  • Supporting activities performed under the substantial public interest (in respect of sensitive personal data). We rely on the processing condition under the Data Protection Act 2018 at Schedule 1, part 2, paragraph 11 - protecting the public against dishonesty etc

Automated decision making

No decisions will be taken about you or your application using solely automated means as a result of your application for a bursary.

Who we share your personal data with

Only with your approved training providers, where a bursary is awarded.

Our use of data processors

We use a third-party supplier to host our website, based within the EU.

We also use Microsoft Office 365 to process email and for file storage, hosted within the EU, and a third-party email archive system hosted within the UK. These transfers to the EU are based on the UK adequacy decision of EEA countries.

Where a third-party data processor is used, we ensure that they operate under contractual restrictions with regard to confidentiality and security, in addition to their obligations under data protection legislation. This means that they cannot do anything with your personal data unless we have instructed them to do it. They will not share your personal data with any organisation apart from us. They will hold it securely and retain it for the period we instruct.

Where we get your data from

Only from you directly.

How long we keep your data

We will retain your data for up to six years following your application.

Transferring your data overseas

We transfer your data overseas as detailed above with regards to data processors, and where your training provider is based overseas.

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