Fair processing notice: Reference message

Last updated: 15 February 2022

This notice applies to people who have provided AAT with a professional reference, either for someone applying for a job at AAT, or for someone applying for AAT professional membership.

The data we collect about you

  • Your name, job title, contact details and relationship to the applicant.

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 it may be one of the other lawful bases for data processing. These comprise situations where it is 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 service 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)
  • 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
Archived data is stored and accessed to support assessment queries, professional standards investigations and general customer queries.Legitimate interests (for running our business)
To provide customer support including addressing enquiries and resolving issues including technical problems. Legitimate interests (for running our business)

Who we share your personal data with

  • Our third-party providers of IT services

Where we get your data from

Other than directly from you, we may also receive personal data from AAT students and members.

How long we keep your data

We will retain most of your data for seven years following the end of your reference to us. This may cover information about your relationship with the applicant and any correspondence between you and us.

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