Navigating Data Protection in a Global Landscape

At Cleveland & Co, we specialise in simplifying complex data transfer agreements and SCCs, ensuring your organisation’s compliance with evolving international data protection regulations. Our expertise lies in making the intricate straightforward, keeping your data flows seamless and legally sound.

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Are you facing challenges in managing international data transfers post-Brexit and GDPR?

Our services are crafted for financial institutions grappling with the nuances of the New SCCs and IDTA. If your organisation transfers data across borders and seeks to align with the latest legal requirements, our tailored solutions are designed for you.

Time is of the essence!

Critical deadlines have passed on 21 March 2024 for compliance with the New SCCs and IDTA. If you have not updated your terms let us guide you through this transition. Our approach ensures that your data transfers are made legally compliant as quickly as possible.

Partnering with Cleveland & Co means gaining a dedicated ally in data protection

We offer comprehensive reviews of your existing data transfer agreements, ensuring they align with current laws. Our drafting and negotiation of New SCCs, including any unique commercial terms, are meticulously tailored to your business needs.

A trusted partner in the investment management industry

The scope of our client relationships within the investment management industry reflects our ability to deliver high quality advice, and make it accessible to all industry participants. Our clients include leading funds, investment managers, and banks.

Custodian and Fund Administrator

Team Size: 100+. In-house legal team: 1


  • Review and update website privacy policy and internal data protection policies.
  • Review and negotiate new data processing agreements.
  • Assessments regarding legitimate interest tests.
  • Draft, review and negotiate confidentiality agreements, commercial contracts, IT supplier agreements, SaaS agreements.
  • Supporting across governance matters such as updates to articles of association, managing member queries, board packs and director appointments/terminations.

Industry Association

Team Size: 200+. In-house legal team: 0


  • Update template contracts to include new obligations under GDPR and DPA 2018.
  • Prepare gap analysis tools to manage cross border data protection retention requirements and ensure policies are consistent where possible across global offices.
  • Preparing and reviewing data protection impact assessment.

Global Real Estate Asset Manager

Team Size: 500+ globally. In-house legal team: 5


  • Project manage an amendment agreement project for the roll out of updates across client contracts and managing the negotiation with counterparties..
  • Advice regarding storage and transfers of personal data outside of the UK and EU.
  • Advice and guidance regarding data protection breaches, unlawful disclosure of personal data and any reportable breaches to the ICO.
  • Update and maintain all core compliance, governance and HR policies for annual updates

200+ clients representing a combined £8.7 trillion of Assets Under Management

Cleveland & Co stands apart in proving access to high quality investment management advice

We don’t just offer legal solutions; we provide strategic, business-focused advice. Our understanding of the financial services sector, combined with our expertise in data law, makes us uniquely equipped to handle your data transfer challenges. Emma Cleveland – CEO, Global General Counsel

Embrace certainty in an uncertain regulatory environment

In a hurry? Leave your details below and we’ll follow up to find a convenient time to discuss your needs.

Ensure your data transfer strategies are future-proof.

Cleveland & Co can quickly  provide a comprehensive review of your international data transfer agreements, and implement updates to ensure you remain compliant.

Initial Review

Our approach involves a thorough review of your data transfer mechanisms, ensuring they comply with the latest legal standards


We then draft or update agreements, including New SCCs or IDTAs, aligning them with your specific requirements and identifying gaps.


Our focus is on delivering solutions that are not only legally compliant but also operationally feasible within your business.


We offer flexible pricing models tailored to your specific needs. Whether it’s a one-time consultation or ongoing support, our pricing structure is transparent and aligned with the scope of services required. Our goal is to provide exceptional value without unforeseen costs.

*Bundles of 10 agreements eligible for 10% discount.

Exceptional Value

The Cleveland & Co business model offers you the hard to access combination of a team of specialists offering high quality advice at costs well below a single team hire available as a round the clock service.


20% - 50% more cost effective than hiring in house.


40% - 70% more cost effective than golden circle law firms


Access to PQE compared to a single hire


Availability with team members across time zones.

Your Data Protection Legal Team

The regulation team at Cleveland & Co are happy to answer any questions you may have and have a depth of experience to assist with implementing advice.

Fiona Richardson

Fiona Richardson

Director, Head of Regulation

Expertise: Investment Management, Financial Services Regulation, Funds, Alternative Funds, Securities, Trading & Investments, Securities Lending, Distribution, ESG and Corporate Governance
Experience: 30+ years

Marina Estato

Marina Estato

Legal Counsel

Expertise: Contract Drafting and Negotiation, Corporate and Commercial, Regulation and Compliance, Litigation
Experience: 15+ years

Rebecca Solomon

Rebecca Solomon

Legal Counsel

Expertise: Investment Management, Funds, Derivatives, Financing, Corporate, Commercial, Privacy and Intellectual Property
Experience: 3 years

Access to 200+ years team PQE experience for less than the cost of a General Counsel.

Cleveland & Co provides access to a bench of specialist expertise billed as a single General Counsel service. 

Recent Awards

Our ability to provide value to clients in the financial services sector is winning awards across a range of categories.


Our FAQ section covers a range of topics, from the specifics of the New SCCs and IDTA to how we tailor our services for different types of data transfers. This section is designed to address common questions and provide clarity on our service.
How long does it take?

The team at Cleveland & Co aim to turn around work deliverables within 48 hours, unless agreed owtherwise.

Does your pricing adjust for large volumes of work?

We offer a 10% discount for bundles of 10 agreements that need updating.

Top Tier Investment Management Testimonials

“Cleveland & Co played an instrumental role in our recent M&A operation, turning a complex process into a smooth transition. Their strategic expertise and professional approach gave is confidence, ensuring our success. We highly recommend their services for any business seeking a reliable partner for significant growth.”

UK & European IT Company

“Cleveland & Co have been supporting us on our journey to a $1bn plus asset under management for a few years. They have filled a need for us – having on hand a general counsel with multiple skill sets without having to employ a whole general counsel team. It is hard to do – but they have made it work – and work very well. “

Investment Manager

“We were introduced to Cleveland & Co a few years ago and the relationship has proven to be very beneficial to us. The combination of expertise within the field, accessibility, speed and flexibility has been just what we needed. We look forward to carrying on the relationship, and it’s refreshing to deal with a pragmatic, professional, down to earth group of people.”

Investment Manager

Chat with Rebecca, or leave a message.

“I’m happy to answer any questions you may have and can coordinate within the team for you if necessary. Alternatively feel free to just leave a message and I can get back to you by email.” Rebecca Solomon – Legal Counsel