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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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!

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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

UK Savings Industry Body

Team Size: 11-50 employees.In-house legal team: 3

Client Requirement

Provide specialist legal expertise across major projects between the industry association and firms within the banking and investment management space to pilot and launch.
Advice on the protection and processing of data as applicable to different initiatives, engagement with members and engagement with suppliers.
Production and Maintenance of privacy policies, retention policies, employee data processing policies etc.
Provide training on relevant legal topics for the team.

Benefits Delivered

Enhanced internal corporate and governance policies to manage legal risk across the board.
Efficient delivery of critical legal projects, managing the needs of internal stakeholders, member requirements and external parties.
Protecting and mitigating against intellectual property challenges or disputes.
Ensuring compliance with legal and regulatory requirements.

Global Real Estate Investment Manager

Team Size: 190+ employees globally.In-house legal team: 5

Client Requirement

Advice relating to data protection and processing across 12 countries.
Gap analysis of laws and regulation across countries.
Preparation of Global Retention Policies.
Liaise directly with business stakeholders for project implementation.
Update core compliance policies for global implementation.

Benefits Delivered

Provided specialist skills not contained within the in-house legal team.
Market Intelligence ensuring that the impact of both regulatory and market practice changes are proactively managed and reflected in policies.
Regular project discussions to manage workflow seamlessly to deliver to deadline.

Custodian

Team Size: 51-200 employees globally.In-house legal team: 1

Client Requirement

Create and maintain business critical templates so that client agreements reflect current regulatory requirements in line with the growth and sophistication of the business.
Draft and maintain privacy and retention policies. Scoping of impact and advice on GDPR.
Implementation of documentation changes and negotiations off the back of data protection changes.
Proactively horizon scanning for applicable regulatory change.

Benefits Delivered

Facilitate and support the growth of the business by seamlessly managing contractual arrangements.
Market Intelligence ensuring that the impact of both regulatory and market practice changes are proactively managed and reflected in policies.
Horizon scanning to manage regulatory change and seamlessly deliver to deadline.

200+ clients representing a combined £9 trillion of Assets Under Management

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

Emma Cleveland – CEO, Global General Counsel

Embrace certainty in an uncertain regulatory environment

Ensure your data transfer strategies are future-proof.

Initial Review

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

Drafting

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

Implementation

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

Pricing

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.

Choose Your Plan

Fixed Fee Projects

Clear, one-time cost
Transparent and predictable budgeting
No ongoing commitment after project completion
Best suited for specific, well-defined projects

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Monthly Retainer

Access to a dedicated team of experts
Continuous, on-demand support
Flexible, tailored assistance as needs evolve
Builds a long-term relationship for strategic support

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A panel of specialists through one account

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

Specialists typically perform: 15%; better than generalists

Compared to a single hire,: 7x; more PQE access

Across time zones: 100%; team availability

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.

Caroline Donald

Deputy General Counsel – Governance, Regulation and Trading

Expertise: Investment Management, Financial Services Regulation, Funds, Alternative Funds, Separately Managed Accounts, Corporate, Commercial, Privacy, IP, HR & Employment strategic

Experience: 25 years

Get in touch with Caroline

Rebecca Solomon

Expertise: Investment Management, Funds, Financing, Corporate, Commercial, Privacy and Intellectual Property

Experience: 6 years

Get in touch with Rebecca

Fiona Richardson

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

Get in touch with Fiona

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

Recent Awards

2026 Modern Law Awards Winner, Law Firm – Small

2026 Women & Diversity in Law Awards Finalist, Law Firm of the Year

2026 Women & Diversity in Law Awards Highly Commended, Law Firm Leader of the Year (Boutique)

2026 Modern Law Awards Highly Commended, Best Use of Technology

2026 Modern Law Awards Shortlisted, Innovation Award

2023 Strategic Legal Operations Team of the Year

2022 Corporate Counsel Awards finalist, Financial Services Lawyer of the Year

2022 Modern Law Awards Diversity and Inclusion Award

2021 Women in Finance UK Legal Adviser of the Year

FAQ

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

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.”

“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. “

“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.”

Conveniently located in London Bridge

Chat with Cordelia, or leave a message.

Cordelia Hughes, Chief Growth Officer

chughes@cleveland-co.com +44 7983 800548 LinkedIn