Depending on the circumstances, your information may be shared in accordance with the following.
Annex 2 – Schedule of personal information shared
View our schedule of personal information shared below.
Annex 2
| Third party | Purpose | 
| Banks and other financial service providers. | For due diligence under money laundering legislation. | 
| Partner charities or societies. | To facilitate your involvement in projects. | 
| Background checks organisations. | To obtain references, Disclosure & Barring Service Reports, bankruptcy reports, disqualification reports and fit and proper person reports. | 
| Legal advisors, employer’s insurance policy providers and loss adjustors. | For the provision of legal services. | 
| Auditors and other consultants and research companies. | For regulatory and compliance purposes. | 
| External wealth screening/prospect research companies. | For prospect research purposes. | 
| Regulators (e.g., Companies House, Charity Commission). | For regulatory and background check purposes. | 
| External service providers such as our electronic board packs provider. | To administer your role. | 
| Travel booking and accommodation system. | To facilitate travel bookings. Your email address may be visible to other governance stakeholders, which assists with the functionality and usability of the system. | 
| Referees. | To obtain references from your appointed referees. | 
| Other stakeholders and Trustees. | We may send group emails which show your email address to other relevant governance stakeholders or Trustees for the purposes of facilitating group communication. | 
| Partner organisations. | For the administration of governance functions. | 
Last Edited: 21 August 2025
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