Purpose of this notice
This notice describes how we collect and use personal data about you, in accordance with the General Data Protection Regulation (GDPR), the Data Protection Act 2018 and any other national implementing laws, regulations and secondary legislation, as amended or updated from time to time, in the UK (‘Data Protection Legislation’).
Please read the following carefully to understand our practices regarding your personal data and how we will treat it.
For the purpose of the Data Protection Legislation and this notice, we are the ‘data controller’. This means that we are responsible for deciding how we hold and use personal data about you. We are required under the Data Protection Legislation to notify you of the information contained in this privacy notice.
We have appointed a data protection manager. Our data protection manager is our Data Protection Point of Contact and is responsible for assisting with enquiries in relation to this privacy notice or our treatment of your personal data. Should you wish to contact our Data Protection Point of Contact you can do so using the contact details noted below in the ‘How to contact us’ section of this policy.
What information do we collect about you?
As a firm of accountants (ICO Registration Number ZA156196), we collect personal information about you: directly from you; ID verification databases; your previous professional advisers; and HMRC when you register with us.
By submitting your personal data you CONSENT to it being processed.
How will we use the information about you?
We take your privacy and the privacy of the information we process very seriously.
We collect information about you to:
- Administer your account with us;
- comply with our obligations under the Money Laundering, Terrorist and Transfer of Funds (Information on the Payer) Regulations 2017 (as amended);
- process payroll;
- pension submissions;
- prepare tax returns; and
- write letters to HMRC.
We will obtain your permission before we write to any other third parties except as required by law or as provided for in regulatory, ethical or other professional pronouncements.
Regulatory compliance and quality control
As a firm is regulated by the Association of Accountancy Technicians (AAT), we are subject to periodic monitoring visits, during these visits our Regulator has access to all of our records.
As part of our commitment to providing a quality service, our work is periodically subject to an independent quality control review. Our reviewers are highly experienced professional people, and are bound by the same requirements for confidentiality as our principals, subcontractors, consultants and staff.
Access to your information, correction and erasure
You have the right to request a copy of the information that we hold about you. If you would like a copy of some or all of your personal information, please email or write to us at the following address: firstname.lastname@example.org
We want to make sure that your personal information is accurate and up to date. You may ask us to correct or remove information that you think is inaccurate or where you do not consider that we have a valid reason for continuing to hold it.
How to contact us
You also have the right to make a complaint to the Information Commissioner's Office (ICO), the UK supervisory authority for data protection issues, at any time. The ICO’s contact details are as follows:
Information Commissioner's Office
Telephone - 0303 123 1113 (local rate) or 01625 545 745
Website - https://ico.org.uk/concerns