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Privacy Policy

Accounting Matters Limited conduct work for clients in a range of areas and must collect data for this purpose. This privacy notice explains how we use any personal information we collect about you.

What information do we collect about you?

We collect information about you when you engage us for advice or services. This information will relate to your personal and financial circumstances. It may also include special categories of personal data if this is necessary for the provision of our services.

Why do we need to collect and use your personal data?

The primary legal basis that we intend to use for the processing of your data is for the performance of our contract with you. The information that we collect about you is essential for us to be able to carry out the services that you require from us effectively. Without collecting your personal data we’d also be unable to fulfil our legal and regulatory obligations.

Where special category data is required we’ll obtain your explicit consent in order to collect and process this information.

How will we use the information about you?

We collect information about you in order to provide you with the services for which you engage us.

Who might we share your information with?

If you agree, we may email you about other products or services that we think may be of interest to you.

If you agree, we’ll pass on your contact information to our relevant professional contacts whom you expressed an interest in hearing from, for example, financial advisor

We won’t share your information for marketing purposes with any third party.

In order to deliver our services to you effectively we may send your details to third parties such as those that we engage for professional compliance, accountancy or legal services or other credentialed specialist advisers.

Where third parties are involved in processing your data there will be a contract in place with them to ensure that the nature and purpose of the processing is clear, that they are subject to a duty of confidence in processing your data and that they’ll only act in accordance with our written instructions.

Where it’s necessary for your personal data to be forwarded to a third party we’ll use appropriate security measures to protect your personal data in transit.

To fulfil our obligations in respect of prevention of money-laundering and other financial crime we may send your details to third party agencies for identity verification purposes and this search will be recorded as an identity check. It will not affect your ability to obtain credit.

How long do we keep hold of your information and where is it?

In principle, your personal data shouldn’t be held for longer than is required under the terms of our contract for services with you. However, we’re subject to regulatory requirements to retain data for specified minimum periods, usually 7 years. We also reserve the right to retain data for longer than this in order to be able to provide you with long term analyses, trends and reports or other business data and to allow us to assist you should you be subject to an HMRC enquiry or investigation. We are based in the UK and we store our data within the EU. However, some of our systems may use non-EU products, such as Microsoft. We will try to ensure that personal data will still be adequately protected, for example USA’s Privacy Shield.

You have the right to request deletion of your personal data. We’ll comply with this request, subject to the restrictions of our regulatory obligations and legitimate interests as noted above.

How can I access the information you hold about me?

You have the right to request a copy of the information that we hold about you. If you’d like a copy of some or all of your personal information, please email or write to us using the contact details noted below.

When your personal data is processed by automated means you have the right to ask us to move your personal data to another organisation for their use.

We have an obligation to ensure that your personal information is accurate and up to date. Please ask us to correct or remove any information that you think is incorrect.

External links

This policy only applied to our site. If you leave our site via a link, or otherwise, you will be the subject to the policy of that website provider. We cannot be held liable for any damages or implications caused by visiting any external links.

What can you do if you are unhappy with how your personal data is processed?

If you wish to raise a complaint on how we have handled your personal data, you can contact a Director who will investigate the matter. If you are still not satisfied with our response, you can take the matter up with Information Commissioner’s Office, the UK supervisory authority for data protection issues.

Changes to our privacy policy

We keep our privacy policy under regular review and we’ll place any updates on this web page. This policy is dated May 2018