Who we are
AccountAbility gb Limited, Portland House, 21 Narborough Road, Cosby, Leicester LE9 1TA
Our url is www.accountabilitygb.co.uk
What personal data we collect and why we collect it?
This page explains the terms under which personal information is obtained from you and stored by AccountAbility gb Ltd under the new General Data Protection Regulation (GDPR) from the European Parliament that came into effect on the 25 May 2018.
We collect information about you when you engage us for Accountancy, Audit and or Taxation services. This information will relate to your personal and financial circumstances. It may also include special categories of personal data such as your income, bonuses and dividends for instance, if this is necessary for the provision of our services.
We may also collect information when you voluntarily complete client surveys or provide feedback to us.
Information about connected individuals
We may need to gather personal information about your close family members and dependants in order to provide our service to you effectively. In such cases it will be your responsibility to ensure that you have the consent of the people concerned to pass their information on to us. We will provide a copy of this privacy notice for them or, where appropriate, ask you to pass the privacy information to them.
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 services and 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 would be unable to fulfil our legal and regulatory obligations.
Where special category data is required we will 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.
We will not share your information for marketing purposes with companies outside of our company.
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, HMRC, Companies House or Legal services.
Where third parties are involved in processing your data we will have 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 either yourself or a third party we use IRIS OpenSpace to protect your personal data in transit which has password protection and/or encryption of the data.
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.
How long do we keep hold of your information?
During the course of our relationship with you we will retain personal data which is necessary to provide services to you. We will take all reasonable steps to keep your personal data up to date throughout our relationship.
Your basic personal data will be kept for a maximum of 6 years, or as long as is required by the ICAEW, following the end of your business relationship with AccountAbility gb Ltd.
You have the right to request deletion of your personal data. We will 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 would like a copy of some or all of your personal information please email or write to us using the contact details noted below. We will provide this information within 1 month of receipt of such a request. We reserve the right to extend this to 3 months in complex situations.
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.
We would like to send you information about our products and services which may be of interest to you. If you have agreed to receive marketing information, you may opt out at a later date.
You have a right at any time to stop us from contacting you for marketing purposes. If you no longer wish to be contacted for marketing purposes please e-mail us at firstname.lastname@example.org
SECURE COMMUNICATION WITH YOU
Any Personal or Financial data we communicate with you will be done so using IRIS OpenSpace which is secure online client web portal that enables us to exchange documents, obtain approval, request tax information and collect payments from you in a totally secure way employing password protected documents.
Information not of a personal or sensitive financial nature will continue to be communicated by normal email.
For more information see IRIS Open Space
What can you do if you are unhappy with how your personal data is processed?
You also have a right to lodge a complaint with the supervisory authority for data protection. In the UK this is:
Information Commissioner’s Office
0303 123 1113 (local rate)
How to contact us
by email at email@example.com
Or write to us at
AccountAbility gb Limited,
21 Narborough Road,
Leicester LE9 1TA