Rebecca Blake
("we", “us”, “our” and “ours”) is an accountancy and tax advisory
firm. Our office is at Marlowe Innovation Centre, Marlowe Way, Ramsgate, Kent CT12 6FA
This notice will tell you how we look after
your personal data, will tell you about your privacy rights, and about our
compliance with and your protections under Data Protection Legislation.
In this notice “Data Protection Legislation”
means any applicable law
relating to the processing,
privacy, and use of Personal Data, including the Data Protection Act 2018 and the Privacy and Electronic
Communications (EC Directive) Regulations 2003, as amended by The Data
Protection, Privacy and Electronic Communications (Amendments etc) (EU Exit)
Regulations 2020.
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 at paragraph 11(Contact Us), below.
The information we hold about you may
include the following:
·
your
personal details (such as your name and address);
·
details
of contact we have had with you in relation to the provision, or the proposed
provision, of our services;
·
details
of any services you have received from us;
·
our
correspondence and communications with you;
·
information
about any complaints and enquiries you make to us;
·
information
from research, surveys, and marketing activities
·
information
we receive from other sources, such as publicly available information or
information provided by your employer or our clients.
We obtain your personal data directly from
you when:
·
you
request a proposal from us in respect of the services we provide;
·
you
engage us to provide our services and also during the provision of those
services;
·
you
contact us by email, telephone, or post (for example when you have a query
about our services); or
We may also obtain your personal data
indirectly:
·
from
third parties and/or publicly available resources (for example, from your
employer or from Companies House).
We may
process your personal data for purposes necessary for the performance of our
contract with you or your employer or our clients]and to comply with our legal
obligations.
We may
process your personal data for the purposes necessary for the performance of
our contract with our clients. This may include processing your personal data
where you are an employee, subcontractor, supplier or customer of our client.
We may also
process your personal data for the purposes of our own legitimate interests
provided that those interests do not override any of your own interests, rights
and freedoms which require the protection of personal data. This includes
processing for marketing, business development, statistical and management
purposes.
Please
note that we may process your personal data for more than one lawful basis
depending on the specific purpose for which we are using your data.
We may
use your personal data in order to:
·
carry
out our obligations arising from any agreements entered into between you or your
employer or our clients and us (which will most usually be for the provision of
our services);
·
carry
out our obligations arising from any agreements entered into between our
clients and us (which will most usually be for the provision of our services)
where you may be a subcontractor, supplier or customer of our client;
·
provide
you with information related to our services and our events or seek your
thoughts and opinions on the services we provide; and
·
notify
you about any changes to our services.
In some
circumstances we may anonymise or pseudonymise the personal data
so that it can no longer be associated with you, in which case we may use it
without further notice to you.
If you
refuse to provide us with certain information when requested, we may not be
able to perform the contract we have entered into with you. Alternatively, we
may be unable to comply with our legal or regulatory obligations.
We may also process your personal data
without your knowledge or consent, in accordance with this notice, where we are
legally required or permitted to do so.
We will
only retain your personal data for as long as is necessary to fulfil the
purposes for which it is collected.
When
assessing what retention period is appropriate for your personal data, we take
into consideration the requirements of our business and the services provided, any
statutory or legal obligations and the purposes for which we originally
collected the personal data.
Where we
need to use your personal data for another reason, other than the purpose for
which we originally collected it, we will only use your personal data where
that reason is compatible with the original purpose. If we need to use your personal
data for a new purpose, we will notify you and communicate the legal basis for
this new processing.
We will
share your personal data with third parties where we are required by law, where
it is necessary to administer the relationship between us, or where we have
another legitimate interest in doing so. This may include sharing your personal
data with a regulator or to otherwise comply with the law.
“Third
parties” includes third-party service providers. The following activities are
carried out by third-party service providers: IT and cloud services,
professional advisory services, administration services, marketing services and
banking services. We only permit our third-party service providers to process
your personal data for specified purposes and in accordance with our
instructions.
We may share your personal data with other
third parties, for example in the context of the possible sale or restructuring of the
business. We may also need to share your personal data with a regulator or to
otherwise comply with the law.
We will not transfer the personal data we
collect about you outside of the UK.
We have put in place commercially reasonable
and appropriate security measures to prevent your personal data from being
accidentally lost, used or accessed in an unauthorised way, altered or
disclosed. In addition, we limit access to your personal data to those
employees, agents, contractors and other third parties who have a business need
to know. They will only process your personal data on our instructions and they
are subject to a duty of confidentiality.
We have put in place procedures to deal with
any suspected data security breach and will notify you and any applicable
regulator of a suspected breach where we are legally required to do so.
It is important that the personal data we
hold about you is accurate and current. Should your personal information
change, please notify us of any changes of which we need to be made aware by
contacting us, using the contact details below.
Under certain circumstances, by law you have
the right to:
·
Request
access to your personal data. This enables you to receive details of the personal
data we hold about you and to check that we are processing it lawfully.
·
Request
correction of the personal data that we hold about you.
·
Request
erasure of your personal data. This enables you to ask us to delete or remove
personal data where there is no good reason for us continuing to process it.
You also have the right to ask us to delete or remove your personal data where
you have exercised your right to object to processing (see below).
·
Object
to processing of your personal data where we are relying on a legitimate
interest (or those of a third party) and there is something about your
particular situation which makes you want to object to processing on this
basis. You also have the right to object where we are processing your personal
information for direct marketing purposes.
·
Request
the restriction of processing of your personal data. This enables you to ask us
to suspend the processing of personal data about you, for example if you want
us to establish its accuracy or the reason for processing it.
·
Request
the transfer of your personal data to you or another data controller if the
processing is based on consent, carried out by automated means and this is
technically feasible.
If you want to exercise any of the above
rights, please email our data protection point of contact at info@rbtax.co.uk.
You will not have to pay a fee to access
your personal data (or to exercise any of the other rights). However, we may
charge a reasonable fee for the administrative costs of complying with the
request if your request for access is manifestly unfounded or excessive.
Alternatively, we may refuse to comply with the request in such circumstances.
We may need to request specific information
from you to help us confirm your identity and ensure your right to access the
information (or to exercise any of your other rights). This is another
appropriate security measure to ensure that personal information is not
disclosed to any person who has no right to receive it.
In the limited circumstances where you may
have provided your consent to the collection, processing and transfer of your
personal data for a specific purpose (for example, in relation to direct
marketing that you have indicated you would like to receive from us), you have
the right to withdraw your consent for that specific processing at any time.[To
withdraw your consent, please email our data protection point of contact at
info@rbtax.co.uk.
Once we have received notification that you
have withdrawn your consent, we will no longer process your personal
information (personal data) for the purpose or purposes you originally agreed
to, unless we have another legitimate basis for doing so in law.
Any
changes we may make to our privacy notice in the future will be provided to you
by an update on our website at www.rbtax.co.uk.
This
privacy notice was last updated on 28th of March 2023
If you have any questions regarding this notice or if
you would like to speak to us about the manner in which we process your
personal data, please email our
data protection point of contact at info@rbtax.co.uk or telephone Rebecca Blake on 01843 830042.
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
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF
Telephone - 0303 123 1113 (local rate) or 01625 545 745
Website - https://ico.org.uk/concerns