Asbury Harlow Buckley Tax & Accounts Ltd and its subsidiary companies (although we’d usually refer to ourselves as “the business”, “we” or “us”) take the protection of your privacy seriously.
We’ll only use your personal data for two reasons: 1) to deliver the products and services you’ve requested from us, and 2) to meet our legal responsibilities.
- We collect personal data about you when:
- you make a request for us to provide you with a service
- you or your employer or our clients engage us to provide our services. We will also collect data during the period we are delivering those services
- you get in touch with us. That could be by email, phone, post, social media or through our website
- we consult third parties and/or review data which is available to the public. For example, we may ask for data from your employer or find it on Companies House.
- Here’s the kind of information we might keep:
- your personal details such as your name or address
- details of the communication we have had with you relating to the delivery or proposed delivery of a service
- details of any services you have received from us
- our correspondence and communications with you
- information about any complaints you may have or questions you may ask
- information we receive from other sources. This could be publicly available information, information provided by your employer or our clients, or information from other member firms of Asbury Harlow Buckley Tax & Accounts Ltd.
- How we use personal data we hold about you
We may process your personal data:
- to help us perform duties as in line with our contract with you
- to help us perform things we said we would deliver with our clients in a contract. This might include processing your personal data if you are an employee, subcontractor, supplier or customer of a client of ours for the purposes of our own interests.
- And providing these interests don’t override any of your own interests, rights and freedoms which require the protection of your personal data. These interests might include marketing, business development and management purposes
- for certain additional purposes with your consent. Where we ask for your consent in using your data, you have the right to withdraw this consent at any time.
We might use your personal data for more than one of these purposes at the same time.
We might use your personal data to:
- get in touch with you by post, email or telephone
- verify your identity
- understand what you need and how we can achieve this
- maintain our records in accordance with legal and regulatory obligations
- process financial transactions
- provide you with information on our services, events and activities that we think you’ll be interested in – you’ll have needed to provide your consent for us to send you information on these
- ask you your thoughts and opinions on the services we provide
- let you know about any changes to our services
- prevent and detect crime, fraud and corruption.
- How long do we keep your personal data?
We will keep your personal data after we have used it, as set out below.
When assessing how long we keep your personal data, we think about:
- the requirements of our business and the services we provide
- any statutory or legal obligations
- the reason why we originally collected the personal data
- the lawful grounds on which we base our processing
- the types of personal data we’ve collected
- the amount and categories of your personal data
- whether the purpose of the processing could reasonably be fulfilled in other ways.
We’ll keep your data for six years – even if we stop working with you
Legislation, regulations and our professional indemnity insurers ask us to retain your data after we have stopped acting for you. The period of data retention varies but it’s typically five or six years. So, we keep it for six just to make sure. Where we can, we measure how long we keep the data from the end of the accounting period to which it relates.
- Where there’s a change of purpose
If we need to use your data for another purpose other than the reason we collected it, we’ll only do this if the new purpose is compatible with the original one.
If we think it’s necessary to use your personal data for a new purpose, we’ll let you know and tell you about the legal side of things before we start any new processing of your data.
- Who has access to your personal data?
We won’t sell or rent your information to third parties.
We won’t share your information with third parties for marketing purposes.
Any of our people with access to your information have a duty of confidentiality. These fall under the ethical standards, which we’re all required to follow.
- People (or “Third Party Service Providers”) working on our behalf
In some cases, we use other people (or what we call “third party service providers”) to deliver professional advice and or cloud-based information storage facilities.
Whenever we use third party service providers, we disclose only the personal information that’s necessary to deliver the service. We also have a contract in place that requires them to keep your information secure and not to use it for their own purposes.
All of our third party service providers are required to take commercially reasonable and appropriate security measures to protect your personal data.
We’ll not release your information to other third parties unless you’ve requested that we do so, or we’re required to do so by law. For example, by a court order or for the purposes of prevention and detection of crime, fraud or corruption.
- Security measures in place to prevent the loss, misuse or alteration of your personal data.
We’ve put security measures in place to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way. We also limit access to your personal data to those employees, agents, contractors and other third parties who have a business need to know. They’ll only process your personal data on our instructions and they’re subject to a duty of confidentiality.
We’ve put procedures in place to deal with any suspected data security breaches. If this happens, we’ll notify you and any applicable regulator of a suspected breach where we’re legally required to do so.
Your data will usually be processed in our offices in the UK. However, to allow us to operate efficient digital processes, we sometimes may need to store information in servers located outside the UK.
- Your duty to inform us of changes in your personal data
It’s important that the personal data we hold about you is accurate and current. If it changes, please let us know of any changes of which we need to be made aware by getting in touch with your usual Asbury Harlow Buckley (AHB) contact or using the contact details below.
- Your rights in connection with personal data
Under certain circumstances, by law you have the right to:
- ask for access to your personal data. You can have access to all the personal data we hold about you and you can check that we’re processing it lawfully
- ask us to correct the personal data that we hold about you
- ask us to delete your personal data. This means we’ll remove personal data where there’s no good reason for us to continue to process it. You also have the right to ask us to delete or remove your personal data where you’ve objected to us processing it (see below)
- object to us processing your personal data where we’re relying on a legitimate interest of ours or a third party, and you have a situation which makes you want to object to us processing your data. You also have the right to object on these grounds when it comes to direct marketing purposes
- ask for the restriction of the processing of your personal data. This means you can ask us to suspend the processing of personal data about you
- ask for 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 possible.
If you wish to exercise any of these rights, please get in touch with us. Our contact details are below.
It’s worth mentioning: you won’t 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 if your request for access is clearly unfounded or excessive. It’s not like us, but we might even decline to comply with the request in such circumstances.
Also, to confirm your identity, we might need to request specific information from you. This is to ensure your right to access the information or to exercise any of your other rights, and to make sure your personal information isn’t disclosed to anyone who has no right to receive it.
- Your right to withdraw consent
You have the right to withdraw your consent for us to collect, process and transfer your data at any time. This applies to specific circumstances too, where you might’ve provided your consent. To withdraw your consent, please get in touch using the contact details below.
Once we’ve received notification that you’ve withdrawn your consent, we’ll no longer process your personal data for the purpose or purposes you originally agreed to. That’s unless we have another legitimate basis for doing so.
- Changes to this privacy notice
We keep this privacy notice under regular review and will place any updates on our website at www.weareahb.com. Last updates 28/05/2018
Complaints
You also have the right, at any time, to make a complaint to the Information Commissioner’s Office (ICO), the UK supervisory authority for data protection issues. Here are the ICO’s contact details:
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
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