Monton Green Accountancy Ltd ("We") are committed to protecting and respecting your privacy.
This policy sets out the basis on which any personal data we collect from you, or that you provide to us, will be processed by us. Please read the following carefully to understand our views and practices regarding your personal data and how we will treat it.
The rules on processing of personal data are set out in the General Data Protection Regulation (the “GDPR”).
Data controller - A controller determines the purposes and means of processing personal data.
Data processor - A processor is responsible for processing personal data on behalf of a controller.
Data subject – Natural person
Categories of data: Personal data and special categories of personal data:
Personal data - The GDPR applies to ‘personal data’ meaning any information relating to an identifiable person who can be directly or indirectly identified in particular by reference to an identifier (as explained in Article 6 of GDPR). For example name, passport number, home address or private email address. Online identifiers include IP addresses and cookies.
Special categories personal data - The GDPR refers to sensitive personal data as ‘special categories of personal data’ (as explained in Article 9 of GDPR). The special categories specifically include genetic data, and biometric data where processed to uniquely identify an individual. Other examples include racial and ethnic origin, sexual orientation, health data, trade union membership, political opinions, religious or philosophical beliefs.
Processing - means any operation or set of operations which is performed on personal data or on sets of personal data, whether or not by automated means, such as collection, recording, organisation, structuring, storage, adaptation or alteration, retrieval, consultation, use, disclosure by transmission, dissemination or otherwise making available, alignment or combination, restriction, erasure or destruction.
Third party - means a natural or legal person, public authority, agency or body other than the data subject, controller, processor and persons who, under the direct authority of the controller or processor, are authorised to process personal data.
2. Who are we?
Monton Green Accountancy Ltd is the data controller. This means we decide how your personal data is processed and for what purposes. Our contact details are: 5 Hawthorn, Avenue, Monton, Manchester, M30 9NE, telephone 07966 361934, email firstname.lastname@example.org. For all data matters contact Carolyn Cullen.
3. The purpose(s) of processing your personal data
We use your personal data for the following purposes:
- To fulfil the services for which you have appointed us as your accountant
- To respond to the reason you have contacted us
4. The categories of personal data concerned
With reference to the categories of personal data described in the definitions section, we process the following categories of your data:
Personal data; name, address, phone number, email address, financial information, proof of ID and of address, details of your HMRC services such as UTR and National Insurance numbers.
We have obtained your personal data from information provided by you and from publicly available records such as Companies House.
5. What is our legal basis for processing your personal data?
Our lawful basis for processing your general personal data:
☐ Consent of the data subject;
☑ Processing necessary for the performance of a contract with the data subject or to take steps to enter into a contract
As per services set out in engagement letter
☑ Processing necessary for compliance with a legal obligation
As per services set out in engagement letter
☐ Processing necessary to protect the vital interests of a data subject or another person
☐ Processing necessary for the performance of a task carried out in the public interest or in the exercise of official authority vested in the controller
☑ Processing necessary for the purposes of the legitimate interests of the data controller or a third party, except where such interests are overridden by the interests or fundamental rights or freedoms of the data subject
Responding to an enquiry into accountancy services or job opportunities.
6. Sharing your personal data
Your personal data will be treated as strictly confidential, and will not be shared with anyone else without your written consent, except as is necessary to fulfil the services contracted for.
7. How long do we keep your personal data?
For customers we keep your personal data for 5 years after the 31st January following the end of the tax year in line with the legal requirement.
We will keep your personal data for 12 months after it has been provided to us for non-customer data.
8. Providing us with your personal data
We require your personal data as it is a requirement necessary to fulfil the contract for accountancy services which you have appointed us for or to respond to the enquiry which you have approached us about.
9. Your rights and your personal data
Unless subject to an exemption under the GDPR, you have the following rights with respect to your personal data:
· The right to request a copy of the personal data which we hold about you;
· The right to request that we correct any personal data if it is found to be inaccurate or out of date;
· The right to request your personal data is erased where it is no longer necessary to retain such data;
· The right to request that we provide you with your personal data and where possible, to transmit that data directly to another data controller, (known as the right to data portability), (where applicable i.e. where the processing is based on consent or is necessary for the performance of a contract with the data subject and where the data controller processes the data by automated means);
· The right, where there is a dispute in relation to the accuracy or processing of your personal data, to request a restriction is placed on further processing;
· The right to object to the processing of personal data, (where applicable i.e. where processing is based on legitimate interests (or the performance of a task in the public interest/exercise of official authority); direct marketing and processing for the purposes of scientific/historical research and statistics).
10. Transfer of Data Abroad
We do not transfer personal data outside of the EEA.
11. Automated Decision Making
We do not use any form of automated decision making in our business.
12. Further processing
If we wish to use your personal data for a new purpose, not covered by this Data Privacy Notice, then we will provide you with a new notice explaining this new use prior to commencing the processing and setting out the relevant purposes and processing conditions.
14. How to make a complaint
To exercise all relevant rights, queries or complaints please in the first instance contact Carolyn Cullen on the contact details given in section 2
If this does not resolve your complaint to your satisfaction, you have the right to lodge a complaint with the Information Commissioners Office on 03031231113 or via email or at the Information Commissioner's Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF, England.