We take our client’s privacy very seriously and understand that you don’t want to be bothered by people you have never heard of and don’t want to speak to. We promise that your Personal Data will not be disclosed to third parties unless you agree or we are required to do so to comply with our legal or regulatory requirements. We will not sell, resell, lease or license your Personal Data to anyone.
1. Who are we?
2. What personal data is collected?
Our website does not collect personal data. Upon making contact with us we will obtain some basic information, remaining data will be collected directly through the engagement of our services. The sources of any personal data collected indirectly will be mentioned in this statement. Whether or not you become a client, we may ask you for (but not limited to) your:
- Current address
- Date of birth
- Email address
- Mobile telephone number
- Home telephone number
- Personal data about other company directors/business partners
You are free to withdraw your consent at any time. This may result in us not being able to do certain things for you.
3. What do we use your information for?
We will use your personal data to provide information on services requested.
Data is collected and used on a lawful basis only which is outlined below.
|To perform a contract with you||To take steps at your request prior to entering into a contract|
|To decide whether to enter into a contract|
|To manage and perform the contract|
|To ensure our records remain relevant|
|Our legitimate interest||For good governance, accounting, managing and auditing our business operations|
|For market research, analysis and developing statistics|
|To send you marketing communications with your consent|
|Legal obligation||When you exercise your rights under data protection law and make requests|
|For compliance with legal, regulatory requirements and related disclosures|
|For establishment and defence of legal rights|
|For activities relating to the prevention, detection and investigation of crime|
|To verify your identity, engage in fraud prevention and anti-money laundering checks|
|To monitor emails, calls, other communications, and activities on your account|
|Your consent||When you request we disclose your personal data to other people or organisations|
|When we process any special categories of personal data at your request|
|To send you marketing communications where we have asked for your consent to do so|
4. Data retention period
We will retain your data whether you become a client or not for:
- As long as necessary to deal with your query
- As long as you might legally bring a claim against us
- After our engagement has ended or otherwise comes to an end based on our legal and regulatory requirements
5. Your rights under the General Data Protection Regulation (GDPR)
- The right to be informed
- The right of access
- The right of rectification
- The right of erasure
- The right to restrict processing
- The right to data portability
- The right to object
- Rights in relation to automated decision making and profiling
If you would like further information about data protection you can visit the Information Commissioner’s Office (ICO) at ico.org.uk. The ICO is the UK’s independent authority set up to uphold information rights in the public interest and data privacy for individuals. We comply with all ICO regulatory and statutory requirements. You have the right to make a complaint to the ICO regarding the handling of your data.
6. Fraud prevention and money laundering checks
We may use your personal details in order to conduct identity checks as required by law as a measure to prevent money laundering.
The personal data we have collected from you at engagement or any stage may be shared with fraud prevention agencies. We are required by law to review transactions and report any which may be suspected of being related to money laundering activities.
7. Automated decision making
We may process your personal data without human intervention to evaluate your personal situation such as transactional history and account opening anniversary events. We may do this to decide what marketing communications are suitable for you, to analyse statistics and to assess risks.
This is all done on the basis of our legitimate interests, to protect our business, and to develop and improve our products and services. If we use automated decision making including profiling activity to assess your application, this will be performed on the basis of it being necessary to perform the contract.
8. Sharing your information
- In the event of the sale of the Company or its assets, your personal details may be disclosed to the purchaser of the Company or the purchaser of its assets.
- If we have been legitimately asked to provide information for legal or regulatory purposes or as part of legal proceedings or prospective legal proceedings.
9. The internet
If you communicate with us using the internet, we may occasionally email you about our services and products. When you engage our services, we will give you the opportunity to say whether you would prefer us not to contact you by email. You can also always send us an email (at firstname.lastname@example.org) at any time if you change your mind.
Please remember that communications over the internet, such as emails, are not secure unless they have been encrypted. Your communications may go through a number of countries before they are delivered – this is the nature of the internet. We cannot accept responsibility for any unauthorised access or loss of Personal Data that is beyond our control.
10. Opting out of marketing communication
You are free to opt out of receiving all marketing communications from us at any time by contacting us or logging into your online account.
Should you be opted in to receive email correspondence, there is an unsubscribe link on each email we send out, if you use this, we will not send any unsolicited mail to your registered email address.
Communications regarding changes to existing products or services held, our terms, conditions and policies is important and sometimes critical. You may not opt out of receiving these communications.
12. Reviewing, correcting or updating your personal data
If any of your details are recorded incorrectly and need to be changed, please contact us with details of the required changes and the reasons for the change. Proof of change of address may be needed.
- Telephone 020 8878 4843 Monday to Friday 8.30am – 5:00pm
- Write to Data Protection Manager, MK Bookkeeping Ltd, 2 Liffords Place, Barnes, London, SW13 9LR