1. ABOUT US AND THE PURPOSE OF THIS NOTICE
1.1 Apple Tree Accountancy Ltd ("we", “us”, “our” and “ours”) is a professional services firm. We are registered in England and Wales as a limited company under company number 6605797 and our registered office is at Fox Fold House, Steventon Road, East Hanney, Wantage, Oxon. OX12 0HS.
1.2 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.
1.3 We have appointed a Data Protection Officer. Our Data Protection Officer 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.
2.1 The information we hold about you may include the following:
- your personal details (such as your name and/or address);
- details of your financial affairs;
- 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; and
- information from research, surveys, and marketing activities.
3.1 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; or
- you contact us by email, telephone or post (for example when you have a query about our services).
3.2 We may also obtain your personal data indirectly:
- from your employer;
- from HMRC;
- from your and our business associates and contacts; or
- from third parties and/or publicly available resources (for example, from Companies House).
4.1 We may process your personal data for purposes necessary for the performance of our contract with you or our clients, and to comply with our legal obligations. This may include processing your personal data where you are an employee, subcontractor, supplier or customer of our client.
4.2 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.
4.3 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. Situations in which we will use your personal data.
4.4 We may use your personal data in order to:
- carry out our obligations arising from any agreements entered into between you 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.
4.5 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.
4.6 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.
4.7 Data retention
4.7.1 We will only retain your personal data for as long as is necessary to fulfil the purposes for which it is collected.
4.7.2 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.
4.8 Change of purpose
4.8.1 Where we need to use your personal data for a 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 data for a new purpose we will notify you and communicate our legal basis for this new processing.
5.1 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.
5.2 “Third parties” includes third-party service providers. The following activities are carried out by third-party service providers: IT 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
5.3 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.
6.1 We will not transfer the personal data we collect about you outside of the EEA without your written consent. If we seek such consent we will inform you which country or countries outside of the EEA we wish to transfer such data to, why we wish to transfer it there, what use it will be put to there, whether there is an adequacy decision by the European Commission in relation to that country or those countries and what measures we have put in place to ensure that your personal data is treated by those third parties in a way that is consistent with and which respects the Data Protection Legislation.
7.1 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.
7.2 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.
8.1 Your duty to inform us of changes
8.1.1 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.
8.2 Your rights in connection with personal data
8.2.1 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.
8.2.2 If you want to exercise any of the above rights, please email our Data Protection Point of Contact using the contact details noted at paragraph 11 (Contact Us) below.
8.2.3 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.
8.2.4 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.
9.1 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 using the contact details noted at paragraph 11 (Contact Us) below.
9.2 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.
10.1 Any changes we may make to our privacy notice in the future will be updated on our website at www.taxandaccountancy.com.
10.2 This privacy notice was last updated on 8 July 2020.
11.1 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 contact our Data Protection Point of Contact Victoria Gould at firstname.lastname@example.org or on 01235- 869142.
11.2 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