Privacy policy
This privacy policy sets out the way in which we may use and manage the personal data of private clients and the officers and employees of corporate clients and third parties related to a client as required by law. This policy sets out who we are, what data we collect and how we use that data.
Who we are:
A9 Accountancy Limited is a Limited Company Registered in Scotland with its registered office at Elm House, Cradlehall Business Park, Inverness, IV2 5GH and company number SC295793.
The data that we collect:
We use your data for various purposes connected with the services that we provide to you or your employer.
We generally collect data from you directly but we may also collect data from third parties such as:
We may use data about you for the following purposes:
The legal basis for our use of data about you is one of the following. The processing of your data is necessary for:
Where none of the above applies, we will ask for your consent to process data
Who we share your data with:
We may share data about you with:
We implement appropriate technical and organisational measures to protect personal data that we hold from unauthorised disclosure, use, alteration or destruction. Where appropriate, we use encryption and other technologies that can assist in securing the data you provide. We also require our service providers to comply with data privacy requirements.
How long we retain your personal information for:
We store data in accordance with legal, regulatory, financial and best-practice business requirements. Once our relationship with you ends, we will securely delete/destroy your data in line with our data retention policies.
Your rights
Access to your information - You have the right to request a copy of the personal information about you that we hold.
Correcting your information - We want to make sure that your personal information is accurate, complete and up to date and you may ask us to correct any personal information about you that you believe does not meet these standards.
Deletion of your information - You have the right to ask us to delete personal information about you where:
Restricting how we may use your information - In some cases, you may ask us to restrict how we use your personal information. This right might apply, for example, where we are checking the accuracy of personal information about you that we hold or assessing the validity of any objection you have made to our use of your information. The right might also apply where this is no longer a basis for using your personal information but you don't want us to delete the data. Where this right to validly exercised, we may only use the relevant personal information with your consent, for legal claims or where there are other public interest grounds to do so.
Automated processing - If we use your personal information on an automated basis to make decisions which significantly affect you; you have the right to ask that the decision be reviewed by an individual to whom you may make representations and contest the decision. This right only applies where we use your information with your consent or as part of a contractual relationship with you.
Withdrawing consent using your information - Where we use your personal information with your consent you may withdraw that consent at any time and we will stop using your personal information for the purpose(s) for which consent was given.
Please contact us in any of the ways set out in the Contact information and further advice section if you wish to exercise any of these rights.
Changes to our privacy statement
We keep this privacy statement under regular review and will place any updates on this website. Paper copies of the privacy statement may also be obtained from the Companies Registered Office.
This privacy statement was last updated on 14 May 2018.
Contact information and further advice
If you have any queries concerning your personal information or any questions on our use of that information, please contact our Data Protection Officer - Paul Capewell by email to info@a9accountancy.co.uk or write to us at:
Paul Capewell
Data Protection Officer
A9 Accountancy Limited
Elm House
Cradlehall Business Park
Inverness
IV2 5GH
Complaints
We seek to resolve directly all complaints about how we handle personal information but you also have the right to lodge a complaint with the Information Commissioner's Office, whose 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
Who we are:
A9 Accountancy Limited is a Limited Company Registered in Scotland with its registered office at Elm House, Cradlehall Business Park, Inverness, IV2 5GH and company number SC295793.
The data that we collect:
We use your data for various purposes connected with the services that we provide to you or your employer.
We generally collect data from you directly but we may also collect data from third parties such as:
- Other advisers and intermediaries (such as solicitors, banks, land agents and independent financial advisers), both current and previous.
- HMRC and other governmental organisations.
- Company information databases.
- Your family
- Publicly available sources, such as Companies House.
- Your agents and representatives, such as your power of attorney.
- Other professional services providers that provide services to you.
- Other third parties.
- Basic contact information, proof of age and identity information.
- Financial information and HMRC client data.
- Trust information.
- Referral letters from third party institutions.
- Sensitive data.
- Additional information applicable only to our private clients, such as beneficiary details and powers of attorney.
- Information relating to your use of our website.
We may use data about you for the following purposes:
- To provide such services to you.
- To make payments on your behalf.
- To create and manage records of your involvement with us and to communicate with you.
- To contact you with respect to the services that we provide.
- Sending you marketing information
- If you provide your consent to share data with financial institutions, employers or landlords for the purposes of mortgages, leases and other financial references.
- To verify your residence and identity in order to comply with our legal and regulatory requirements.
- To comply with legal and or regulatory obligations.
The legal basis for our use of data about you is one of the following. The processing of your data is necessary for:
- The performance of a contract to which you are a party.
- Compliance with a legal obligation to which we are subject.
- A legitimate business interest that is not overridden by your interests, rights and freedoms which require protection.
Where none of the above applies, we will ask for your consent to process data
Who we share your data with:
We may share data about you with:
- Our insurers in the event of an potential insurance claim;
- Your other professional advisers;
- We may share sensitive data with other service providers or HMRC.
- Financial institutions;
- Third parties interested in acquiring you (in respect of corporate clients only);
- Third parties who provide us with products or services; and
- Other third parties, where required or permitted by law.
We implement appropriate technical and organisational measures to protect personal data that we hold from unauthorised disclosure, use, alteration or destruction. Where appropriate, we use encryption and other technologies that can assist in securing the data you provide. We also require our service providers to comply with data privacy requirements.
How long we retain your personal information for:
We store data in accordance with legal, regulatory, financial and best-practice business requirements. Once our relationship with you ends, we will securely delete/destroy your data in line with our data retention policies.
Your rights
Access to your information - You have the right to request a copy of the personal information about you that we hold.
Correcting your information - We want to make sure that your personal information is accurate, complete and up to date and you may ask us to correct any personal information about you that you believe does not meet these standards.
Deletion of your information - You have the right to ask us to delete personal information about you where:
- You consider that we no longer require the information for the purposes for which it was obtained.
- We are using that information with your consent and you have withdrawn your consent.
- You have validly objected to our use of your personal information – see Objecting to how we may use your information below.
- Our use of your personal information is contrary to law or our other legal obligations.
Restricting how we may use your information - In some cases, you may ask us to restrict how we use your personal information. This right might apply, for example, where we are checking the accuracy of personal information about you that we hold or assessing the validity of any objection you have made to our use of your information. The right might also apply where this is no longer a basis for using your personal information but you don't want us to delete the data. Where this right to validly exercised, we may only use the relevant personal information with your consent, for legal claims or where there are other public interest grounds to do so.
Automated processing - If we use your personal information on an automated basis to make decisions which significantly affect you; you have the right to ask that the decision be reviewed by an individual to whom you may make representations and contest the decision. This right only applies where we use your information with your consent or as part of a contractual relationship with you.
Withdrawing consent using your information - Where we use your personal information with your consent you may withdraw that consent at any time and we will stop using your personal information for the purpose(s) for which consent was given.
Please contact us in any of the ways set out in the Contact information and further advice section if you wish to exercise any of these rights.
Changes to our privacy statement
We keep this privacy statement under regular review and will place any updates on this website. Paper copies of the privacy statement may also be obtained from the Companies Registered Office.
This privacy statement was last updated on 14 May 2018.
Contact information and further advice
If you have any queries concerning your personal information or any questions on our use of that information, please contact our Data Protection Officer - Paul Capewell by email to info@a9accountancy.co.uk or write to us at:
Paul Capewell
Data Protection Officer
A9 Accountancy Limited
Elm House
Cradlehall Business Park
Inverness
IV2 5GH
Complaints
We seek to resolve directly all complaints about how we handle personal information but you also have the right to lodge a complaint with the Information Commissioner's Office, whose 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