PRIVACY POLICY

Last updated 11 March 2020

1. ABOUT ME AND THE PURPOSE OF THIS NOTICE

Sharon Gillett BSc FCA trading as Workabee Accountants provides bookkeeping, accountancy and taxation services. My office is at 11 Chestnut Ave, Buckhurst Hill, Essex IG9 6EN.

For the purpose of the Data Protection Legislation and this notice, I am the ‘data controller’. This means that I am responsible for deciding how I hold and use personal data about you. I am required under the Data Protection Legislation to notify you of the information contained in this privacy notice.

I am your Data Protection Point of Contact and I am responsible for assisting with enquiries in relation to this privacy notice or my treatment of your personal data.

2. THE KIND OF INFORMATION I HOLD ABOUT YOU

The information I hold about you may include the following:

· your personal details (such as your name, address and telephone number);

· details required for your personal tax return (such as national insurance number, tax code, salary details and bank details);

· details of contact I have had with you in relation to the provision, or the proposed provision, of my services;

· details of any services you have received from me;

· my correspondence and communications with you;

· information about any complaints and enquiries you make to me; and

· information from research, surveys, and marketing activities.

3. HOW I MAY COLLECT YOUR PERSONAL DATA

I obtain your personal data directly from you when:

· you request a proposal from me in respect of the services I provide;

· you engage me to provide my services and also during the provision of those services; and

· you contact me by email, telephone, post or social media (for example when you have a query about my services).

I may also obtain your personal data indirectly:

· from third parties and/or publicly available resources (for example, from your employer or from Companies House).

4. HOW I USE PERSONAL DATA I HOLD ABOUT YOU

I may process your personal data for purposes necessary for the performance of my contract with you and to comply with my legal obligations. This may include processing your personal data where you are an employee, subcontractor, supplier or customer of my client.

Please note that I 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 I will use your personal data

I may use your personal data in order to:

· carry out our obligations arising from any agreements entered into between you and me (which will most usually be for the provision of my services);

· carry out my obligations arising from any agreements entered into between my clients and us (which will most usually be for the provision of our services) where you may be a subcontractor, supplier or customer of my client;

· provide you with information related to my services and my events or seek your thoughts and opinions on the services I provide; and

· notify you about any changes to my services.

In some circumstances I may anonymise or pseudonymise the personal data so that it can no longer be associated with you, in which case I may use it without further notice to

I may also process your personal data without your knowledge or consent, in accordance with this notice, where I am legally required or permitted to do so.

Data retention

I will only retain your personal data for as long as is necessary to fulfil the purposes for which it is collecte

When assessing what retention period is appropriate for your personal data, I take into consideration the requirements of my business and the services provided, any statutory or legal obligations and the purposes for which I originally collected the personal data.

Change of purpose

Where I need to use your personal data for a reason, other than the purpose for which I originally collected it, I will only use your personal data where that reason is compatible with the original purpose. If I need to use your data for a new purpose, I will notify you and communicate my legal basis for this new processing.

5. DATA SHARING

I will share your personal data with third parties where I am required by law, where it is necessary to administer the relationship between us or where I have another legitimate interest in doing so. This may include sharing your personal data with a regulator or to otherwise comply with the law.

6. TRANSFERRING PERSONAL DATA OUTSIDE THE EUROPEAN ECONOMIC AREA (EEA)

I will not transfer the personal data I collect about you outside of the EEA.

I 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, I will limit access to your personal data to any contractors and other third parties who have a business need to know. They will only process your personal data on my instruction and they are subject to a duty of confidentiality.

I 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 I am legally required to do so.

7. RIGHTS OF ACCESS, CORRECTION, ERASURE, AND RESTRICTION

Your duty to inform me of changes

It is important that the personal data I hold about you is accurate and current. Should your personal information change, please notify me of any changes of which I need to be made aware by contacting me, using the contact details below.

Your rights in connection with personal data

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 I hold about you and to check that I am processing it lawfully.

· Request correction of the personal data that I hold about you.

· Request erasure of your personal data. This enables you to ask me to delete or remove personal data where there is no good reason for me continuing to process it. You also have the right to ask me 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 I am 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 I am processing your personal information for direct marketing purposes.

· Request the restriction of processing of your personal data. This enables you to ask me 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.

If you want to exercise any of the above rights, please contact me.

You will not have to pay a fee to access your personal data (or to exercise any of the other rights). However, I 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, I may refuse to comply with the request in such circumstances.

I may need to request specific information from you to help me 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.

8. RIGHT TO WITHDRAW CONSENT

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 me), you have the right to withdraw your consent for that specific processing at any time. To withdraw your consent, please email me.

Once I have received notification that you have withdrawn your consent, I will no longer process your personal information (personal data) for the purpose or purposes you originally agreed to, unless I have another legitimate basis for doing so in law.

9. CONTACT ME

If you have any questions regarding this notice or if you would like to speak to me about the manner in which I process your personal data, please email me at accountants@workabee.co.uk or ring me on 07771 788484.

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

This privacy notice was last updated on 11 March 2020.