1. Introduction

This Privacy Statement helps you to understand how we collect, use and protect your personal information when you interact with us.  Please take a few moments to read the sections below and learn how we may use your personal information.  You acknowledge that by providing your personal information to us, you consent in it’s processing in accordance with this Privacy Statement.

2. How your information will be used

General

• Matching your requirements with accountants

• Verifying your identity when required

• Undertaking market research

• Keeping you informed about new developments by email, telephone, or post.

Disclosure

• We may disclose your information to accountants to enable them to contact you

• We may be obliged to disclose your personal information to meet any legal or regulatory requirements in accordance with the law.

3. Collecting Information

Personal

We will collect your personal information when:

• You search for a recommended accountant

• You make customer enquiries

• You respond to communications

The type of personal information we may collect could include:

• Name and address

• Telephone numbers and email addresses

• Income details

• Business details (business name, address, turnover, number of employees, etc)

By accepting our services you agree to our collecting such information.  We are unable to offer you any quotations unless you provide explicit consent for the collection and use of such sensitive data as defined above.

We may also monitor or record calls, emails, text messages or other communications in accordance with UK law, and in particular for:

• Business purposes such as quality control and training

• Processing necessary for entering into or performance of a contract

• Prevention of unauthorised use of our telecommunication systems and websites

• Ensuring effective systems operation

• Meeting any legal obligation

• Protecting your vital interests

• Prevention or detection of crime

• For the legitimate interests of the data controller

Please visit www.dataprotection.gov.uk or www.berr.gov.uk for further information.

All personal information will be held in the strictest confidence and used only for the purposes for which we collect it.  If you would like us to remove any personal information from our records, then please contact us via post or email (please see our contacts page).  We will make all reasonable efforts to delete your information from our files if it is deemed appropriate.

4. Confidentiality

We will endeavour to treat your personal information as private and confidential.  Other than under the terms of this Statement, we will not disclose any of your information to anyone.

We would like to bring to your attention our obligations to disclose information in the following exceptional cases permitted by law, and other situations set out below.  These are:

• Where we are legally compelled to do so

• Where there is a duty to the public to disclose

• Where disclosure is required to protect our interest

• Where disclosure is made at your request or with your consent.

If you make a complaint about the service we have provided, we may be obliged to forward details about your complaint, including your personal information, to the relevant ombudsman.  You can be assured that they are similarly obliged to adhere to the Data Protection Act and keep your personal information strictly confidential.

5. Information Security

Please be aware that communications over the Internet, such as emails, are not secure unless they have been encrypted.

Your communications may route through a number of countries before being delivered – this is the nature of the Internet.  We cannot accept responsibility for any unauthorised access or loss of personal information that is beyond our control.

6. Access to your information

You can write to us at any time to obtain details of the personal information that we may hold about you.  Please contact us via post or email (please see our contacts page).

We will take all reasonable steps to confirm your identity before providing you with details of any personal information we may hold about you.  Please provide two forms of identification such as a copy of a driving licence, passport, or document containing your signature, and a copy bill that confirms your address.

In accordance with the Data Protection Act 1998, we are entitled to charge £10 to cover the administration costs.  Please make cheques payable to “Accountancy Quote Limited”. 

7. Privacy Support

We reserve the right to amend or modify this Privacy Statement at any time and in response to changes in applicable law.

If you have any enquiry about our data protection and privacy practices, please contact us via post or email (please see our contacts page).

Accountancy Quote Ltd is registered under the Data Protection Act 1988
Registration Number: Z1409101