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Accountancy Services

Privacy Policy

GENERAL DATA PROTECTION REGULATION

PRIVACY NOTICE – CLIENT

Privacy Notice for Mabe Allen LLP
Mabe Allen LLP takes the protection of your privacy very seriously. We will only use your personal
information to deliver the services you have requested from us, and to meet our legal responsibilities.

How do we collect information from you?
We obtain information about you when you engage us to deliver our services and/or when you use
our website, for example, when you contact us about our services.

What type of information do we collect from you?
The personal information we collect from you will vary depending on which services you engage us
to deliver. The personal information we collect might include your:

  • Name
  • Address,
  • Telephone number
  • Email address
  • Unique Tax Reference (UTR) number
  • National Insurance number
  • Bank account details
  • CCTV images – when visiting our offices
  • IP address
  • Which pages you may have visited on our website and when you accessed them.

How is your information used?
In general terms, and depending on which services you engage us to deliver, as part of providing our
agreed services we may use your information to:

  • contact you by post, email or telephone
  • sending Newsletters via post or email
  • verify your identity where this is required
  • understand your needs and how they may be met
  • maintain our records in accordance with applicable legal and regulatory obligations
  • process financial transactions
  • prevent and detect crime, fraud or corruption
  •  for any other purposes if applicable

We are required by legislation, other regulatory requirements and our insurers to retain your data
where we have ceased to act for you. The period of retention required varies with the applicable
legislation but is typically five or six years. To ensure compliance with all such requirements it is the
policy of the firm to retain all data for a period of seven years from the end of the period concerned.

Who has access to your information?
Mabe Allen LLP will:

  • not sell or rent your information to third parties
  • not share your information with third parties for marketing purposes
  • ensure that any staff with access to your information have a duty of confidentiality under the
    ethical standards that this firm is required to follow.

Third Party Service Providers working on our behalf
We may pass your information to our third party service providers, agents, subcontractors and other
associated organisations for the purposes of completing tasks and providing services to you on our
behalf, for example to process payroll or basic bookkeeping. However, when we use third party
service providers, we disclose only the personal information that is necessary to deliver the service
and we have a contract in place that requires them to keep your information secure and not to use it
for their own purposes.
Please be assured that we will not release your information to third parties unless you have requested
that we do so, or we are required to do so by law, for example, by a court order or for the purposes
of prevention and detection of crime, fraud or corruption.

How you can access and update your information
Keeping your information up to date and accurate is important to us. We commit to regularly review
and correct where necessary, the information that we hold about you. If any of your information
changes, please email or write to us.
You have the right to ask for a copy of the information Mabe Allen LLP holds about you.

Security precautions in place to protect the loss, misuse or alteration of your information
Whilst we strive to protect your personal information, we cannot guarantee the security of any
information you transmit to us, and you do so at your own risk.
Once we receive your information, we make our best effort to ensure its security on our systems.
Where we have given, or where you have chosen, a password which enables you to access
information, you are responsible for keeping this password confidential. We ask you not to share
your password with anyone.
Mabe Allen LLP takes the security of your data seriously and so all our systems have appropriate
security in place that complies with all applicable legislative and regulatory requirements.

Your choices
We may occasionally contact you by post / email / telephone with details of any changes in legal and
regulatory requirements or other developments that may be relevant to your affairs and, where
applicable, how we may assist you further. If you do not wish to receive such information from us,
please let us know by contacting us.

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: Mabe Allen LLP wish to ensure that your personal information is
accurate, complete and up to date. 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
  • you have validly objected to our use of your personal information – see ‘Withdrawing Consent’
    to how we may use your information’ below
  • our use of your personal information is contrary to law or our other legal obligations
  • [we are using your information with your consent and you have withdrawn your consent – see
    ‘withdrawing consent to use your information’ below].

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 there is no longer
a basis for using your personal information but you do not want us to delete the data. Where this
right is 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.

Objecting to how we may use your information: Where we use your personal information to
perform tasks carried out in the public interest then, if you ask us to, we will stop using that personal
information unless there are overriding legitimate grounds to continue. You have the right at any time
to require us to stop using your personal information for direct marketing purposes.

Withdrawing consent to use 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 see our website for the Withdrawing Consent Form which should be completed as instructed
if you wish to exercise any of these rights.

Data Portability: This allows individuals to obtain and reuse their personal data for their own
purposes across different services electronically. The information provided should be in a commonly
used and machine readable format and can be stored on a personal device for future use. It is also
possible to transmit the personal data to another data controller either by the individual or by another
data controller where technically possible. All requests for data portability will be responded to within
one month, unless the request is numerous or more complicated and this can be extended to two
months.

Breaches in Data Security
If you consider that the security of your personal data, held by the Form, has been breached please
refer to the Data Breach documents on our website.

Changes to our privacy notice
We keep this privacy notice under regular review and will place any amendments on the Firm’s
website. Paper copies of the privacy notice may also be obtained by contacting your relevant office.
This privacy notice was last updated on 2
nd July 2021

Contact information
Should you have any queries relating to this privacy notice or the Form’s data protection procedures
please contact:
Kevin Slack, Managing Partner, Mabe Allen LLP by email kevinslack@mabeallen.co.uk

Complaints
We seek to resolve directly all complaints about how we handle your personal information but you
also have the right to lodge a complaint with the Information Commissioner’s Office at
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

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