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Privacy Policy

This privacy notice tells you what to expect us to do with your personal information. 

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  • Contact details 

  • What information we collect, use, and why 

  • Lawful bases and data protection rights 

  • Where we get personal information from 

  • How long we keep information 

  • Who we share information with 

  • How to complain 

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Contact details 

Telephone 07518660004 

Email info@accountingforward.co.uk 

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What information we collect, use, and why 

We collect or use the following information to provide and improve products and services for clients: 

  • Names and contact details 

  • Addresses 

  • Gender 

  • Occupation 

  • Date of birth 

  • Marital status 

  • Payment details (including card or bank information for transfers and direct debits) 

  • Financial data (including income and expenditure) 

  • Transaction data (including details about payments to and from you and details of products and services you have purchased) 

  • Usage data (including information about how you interact with and use our website, products and services) 

  • Employment details (including salary, sick pay and length of service) 

  • Website user information 

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We collect or use the following personal information for the operation of client or customer accounts: 

  • Names and contact details 

  • Addresses 

  • Purchase or service history 

  • Account information, including registration details 

  • Information used for security purposes 

  • Marketing preferences 

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We collect or use the following personal information for information updates or marketing purposes: 

  • Names and contact details 

  • Addresses 

  • Marketing preferences 

  • Purchase or account history 

  • Website and app user journey information 

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We collect or use the following personal information to comply with legal requirements: 

  • Name 

  • Contact information 

  • Identification documents 

  • Client account information 

  • Any other personal information required to comply with legal obligations 

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Lawful bases and data protection rights 

  • Your right of access - You have the right to ask us for copies of your personal information. You can request other information such as details about where we get personal information from and who we share personal information with. There are some exemptions which means you may not receive all the information you ask for.

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  • Your right to rectification - You have the right to ask us to correct or delete personal information you think is inaccurate or incomplete.

 

  • Your right to erasure - You have the right to ask us to delete your personal information. 

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  • Your right to restriction of processing - You have the right to ask us to limit how we can use your personal information. 

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  • Your right to object to processing - You have the right to object to the processing of your personal data. 

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  • Your right to data portability - You have the right to ask that we transfer the personal information you gave us to another organisation, or to you. 

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  • Your right to withdraw consent – When we use consent as our lawful basis you have the right to withdraw your consent at any time. 

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If you make a request, we must respond to you without undue delay and in any event within one month. 

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To make a data protection rights request, please contact us using the contact details at the top of this privacy notice. 

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Our lawful bases for the collection and use of your data 

Our lawful bases for collecting or using personal information to provide and improve products and services for clients are: 

  • Consent - we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time. 

  • Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object. 

  • Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability. 

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Our lawful bases for collecting or using personal information for the operation of client or customer accounts are: 

  • Consent - we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time. 

  • Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object. 

  • Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability. 

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Our lawful bases for collecting or using personal information for information updates or marketing purposes are: 

  • Consent - we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time. 

  • Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object. 

 

Our lawful bases for collecting or using personal information to comply with legal requirements: 

  • Consent - we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time. 

  • Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object. 

  • Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability. 

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Where we get personal information from 

  • Directly from you 

  • Regulatory authorities 

  • Previous employment 

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How long we keep information 

In principle, your personal data should not be held for longer than is required under the terms of our contract for services with you. However, we are subject to regulatory requirements to retain data for specified minimum periods. We also reserve the right to retain data for longer than this where we consider it is in your interest for us to do so.

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With regards to client data, we will retain your personal data for a minimum of 7 years.

For marketing purposes, where you have consented to hear from us, if we haven’t made contact within 2 years, we will remove you from our database (unless you have already asked to be removed).

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For human resources purposes, where you have applied for a position within the firm, we will retain your application for a minimum of 12 months from the closure of the vacancy unless you were successful (in which case, this record will then move to your staff file). For employees, we will retain your personal data for a minimum of 6 years after your employment ceases.

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Who we share information with 

Others we share personal information with 

  • Organisations we’re legally obliged to share personal information with 

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How to complain 

If you have any concerns about our use of your personal data, you can make a complaint to us using the contact details at the top of this privacy notice. 

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If you remain unhappy with how we’ve used your data after raising a complaint with us, you can also complain to the ICO. 

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The ICO’s address:            

Information Commissioner’s Office 
Wycliffe House 
Water Lane 
Wilmslow 
Cheshire 
SK9 5AF 

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Helpline number: 0303 123 1113 

Website: https://www.ico.org.uk/make-a-complaint 

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Last updated 

30 August 2024 

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