Privacy Policy

We take the privacy of our clients and web site visitors very seriously.  Because of this our site does not use persistent cookies, we do not track visits to the site, and do not collect information on specific visitors.

This site uses a single session cookie to maintain information about where a user is on the site, which is deleted as soon as the user leaves the site.

 

TONY D JACQUES & CO

ACCOUNTANTS AND BUSINESS ADVISERS

 

PRIVACY POLICY

 

Introduction

 

Tony D Jacques & Co respects your privacy and is committed to protecting your personal data. This Privacy Notice will inform you as to how we look after your personal data when you provide us with it, and also tell you about your privacy rights and how the law protects you.

We have also provided you with a glossary of terms which may clarify the meaning of some of the terms used in this Privacy Notice.

Tony D Jacques & Co is a trading style of Tadmactma Limited a company registered in England and Wales with the number 4716840.

 

Purpose of this Privacy Notice

This Privacy Notice aims to give you information on how Tony D Jacques & Co collects and processes your personal data when you engage us to provide a service to you or if you use our website.

It is important that you read this policy so that you understand how and why we are using your personal data.  This Privacy Policy works with other notices or correspondence that we might issue to you including our Engagement Letter and our normal terms and conditions.

 

Controller

Tadmactma Limited (Company number 4716840) whose registered office is Kingfisher House 140 Nottingham Road Long Eaton Nottingham NG10 2EN is the data controller and responsible for your personal data.

 

We have taken the decision that a mandatory Data Processing Officer is not required although we recognise that we will need a dedicated person who will be responsible for dealing with any questions in relation to this Privacy Notice. If you do have any questions about this Privacy Notice please use the following details  :

 

Contact Details

Full Name :                 Tadmactma Limited Trading as ‘Tony D Jacques & Co Accountants’

Contact Name :           Mrs Dawn Collison

Address :                     Kingfisher House 140 Nottingham Road Long Eaton Nottingham

NG10 2EN

E-mail Address :         dawn@tonyjacques.co.uk

Telephone :                 0115 871 4598

 

Under the relevant legislation you also have the right to make a complaint at any time direct to the Information Commissioners Office (ICO) which is the supervisory authority for Data Protection matters in the United Kingdom.

To enable us to improve our policies we would of course encourage you to contact us first if you do have any concerns.

 

Changes to this Privacy Notice

It is clearly important that any personal data we hold about you is accurate and up to date and we would therefore request that you keep us informed of any changes.

 

What Data do we collect and hold about you

Personal data – also referred to as personal information – means any information about an individual from which that person can be identified.

Throughout our dealings with you we may collect, store, transfer or use different kinds of personal data about you. The kinds of personal data include – but are not necessarily limited to – the following :

1) Identity Data

This would include such information as your full names, date of birth, gender, marital

Status, any usernames or assumed names etc

2) Contact Data

This would include your full postal address(es), email address, telephone numbers,

personal website addresses and any social media accounts used in your dealings with us.

3) Financial Data

This would include bank account details and payment card details if used in your dealings

with us.

4) Transaction Data

This would include details about any payments to and from you and other details of any

matters you have with us.

5) Technical Data

This would include IP addresses, log-in data, operating systems and software used on any

interaction with us.

6)  Usage Data

This would include information about how and when you use our services.

7)  Marketing and Communications Data

This would include any preferences you have set as to how we communicate with you or

how we sell our services to you.

We may also collect and share Aggregated Data in any marketing campaign that we may

run .

 

Special Categories of Personal Data

 

In the normal course of our business with you we will not need to collect any personal data that may be construed to come under the heading of Special Categories.

(Race, ethnicity, religious beliefs, political opinions etc etc)

If however the circumstance should arise when we need to collect such data we will inform you beforehand.

 

Failure to Provide us with Personal Data

 

When we need to collect personal data – under the terms of our engagement with you – and you fail to provide that information we may not be able to perform the services that you have contracted us for.

If that is the case then we may have to cancel our agreement with you.

We will of course advise you first if this situation arises.

 

 

 

 

 

How we collect your Personal Data

 

   We may use different methods to collect data from and about you including :

1) Direct Interactions

You may give us your identity and contact and financial data by completing forms

or by contacting us by post, telephone, email or by any other method. This will of

course include when you instruct us to provide accountancy taxation or business

advice.

2) Automated Interactions

If you use our websites we may automatically collect data about your browsing

Actions and patterns and your equipment. We do this by using cookies, server logs

etc.

3)  Third Parties or Information in the Public Domain

We may receive personal data about you from various third parties as follows :

Technical data from –

  1. a) Google Analytics or similar provider
  2. b) Search Information providers (Google Chrome Bing etc etc)

Contact Financial and Transaction Data from providers of technical or payment

and information services such as our bankers.

Identity and Contact Data

From data brokers or credit reference agencies or from publicly available sources

such as Companies House.

 

 

 

 

 

 

How we use your Personal Data

 

We will only use your Personal Data when the law allows us to do so. Most of the

time we will use your Personal Data in the following situations :

1) Where we need to carry out the engagement we are about to enter into or have

entered into to provide you with accountancy, taxation or business advice

2) Where it is necessary for our legitimate interests and your interests or

Fundamental rights do not override those interests

3)  Where we need to comply with a legal or regulatory obligation such as

completing National Statistics enquiries.

 

Reasons why we will use your Personal Data

           

In the table attached to this Policy we have detailed descriptions of all the ways we plan to

use your Personal Data and the legal base we rely on to do so. We have also detailed our

legitimate interests in support of us using your Personal Data.

When we are using your Personal Data we may have more than one legal ground to

enable us to do so.

If you need specific details of which legal ground we are relying on to enable us to

process your Personal Data please do not hesitate to contact us using the contact

details provided earlier in this Privacy Policy.

 

 

 

 

 

 

 

 

 

 

Marketing

We try to provide you with choices regarding use of your Personal Data particularly

in respect of any marketing or advertising that we might do.

 

Promotional Offers

We may use your Identity, Contact, Technical, Usage and Profile Data to help us

decide what we think might be of interest to you. This helps us decide which services

to market to you.

 

Third Party Marketing

We will always obtain your express permission before we share your personal data

with any company for marketing purposes.

 

Opting Out

You can ask us to stop sending you marketing messages at any time by either following the

opt-out links on any marketing message or by simply contacting us on the contact details

given previously.

 

Change of Purpose

We will only use your Personal Data for the purpose for which we collected it, unless we

consider that we need to use it for another purpose which we believe is compatible with the

original purpose.

If we need to use your Personal Data for an unrelated purpose we will notify you first.

 

Please note that we may process your Personal Data without your knowledge or consent, in

compliance with the above rules, where this is permitted by law.

 

 

 

 

Disclosures of your Personal Data

 

We may have to share your Personal Data with External Third Parties. More details about the

External Third Parties is included in the Glossary which forms part of this Privacy Policy.

 

When we have to share your Personal Data with third parties we require them to respect the

security of your Personal Data and to treat it according to the law. We do not allow third

party providers to use your Personal Data for their own purposes. We only allow them to

process your Personal Data for specified purposes in accordance with our instructions to

them.

 

Data Security

 

We have put in place appropriate security measures to prevent your Personal Data from being

accidently lost or used or accessed in any unauthorised way.

 

We also limit access to your Personal Data to those employees, agents, contractors and other

third parties that need to know. They will only process your Personal Data on our instructions

and they are of course subject to a duty of confidentiality.

 

We have also put in place procedures to deal with any suspected breach of your Personal

Data and will notify you and the Regulator of a breach where we are legally required to do

so.

 

 

 

 

 

 

 

Data Retention

 

We will retain your Personal Data for as long as is necessary to fulfil the purposes we collected it for which includes any legal accounting or reporting requirements.

 

By law we have to keep basic information about our clients (including Contact, Identity,

Financial and Transaction Data) for six years after they cease to be a client.

 

In some circumstances you can ask us to delete your Personal Data but this right does not

apply to anything that we are required to keep by law.

 

 

Your Legal Rights

 

Under certain circumstances you have rights under the data protection laws in relation to your

Personal Data. These are set out in more detail later in this document.

 

If you wish to exercise any of the rights detailed please contact us using the Contact Details provided earlier in this document.

 

Fees

 

Ordinarily we will not charge fees for you to access your Personal Data or to exercise any of

your other rights unless we feel that your request is repetitive or excessive or unfounded.

 

 

 

 

 

 

What do we need from you?

 

We may need to request specific information from you to help us confirm your identity and

ensure your right to access your Personal Data. This is a security measure to ensure that

Personal Data is not disclosed to any person who has no right to receive it.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

GLOSSARY ATTACHED TO OUR PRIVACY POLICY

 

 

LAWFUL BASIS

 

Legitimate Interest means the interest of our business in conducting and managing our

business to enable us to give you the best service as well as a secure service.

We always consider any potential impact on you and your rights before we process your

Personal Data for our legitimate interests.

 

Performance of Contract means processing your data where it is necessary for providing

accountancy taxation or business advice  to you.

 

Comply with a legal or regulatory obligation means processing your Personal Data where

it is necessary for compliance with a legal or regulatory obligation that we are subject to.

 

THIRD PARTIES

 

External Third Parties

There are different types of External Third Parties that we may share your Personal Data

with:

1) Service Providers acting as processors who provide IT and system administration services

to us

2) Professional advisers acting as processors or joint controllers such as lawyers, bankers,

auditors and insurers who provide consulting or insurance or banking facilities

3) H M Revenue & Customs, Regulators and other authorities acting as processors or joint

Controllers who require reporting of Personal Data in certain circumstances

 

 

 

YOUR LEGAL RIGHTS

 

You have the right to :

 

Request Access to your Personal data at anytime. This enables you to receive a copy of the

Personal Data that we hold about you and to check that we are processing it in a correct

Manner

 

Request Correction of the Personal Data that we hold about you. This enables you to have

any incomplete or inaccurate Personal Data that we hold about you corrected. Please note that

we may have to verify the accuracy of any new information that you give us.

 

Request Erasure of your Personal Data. This enables you to ask us to delete or remove any

Personal Data where there is no reason for us continuing to process it. We may not always be

able to comply with a request for erasure for specific legal reasons.

 

Object to processing of your Personal Data where we are relying on a legitimate interest and

there is something about your particular situation which makes you want to object to

processing as you feel it impacts on your fundamental rights and freedoms.

 

Request the transfer of your Personal Data to you or to a Third Party.

 

Withdraw consent at any time where we are relying on consent to process your Personal

Data. This will not affect the lawfulness of any processing carried out before you withdraw

your consent.

If you withdraw your consent for us to process your Personal Data we may not be able to perform certain services to you.

 

Privacy Policy Table