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David Hickie Ltd

Chartered Certified Accountants

Telephone 01332 385599
or e-mail davidhickieltd@aol.com

FreeAgent Practitioner and Xero Advisor Certified

Privacy policy for David Hickie Ltd
David Hickie Ltd takes the protection of your privacy very seriously. We will only use your personal information to deliver the services (and any relevant products, for example accounting software) you have requested from us, and to meet our legal responsibilities.
1. How do we collect information from you?
We obtain information about you when you engage us to deliver our services and when you use our Website. This can be collected through meetings, telephone, written correspondence, or electronic communications.
2. 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, e-mail address, your Unique Tax Reference (UTR) number, your National Insurance number, bank account details, your IP address, which pages you may have visited on our Website and when you accessed them.
When you visit our premises, our CCTV systems cover the outside of the building and entrance for the security of both clients and staff. These systems may record your image during your visit.
3. How is your information used?
Our legal basis for processing your information, in general terms, is contractual. Depending on which services you engage us to deliver, we may use your information to:
- contact you by post, e-mail, or telephone
- 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
- prepare your accounts and tax return
- prevent and detect crime, fraud, or corruption
- contact you with information that directly relates to our agreed services
If the law requires us to, we may need to collect and process your data. For example, we can pass on details of people involved in fraud or other criminal activity to law enforcement agencies.
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 six years plus the current year. To ensure compliance with all such requirements it is the policy of the firm to retain this data for a period of seven years from the end of the period concerned.
4. Who has access to your information?
We will not sell or rent your information to third parties.
We will not share your information with third parties for marketing purposes.
Any staff with access to your information have a duty of confidentiality under the ethical standards that this firm is required to follow.
We will share your information with government agencies if required by our contract with you. For example, sending your tax return to HMRC or director's information to Companies House.
Our IT and software support providers may access information, with our permission, to assist with technical issues that prevent us providing our service to you.
External consultants and our regulatory body may have access to your information as part of periodic reviews to ensure we are maintaining our level of service to you.
5. Third Party Service Providers working on our behalf
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.
6. 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 let us know by e-mail.
You have the right to ask for a copy of the information David Hickie Ltd holds about you.
7. 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.
Your data will usually be processed in our office in the UK. However, to allow us to operate efficient digital processes, we sometimes need to store information in servers located outside the UK, but within the European Economic Area (EEA). We take 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.
8. 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 e-mail.
9. Your rights
a) Access to your information: You have the right to request a copy of the personal information about you that we hold.
b) Correcting your information: We want to make sure that your personal information is accurate, complete, and up to date and you may ask us to correct any personal information about you that you believe does not meet these standards.
c) 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 'Objecting to how we may use your information' below
- our use of your personal information is contrary to law or our other legal obligations
d) 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.
e) 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.
f) 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 contact us by e-mail if you wish to exercise any of these rights.
10. Changes to our privacy notice
We keep this privacy notice under regular review and will place any updates on our Website. Paper copies of the privacy notice may also be obtained by contacting us.
This privacy notice was last updated in September 2020.
11. Contact information
David Hickie Ltd
2 Highfield Road
Derby
DE22 1GZ
01332 385599
e-mail: davidhickieltd@aol.com
12. 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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