We confirm that we will comply with the provisions of the General Data Protection Regulation (GDPR) when processing personal or sensitive data.
Obtaining, recording or holding personal data; carrying out any operation or set of operations on personal data, including collecting and storage, organising, adapting, altering, using, disclosure (by any means) or removing (by any means) from the records manual and digital.
The information we obtain, process, use and disclose will be necessary for:
The performance of the contract to comply with our legal and regulatory compliance and crime prevention; contacting you with details of other services where you have consented to us doing so or other legitimate interests relating to protection against potential claims and disciplinary action against us. This includes, but is not limited to, purposes such as updating and enhancing our client records, analysis for management purposes and statutory returns.
In regard to our professional obligations we are a member firm of the Institute of Chartered Accountants in England and Wales (ICAEW). Under the ethical and regulatory rules of ICAEW we are required to allow access to client files and records for the purpose of maintaining our membership of this body.