Client Privacy Notice

Who we are:

Emery & Co Accountants Ltd is a private limited company registered at Companies House. Our registered office address is The Hayloft, Lodge Farm, Lodge Lane, Cheslyn Hay, Cannock, WS11 0LT.

The information we use and where we get it from:

Emery & Co Accountants Ltd is committed to providing a confidential service to its clients. We use the Government backed, Cyber Essentials Scheme guidelines to secure our systems and data.

Most of the information about our clients or prospective clients, that we process, will have been provided by you. Some information will be created or discovered as part of the service that we provide. We also process information about you, when we communicate with service providers, professional bodies, Government departments or other statutory agencies on your behalf.

We only process the minimum amount of data that we need, to offer you an effective support service. We process personal information such as contact information and we also process some security information such as date of birth. All of the information is relevant to the services that we provide or access on your behalf.

We process a contact list for suppliers and some elements of that will include personal information.

Our mobile telephones have the ability to record messages and conversations.

How we use your information:

We use client information, primarily to enable us to offer our accountancy services. We also use client information to allow us to run our business on a day-to-day basis and manage our resources in a cost-effective way. Client information is processed on the basis of contracts or pre-contract negotiations between us.

Voice recordings may be processed on the basis of contract or our legitimate interest to prevent and detect crime.

All personal data is processed entirely within the EEA.

Sharing your information:

We offer our clients a confidential service and we take that commitment very seriously, so nothing that you tell us will be shared with any other organisation or individual without your permission.

In some cases, we use external suppliers, such as payroll companies, to process data on our behalf. We have contracts in place with our data processors. This means that they cannot do anything with your personal information unless we have instructed them to do it. They will not share your personal information with any organisation apart from us. They will hold it securely and retain it for the period we instruct.

How long we will keep your information:

Under normal circumstances, our maximum retention period for documents is six years from the end of the period to which they relate. Therefore, copies of audit files will be deleted after 7 years. However, individual client cases may require us to retain data for longer than usual. This data will be clearly identified and managed by Lisa Emery.

Security:

As part of our data protection responsibilities, we have implemented appropriate technical and organisational measures to ensure that your information is kept secure and confidential.

Your rights:

You have certain legal rights to control what we do with your information. You have the right to get access to your information; to request that we correct or update your information; to object about or request that we restrict processing your data in some circumstances and to receive your information in a portable format. Where processing relies upon your consent, you also have the right to withdraw your consent at any time or to request that we delete your information.

You should understand that exercising your rights could mean that we are no longer able to provide you with access to our services. If you withdraw your consent, it will not affect the lawfulness of processing that took place prior to the withdrawal.

If you think we have breached your rights, in any way then, you have the right to lodge a complaint with the Information Commissioner’s Office. They can be contacted via their website at www.ico.org.uk or by telephoning their helpline on 0303 123 1113