Privacy Policy
At Consultax Chartered Accountants, we take your privacy seriously and are dedicated to safeguarding your personal data. This privacy notice will notify you through how we protect your information when you visit our website – no matter where you’re accessing it from. It will also outline your privacy rights and explain how the law protects you, ensuring your data is in safe hands.
Key Information
Purpose Of This Privacy Notice
This privacy notice is designed to provide you with clear insights into how we collects and processes your personal data when you use our website, including any information you may share through it.
Our website is not intended for children, and we do not knowingly collect data from individuals under the age of 16.
It’s essential to read this privacy notice in conjunction with any other privacy or fair processing notices we may share with you on specific occasions when collecting or processing your personal data. This notice serves as a supplement to those documents, not a replacement, ensuring you are fully informed about how and why your data is used.
How We May Gather Your Information?
At Consultax Chartered Accountants, we are committed to transparency about how we collect and use your personal data. We may gather information in the following ways:
Directly From You: When you provide personal details through forms, emails, or phone calls, such as your name, contact information, and financial details.
Automatically: Through cookies and tracking technologies when you interact with our website, allowing us to monitor website usage and improve your experience.
Third-Party Sources: From trusted business partners or public records, where applicable, to support services such as client verification or regulatory compliance.
From Social Media: If you connect with us via social media platforms, we may collect publicly available information related to your profile or interactions.
Rest assured, we take great care to handle your data responsibly and in accordance with all applicable privacy laws.
How We Use Your Personal Information?
General Purposes
In general, we process your personal information for the following key purposes:
- To fulfil your requests – for instance, if you complete a “request a call-back” form, we’ll use this information to contact you promptly.
- To manage your account and process any orders efficiently.
- With your consent, to keep you in the loop about products, services, and updates we believe may be your interest.
- To follow up directly and ensure the service we deliver meets your expectations while continuously improving your user experience.
- Rest assured, your information is handled with the utmost care and used solely to enhance your journey with us.
Purpose And Lawful Basis For Processing Personal Data
We offer a diverse array of professional services, many of which necessitate the processing of personal data to deliver tailored advice and solutions. The lawful basis for processing such data varies depending on the specific context. Our processing activities are grounded in one or more of the following legal justifications:
Performance of a Contract: Processing is essential to fulfill the terms of a contract or to take preparatory steps prior to entering into a contractual agreement with our clients.
Legitimate Interests: Processing is conducted to advance our legitimate business interests, provided these interests are not overridden by individuals’ rights and freedoms.
Compliance with Legal Obligations: Processing is required to meet applicable legal and regulatory requirements.
Adherence To Legal, Regulatory, And Professional Standards
As a provider of professional services, we operate within a framework of legal, regulatory, and professional responsibilities. To ensure compliance, we maintain detailed records that may include personal data, demonstrating our adherence to these obligations.
For instance, in fulfilling customer due diligence requirements under anti-money laundering regulations, we perform searches to identify politically exposed persons (PEPs), high-risk individuals, and organisations. These measures include verifying the absence of factors that could preclude us from engaging with a client, such as sanctions, criminal convictions (including those of company directors and beneficial owners), conduct concerns, or other reputational risks.
Even where no explicit legal obligation exists, we process personal data based on our legitimate interest in fulfilling regulatory requirements and safeguarding the integrity of our operations.
Administration, Management, And Development Of Our Business And Services
We process personal data to efficiently operate, manage, and grow our business. This processing is driven by our legitimate interests in ensuring seamless administration, fostering strong customer relationships, and enhancing the quality of our services. Key activities include:
Customer Relationship Management: Processing is essential to fulfill the terms of a contract or to take preparatory steps prior to entering into a contractual agreement with our clients.
Service and Business Development: Processing is conducted to advance our legitimate business interests, provided these interests are not overridden by individuals’ rights and freedoms.
IT System Maintenance: Processing is required to meet applicable legal and regulatory requirements.
Event Hosting: Processing is required to meet applicable legal and regulatory requirements.
Website Administration: Processing is required to meet applicable legal and regulatory requirements.
By undertaking these activities, we aim to deliver value to our clients while driving the ongoing development and resilience of our business.
Retention Of Personal Data
The retention of personal data is governed by applicable legal, regulatory, and contractual obligations. We ensure that personal data is retained only for the duration necessary to fulfill these requirements and to support legitimate business purposes, after which it is securely disposed of or anonymised.
Procurement Of Services From Suppliers
The lawful basis for processing personal data in relation to procurement activities is anchored in our legitimate interest to uphold efficient, effective, and well-structured procurement processes. This includes fostering productive supplier relationships, ensuring compliance with contractual and regulatory obligations, and optimising supply chain management to support the overall success and sustainability of our operations. By maintaining robust procurement practices, we aim to achieve excellence in service delivery and operational efficiency.
Your Rights Regarding Personal Data
Under certain circumstances, you are entitled by law to exercise the following rights with respect to your personal data:
Request Access: You have the right to obtain confirmation of the personal data we hold about you, along with details on how it is being processed, to ensure it is being handled lawfully.
Request Correction: You may request that we correct any inaccuracies in the personal data we hold about you.
Request Erasure: You have the right to request the deletion or removal of your personal data when there is no legitimate reason for us to continue processing it. You may also request erasure if you have exercised your right to object to processing (as outlined below).
Object to Processing: You may object to the processing of your personal data when we rely on legitimate interests (or those of a third party), particularly if there are specific circumstances that make you wish to object. You also have the right to object to processing for direct marketing purposes.
Request Restriction of Processing: You can request that we suspend the processing of your personal data, for example, if you wish to verify its accuracy or the rationale behind its processing.
Request Data Portability: If the processing of your personal data is based on consent or is carried out by automated means, you have the right to request the transfer of your personal data to another data controller, where technically feasible.
To protect your privacy, we may need to verify your identity before fulfilling any request to ensure that personal information is disclosed only to the rightful individual.
Amendments To Our Policy
We reserve the right to revise or update this Policy as needed to reflect changes in our services or to incorporate feedback. By continuing to access our website or use our services after any modifications to this Policy, you acknowledge and accept the updated terms. It is your responsibility to review this Policy periodically to stay informed of any changes.