Trafford Accountants – Privacy statement

THE GENERAL DATA PROTECTION REGULATION (GDPR) AND YOUR DATA

 The General Data Protection Regulation (GDPR), effective from 25 May 2018, addresses the increase in data that has arisen from social media and online activity.  These new laws provide individuals with more transparency and stronger rights regarding personal data.

Trafford Accountants Ltd have always taken data privacy seriously and we believe the introduction of the GDPR is a positive way of giving you more control over how organisations use and manage your data.

What does this mean for you?

GDPR provides you with greater transparency regarding your personal data.  It strengthens your rights, giving you improved access to your data and the right to review and, in certain circumstances, edit or delete the information that organisations store about you.

For Trafford Accountants Ltd customers, we will no longer email documents for approval, but will instead provide you with access to your own SageOne account.  This is a more secure way to store and view your own data.  We’ll manage your other data like we always have and if you want to know more about the data we hold and how we use it, all you need to do is check out our privacy statement below.

What does this mean for Trafford Accountants Ltd?

GDPR won’t change the ways we use your personal information.  We will continue to value the data you share with us, treating it with respect and keeping it secure at all times.  We’ll continue to contact you appropriately about services that may benefit you, unless you’ve asked us not to.

So, whilst the laws might be changing, our commitment to looking after your data stays the same.

Our new Privacy Statement

We want to make it easier for you to find out how we collect, use and protect your information, so we’ve updated our Privacy Statement as shown below.

 

PRIVACY STATEMENT

This is an overview of:

  • the types of information we collect about you
  • how we collect and use it
  • who we might share it with
  • the steps we’ll take to make sure it stays private and secure
  • your rights to your information.

More information

For more details about anything covered in this overview, please contact us by phone or email using the contact details on our website.

Who we are

When we say ‘we’, we mean Trafford Accountants Limited who is the ‘data controller’ for the information in this overview.  This means that we are responsible for deciding how we can use your information.

The information we collect

We collect information about you from different places including:

  • directly from you
  • from a third party acting on your behalf e.g. an intermediary or broker
  • from publicly available sources
  • when we generate it ourselves
  • from other organisations.

We’ll only collect your information in line with relevant regulations and law and this may relate to any of our products or services you apply for, currently hold or have held in the past.

You are responsible for making sure you give us accurate and up to date information.

How we’ll use your information

We’ll use your information to provide any services you have requested and for other purposes e.g.:

  • to confirm your identity and address
  • to carry out your instructions
  • to improve our services
  • to offer you other services we believe may benefit you unless you ask us not to.

We will only use your information where we’re allowed to by law e.g. carrying out an agreement we have with you, fulfilling a legal obligation, because we have a legitimate business interest or where you agree to it.  We may use automated systems to help us make credit decisions as well as carrying out fraud and money laundering checks.

Who we can share your information with

We may share your information with other companies e.g. regulators, insurers, banks, brokers, agents as well as credit reference and fraud prevention agencies.  Your information will also be held by our third party suppliers SageOne and Microsoft Office 365.

How long we’ll keep your information

We’ll keep your information for as long as you have a relationship with us.  After it ends we will keep it where we may need it for our legitimate purposes e.g. to help us respond to queries or complaints, or for other reasons e.g. fighting fraud and financial crime, and responding to requests from regulators.

Transferring your information overseas

Your information may be transferred and stored in countries outside the European Economic Area, including some that may not have laws that provide the same level of protection for personal information.  If you require us to do this, we will ensure it has an appropriate level of protection.

Your rights

You have a number of rights relating to your information e.g. to see what we hold, to ask us to share it with another party, to ask us to update incorrect or incomplete details, to object to or restrict processing of it or to make a complaint.

More information on GDPR

To find out more about GDPR, follow the links below to read the guidelines and information published by the Information Commissioner’s Officer (ICO):

GDPR guide to individual rights: https://ico.org.uk/for-organisations/guide-to-the-general-data-protection-regulation-gdpr/individual-rights/

Guide to GDPR: https://ico.org.uk/for-organisations/guide-to-the-general-data-protection-regulation-gdpr/

Contact us today:   01455 324461   or   info@traffordinvestments.co.uk

20 Market Place, Market Bosworth, Warwickshire, CV13 0LE.