Privacy Policy of Numericalz Advisers Ltd
Effective Date: [01/01/2019]
Numericalz Advisers Ltd (“we”, “us”, “our”) is committed to safeguarding your personal data and respecting your privacy. This Privacy Policy explains how we collect, use, and protect the personal data we process in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
1. Information We Collect
We collect and process personal data necessary for providing accounting, tax, and advisory services. The information we may collect includes:
• Personal Identification Information: Name, address, email address, telephone number.
• Financial Information: Bank details, tax information, income and expenditure, and financial statements.
• Professional Information: Employment details, business affiliations, and job titles.
• Website Usage Data: IP address, browser type, and information gathered through cookies and other tracking technologies.
2. How We Collect Your Information
We collect personal data from various sources, including:
• Directly from You: When you engage our services, contact us, or fill out forms.
• Through Third Parties: From public records, referrals, or third parties acting on your behalf.
• Automatically via Technology: Cookies and analytics tools collect website usage data when you visit our website.
3. How We Use Your Information
We use your personal data for the following purposes:
• To provide accounting, tax, and advisory services.
• To communicate with you regarding services, updates, or your inquiries.
• To fulfil legal, regulatory, or contractual obligations.
• To improve our services and website functionality.
• To send marketing communications if you have opted in (you can opt-out at any time).
4. Lawful Basis for Processing
We process your personal data based on the following lawful bases:
• Contractual Necessity: To fulfil our contractual obligations when providing our services to you.
• Legal Obligation: To comply with UK laws and regulations.
• Legitimate Interests: For the legitimate interest of managing our business, improving services, and maintaining communication.
• Consent: For marketing purposes, where you have provided consent (you can withdraw consent at any time).
5. Disclosure of Your Information
We may share your personal data with:
• Service Providers and Subcontractors: Third parties who provide services on our behalf (e.g., IT services, legal consultants).
• Regulatory Authorities and Law Enforcement: Where required by law or to protect our legal rights.
• Business Transfers: In the event of a merger, acquisition, or sale of assets, your personal data may be transferred as part of the business transaction.
We ensure that all third parties with whom we share personal data are obligated to respect the security of your data and treat it in accordance with the law.
6. International Transfers
Where it is necessary to transfer your personal data outside of the UK, we will ensure that adequate protections are in place to safeguard your information, such as relying on adequacy decisions or implementing standard contractual clauses.
7. Data Security
We take reasonable technical and organisational measures to protect your personal data against accidental loss, unauthorised access, alteration, or disclosure. However, no method of electronic storage or transmission over the internet is completely secure.
8. Data Retention
We will retain your personal data for as long as necessary to fulfil the purposes for which it was collected, or as required by law. Once data is no longer required, it will be securely deleted or anonymised.
9. Your Rights
Under the UK GDPR, you have the following rights regarding your personal data:
• Right to Access: Request access to the personal data we hold about you.
• Right to Rectification: Request correction of inaccurate or incomplete data.
• Right to Erasure (“Right to be Forgotten”): Request the deletion of your personal data, where applicable.
• Right to Restrict Processing: Request the limitation of how we process your data.
• Right to Data Portability: Request to receive your personal data in a structured, machine-readable format.
• Right to Object: Object to the processing of your data where we rely on legitimate interests.
• Right to Withdraw Consent: Withdraw your consent at any time for data processing based on your consent (e.g., marketing).
To exercise your rights, please contact us at the details provided below.
10. Cookies and Tracking Technologies
Our website uses cookies to enhance your browsing experience and analyse traffic. You may manage your cookie preferences or disable them in your browser settings. However, some features of our website may not function properly without cookies.
For more information on our use of cookies, please refer to our [Cookie Policy].
11. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal obligations. Any changes will be posted on this page with an updated effective date. We encourage you to review this Privacy Policy periodically.
12. Contact Us
If you have any questions or concerns about this Privacy Policy or how we handle your personal data, please contact us:
Numericalz Advisers Ltd
186 Petts Wood Road, Petts Wood, Orpington, Kent, BR5 1LG
01689 492 492, 01474 398 901, 07414 151 191
info@numericalz.com
www.numericalz.com
If you are not satisfied with our response, you have the right to lodge a complaint with the Information Commissioner’s Office (ICO), the UK’s data protection authority.
