Privacy Policy
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H&M Accountancy Solutions takes the protection of your privacy very seriously.
We will only use your personal information to deliver the services you have requested from us, and to meet our legal responsibilities.
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COLLECTION OF INFORMATION
We obtain information about you when you engage us to deliver our services e.g. via our new client application form.
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TYPE OF INFORMATION COLLECTED
The personal information we collect from you will vary depending on which services you engage us to deliver. The personal information we collect might include your name, address, telephone number, email address, your Unique Tax Reference (UTR) number, your National Insurance number, marital status, date of birth etc.
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HOW YOUR PERSONAL INFORMATION IS USED
We may use your information differently, depending on the services we provide. Generally, your information will be used for the following purposes:
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• To Contact you by email, telephone or by post
• To verify your identity
• In the prevention and detection of crime, fraud or corruption
• Gathering a better understanding of your needs
• Maintain our records in accordance with applicable legal and regulatory obligations
Your personal data / information will only be kept by us for the time necessary to fulfil the purposes it is collected for. This also includes being for purposes of satisfying any legal, accounting, or reporting requirements.
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To determine the appropriate retention period for personal data, we consider the amount, nature, and sensitivity of the personal data, the potential risk of harm from unauthorised use or disclosure of your personal data, the purposes for which we process your personal data and whether we can achieve those purposes through other means, and the applicable legal requirements.
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WHO HAS ACCESS TO YOUR INFORMATION
• Third parties – We will not provide any information unless required by law.
• Staff – Will have a duty of confidentiality under the ethical standards of accountancy practice.
ACCESSING / UPDATING YOUR INFORMATION
We review your information on an annual basis and will keep this information accurate and up to date. If any of your information changes, please inform us to we can keep your records up to date. You have the right to ask for a copy of the information H&M Accountancy Solutions holds about you.
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SECURITY PRECAUTIONS – LOSS, MISUSE OR ALTERATION OF YOUR INFORMATION
You transmit your information to us at your own risk but we will do all we can to protect your personal information. Out systems are backed up and protected by passwords which means only ourselves can access your information and yourself when you request it.
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Your data will be processed in our offices in the UK.
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YOUR RIGHTS
Access to your information: You have the right to request a copy of the personal information we hold.
Correcting your information: We wish to keep up to date information about you and you may correct your information by contacting us.
Deletion of your information: You have the right to ask us to delete personal information about you where:
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​• You consider that we no longer require the information for the purpose for which it was obtained
​• You have validly objected to our use of your personal information – see ‘Objecting to how we may use your information’ below
• Our use of your personal information is contrary to law or our other legal obligations
• We are using your information with your consent and you have withdrawn your consent – see ‘withdrawing consent to use your information’ below.
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Restricting how we may use your information:
In some cases, you may ask us to restrict how we use your personal information. This right might apply, for example, where we are checking the accuracy of personal information about you that we hold or assessing the validity of any objection you have made to our use of your information. The right might also apply where there is no longer a basis for using your personal information but you do not want us to delete the data. Where this right is validly exercised, we may only use the relevant personal information with your consent, for legal claims or where there are other public interest grounds to do so.
Objecting to how we may use your information:
Where we use your personal information to perform tasks carried out in the public interest then, if you ask us to, we will stop using that personal information unless there are overriding legitimate grounds to continue. [You have the right at any time to require us to stop using your personal information for direct marketing purposes.]
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Withdrawing consent to use your information:
Where we use your personal information with your consent you may withdraw that consent at any time and we will stop using your personal information for the purpose(s) for which consent was given.
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Please contact us in any of the ways set out in ‘Contact information’ below if you wish to exercise any of these rights.