GDPR - Level 2
Privacy Policy Level 2
What Personal Data We Collect
If you give us or we hold your personal information, this indicates that we can use it for the performance of the contract, to fulfil a legal obligation of ours, for protecting vital interests, legitimate interests and where required that you consent to our using it, and we will treat it in accordance with this policy. We respect your privacy and the choices you make about how you want us to contact you.
Personally Identifying Information - We collect personal contact information such as your name, address, contact details including your e-mail address, mobile number and other provided contact details.
We also collect personal data from other sources including:-
- any forms you fill in at any time,
- over the telephone;
- copies of personal documents, such as passport copies, which you give us directly or email to us;
We collect your personal financial information, so we can provide the correct service for you. We take reasonable steps to protect that information.
We retain your emails as part of our records and may use the information for the purposes set out in this Privacy Notice.
Sensitive Personal Data
We may collect the following sensitive personal data:
- about your work place
- family members
- tax records
- business
- other assets you own
- your financial position
We collect sensitive personal data for these reasons - to enable to fulfil our contractual obligations with you.
How We Use Your Personal Data
We require these details in order to provide you with the relevant services. We store your personal data and use it for the purposes set out below and as notified to you from time to time.
We also use your personal data for these purposes:
- to tell you of any changes to our terms and conditions or of our Privacy practices. If you continue to deal with us we will treat that as acceptance of our new Privacy terms. You may object to us by notice in writing to the Contact address.
- to decide whether to enter the agreement with you, via professional clearance letter to a previous accountant,
- We may also need to provide it to other firms who provide us with services (such as an IT management firm) to keep our systems running and other services we need. We will take our normal commercial measures to keep your data safe. We will ensure that these parties only process your personal data in accordance with our express instructions.
- We use your personal information to manage and to provide the services intended.
Searches
We use your personal data to carry out the following types of searches or checks:
- identity checks so we know who you are;
We use it to identify and prevent money laundering unless you can provide us with other acceptable proof of identity.
General
We will also use it for internal business purposes including effective data management, to understand your needs, improving security of data, for statistical analysis, and for such and other reasonable business purposes and operational efficiency improvement.
Who We Share With
We will disclose your information to other companies within the Klas group, Regulatory bodies, law enforcement agencies, future owners of our business, service providers involved in the provision of our Services.
If you have been dealing with an intermediary, we will give them where appropriate, information about your dealings with us to enable them to give you informed advice. Where you have been introduced to us by an Intermediary we will share your information with them to enable them to: (a) carry out market research, statistical analysis and customer profiling; and (b) send you marketing information about their products and services and products and services of KLAS group companies.
Occasionally, we may be required by law enforcement, government contract administrators, and/or judicial authorities to provide personally identifiable information to the appropriate governmental or regulatory authorities under applicable law or regulation. We will disclose personally identifiable information upon receipt of a court order, subpoena, or if required to co-operate with law enforcement investigations. We reserve the right to report to law enforcement agencies any activities that we in good faith believe to be unlawful to the extent permitted by law.
Keeping Your Data
We keep your personal data for the period we have a relationship and may keep it for up to 6 years after that in order to comply with record keeping needs and other regulatory and legal reasons. We will review our retention of your personal data in line with legal circumstances.
We have put in place procedures and other security appropriate to protect the personal information you share with us. We destroy it using secure or certified methods of destruction when no longer needed.
Your Rights and Choices
If you have any questions relating to this Privacy Policy or relating to the transfer of your personal data, please contact us at the address below.
You may ask to have the information on your account deleted or removed, corrected, blocked or challenge its accuracy; however, because we keep track of certain transaction information, and other similar information, for legal compliance purposes (including company bookkeeping) we may not be able to delete certain information. If information we hold appears to be inaccurate we will block its use until the position is verified to our satisfaction.
You can correct your personally identifiable information yourself by contacting us with a request for your change. We will change it if you can prove to our satisfaction that our information is incorrect or inaccurate.
You have a right to access your personal data by contacting us as shown below.
Contacting Us
You can contact us in the following ways:
- by email to: katel@klasltd.com
- by telephone 0151 459 1300
- in writing to: KL Accountancy Services Ltd, Eastham Hall, 109 Eastham village Road, Eastham, Wirral, CH62 OAF