This website is operated by EAG Tax Advisory Services Limited. We are a company incorporated and registered in England and Wales (company number 14076481).
- the personal information we collect about you,
- what we do with your information, and
- who your information might be shared with.
Who we are
- Our prospective clients and recipients of our marketing communications;
- Our clients (and client contacts);
- Our suppliers, service providers, agents, and subcontractors; and
- any individuals whose data we receive from any of the above for the purposes of operating our business and providing our services.
If you are unsure how this policy applies to you, please contact us (see ‘How to contact us’ below) and we will be happy to help.
What information do we collect and process?
Personal information provided by you
During the course of accessing our website, using our services, contacting us, providing services to us, or otherwise dealing with us, you may provide us with a range of personal data which we will use in the course of our business. This personal information may include:
- Your name or another unique identifier;
- Your address;
- Your age and/or date of birth;
- Your contact details (which may include your landline telephone number, mobile number, and/or email address);
- Payment or other financial details (e.g. payment card information, bank information);
- Professional information (e.g. job title and/or type, professional qualifications, industry); and
- Other related information.
Information we collect automatically
Our website and services may collect certain information about you automatically (such as your IP address, geographical location, browser type and version, operating system).
Personal information provided by third parties
Occasionally we may receive information about you from other sources (such as our suppliers, clients, or group companies), which we will add to the information we already hold about you in order to help us operate our business effectively.
Personal information about other individuals
If you give us information on behalf of someone else, you confirm that the other person has appointed you to act on his/her behalf and has agreed that you can:
- transfer the personal data and give consent on his/her behalf to the processing of his/her personal data;
- receive on his/her behalf any data protection notices;
- give consent to the transfer of his/her personal data abroad (if applicable); and
- give consent to the processing of his/her sensitive personal data (if applicable).
Sensitive personal information
Except in connection with our employees, we do not anticipate receiving or processing any sensitive personal information. If we do process such information, we will explain why and the purposes for which it is processed. This information will be set out elsewhere, for example in our employee handbook or a privacy notice issued to you. Sensitive personal information includes information relating to:
- your ethnic origin
- your political opinions
- your religious beliefs
- whether you belong to a trade union
- your physical or mental health or condition
- your sexual life, and
- whether you have committed a criminal offence.
How we use your data and our legal basis for processing your data
We may process your data for a variety of reasons, including because:
- we are legally obliged to e.g. to confirm your identity;
- the processing is necessary for the performance of the contract with you to provide our services; or
- it is in our legitimate business interests to do so.
In some instances, we will rely on your consent to process personal data and where we do this, it will be flagged to you at the time.
Our main processing activities for personal data, and the legal basis on which we perform those activities are:
Prospective clients/marketing recipients:
We will process your personal data in order to contact you in relation to our services and keep a record of our communications (e.g. emails, telephone calls, proposals, offers).
Our legal basis for doing so is our legitimate interests, which allows us to market our services to individuals provided there is a business case for doing so and our interests do not override the rights of the individuals in question. If you wish to object to direct marketing, you may do so by contacting us.
Clients (and client contacts):
We will process your personal data in order to provide our services to you, act on your behalf in connection with our professional services, and to provide you with information and updates regarding the same. Our legal basis for doing so is that the processing is necessary for entering into and the performance of a contract.
We will also keep a record of your data and use it for related purposes, including account management, client support, and audit purposes, on the basis that we have a legitimate interest in doing so.
We may also contact you in relation to our products and services. Our legal basis for doing so will be the same as for prospective clients, as set out above.
Suppliers, service providers etc.:
We will process your personal data in order to receive goods and/or services from you and to manage our relationship, including making payments to you, dealing with accounts issues, placing orders etc. Our legal basis for doing so is that the processing is necessary for entering into and the performance of a contract.
Individuals about whom we receive information from our clients and/or suppliers:
We may receive information about individuals from our clients and/or suppliers, which we use in the course of our business. We may use this information for a range of purposes and subject to different legal bases, as follows:
- Performance of our services to a client, in which case our legal basis is that such processing is necessary for entering into and the performance of a contract;
- Completing identity, anti-money laundering and/or other compliance checks, in which case our legal basis is that such processing is necessary to comply with a law to which we are subject; and/or
- To conduct marketing based on prospect data received from a third party source, in which case our legal basis is that we have a legitimate interest in doing so.
Other processing activities
Monitoring and recording communications
We may monitor and record communications with you (such as telephone conversations and emails) for the purpose of training, fraud prevention, and/or quality assurance. We may also retain copies of communications and details provided to us by you for internal account management and auditing purposes. This is done on the basis of our legitimate interests.
We may do a credit check on you:
- so that we can make credit decisions about you and members of your household/business; and
- to prevent and detect fraud and money laundering.
Our search will be recorded on the files of the credit reference agency.
We may also disclose information about how you conduct your account to credit reference agencies and your information may be linked to records relating to other people living at the same address with whom you are financially linked.
Other credit businesses may use your information to:
- make credit decisions about you and the people with whom you are financially associated
- trace debtors, and
- prevent and detect fraud and money laundering.
If you provide false or inaccurate information to us and we suspect fraud, we will record this.
Storage of your information and who your information might be shared with
We store your personal data on our own devices and on third party servers based in the UK and/or European Economic Area (EEA).
We may disclose your personal data to:
- other companies within our group to the extent that there is a legitimate interest in doing so to support our business aims;
- our agents and service providers, to the extent that they require access to the data in order to provide goods/services to us, in which case they will be bound by a contract requiring them to process personal data in accordance with the requirements prescribed by data protection law;
- law enforcement agencies in connection with any investigation to help prevent unlawful activity; and
- a third party purchaser if we sell our business, in which case, client, supplier, prospect and employee information will be a transferred asset.
Keeping your data secure
We will use technical and organisational measures to safeguard your personal data. For example, we store your personal data on secure servers and will take reasonable steps to ensure our data processors have appropriate technical and organisational measures in place.
While we will use all reasonable efforts to safeguard your personal data, you acknowledge that the use of the internet is not entirely secure and for this reason we cannot guarantee the security or integrity of any personal data that are transferred from you or to you via the internet, including by email.
What can I do to keep my information safe?
If you want detailed information from Get Safe Online on how to protect your information and your computers and devices against fraud, identity theft, viruses and many other online problems, please visit www.getsafeonline.org. Get Safe Online is supported by HM Government and leading businesses.
Transfers of your information out of the UK / EEA
We may need to transfer your personal data outside the UK and/or European Economic Area (for example to suppliers based outside of the UK/EEA). We will only do this if appropriate safeguards are place in accordance with data protection legislation.
How long do we keep your personal information?
We keep your personal information for as long as we need to for the purposes for which it was collected or (if longer) for any period for which we are required to keep personal information to comply with our legal and regulatory requirements. Further details may be specified in our engagement terms and/or employee handbook (as applicable).
What rights do you have?
You are responsible for ensuring that information you provide to us is accurate, complete and up-to-date. You can review and change your information by contacting us.
You have a number of rights in relation to your personal data, these include the right to:
- find out how we process your data;
- request that your personal data is corrected if you believe it is incorrect or inaccurate;
- obtain restriction on our, or object to, processing of your personal data;
- if we are relying on consent, you can withdraw your consent to our processing of your personal data (including any direct marketing);
- if we are relying on legitimate interests for direct marketing, you can object to receiving such direct marketing;
- obtain a copy of the personal data we process concerning you. We will take steps to verify your identity before responding to your request. Once we have verified your identity we will respond as soon as possible and in any event within one month.
- lodge a complaint with the UK supervisory body, the Information Commissioner’s Office (the ICO) here https://ico.org.uk/. If you have a concern or complaint about the way we handle your data, we ask that you contact us in the first instance to allow us to investigate and resolve the matter as appropriate.
If you would like to exercise any of your rights or find out more, please contact us.
How to contact us
If you wish to contact us, please send an email to firstname.lastname@example.org or call us on 01392 304670.