Privacy Policy | WDM

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Privacy Policy

Who we are

This is the privacy statement of WDM, Chartered Accountants:

This privacy statement explains how we collect and use personal information about you.

What personal information we collect

Names and addresses, telephone numbers, e-mail address, information supplied by previous accountant, payroll details, tax and national insurance information, social care and social security information, pensions information, tax reference numbers, companies house numbers, share register, directorships, correspondence and any other information that you have supplied to WDM.

Where we collect personal information from

We collect personal data from previous accountant, HMRC, from driving licence, from passport, from other ID cards, from utility bills, from payslips, from pension provider, and from any other information supplied by you to WDM.

How we use your personal information

  • deliver services and meet legal responsibilities
  • verify identity where this is required
  • communication by post, email or telephone
  • understand needs and how they may be met
  • maintain records
  • process financial transactions
  • prevent and detect crime, fraud or corruption

Who we share your personal information with

Tax and revenue authorities, law enforcement and other regulatory, quasi-governmental and governmental bodies and any other person to whom the company is legally obliged to disclose personal information, any person who provides services to the company (e.g. payroll administrators and anyone who delivers, advises or assists in the provision of accountancy and tax services), professional advisors, anyone whom the client asks the company to share the data with.

How we use your information to make automated decisions

We do not make automated decisions.

If you do not provide your personal information

Withholding of personal information which is a legal requirement to allow WDM to fulfil their accountancy and taxation services could result in WDM being unable to act for you in that capacity.

How long we retain your personal information for

We will retain personal information to comply with the legal requirements of HMRC and any other regulatory, quasi-governmental and government bodies.  

Holding personal information outside the EEA

We do not hold personal information outside the EEA.

Using our website

If you send in an enquiry about accounting or taxation services we will contact you and retain your information for 12 months. If you do not become a client we will dispose of your contact details. However, if you do become a client we will retain you information to comply with the legal requirements set out above.

Information Security Policy and Computer Security Policy

Although we are compliant under the Data Protection Act and by BACS as an Approved Bureau Office, on the management and control of personal data and information, there is a requirement under the General Data Protection Regulation 2016/679 (GDPR) which will take effect on 25 May 2018, to enhance our data security and individual rights provisions as both a ‘Controller’ and ‘Processor’ of personal data. As a Controller, WDM has implemented appropriate technical and organisational measures to ensure that we are compliant with Article 24 of the GDPR. As data processors, WDM employees have received additional training and contracts of employments have been updated to reflect the changes required by GDPR. All employees have signed privacy statements to comply with Article 28 of the GDPR.

Your rights

Access to your information – You have the right to request a copy of the personal information about you that we hold.  

Correcting your information – We want to make sure that your personal information is accurate, complete and up to date and you may ask us to correct any personal information about you that you believe does not meet these standards.

Deletion of your information You have the right to ask us to delete personal information about you where:

  • You consider that we no longer require the information for the purposes for which it was obtained.
  • We are using that information with your consent and you have withdrawn your consent – see Withdrawing consent to using your information below.
  • 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.

Objecting to how we may use your information – You have the right at any time to require us to stop using your personal information for direct marketing purposes. In addition, 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.

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 this is no longer a basis for using your personal information but you don’t want us to delete the data. Where this right to 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.

Automated processing – If we use your personal information on an automated basis to make decisions which significantly affect you, you have the right to ask that the decision be reviewed by an individual to whom you may make representations and contest the decision. This right only applies where we use your information with your consent or as part of a contractual relationship with you. 

Withdrawing consent using 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.

Please contact us in any of the ways set out in the Contact information and further advice section if you wish to exercise any of these rights.

Changes to our privacy statement

We keep this privacy statement under regular review and will place any updates on this website. Paper copies of the privacy statement may also be obtained by contacting WDM.

This privacy statement was last updated on 1st May 2018.

Contact information and further advice

Graham Bonomy, Partner or

Karen Charnley, Partner

Complaints

We seek to resolve directly all complaints about how we handle personal information but you also have the right to lodge a complaint with the Information Commissioner’s Office, whose contact details are as follows:

Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

Telephone – 0303 123 1113 (local rate) or 01625 545 745

Website – https://ico.org.uk/concerns

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