Privacy Policy

Claire Borg Accounting understands that your privacy is important to you and that you care about how your personal data is used. We respect and value the privacy of everyone who visits Our Site and will only collect and use personal data in ways that are described here, and in a way that is consistent with our obligations and your rights under the law.

  1. Definitions and Interpretation

  2. Information About Us

  3. What Does This Policy Cover?

  4. What Is Personal Data?

  5. What Are My Rights?

  6. What Personal Data Do You Collect and How?

  7. How Do You Use My Personal Data?

  8. How Long Will You Keep My Personal Data?

  9. How and Where Do You Store or Transfer My Personal Data?

  10. Do You Share My Personal Data?

  11. How Can I Control My Personal Data?

  12. Can I Withhold Information?

  13. How Can I Access My Personal Data?

  14. How Do You Use Cookies?

  15. How Do I Contact You?

  16. Changes to this Privacy Notice

Part 1

Definitions and Interpretation

In this Policy the following terms shall have the following meanings:

“Account” - means an account required to access and/or use certain areas and features of Our Site;

“Cookie” - means a small text file placed on your computer or device by Our Site when you visit certain parts of Our Site and/or when you use certain features of Our Site. Details of the Cookies used by Our Site are set out in Part 14, below; and

“Cookie Law” - means the relevant parts of the Privacy and Electronic Communications (EC Directive) Regulations 2003.

Part 2

Information About Us

Claire Borg Accounting, Sole Trader

Registered address: 29 Nevis Walk, Thornaby, Stockton-on-Tees, TS17 8FW, United Kingdom

Data Protection Officer: Claire Borg

Email address: claireborg@claireborgaccounting.co.uk

Telephone number: 02392 161114

We are regulated by The Institute of Chartered Accountants in England and Wales (ICAEW) and The Information Commissioner’s Office (ICO).

ICAEW Firm Registration Number: C011003355

ICO Reference Number: C1439913

Part 3

What Does This Policy Cover?

This Privacy Policy explains how we use your personal data: how it is collected, how it is held, and how it is processed. It also explains your rights under the law relating to your personal data.

This Privacy Policy applies also to your use of Our Site. Our Site may contain links to other websites. Please note that we have no control over how your data is collected, stored, or used by other websites and we advise you to check the privacy policies of any such websites before providing any data to them.

Part 4

What Is Personal Data?

Personal data is defined by the UK GDPR and the Data Protection Act 2018 (collectively, “the Data Protection Legislation”) as ‘any information relating to an identifiable person who can be directly or indirectly identified in particular by reference to an identifier’.

Personal data is, in simpler terms, any information about you that enables you to be identified. Personal data covers obvious information such as your name and contact details, but it also covers less obvious information such as identification numbers, electronic location data, and other online identifiers.

Part 5

What Are My Rights?

Under the Data Protection Legislation, you have the following rights, which we will always work to uphold:

a) The right to be informed about our collection and use of your personal data. This Privacy Policy should tell you everything you need to know, but you can always contact us to find out more or to ask any questions using the details in Part 15.

b) The right to access the personal data we hold about you. Part 13 will tell you how to do this.

c) The right to have your personal data rectified if any of your personal data held by us is inaccurate or incomplete. Please contact us using the details in Part 15 to find out more.

d) The right to be forgotten, i.e. the right to ask us to delete or otherwise dispose of any of your personal data that we hold. Please contact us using the details in Part 15 to find out more.

e) The right to restrict (i.e. prevent) the processing of your personal data.

f) The right to object to us using your personal data for a particular purpose or purposes.

g) The right to withdraw consent. This means that, if we are relying on your consent as the legal basis for using your personal data, you are free to withdraw that consent at any time.

h) The right to data portability. This means that, if you have provided personal data to us directly, we are using it with your consent or for the performance of a contract, and that data is processed using automated means, you can ask us for a copy of that personal data to re-use with another service or business in many cases.

i) Rights relating to automated decision-making and profiling.

For more information about our use of your personal data or exercising your rights as outlined above, please contact us using the details provided in Part 15.

It is important that your personal data is kept accurate and up-to-date. If any of the personal data we hold about you changes, please keep us informed as long as we have that data.

Further information about your rights can also be obtained from the Information Commissioner’s Office or your local Citizens Advice Bureau.

If you have any cause for complaint about our use of your personal data, you have the right to lodge a complaint with the Information Commissioner’s Office. We would welcome the opportunity to resolve your concerns ourselves, however, so please contact us first, using the details in Part 15.

Part 6

What Personal Data Do You Collect and How?

We may collect and hold some or all of the personal and non-personal data set out below. Please also see Part 14 for more information about our use of Cookies and similar technologies. We do not collect any ‘special category’ or ‘sensitive’ personal data, personal data relating to children, or data relating to criminal convictions and/or offences.

Identity Information - Including your name, title, date of birth, gender, marital status, passport number, employment history, educational or professional background, job title.

Contact Information - Including postal address, email address, telephone numbers etc.

Business Information - Including business name, registration numbers, profession etc.

Payment Information - Including card details, bank account numbers etc.

Technical Information - Including information collected during your visit to Our Site.

Data is collected via communications: by messaging us through Our Site, by sending us an email, or by telephone. Technical information may also be collected during your visit to Our Site.

Part 7

How Do You Use My Personal Data?

We may process your personal data for purposes necessary for the performance of our contract with you and to comply with our legal obligations. This may include processing your personal data where you are an employee, subcontractor, supplier or customer of our client.

We may also process your personal data for the purposes of our own legitimate interests provided that those interests do not override any of your own interests, rights and freedoms which require the protection of personal data. This includes processing for marketing and business development purposes.

Please note that we may process your personal data for more than one lawful basis depending on the specific purpose for which we are using your data.

The below describes how we may use your personal data, and our lawful bases for doing so.

Supplying our services to you:

  • What We Do: We provide services to individuals as well as businesses, non-profits, and other organisations.

  • What Data We Use: The exact data held will depend on the services to be provided. Where we engage with clients for professional services, we may collect and process personal data in order to satisfy a contractual obligation. We request that clients only provide the personal data that is required for us to fulfil our contractual obligation. Personal data may include Identity Information, Contact Information, Business Information and Payments Information.

  • Our Purpose and Basis: Data is processed in order to provide the service to you as detailed in our letter of engagement.

Business Contacts:

  • What We Do: We communicate regularly with business contacts, being prospective clients, suppliers, business advisors and other accountancy practices, among others.

  • What Data We Use: Personal data that may be stored, including include Identity Information, Contact Information, Business Information.

  • Our Purpose and Basis: Data is processed in order to promote our services, provide technical updates, and manage our relationships.

Users of Our Site:

  • What We Do: We receive communications from users wishing to contact us regarding the services we provide. By using Our Site, users may also receive certain third-party Cookies on your computer or device. For more information, see Part 14.

  • What Data We Use: The exact data that we hold depends on what data was entered by the user.

  • Our Purpose and Basis: Data entered by users wishing to contact us regarding services we may provide, is processed in order to promote our services. Users may also receive certain third-party Cookies on your computer or device. For more information, see Part 14.

With your permission and/or where permitted by law, we may also use your personal data for marketing purposes, which may include contacting you by email, telephone, text message or post with information, news, and offers on our services. You will not be sent any unlawful marketing or spam. We will always work to fully protect your rights and comply with our obligations under the Data Protection Legislation and the Privacy and Electronic Communications (EC Directive) Regulations 2003, and you will always have the opportunity to opt-out. We will always obtain your express opt-in consent before sharing your personal data with third parties for marketing purposes and you will be able to opt-out at any time.

Third Parties whose content appears on Our Site may use third-party Cookies, as detailed below in Part 14. Please refer to Part 14 for more information on controlling cookies. Please note that we do not control the activities of such third parties, nor the data that they collect and use themselves, and we advise you to check the privacy policies of any such third parties.

Part 8

How Long Will You Keep My Personal Data?

We will not keep your personal data for any longer than is necessary in light of the reason(s) for which it was first collected. We may need to retain some personal data and records as required by law for tax and auditing purposes.

Part 9

How and Where Do You Store or Transfer My Personal Data?

We will use specific approved contracts which ensure the same levels of personal data protection that apply under the Data Protection Legislation. For further information, please refer to the Information Commissioner’s Office.

Please contact us using the details below in Part 15 for further information about the particular data protection safeguards used by us when transferring your personal data to a third country.

The security of your personal data is essential to us, and to protect your data, we take a number of important measures, including the following:

  • limiting access to your personal data to those employees, agents, contractors, and other third parties with a legitimate need to know and ensuring that they are subject to duties of confidentiality; and

  • procedures for dealing with data breaches (the accidental or unlawful destruction, loss, alteration, unauthorised disclosure of, or access to, your personal data) including notifying you and/or the Information Commissioner’s Office where we are legally required to do so.

Part 10

Do You Share My Personal Data?

We will not share any of your personal data with any third parties for any purposes, subject to the following exceptions.

If we sell, transfer, or merge parts of our business or assets, your personal data may be transferred to a third party. Any new owner of our business may continue to use your personal data in the same way(s) that we have used it, as specified in this Privacy Policy.

In some limited circumstances, we may be legally required to share certain personal data, which might include yours, if we are involved in legal proceedings or complying with legal obligations, a court order, or the instructions of a government authority.

We may sometimes contract with third parties to supply services. In the event we do so, you will be notified to inform you of the recipient of your data and the activity they are carrying out on our behalf.

If any of your personal data is shared with a third party, we will take steps to ensure that your personal data is handled safely, securely, and in accordance with your rights, our obligations, and the third party’s obligations under the law, as described above in Part 9.

If any personal data is transferred outside of the UK, we will take suitable steps in order to ensure that your personal data is treated just as safely and securely as it would be within the UK and under the Data Protection Legislation, as explained above in Part 9.

Part 11

How Can I Control My Personal Data?

In addition to your rights under the Data Protection Legislation, set out in Part 5, when you submit personal data via Our Site, you may be given options to restrict our use of your personal data. In particular, we aim to give you strong controls on our use of your data for direct marketing purposes (including the ability to opt-out of receiving emails from us which you may do by unsubscribing using the links provided in our emails.

You may also wish to sign up to one or more of the preference services operating in the UK: The Telephone Preference Service (“the TPS”), the Corporate Telephone Preference Service (“the CTPS”), and the Mailing Preference Service (“the MPS”). These may help to prevent you receiving unsolicited marketing. Please note, however, that these services will not prevent you from receiving marketing communications that you have consented to receiving.

Part 12

Can I Withhold Information?

You may access Our Site without providing any personal data at all.

You may restrict our use of Cookies. For more information, see Part 14.

Part 13

How Can I Access My Personal Data?

If you want to know what personal data we have about you, you can ask us for details of that personal data and for a copy of it (where any such personal data is held). This is known as a “subject access request”.

All subject access requests should be made in writing and sent to the email or postal addresses shown in Part 15.

There is not normally any charge for a subject access request. If your request is ‘manifestly unfounded or excessive’ (for example, if you make repetitive requests) a fee may be charged to cover our administrative costs in responding.

We will respond to your subject access request within one month of receiving it. Normally, we aim to provide a complete response, including a copy of your personal data within that time. In some cases, however, particularly if your request is more complex, more time may be required up to a maximum of three months from the date we receive your request. You will be kept fully informed of our progress.

Part 14

How Do You Use Cookies?

By using Our Site, you may also receive certain third-party Cookies on your computer or device. Third-party Cookies are those placed by websites, services, and/or parties other than us.

Third-party Cookies are used on Our Site. These Cookies are not integral to the functioning of Our Site and your use and experience of Our Site will not be impaired by refusing consent to them.

All Cookies used by and on Our Site are used in accordance with current Cookie Law.

Before Cookies are placed on your computer or device, you will be shown a prompt requesting your consent to set those Cookies. You may, if you wish, deny consent to the placing of Cookies.

In addition to the controls that we provide, you can choose to enable or disable Cookies in your internet browser. Most internet browsers also enable you to choose whether you wish to disable all Cookies or only third-party Cookies. By default, most internet browsers accept Cookies, but this can be changed. For further details, please consult the help menu in your internet browser or the documentation that came with your device.

You can choose to delete Cookies on your computer or device at any time, however you may lose any information that enables you to access Our Site more quickly and efficiently.

It is recommended that you keep your internet browser and operating system up-to-date and that you consult the help and guidance provided by the developer of your internet browser and manufacturer of your computer or device if you are unsure about adjusting your privacy settings.

Part 15

How Do I Contact You?

To contact us about anything to do with your personal data and data protection, including to make a subject access request, please use the following details:

Email address: claireborg@claireborgaccounting.co.uk

Telephone number: 02392 161114

Postal address: 29 Nevis Walk, Thornaby, Stockton-on-Tees, TS17 8FW, United Kingdom.

Part 16

Changes to this Privacy Notice

We may change this Privacy Policy from time to time. This may be necessary, for example, if the law changes, or if we change our business in a way that affects personal data protection.

Any changes will be immediately posted on Our Site and you will be deemed to have accepted the terms of the Privacy Policy on your first use of Our Site following the alterations. We recommend that you check this page regularly to keep up-to-date.

This Privacy Notice was last updated on 25th September 2024.