Privacy PolicY at Wisei Accountants

 
Wisei Accountants takes the safeguarding of your personal data very seriously.  This privacy notice describes how Wisei Accountants meets its obligations under the General Data Protection Regulation. Our Data Protection Officer/Head of Privacy can be contacted at info@wiseiaccountants.co.uk  or 14 Morden Court Parade Morden SM4 5HJ.

We highly value our clients’ trust and confidence in us and want to assure them that their personal information is treated as confidential and stored safely and securely. As an Accounting firm, we adhere to the highest level of professional standards and ethical behaviour and take responsibility for protecting the confidentiality of client information.

WHO ARE WE?

Wisei Accountants is a firm of Chartered  Certified Accountants offering below services.

a. Business start-up planning and advice

II. Planning

a. Strategic and business planning

b. Financial management

c. Financial information systems

III. Tax Planning

a. Personal tax

b. Business tax

c. Company tax

d. Capital gains tax

e. Inheritance tax

f. HM Revenue and Customs investigations

g. Value Added Tax

h. PAYE and national insurance compliance

IV. Accounting 

a. Preparation of annual accounts

b. Preparation of management accounts

c. Providing bookkeeping services

d. Maintaining PAYE and VAT records and associated accounts/returns

e. Preparation and filing of statutory returns

f. Preparation of minutes and resolutions

g. Company formation

h. Company searches

What are your rights?

If at any point you believe the information we process on you is incorrect you can request to see this information and even have it corrected or deleted. If you wish to raise a complaint on how we have handled your personal data, you can contact our Head of Privacy who will investigate the matter.

Unless otherwise agreed with you, we will only collect basic personal data about you, which does not include any ‘sensitive personal data’. This information does, however, include the likes of your name, work address, email address and job title.

A full list of your rights under GDPR is as follows:

1. The right to access the personal data we hold on you

2. The right to correct and update the personal data we hold on you

3. The right to have your personal data erased

4. The right to object to processing of your personal data

5. The right to data portability

6. The right to withdraw your consent to the processing at any time for any processing of personal data to which consent was sought.

7. The right to object to the processing of personal data where applicable.

8. The right to lodge a complaint with the Information Commissioners Office. You can contact the Information Commissioners Office via email, on 0303 123 1113, or at the Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, Cheshire SK9 5AF.

Data Collection

We need to know basic personal data in order to provide you with our services, and to claim our right to be paid in return for our services, under our standard terms of business / contract we have with you. If you do not provide this information then we will be unable to provide the services you have requested. We will not collect any personal data from you that we do not need in order to provide and oversee the services we have agreed to provide you with.

Personal data type:

Source

· Full Name, Address,   telephone number, email address, Unique Tax Reference number (UTR), national   insurance number, bank account details 

· Details of your   investments

· Income and expenditure   details.

These details will all be collected directly   from you or your appointed representative.

Use of Data

All the personal data we hold about you will be processed by our staff and no third parties will have access to your personal data unless there is a legal obligation for us to provide them with this. We have set out below the legal bases for the Firm to process your data.

Some of our processing is necessary for compliance with a legal obligation. For example the Firm is a regulated entity and therefore has a duty to act as a data controller and is obliged to report certain matters to its regulators or law enforcement agencies.

We may also process data if it is necessary for the performance of a contract with you, or to take steps to enter into a contract. An example of this would be processing your data in connection with providing you with services.

We will also communicate with you information about other services we can offer you and update you about our activities.

Where your information is used other than in accordance with one of these uses, we will first obtain your consent to that use.

We take all reasonable steps to ensure that your personal data is processed securely and more information on this can be found on our website.

How long we keep it

We are required by legislation and other regulatory requirements to retain our data where we have ceased to act for you. To ensure compliance with all such requirements it is the policy of the firm to retain data for a period of up to ten years from the end of the period concerned. If for any legal reason your data is required to be held past this time, you will be informed of the extension. 

Sharing your personal data

Your personal data will only be shared with third parties including other data controllers where it is necessary for the performance of the data controllers’ tasks or where you first give us your prior consent. It is likely that we will need to share your data with

· other group members in the same group as the Firm (each will be a separate legal entity and will be responsible to you as a data controller);

· Our agents, suppliers and contractors. For example, we may ask a supplier to send out newsletters on our behalf, or to maintain our database software, or to provide us with administration, IT and other related services;

Any personal data transferred to countries or territories outside the European Union will only be placed on systems complying with measures giving equivalent protection of personal rights either through international agreements or contracts approved by the European Union.

we have focused on implementing fair information practices that are designed to protect your privacy. If you have questions or you do not feel that your concerns have been addressed in our privacy statement, or you just want to talk with us, feel free to contact us by email at info@wiseiaccountants.co.uk

Data Collection

We collect personally identifiable information that is voluntarily provided by visitors to this Site (User Data). The User Data that Wisei Accountants receives from Site visitors includes name, title, address, email address, screen name, telephone and fax numbers, and any other information provided by visitors in email messages or attachments.

Typically, User Data is collected in order to assist visitors to:

In order for us to provide you with our services we need to collect personal data for correspondence purpose and/or detailed service provision. In any event, we are committed to ensuring that the information we collect and use is appropriate for this purpose, and does not constitute an invasion of your privacy.

In terms of being contacted for marketing purposes Wisei Accountants may contact you for additional consent.

Wisei Accountants intention are not to seek any sensitive information through our Site unless legally required for recruiting purposes. Sensitive information includes a number of types of data relating to race or ethnic origin, political opinions, religious or other similar beliefs, trade union membership, physical or mental health, sexual life, or criminal record.

Use of User Data

User Data obtained by the Site is used for internal business purposes of Wisei Accountants and in connection with a visitor’s request. This data is not shared with others for unrelated purposes unless stated in this Privacy Policy or otherwise communicated to the Site visitor.

Wisei Accountants makes every practical effort to avoid excessive or irrelevant collection of data. If a visitor believes the Site has collected excessive information, we encourage the visitor to contact us at info@wiseiaccountants.co.uk to raise any concerns.

Third Parties

We may pass your personal data on to third party service providers contracted to Wisei Accountants in the course of dealing with you. Any third parties that we may share your data with are obliged to keep your details securely, and to use them only to fulfil the service they provide you on our behalf. When they no longer need your data to fulfil this service, they will dispose of the details in line with our procedures. If we wish to pass your sensitive personal data on to a third party we may obtain your consent, unless we are legally required to do otherwise. 

Use of Cookies

A cookie is a tiny element of data that a website can send to a visitor’s computer’s browser so that this computer will be recognised by the site on their return. Cookies allow our web server to recognise a computer on connection to the Site, which in turn allows the server to make downloading of pages faster than on first viewing. In addition, cookies may also be used by us to establish statistics about the use of the Site by Internet users by gathering and analysing data such as: most visited pages, time spent by users on each page, site performance, etc. By collecting and using such data, we hope to improve the quality of the Site.

The data collected by our servers and/or through cookies that may be placed on your computer will not be kept for longer than is necessary to fulfil the purposes mentioned above. In any event, such information may not be kept for longer than one year.

All our servers and computer systems are protected from outside intrusions. As a result, all data that may be collected about Site viewers through the use of cookies will be protected from unauthorised access.

Cookies used on the Site are only active for the duration of the visit. Cookies used on this site are not stored on visitor’s computer once you have closed your web browser. Information generated by the use of cookies may be compiled into an aggregate form so that no individual can be identified.

We may at some stage use cookies to identify users when they visit the Site to use personalised services. In such circumstances these cookies may be kept on the hard drive of their computer following closure of the web browser. Cookies used in connection with such services enable us to build up a profile of our users and to develop personalised versions of the Site.

For more information about cookies, please see the Information Commissioner’s website 

A visitor may choose to not receive a cookie file by enabling your web browser to refuse cookies. The procedure for refusal of cookies may vary for different software products. Please check with your internet browser software help or your software supplier if you wish to refuse cookies.

Transfer of User Data outside the User Jurisdiction

The Internet is a global environment. In order to provide the Site we may need to transfer User Data to locations outside the jurisdiction in which a visitor is viewing the Site (the User Jurisdiction) and process User Data outside the User Jurisdiction. If the User Jurisdiction is within the European Economic Area (the EEA) please note that such transfers and processing of personal data may be in locations outside the EEA. Any data sent or uploaded by users may be accessible in jurisdictions outside the User Jurisdiction (including outside the EEA). The level of data protection offered in such jurisdictions may be less than that offered within the User Jurisdiction or (as the case may be) within the EEA.

User Data may be controlled and processed by any of Wisei offices,. The location of our offices may change from time to time. By continuing to use the Site and by providing any personal data (including sensitive personal data) to us via the Site or email addresses provided on the Site, visitors are consenting to such transfers, provided that they are in accordance with the purposes set out above and elsewhere in the Legal Notice and Privacy Policy. Please do not send us any personal data if you do not consent to the transfer of this information to locations outside the User Jurisdiction (including, if applicable, outside the EEA).

Third-party Links

There are several places throughout this Site that may link to other Websites that do not operate under Wisei’s privacy practices. When visitors link to other Websites, Wisei’s privacy practices no longer apply. We encourage visitors to review each site’s privacy policy before disclosing any personally identifiable information.

Choices

As a policy, visitors are not required to register to gain access to this Site. Personally identifiable information provided to Wisei Accountants through this Site is provided voluntarily by visitors. Should visitors subsequently choose to unsubscribe from mailing lists or any registrations, we will provide instructions on the appropriate Website area or in communications to our visitors; or a visitor may contact us at info@wiseiaccountants.co.uk

Security

All Wisei Accountants directors and employees are instructed to follow a firm-wide security policy. Only authorised personnel are provided access to personally identifiable information and these employees are required to agree to ensure confidentiality of this information.

Modifications 

Wisei Accountants reserves the right to modify or amend this statement at any time. To keep visitors informed, Wisei Accountants will notify users of material changes to our Privacy Statement by prominently identifying a link on our website home page to the updated Privacy Policy for a period of not less than four weeks.

Consent

By continuing to use the Site and by providing any personal data (including sensitive personal data) to us via the Site or email addresses provided on the Site, visitors are consenting to our use of your personal data as set out in this Privacy Policy. Please do not send us any personal data if you do not want that information to be used by us in this manner.

Copyright

All documents, programmes, publications, designs, products, software, information, and ideas (Content) provided by or described in this Site are the property of Wisei Accountants and/or its affiliates or suppliers and are protected by U.K. and international copyright laws and other intellectual property laws, unless stated otherwise. The Content is provided to users of this Site for informational purposes only. Except as expressly permitted below or by applicable law.

Users may print or save one copy of any page of the Site and documents available through it (other than documents provided by third parties) for their own personal use.