Privacy Policy - Customer

This Privacy Policy sets out:

• General information
• Contact us
• Data we collect
• How we use your data
• Who we share your data with
• How we store your data
• Retention of your data
• Your rights

General information
Shacter, Cohen & Bor LLP (herein after referred to as SCB, We, Us) recognises the importance of the privacy and security of your personal data. We want to help you to understand what we do with your personal data and how we protect and process it.

SCB is a data controller and sometimes joint data controller with you, our client, based in the United Kingdom. Our registered address is: 31 Sackville Street, Manchester, M1 3LZ.

Our site may contain links to websites of third parties. These websites will be governed by their own privacy policies, so please be mindful if you click on a link and check their policies before submitting any personal data.

Contact us
If you have any questions regarding your personal data please contact reception@shacter-cohen-bor.com

Data we collect
Personal data means any information relating to an identified or identifiable individual who can be identified directly or indirectly by reference to an identifier (for example a name, an ID number, location data genetic data).

We collect personal data directly from you, for example, if you request for us to prepare your tax return, if you access our website (cookies), or you fill in a form with your contact details and return it to us. We may also obtain your personal information from publicly available sources, such as Companies House or Linkedin.

The personal data we collect from you is referred to as ‘client data’ this includes, but is not limited to:

• First name and surname
• ID number
• Tax reference numbers
• Email address
• Phone number
• IP address
• Identification documents
• Any ongoing communications for example emails
• Bank information

We do not knowingly collect any special category data. On the rare occasion we may however process health data, this will be in line with the requirements set out in the UK General Data Protection Regulations (GDPR), with your explicit consent.

How we use your data
We use your personal data to enable us to offer you accountancy services such as preparing personal and partnership tax returns for you, this is to meet our contractual obligations with you. We also use your personal data to meet any legal obligations that we may have, such as to comply with the 2007 Money Laundering Regulations or for identification purposes.

Who we share your data with
We may be required to disclose your information to government authorities such as the HMRC in order to comply with our legal obligations.

You may request that we send mortgage references to brokers, this will only ever be done on request so will be based on consent or contractual obligations with you.

If your personal data is sent to an authorised third party this will always be with appropriate technical controls in place to ensure the privacy and security of your personal data.

In the event of the sale of our business, which may result in us having to transfer your personal data to a third party, you will be notified via email, to explain the identity of the new data controller and your options regarding your personal data.

How we store your data
We follow strict security procedures in the storage and disclosure of information which you have entrusted to us in order to prevent any unauthorised access.

SCB is established in the United Kingdom and your data (such as your tax returns) is stored securely within the EEA. If we do store data outside this area, we will take all reasonable steps to ensure that your data is as safe and secure as it would be within the UK or EEA, and is treated lawfully and in accordance with the GDPR.

Retention of your data
We retain your personal data only for as long as you are a client with us. Once you are no longer a client, we will only hold your personal data on our systems for as long as is necessary to comply with our legal obligations in your jurisdiction, such as those imposed by tax or AML laws.

Your rights
The GDPR has been pivotal to enshrine you, as a data subject, with control over your personal data. Some of these rights however do only apply in some circumstances.

Your fundamental rights are:
Access

• You have the right to request access to the personal data held by SCB about you.

Rectification

• You have the right to ask that we correct/update your personal information, for example a change in name or address

Erasure

• You have the right to ask for us to delete your data

Restrict Processing

• You can tell us to stop processing your data for a particular purpose

Be informed

• You can ask us to let you know what we do with your personal data (this is showed in this privacy policy)

Data Portability

• You can ask for us to provide you a copy of the information you have provided to SCB.

Object

• In certain circumstances you may object to us processing your personal data

Rights related to automated decision making

• We do not carry out any automated decision making. However, this would mean that if we made a decision solely by automated means without any human involvement, you have the right to request that a human reviews it.

For any further enquiries related to your rights, please contact: reception@shacter-cohen-bor.com.

If you have any further concerns you have the right to complain to the data protection regulator. SCB is regulated by the ICO.

Changes to this policy
We reserve the right to change this policy from time to time such as if there is a law change, so please re-visit this page frequently.

Last updated: 11/10/21