Your information will be held by McCleary & Company Ltd. more information on our firm can be found at http://mcclearyblogs.wpengine.com
How we use your information
This privacy notice is to let you know how we promise to look after your personal information. This includes what you tell us about yourself, what we learn by having you as a client, and the choices you give us about what marketing you want us to send you. This notice explains how we do this and tells you about your privacy rights and how the law protects you.
Our Privacy Promise
- To keep your data safe and private.
- Not to sell your data.
- To give you ways to manage and review your marketing choices at anytime.
Data Protection law will change on 25 May 2018
This notice sets out your rights under the new laws.
How the law protects you
As well as our Privacy Promise, your privacy is protected by law. This section explains how that works.
Data Protection law says that we can use personal information only if we have a proper reason to do so. This includes sharing it outside McCleary & Company Ltd. The law says we must have one or more of these reasons:
- To fulfil a contract we have with you, or
- When it is our legal duty, or
- When it is in our legitimate interest, or
- When you consent to it.
A legitimate interest is when we have a business or commercial reason to use your information. But even then, it must not unfairly go against what is right and best for you. If we rely on our legitimate interest, we will tell you what that is.
Here is a list of all the ways that we may use your personal information, and which of the reasons we rely on to do so. This is also where we tell you what our legitimate interests are.
|What we use your personal information for||Our reasons||Our legitimate interests|
|• To manage our relationship with you or your business.• To develop new ways to meet our customers’ needs and to grow our business.
• To develop and carry out marketing activities.
• To study how our clients use products and services from us and other organisations.
• To provide advice or guidance about our products and services.
• Producing Accounts for your business.
• Producing a Tax Return for you, and your business.
• Running a Payroll service.
•Giving your Business Advice
• Undertaking Bookkeeping for you.
|• Your consent.• Fulfilling contracts.
• Our legitimate interests.
• Our legal duty.
|• Keeping our records up to date, working out which of our products and services may interest you and telling you about them.• Developing products and services.
• Defining types of clients for new products or services.
• Seeking your consent when we need it to contact you.
• Being efficient about how we fulfil our legal duties.
Where we collect personal information from
We may collect personal information about you (or your business) from these sources:
Data you give to us:
When you apply for our products and services
When you talk to us on the phone
When you use our websites, mobile device apps,
In emails and letters
In client surveys
Data we collect when you use our services.
Data from third parties we work with:
Companies that introduce you to us
Fraud prevention agencies
Government and law enforcement agencies.
Who we share your personal information with
We may share your personal information with these organisations:
HM Revenue & Customs, regulators and other authorities
Any party linked with you or your business’s product or service
Companies we have a joint venture or agreement to co-operate with
Organisations that introduce you to us
Companies that we introduce you to
Companies you ask us to share your data with.
The information we use
These are some of the kinds of personal information that we use:
Contact details, such as email addresses and phone numbers
Data that identifies computers or other devices you use to connect to the internet. This includes your Internet Protocol (IP) address.
Sending data outside of the EEA
We will only send your data outside of the European Economic Area (‘EEA’) to:
Follow your instructions.
Comply with a legal duty.
Transfer it to organisations that are part of Privacy Shield. This is a framework that sets privacy standards for data sent between the US and EU countries. It makes sure those standards are similar to what is used within the EEA. You can find out more about data protection on the European Commission Justice website.
We may use your personal information to tell you about relevant products and offers. This is what we mean when we talk about ‘marketing’.
The personal information we have for you is made up of what you tell us, and data we collect when you use our services, or from third parties we work with.
We study this to form a view on what we think you may want or need, or what may be of interest to you. This is how we decide which products, services and offers may be relevant for you.
We can only use your personal information to send you marketing messages if we have either your consent or a ‘legitimate interest’. That is when we have a business or commercial reason to use your information. It must not unfairly go against what is right and best for you.
You can ask us to stop sending you marketing messages by contacting us at any time.
Whatever you choose, you’ll still receive statements, and other important information such as changes to your existing products and services.
We may ask you to confirm or update your choices, if you take out any new products or services with us in future. We will also ask you to do this if there are changes in the law, regulation, or the structure of our business.
If you change your mind you can update your choices at any time by contacting us.
How long we keep your personal information
We will keep your personal information for as long as you are a client of McCleary & Company Ltd.
After you stop being a customer, we may keep your data for up to 10 years for one of these reasons:
To respond to any questions or complaints.
To maintain records according to rules that apply to us.
We may keep your data for longer than 10 years if we cannot delete it for legal, regulatory or technical reasons. We may also keep it for research or statistical purposes. If we do, we will make sure that your privacy is protected and only use it for those purposes.
How to get a copy of your personal information
You can access your personal information we hold by writing to us at this address:
Letting us know if your personal information is incorrect
You have the right to question any information we have about you that you think is wrong or incomplete. Please contact us if you want to do this.
If you do, we will take reasonable steps to check its accuracy and correct it.
What if you want us to stop using your personal information?
You have the right to object to our use of your personal information, or to ask us to delete, remove, or stop using your personal information if there is no need for us to keep it. This is known as the ‘right to object’ and ‘right to erasure’, or the ‘right to be forgotten’.
There may be legal or other official reasons why we need to keep or use your data. But please tell us if you think that we should not be using it.
We may sometimes be able to restrict the use of your data. This means that it can only be used for certain things, such as legal claims or to exercise legal rights. In this situation, we would not use or share your information in other ways while it is restricted.
You can ask us to restrict the use of your personal information if:
It is not accurate.
It has been used unlawfully but you don’t want us to delete it.
It not relevant any more, but you want us to keep it for use in legal claims.
You have already asked us to stop using your data but you are waiting for us to tell you if we are allowed to keep on using it.
If you want to object to how we use your data, or ask us to delete it or restrict how we use it, please contact us.
How to withdraw your consent
You can withdraw your consent at any time. Please contact us if you want to do so.
If you withdraw your consent, we may not be able to provide certain products or services to you. If this is so, we will tell you.
How to complain
Please let us know if you are unhappy with how we have used your personal information. You can contact us in writing at this address:
You also have the right to complain to the Information Commissioner’s Office. Find out on their website how to report a concern.