PRIVACY POLICY

Personal Data
We need to obtain and hold your basic personal data to provide you with our services.  Without this data, we will be unable to provide the services you require.  We will only collect personal data from you that we require in order to provide these services.

We process personal data.  Personal data we process may include your name, address, date of birth, contact details, tax reference number, national insurance number and email address.

We may require documentary details from you such as a driving licence, passport or birth certificate, in order to comply with our obligations under identification, money laundering and anti-terrorism legislation.

This information could be collected by face to face meetings, telephone calls, emails or via our website.

In the course of our work, we also receive personal data relating to employees, contractors, customers, suppliers, etc of our clients. That personal data may include your name, contact information, tax reference number, national insurance number and financial information such as salary or payments. We will only process your data to provide services to our client.

Data Sharing
We share your personal data with HM Revenue & Customs, Companies House and our IT service providers. We may also be obliged to provide access to your personal data to regulators, including our professional body.

If we received your personal data from one of our clients, then we also share your personal data with that client.

We will not share your personal data with any other third parties, unless we have a legal or professional duty to do so.

We will never sell your data to a third party for marketing purposes.

Data security
We have put in place appropriate security measures to prevent your personal data from being accidentally lost, stolen, altered or disclosed. Those processing your information will do so only in an authorised manner and are subject to a duty of confidentiality.

Procedures are in place to deal with any suspected data security breach.  We will notify you and the Information Commissioner of a suspected data security breach where we are legally required to do so.

Retention of personal data
We will not retain your personal data for any longer than is necessary. However, due to the nature of our work, we will usually hold relevant accounting and tax information for longer than the recommended retention period of 6 years.

• request for copies of your personal data.
• request that we correct any information you believe is inaccurate. You also have the right to request us to complete the information you believe is incomplete.
• request that we erase your personal data. However, we may be required to continue to hold your personal information to the extent required to meet our legal and regulatory obligations.
• request that we restrict the processing of your personal data.
• withdraw your consent at any time by notifying us.
• lodge a complaint if you believe the processing of your personal data infringes the GDPR.

Contact Details
Potter Finnegan Limited
Unit 25 The Courtyard business Park
190 Galgorm Road,
Ballymena,
BT42 1FH
Telephone number: 028 2565 7677
office@potterfinnegan.com

How you can make a complaint:
We are required to inform you about how you can make a complaint relating to a data breach or if you think we are not processing your data appropriately.

Complaining to ofsted- email: enquiries@ofsted.gov.uk
Phone: 0300 123 1231
Address: Piccadilly Gate, Store Street, Manchester, M1 2WD
Complaining to ICO- ico.org.uk

Potter Finnegan Limited | June 2018