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CHORLEY - 01257 429 979

BOLTON - 01204 698 448

Privacy Policy – CAB Accounts NW Ltd

We take the protection of your privacy very seriously.
We will only use your personal information to deliver the services you have requested from us,
and to meet our legal responsibilities.

How do we collect information from you?

We obtain information about you when you engage us to deliver our services and when you use our website, for example, when you contact us about our services.

What type of information do we collect from you?

The personal information we collect from you will vary depending on which services you engage us to deliver.  The personal information we collect might include your name, address, telephone number, email address, your Unique Tax Reference (UTR) number, your National Insurance number, bank account details, your IP address, which pages you may have visited on our website and when you accessed them.

How is your information used?

In general terms, and depending on which services you engage us to deliver, as part of providing our agreed services we may use your information to:

  • Contact you by post, email or telephone
  • Verify your identity where this is required
  • Understand your needs and how they may be met
  • Maintain our records in accordance with applicable legal and regulatory obligations
  • Process financial transactions
  • Prevent and detect crime, fraud or corruption

We are required by legislation, other regulatory requirements and our insurers to retain your data where we have ceased to act for you.  The period of retention required varies with the applicable legislation but is typically five or six years.  To ensure compliance with all such requirements it is the policy of the company to retain all data for a period of seven years from the end of the period concerned.

Who has access to your information?

  • We will not sell or rent your information to third parties.
  • We will not share your information with third parties for marketing purposes.
  • Any staff with access to your information have a duty of confidentiality under the ethical standards that this company is required to follow.

How you can access and update your information

Keeping your information up to date and accurate is important to us.  We commit to regularly review and correct where necessary, the information that we hold about you.  If any of your information changes, please email, write to us, or give us a call.

You have the right to ask for a copy of the information we hold about you.

Security precautions in place to protect the loss, misuse or alteration of your information

Whilst we strive to protect your personal information, we cannot guarantee the security of any information you transmit to us, and you do so at your own risk.

Once we receive your information, we make our best effort to ensure its security on our systems. Where we have given, or where you have chosen, a password which enables you to access information, you are responsible for keeping this password confidential.  We ask you not to share your password with anyone.

Your choices

We may occasionally contact you by email with details of any changes in legal and regulatory requirements or other developments that may be relevant to your affairs and, where applicable, how we may assist you further.  If you do not wish to receive such information from us, please let us know by contacting us by email or letter.

Your rights

You have the right to request a copy of the personal information about you that we hold.

We want to make sure that your personal information is accurate, complete and up to date and you may ask us to correct any personal information about you that you believe does not meet these standards.

You have the right to ask us to delete personal information about you where:

  • You consider that we no longer require the information for the purposes for which it was obtained
  • Our use of your personal information is contrary to law or our other legal obligations
  • We are using your information with your consent and you have withdrawn your consent – see ‘withdrawing consent to use your information’ below.

Restricting how we may use your information:

In some cases, you may ask us to restrict how we use your personal information.  This right might apply, for example, where we are checking the accuracy of personal information about you that we hold or assessing the validity of any objection you have made to our use of your information.  The right might also apply where there is no longer a basis for using your personal information but you do not want us to delete the data.  Where this right is validly exercised, we may only use the relevant personal information with your consent, for legal claims or where there are other public interest grounds to do so.

Withdrawing consent to use your information:

Where we use your personal information with your consent you may withdraw that consent at any time and we will stop using your personal information for the purpose(s) for which consent was given.

Changes to our privacy notice

We keep this privacy notice under regular review and will place any updates on our website. This privacy notice was last updated on 25th May 2018.

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