Privacy Policy issued by KGC Bookkeeping
 
Introduction

 

KGC Bookkeeping is a data controller within the meaning of the GDPR and we process personal data. Our contact details are: Kate Golding, Primrose Cottage, 19 Lower Road, Woolavington, Bridgwater, Somerset, TA7 8EQ. Telephone:  01278 685684. E-mail:  kate@kg-c.co.uk

 

Where we act as a data processor on behalf of a data controller (for example, when processing payroll), we provide an additional schedule setting out required information as part of that agreement.

 

This privacy policy explains how we use any personal information that we collect about you, as a client of KGC Bookkeeping, or as a user of our website.

How we use personal information about you

KGC Bookkeeping takes the protection of personal data extremely seriously and we always strive to ensure that it is protected, and that data is only collected and used for appropriate and legitimate purposes.

KGC Bookkeeping will only use your personal information to provide the services previously agreed with you in the Letter of Engagement and any supporting Schedules.  We will only use this information in accordance with your instructions and current data protection regulations.

 

We may receive personal information from you that falls into the category of sensitive personal data, required in order to complete money laundering checks.  This information will only be used for the purpose of preventing money laundering and terrorist financing, by any express consent from you, or as otherwise required by law.

 

What personal data we may collect about you

KGC Bookkeeping is bound by the requirements of the General Data Protection Regulation (GDPR).  As a client of KGC Bookkeeping, we may need to ask for personal information about you, your family, partners, associates and employees.  Depending on the services agreed to in the Letter of Engagement, this data may include:

 

  • Personal information including addresses, contact details, date of birth, marital status, national insurance numbers and tax references

  • Any sensitive personal details required to satisfy money laundering requirements

  • Accounting information

  • Payroll information

  • Pension details

 

How will this data be processed?

Personal information is only processed by KGC Bookkeeping in accordance with the services previously agreed in the Letter of Engagement and supporting Schedules with you. For example, this might include but may not be limited to:

  • Bookkeeping

  • Tax returns

  • Accounts preparation

  • Payroll

  • Pensions

  • Workplace benefits (P11D)

  • Please note that we may also process some of this personal information for the following purposes:

  • Updating our client records system

  • Analysis for management purposes

  • Statutory returns

  • Legal and regulatory compliance

  • Crime prevention

 

How long we keep your data for

We will typically hold your personal information for 7 years after the closure of your account in line with regulatory data retention requirements.

 

Data may be retained longer than 7 years if required for legal purposes, for an on-going litigation (litigation hold), or where explicitly requested by you.

 

Sharing and transmitting personal data

KGC Bookkeeping will NEVER sell, rent, share or disseminate any of the controller’s data to any third party, except where necessary in order to provide the services agreed in the Letter of Engagement.

Your personal data may be transferred to appropriate third parties as follows:

  • HMRC

  • any third parties with whom you require or permit us to correspond

  • subcontractors

  • an alternate appointed by us in the event of incapacity or death

  • tax insurance providers

  • professional indemnity insurers

  • our professional body The Association of Accounting Technicians and/or the Office of Professional Body Anti-Money Laundering Supervisors (OPBAS) in relation to practice assurance and/or the requirements of MLR 2017 (or any similar legislation)

If the law allows or requires us to do so, we may share your personal data with:

  • the police and law enforcement agencies

  • courts and tribunals

  • the Information Commissioner’s Office (“ICO”)

 

How we communicate with you

KGC Bookkeeping may contact you using telephone numbers, email addresses or addresses ‘volunteered’ by you as part an initial communication with KGC Bookkeeping, or provided when agreeing services in the Letter of Engagement.

Security of Data

KGC Bookkeeping is committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure we have put in place various physical, electronic and managerial procedures to safeguard and secure the information.

Right of access to data about you

GDPR gives you the legal right to access personal data about you that is held by KGC Bookkeeping.  It allows you to check the lawfulness of any data processing, to ask for incorrect data to be changed, and for data about you to be erased (within any legal or regulatory constraints).

 

To get a copy of this data, please make a Subject Access Request (SAR) to Kate Golding, KGC Bookkeeping, Primrose Cottage, 19 Lower Road, Woolavington, Bridgwater, Somerset, TA7 8EQ. KGC Bookkeeping will make a copy of the data available as quickly as possible, and this will be within one month of receipt of the SAR.

The KGC Bookkeeping Website

When you contact us through our website, or by calling us, KGC Bookkeeping may collect personal data such as your name, telephone number and e-mail address.  We do not monitor IP addresses from your computer, nor do we perform any form of analysis on visits. The website does include some cookies but these are solely for the basic operation of the site. No monitoring, tracking or data collection is performed by the cookies.
 

Changes to our privacy policy

We may amend this privacy policy from time to time. If we do so, we will supply you with and/or otherwise make available to you a copy of the amended privacy policy.

How to contact us

Please contact us if you have any questions about this privacy policy or about any of the information we hold about you:

 

By email to:

kate@kg-c.co.uk

 

By post to:

Kate Golding, KGC Bookkeeping,

Primrose Cottage, 19 Lower Road, Woolavington, Bridgwater, Somerset, TA7 8EQ

T:  01278 685684

M:  07939 057037

© 2019 by KGC Bookkeeping