Who we are
This is the privacy statement of Davis Burton Sellek a firm represented by it’s partners Mark Busby and Dawn O’Leary
This privacy statement explains how we collect and use personal information about you.
What personal information we collect
Data collected may include (but is not limited to): individuals’ contact details, date of birth, email address, marital status, National Insurance number, tax reference, bank account details, identification documents for money laundering purposes, financial and pay details, educational background, details of certificates and diplomas, education and skills, nationality, job title and CV.
Where we collect personal information from
We will collect personal data from clients, contacts, prospective clients and employees. This might come from the individual directly, from an individual’s contacts say in the course of introducing a new client to the firm, from employment agencies or from publicly available sources such as the Company Registrar.
How we use your personal information
Information will be used to enable the firm to fulfil and honour its contractual obligations, to verify the identity of individuals, to establish and enable communication by post, email or telephone, to understand client needs and how they can be met, the maintenance of records, the processing of financial transactions and the prevention of crime, fraud or corruption.
Information may also be used for the communication of relevant information to clients, contacts and employees, such as newsletters and bulletins related to tax, accountancy and associated business matters and for invitations to events. Personal Data will only be used for this purpose where specific consent has been obtained from the Data Subject or where a legitimate business interest exists.
Who we share your personal information with
Davis Burton Sellek will only share information where it is necessary under the terms of a contract or under a legal obligation. Information may be shared with HMRC and other government bodies e.g Companies House, a new accountant and a new employer.
How long we retain your personal information for
We will retain information in accordance with the statutory provisions and the rules of the Institute of Chartered Accountants in England and Wales. In terms of client and ex client information this will not be less than seven years.
Holding personal information outside the EEA
Where it is necessary to host data outside of the European Economic Area the data concerned will be treated in accordance with the regulations.
Access to your information – You have the right to request a copy of the personal information about you that we hold.
Correcting your information – 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.
Deletion of your information – 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.
- We are using that information with your consent and you have withdrawn your consent – see Withdrawing consent to using your information below.
- You have validly objected to our use of your personal information – see Objecting to how we may use your information below.
- Our use of your personal information is contrary to law or our other legal obligations.
Objecting to how we may use your information – You have the right at any time to require us to stop using your personal information for direct marketing purposes. In addition, where we use your personal information to perform tasks carried out in the public interest then, if you ask us to, we will stop using that personal information unless there are overriding legitimate grounds to continue.
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 this is no longer a basis for using your personal information but you don't want us to delete the data. Where this right to 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.
Automated processing – If we use your personal information on an automated basis to make decisions which significantly affect you, you have the right to ask that the decision be reviewed by an individual to whom you may make representations and contest the decision. This right only applies where we use your information with your consent or as part of a contractual relationship with you.
Withdrawing consent using 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.
Please contact us in any of the ways set out in the Contact information and further advice section if you wish to exercise any of these rights.
Changes to our privacy statement
We keep this privacy statement under regular review and will place any updates on this website. Paper copies of the privacy statement may also be obtained by contacting the firm’s Data Protection Officer Mark Busby.
This privacy statement was last updated on 25 April 2018.
Contact information and further advice
We seek to resolve directly all complaints about how we handle personal information but you also have the right to lodge a complaint with the Information Commissioner's Office, whose contact details are as follows:
Information Commissioner's Office
Telephone - 0303 123 1113 (local rate) or 01625 545 745
Website - https://ico.org.uk/concerns