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Privacy Notice

1. ABOUT US AND THE PURPOSE OF THIS NOTICE


Nick E F Wilson Ltd is an accountancy and tax advisory firm. We are registered in

England and Wales as a limited liability company under number: 15761072 and our

registered office is at 124 City Road, London, United Kingdom, EC1V 2NX.


This notice will tell you how we look after your personal data, about your privacy

rights, and about our compliance with and your protections under Data Protection

Legislation.


In this notice “Data Protection Legislation” means any applicable law relating to the

processing, privacy, and use of Personal Data, including the Data Protection Act

2018 and the Privacy and Electronic Communications (EC Directive) Regulations

2003, as amended by The Data Protection, Privacy and Electronic Communications

(Amendments etc) (EU Exit) Regulations 2020.


For the purpose of the Data Protection Legislation and this notice, we are the ‘data

controller’. This means that we are responsible for deciding how we hold and use

personal data about you. We are required under the Data Protection Legislation to

notify you of the information contained in this privacy notice.



2. THE KIND OF INFORMATION WE HOLD ABOUT YOU


The information we hold about you may include the following:


• personal data which you provide (examples include: your name, age, birth date,

mobile number(s), telephone number(s), mailing or residential address, email

address, passport or other identification number, and any other information

relating to individuals that you have provided to us during our interaction with

you);


• details of contact we have had with you in relation to the provision, or the

proposed provision, of our services;


• details of any services you have received from us;


• our correspondence and communications with you;


• information about any complaints and enquiries you make to us; and


• information from research, surveys, and marketing activities.



3. HOW WE MAY COLLECT YOUR PERSONAL DATA


We obtain your personal data directly from you when:


• you request a proposal from us in respect of the services we provide;• you engage us to provide our services and also during the provision of those

services; and


• you contact us by email, telephone, post (for example when you have a query

about our services).


We may also obtain your personal data indirectly:


• from third parties and/or publicly available resources (for example, from

Companies House).



4. HOW WE USE PERSONAL DATA WE HOLD ABOUT YOU


We may process your personal data for purposes necessary for the performance of

our contract with you and to comply with our legal obligations.


We may also process your personal data for the purposes of our own legitimate

interests provided that those interests do not override any of your own interests,

rights and freedoms which require the protection of personal data. This includes

processing for marketing, business development, statistical and management

purposes.


Please note that we may process your personal data for more than one lawful basis

depending on the specific purpose for which we are using your data.


Situations in which we will use your personal data

We may use your personal data in order to:


• carry out our obligations arising from any agreements entered into between you

and us (which will most usually be for the provision of our services);


• provide you with information related to our services and our events or seek your

thoughts and opinions on the services we provide; and


• notify you about any changes to our services.


In some circumstances we may anonymise or pseudonymise the personal data so

that it can no longer be associated with you, in which case we may use it without

further notice to you.


We may also process your personal data without your knowledge or consent, in

accordance with this notice, where we are legally required or permitted to do so.


Data retention

We will only retain your personal data for as long as is necessary to fulfil the

purposes for which it is collected.


When assessing what retention period is appropriate for your personal data, we take

into consideration the requirements of our business and the services provided, any

statutory or legal obligations and the purposes for which we originally collected the

personal data.


Change of purpose

Where we need to use your personal data for a reason, other than the purpose for

which we originally collected it, we will only use your personal data where that reason

is compatible with the original purpose. If we need to use your data for a new

purpose, we will notify you and communicate our legal basis for this new processing.



5. DATA SHARING


We will share your personal data with third parties where we are required by law,

where it is necessary to administer the relationship between us, or where we have

another legitimate interest in doing so. This may include sharing your personal data

with a regulator or to otherwise comply with the law.


“Third parties” includes third-party service providers. The following activities are

carried out by third-party service providers: IT and cloud services and administration

services. We only permit our third-party service providers to process your personal

data for specified purposes and in accordance with our instructions.


We may share your personal data with other third parties, for example in the context

of the possible sale or restructuring of the business. We may also need to share your

personal data with a regulator or to otherwise comply with the law.



6. TRANSFERRING PERSONAL DATA OUTSIDE THE UNITED

KINGDOM (UK)


We will not transfer the personal data we collect about you outside of the UK.



7. DATA SECURITY


We have put in place commercially reasonable and appropriate security measures to

prevent your personal data from being accidentally lost, used or accessed in an

unauthorised way, altered or disclosed.


We have put in place procedures to deal with any suspected data security breach

and will notify you and any applicable regulator of a suspected breach where we are

legally required to do so.



8. RIGHTS OF ACCESS, CORRECTION, ERASURE, AND

RESTRICTION


Your duty to inform us of changes

It is important that the personal data we hold about you is accurate and current.

Should your personal information change, please notify us of any changes of which

we need to be made aware by contacting us, using the contact details below.


Your rights in connection with personal data

Under certain circumstances, by law you have the right to:


• Request access to your personal data. This enables you to receive details of the personal data we hold about you and to check that we are processing it lawfully.


• Request correction of the personal data that we hold about you.


• Request erasure of your personal data. This enables you to ask us to delete or

remove personal data where there is no good reason for us continuing to process

it. You also have the right to ask us to delete or remove your personal data where

you have exercised your right to object to processing (see below).


• Object to processing of your personal data where we are relying on a legitimate

interest (or those of a third party) and there is something about your particular

situation which makes you want to object to processing on this basis. You also

have the right to object where we are processing your personal information for

direct marketing purposes.


• Request the restriction of processing of your personal data. This enables you to

ask us to suspend the processing of personal data about you, for example if you

want us to establish its accuracy or the reason for processing it.


• Request the transfer of your personal data to you or another data controller if the

processing is based on consent, carried out by automated means and this is

technically feasible.


If you want to exercise any of the above rights, please email our Data Protection

Point of Contact at nick@nickefwilson.com.


You will not have to pay a fee to access your personal data (or to exercise any of the

other rights). However, we may charge a reasonable fee for the administrative costs

of complying with the request if your request for access is manifestly unfounded or

excessive. Alternatively, we may refuse to comply with the request in such

circumstances.


We may need to request specific information from you to help us confirm your identity

and ensure your right to access the information (or to exercise any of your other

rights). This is another appropriate security measure to ensure that personal

information is not disclosed to any person who has no right to receive it.



9. RIGHT TO WITHDRAW CONSENT


In the limited circumstances where you may have provided your consent to the

collection, processing and transfer of your personal data for a specific purpose (for

example, in relation to direct marketing that you have indicated you would like to

receive from us), you have the right to withdraw your consent for that specific

processing at any time. To withdraw your consent, please email our Data Protection

Point of Contact at nick@nickefwilson.com.


Once we have received notification that you have withdrawn your consent, we will no

longer process your personal information (personal data) for the purpose or purposes

you originally agreed to, unless we have another legitimate basis for doing so in law.



10. CHANGES TO THIS NOTICE


Any changes we may make to our privacy notice in the future will be provided to you

via email.


This privacy notice was last updated on 28/08/2024.



11. CONTACT US


If you have any questions regarding this notice or if you would like to speak to us

about the manner in which we process your personal data, please email our Data

Protection Point of Contact at nick@nickefwilson.com.


You also have the right to make a complaint to the Information Commissioner's

Office (ICO), the UK supervisory authority for data protection issues, at any time. The

ICO’s contact details are as follows:


Information Commissioner's Office

Wycliffe House

Water Lane

Wilmslow

Cheshire

SK9 5AF


Telephone - 0303 123 1113 (local rate) or 01625 545 745


Website - https://ico.org.uk/concerns


Copyright © 2024 Nick E F Wilson Ltd - All Rights Reserved.


Company Registration No: 15761072 | Place of Registration: England and Wales | Registered Office Address: 124 City Road, London, United Kingdom, EC1V 2NX

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