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© Copyright: 2007 Eleanor Shakeshaft Accountants

291 Streetsbrook Road, Solihull, West Midlands B91 1RS

Tel: 0121 288 3568 Mobile: 07960 602899
Last modified: 20 September, 2007 Site Builder: GBS Designs

Website Disclaimer

Information contained within the pages of our website are intended to provide indicative details of current developments and are not intended to be a statement of current law and practice, Eleanor Shakeshaft Accountants accepts no liability for any errors of fact contained herein and in particular accepts no liability for any loss caused by any person acting or otherwise upon such material. Please take full advice from us if you are in any doubts whatsoever regarding your accounting or taxation matters.

Personal Information and how we use it

How do we use your personal information?

  • Our main use of your personal information is to administer your accounts or to provide the specific service you require. Occasionally, we may contact you by letter, telephone, e-mail or otherwise to inform you about other products and services which may interest you. We try to limit our customer contact programme to acceptable levels, but if you wish to exercise your right to opt out, simply let us know by any means convenient for you.
  • Unless you have given us your consent, we will not provide information about you to companies outside Eleanor Shakeshaft Accountants to use for their marketing purposes.We disclose information about our customers only with their consent, or if we are required to do so by law. We will let you know if a product or service that we offer requires the involvement of a third party organisation.We do not arrange to involve a third party unless the security and confidentiality of Eleanor Shakeshaft Accountants customer information is assured.
  • Remember, that opting out of receiving marketing literature could stop us contacting you about any of our products or services which may benefit you. For example, you may not hear about a new software product which offers you a better system or saves you money.

From time to time we may employ sub-contractors to process your information on our behalf. The same duty of confidentiality and security will apply to our sub-contractors and all processing will only be carried out under our instruction and will be supported by contract.

Right to access?

You have the right of access to information we hold about you on our records. If anything is inaccurate or incorrect, please let us know and we will correct it. Please see "Your Rights" for more information, a fee may be required.

How do I protect my personal information?

If you do not want to receive unsolicited mail from other companies, you can prevent this by registering with the Mailing Preference Service.There are also the Telephone, Fax and E-mail Preference Services which enable you to object to receiving unsolicited marketing phone calls, faxes or e-mails.To register, simply telephone the appropriate number i.e.

  • Mailing Preference 0207 766 4410
  • Telephone, Fax and E-mail Preference 0845 070 0707

For more details about all the Preference Services, please see the Direct Marketing Association's website at www.dma.org.uk

Data Protection legislation

  • The Data Protection Act 1998 imposes obligations on users of personal information and lays down principles for its use. One principle states that information has to be processed fairly and Iawfully.This means that you are entitled to know how we intend to use any information you provide.You can then decide whether you want to give it to us.
  • The Data Protection Act obliges organisations to lodge a notification with the Information Commissioner describing the purposes for which they process personal information.These details are publicly available from the Commissioner's office at Wycliffe House,Water Lane,Wilmslow, Cheshire SK9 5AF (Tel 01625 545745 Fax 01625 524510).
  • Alternatively, see the Commissioner's website at www.dataprotection.gov.uk
  • Eleanor Shakeshaft Accountants takes the privacy and security of its customers' data seriously.We have published this data protection guide to ensure that our customers and prospective customers are fully informed about the effect of the legislation on the relationship between us.

For what purposes do we use your information?

We use your information for a number of purposes which are outlined below.

Provision of services:

  • to administer and maintain your record(s) (e.g. accounts, tax returns and other services);
  • to ensure that the service we offer you continues to be the most appropriate service for your needs;
  • to respond to any query that you may raise with us about your relationship with us;
  • to update our systems for enhanced service provision to you.

Other purposes:

  • disclose information to third party agencies for credit checking and underwriting purposes (such information may be shared with other organisations for the same purpose) and also to carry out our own money laundering checks;
  • disclose information about you to other organisations for the purposes of fraud prevention and detection;
  • to keep you informed (by post, telephone or e-mail) about other products and services offered by Eleanor Shakeshaft Accountants;
  • customer data may be used for market research purposes, developing goods and services, statistical and business analysis, account administration and creating and maintaining a customer profile;
  • telephone conversations may be recorded and/or monitored to offer you additional security, resolve complaints and improve our service standards. Conversations may also be monitored for staff training purposes;
  • disclose information about you to regulatory authorities in response to formal requests;
  • disclose information about you in response to legislative/court orders;
  • disclose information about you to law enforcement agencies to assist in the investigation of crime.

Your rights

You have certain rights under the Data Protection Act in relation to the information that we hold about you.These rights are set out below:

  • access to personal data (subject access).You may request by writing to the Data Controller, details of the information that we hold about you and the purpose(s) for which it is held.We will provide the information, in a permanent form, as at the time of the request, subject to any routine processing continuing between that time and the time of response. Provision of such information will be subject to a charge (as permitted by the Act) currently f 10 (cheque made payable to Eleanor Shakeshaft Accountants).Your request will be met within 40 days of receiving the request, or, if later, of receipt of the fee and any supplementary information needed, to establish your relationship with the Society or verify your identity;
  • you are entitled, by notice in writing to require us to cease (or not to begin) processing personal data on the grounds that it is causing or is likely to cause substantial damage or distress to you or to another and that damage or distress is, or would be unwarranted.This does not apply where you have consented to the processing, the processing is necessary for entering into, or for the performance of, a contract, the processing is necessary for compliance with a legal obligation, or the processing is necessary to protect your vital interests;
  • you are entitled, by notice in writing to require us to stop using information about you for the purposes of direct marketing. Direct marketing means the communication (by whatever
    means) of any advertising or marketing material which is directed to you.We will however, continue to send you information as required by legislation/regulation, such as notice of the AGM, account statements, changes to your account terms and conditions or interest rates and account maturity letters.

Who is the Data Controller

The Data Controller is Eleanor Shakeshaft Accountants whose principle office is 291 Streetsbrook Road, Solihull, West Midlands B91 1RS

The Information Commissioner

If you wish to know more about your rights in respect of protection of personal data you should write to the:

Information Commisioner's Office
Wycliffe House, Water Lane, Wilmslow, Cheshire SK9 5AF

or telephone 01624 545700 (switchboard) 01625 545745 (information line)

Homepage: www.dataprotection.gov.uk
The Register: www.dpr.gov.uk

Crime prevention and detection

We have systems which protect our customers and ourselves against fraud and other crime. Customer information can be used to prevent crime and trace those responsible. If you give us false or misleading information and we suspect fraud, we will record this. We and other organisations may use these records to help us to:

  • make decisions about the services we offer you;
  • trace debtors, recover debt, prevent fraud and to manage the services we provide;
  • check your identity to prevent money laundering, unless you furnish us with other satisfactory proof of identity

Money Laundering and Statutory Obligations

Like other financial organisations, we are legally obliged to collect and record information confirming customer identity and to report details of suspicious transactions to the National Criminal Intelligence Service.

We are obliged by various Acts of Parliament to disclose information about our customers to certain bodies who have statutory powers.

E-Mail

If you e-mail us or give us your e-mail address, we may keep a record of it. We may use it to contact you about our products and services. We will not give give your e-mail address to any unauthorised third parties. When e-mailing us remember that it will be 'insecure' and could be intercepted. Please keep the amount of confidential information you include to a minimum. We will do likewise when we reply

Telephone calls

We may record telephone conversations to offer you additional security, resolve complaints and improve our service standards. Conversations may also be monitored for staff training purposes.

Caring for your data

Each employee is personally responsible for maintaining customer confidentiality. We provide training and education to all our staff and contract workers to remind them about their obligations. Our policies and procedures are regularly audited and reviewed. We undertake that we will have in place a level of security appropriate to the nature of the data and the harm that might result from a breach of security.

We further undertake that we will:

  • not hold information about you that is excessive in relation to the purpose or purposes for which they are processed;
  • keep any information about you accurate and where necessary up-to-date. To help us to do this, please keep us informed if any of your details change;
  • not keep data processed for any purpose or purposes longer than is necessary. We may retain records relating to our customers for a time after discontinuing our service to you to enable us to resolve any subsequent queries and comply with legislative requirements.
  • process your information in accordance with your rights under the Data Protection Act.

Introducers

Where your business has been introduced to us from a third party, we will pass back information about you and your agreement that may be necessary for the purpose of administration, payment or settlement. The person who introduces you to us may use this information for marketing purposes, but only with your consent.

Sensitive information

Occasionally, we may ask you to provide some sensitive information. If we do need to request this, we will explain exactly why this information is required. Naturally, we will treat this in the strictest confidence.

Website Statistics & Cookies

We use a third party cookie to monitor traffic visiting our website for marketing and statistical purposes. If you would like to view details of the kind of data we collect please visit our web tracking partner at http://www.statcounter.com We also store Members login details in a cookie for access purposes only.

Contact details

If you require further details, please contact us at the address below:

Data Protection Officer
Eleanor Shakeshaft Accountants
291 Streetsbrook Road
Solihull, W.Midlands B91 1RS