Privacy Policy

 

Last updated: October 2024

Your Finance Team Ltd operates http://www.yourfinanceteam.co.uk (the “Site”). This page informs you of our policies regarding the collection, use and disclosure of Personal Information we receive from users of the Site.

We use your Personal Information only for providing and improving the Site. By using the Site, you agree to the collection and use of information in accordance with this policy.

Information Collection And Use

While using our Site, we may ask you to provide us with certain personally identifiable information that can be used to contact or identify you, such as your name, address and email address (“Personal Information”).

Log Data

Like many site operators, we collect information that your browser sends whenever you visit our Site (“Log Data”).

This Log Data may include information such as your computer’s Internet Protocol (“IP”) address, browser type, browser version, the pages of our Site that you visit, the time and date of your visit, the time spent on those pages and other statistics.

In addition, we may use third party services such as Google Analytics that collect, monitor and analyze this…

Communications

With your permission, we may send you emails about our Site and other news.

When you provide us with personal information to complete a transaction, verify your credit card, place an order, arrange for a delivery or return a purchase, we imply that you consent to our collecting this personal Information and using it for that specific reason only.

If we ask for your personal information for any other reason, such as marketing, we will either ask you directly for your expressed consent, or provide you with an opportunity to say no.

Should you change your mind after you’ve opted in, you may easily withdraw your consent for us to contact you, for the continued collection, use or disclosure of your information, at anytime, by clicking the unsubscribe button in our newsletters, or by contacting us directly via our contact page.

Cookies

Cookies are files with small amount of data, which may include an anonymous unique identifier. Cookies are sent to your browser from a web site and stored on your computer’s hard drive.

Like many sites, we use “cookies” to collect information and identify which pages are being used. This helps us to analyse the data about web page traffic, and helps us to improve our website. Cookies do not give us access to your computer or any information about you other than what you choose to share with us. You can choose to accept or refuse cookies and can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Site.

Third-party cookies

In addition to our own cookies, we may also use various third-parties cookies to report usage statistics of the Service, deliver advertisements on and through the Service, and so on.

What are your choices regarding cookies

If you’d like to delete cookies or instruct your web browser to delete or refuse cookies, please visit the help pages of your web browser.

Please note, however, that if you delete cookies or refuse to accept them, you might not be able to use all of the features we offer, you may not be able to store your preferences, and some of our pages might not display properly.

Security

The security of your Personal Information is important to us, but remember that no method of transmission over the Internet, or method of electronic storage, is 100% secure. While we strive to use commercially acceptable means to protect your Personal Information, we cannot guarantee its absolute security.

Changes To This Privacy Policy

This Privacy Policy is effective as of April 2018 and will remain in effect except with respect to any changes in its provisions in the future, which will be in effect immediately after being posted on this page.

We reserve the right to update or change our Privacy Policy at any time and you should check this Privacy Policy periodically. Your continued use of the Service after we post any modifications to the Privacy Policy on this page will constitute your acknowledgment of the modifications and your consent to abide and be bound by the modified Privacy Policy.

If we make any material changes to this Privacy Policy, we will notify you either through the email address you have provided us, or by placing a prominent notice on our website.

General Data Protection Regulation

This notice sets out the standards that you can expect from us in handling any information you entrust to us.

For general data protection regulation purposes, the “data controller” means the person or organisation who decides the purposes for which and the way in which any personal data is processed.

The data controller is Your Finance Team Ltd, 15 Bell Street, Reigate, Surrey. RH2 7AD

If you are at any time confused or need assistance regarding your data, please contact us at contact@yourfinanceteam.co.uk

Part of GDPR is about making sure that we have your consent to hold and process data about you and your company. Due to the nature of the work we do we may hold and process ‘sensitive’ data about you which means that we hold and process data that are special categories of personal data that are subject to additional protections.

We may hold your own or your families details which may include names, private addresses, date of birth, tax and NI references, company number, employer’s reference and name, business details and details of past and present taxable income and gains and data on other taxes.

We hold this data to allow us to provide accountancy, payroll and tax advisory services.

We use carefully vetted third-party companies who provide software and/or services to facilitate the delivery of our services to you. These third-party companies may provide us with payroll services, accountancy software and document management system and act as data processers under GDPR.

The third parties to whom we disclose such personal data may be located outside of the European Economic Area (EEA). We will only disclose client personal data to a third party (including a third party outside of the EEA) provided that the transfer is undertaken in compliance with the data protection legislation.

A list of our suppliers can be obtained from

contact@yourfinanceteam.co.uk

We also hold data in order to make ID checks under the Money Laundering Regulations, this may include a copy of your passport or driving licence and evidence of your address.

We retain data for as long as statute or regulations demand.

We hold data electronically and on paper.

We normally destroy files after six years.

Our computer hard drives are destroyed before disposal.

We store data via third-party servers and we use applications including Dropbox, Microsoft and Google products.

Data held on third-party servers is highly protected by security features including firewalls, regular scans against malware and measures to prevent SQL injection.

We process and store data using our tax and accounting software, such software is located ‘in the Cloud’ and we rely on the software provider’s security features and all access is password protected.

We only use GDPR compliant providers.

When software is installed on our local machines all software is password protected.

We will only share data with HMRC and HM Courts and Tribunal’s service, during the course of an enquiry or investigation or tax appeal or other reasons if:

  1. a) We are authorised to do so by the taxpayer, or
  2. b) In the case of a Schedule 36 FA 2008 Information Notice, we have either been so authorised by a tribunal or we are compelled to provide data under the terms of a third party notice, or
  3. c) We are obliged by other regulations to provide data.
  • We may use third-party contractors in our business and they are required to sign a confidentiality declaration which includes a declaration that they will not remove data or pass on data to other parties.

We do not sell your data to a third-party.

Contact Us

If you have any questions about this Privacy Policy, please contact us via our contact page.