Privacy Policy

Who we are

This is the privacy statement of Bell Ogilvy Chartered Accountants.

Bell Ogilvy, Chartered Accountants is a Scottish Partnership. The current partners’ names and our office address are listed on our letterhead.

This privacy statement explains how we collect and use personal information about you.

What personal information we collect

We will only collect information from you that is relevant to the contract or service that we are dealing with. In particular we may collect the following information from you which is defined as ‘personal data’:

• Personal details; Name, Address, Telephone number, Email address, Date of birth, National Insurance number
• Family details
• Financial Details
• Business activities

Where we collect personal information from

All personal information that we hold about you will have come directly from you and not from any third parties.

How we use your personal information

• deliver services and meet legal responsibilities
• verify identity where this is required
• communication by post, email or telephone
• understand needs and how they may be met
• maintain records
• process financial transactions
• prevent and detect crime, fraud or corruption

Who we share your personal information with

We share your information with HM Revenue and Customs to be able to carry out the work as agreed in our letter of engagement.

We use the following software providers to be able to prepare the work that we are contracted to do. From time to time they have access to our data to help resolve IT problems; IRIS, SAGE, Cashflow Manger, Microsoft.

8020 Ltd are our IT support and have access to our data to resolve IT problems.

We use Tax Enquiry Insurance providers to allow clients to protect themselves from the costs of HM Revenue and Customs enquiries. We provide client details to the insurance company to be able to offer this insurance.

If you do not provide your personal information

If you do not provide us with your personal information we may not be able to carry out the work that we are contracted to do.

How long we retain your personal information for

We will normally keep your information throughout the period of time that we do work for you and afterwards for a period of six years if we are required to do so for HM Revenue and Customs.

Using our website

As you interact with our website, we may automatically collect Technical Data about your equipment, browsing actions and patterns. We collect this personal data by using cookies, server logs and other similar technologies. Please see our cookie policy for further details.

Your rights

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 our reception.

This privacy statement was last updated on 1 May 2018.

Contact information and further advice

If you are unhappy with how we are using your information, please contact us on info@bellogilvy.co.uk or

Complaints

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:

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

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