Privacy Policy
LONGS ACCOUNTANCY LTD | CUSTOMER PRIVACY NOTICE
1. CONTACT DETAILS
Post: 29 Newland Park Drive, YORK, YO10 3HR, GB
Telephone: 01904514191
Email: antony@longsaccountancy.co.uk
2. WHAT INFORMATION WE COLLECT, USE AND WHY
We collect or use the following information to provide and improve products and services for clients:
- Names and contact details
- Addresses
- Gender
- Occupation
- Date of birth
- Marital status
- Financial data (including income and expenditure)
- Transaction data (including details about payments to and from you and details of products and services you have purchased)
- Employment details (including salary, sick pay and length of service)
- Information relating to compliments or complaints
- Records of meetings and decisions
We collect or use the following personal information to comply with legal requirements:
- Name
- Contact information
- Identification documents
- Any other personal information required to comply with legal obligations
We collect or use the following personal information for dealing with queries, complaints or claims:
- Names and contact details such as telephone or email
- Address
3. LAWFUL BASES AND DATA PROTECTION
Under UK data protection law, we must have a “lawful basis” for collecting and using your personal information. There is a list of possible lawful bases in the UK GDPR. You can find out more about lawful bases on the ICO’s website.
Which lawful basis we rely on may affect your data protection rights which are set out in brief below. You can find out more about your data protection rights and the exemptions which may apply on the ICO’s website:
- Your right of access – You have the right to ask us for copies of your personal information. You can request other information such as details about where we get personal information from and who we share personal information with. There are some exemptions which means you may not receive all the information you ask for. You can read more about this here.
- Your right to rectification - You have the right to ask us to correct or delete personal information you think is inaccurate or incomplete. You can read more about this here.
- Your right to erasure - You have the right to ask us to delete your personal information. You can read more about this here.
- Your right to restriction of processing - You have the right to ask us to limit how we can use your personal information. You can read more about this here.
- Your right to object to processing - You have the right to object to the processing of your personal data. You can read more about this here.
- Your right to data portability - You have the right to ask that we transfer the personal information you gave us to another organisation, or to you. You can read more about this here.
- Your right to withdraw consent – When we use consent as our lawful basis you have the right to withdraw your consent at any time. You can read more about this here.
If you make a request, we must respond to you without undue delay and in any event within one month.
To make a data protection rights request, please contact us using the contact details at the top of this privacy notice.
Our lawful bases for the collection and use of your data
Our lawful bases for collecting or using personal information to provide and improve products and services for clients are:
- Consent – we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
- Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
- Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.
- Public task – we have to collect or use your information to carry out a task laid down in law, which the law intends to be performed by an organisation such as ours. All of your data protection rights may apply, except the right to erasure and the right to portability.
Our lawful bases for collecting or using personal information to comply with legal requirements:
- Consent – we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
- Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
- Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.
- Public task – we have to collect or use your information to carry out a task laid down in law, which the law intends to be performed by an organisation such as ours. All of your data protection rights may apply, except the right to erasure and the right to portability.
Our lawful bases for collecting or using personal information for dealing with queries, complaints or claims are:
- Consent – we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
4. HOW WE GAIN ACCESS TO YOUR PERSONAL INFORMATION
It will always be provided directly from you.
5. HOW LONG WE KEEP INFORMATION
For more information on how long we store your personal information or the criteria we use to determine this please contact us using the details provided in section 1.
|
Type of document/record |
Retention period |
|
Indefinitely |
|
12 years after end of interest in property |
|
Current year plus 6 further years |
|
5 years from the end of the relationship |
6. HOW TO COMPLAIN
If you have any concerns about our use of your personal data, you can make a complaint to us using the contact details at the top of this privacy notice.
If you remain unhappy with how we’ve used your data after raising a complaint with us, you can also complain to the ICO.
The ICO’s address:
Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF
Helpline number: 0303 123 1113
Date of latest Policy review: 22/05/2025