Privacy Policy

Summary

In order to provide our services we are required to hold and process personal data. We use this information to; conduct Customer Due Diligence (CDD) checks we are obliged to conduct under law; meet our obligations detailed under our letter of engagement; and, provide you with any additional services we may agree with you to provide. 

We hold your personal data on Cloud based accountancy software provided by TaxCalc, Quickbooks, our emails systems, as spreadsheets stored locally on our computers and, in some instances, as physical printouts stored in locked filing cabinets. 

Data Protection Policy 

You should read this privacy notice in connection with Newton and Co’s data protection policy. A copy of our data protection policy can be requested at any time from us. 

Data controller’s and data protection officer’s details 

Data Controller: Marchers Management 2 Ltd TA Newton and Co (Incorporated in England under company number: 07937527 

Data Protection Officer: Mr. M Newton 

Your rights 

Under data protection legislation you have eight main rights relating to your personal data: 

1. Right to be informed  

2. Right of access 

3. Right to rectification 

4. Right to erasure 

5. Right to restrict processing 

6. Right to data portability 

7. Right to object 

8. Rights related to automated decision-making including profiling 

For more information on your rights and how we uphold your rights, please visit the Information Commissioner’s Office’s website (www.ico.org.uk) and review our data protection policy, which can be accessed from the relevant sections of our website or can be provided on request. 

If at any time you would like to exercise one of your rights under data protection legislation, please contact us. We recommend that you consult our data protection policy before contacting us. 

If you would like to make a complaint about the Association’s handling of personal data and how we have met our obligations under data protection legislation you can contact the Information Commissioner’s Office (www.ico.org.uk). Though we would always encourage you to contact us in the first instance so that we can attempt to resolve your complaint. 

Personal Data

We hold personal data in conjunction with Accounts and tax returns vat returns and payroll information. Mortgage applications. Credit requests. AMLCC for MLR compliance. Our credit card and direct debit providers world pay and go cardless will also hold your data, if you decide to use these services.  

Personal data must be transmitted to HMRC / companies house via secure internet connection. This must be done to meet your statutory obligations for VAT PAYE and Tax Returns also Companies house statutory obligations. Also, AMLCC for MLR compliance. 

How long the data is Stored?

In line with GDPR we keep your records for 6 years to meet statutory tax guidelines. Please read our contract with you for what happens to it after 6 years. If you leave us as a client, we are obliged to destroy it after 5 years unless you instruct us to do so earlier.