Privacy Policy

Background

BI Accountancy Ltd understands that your privacy is important to you and that you care about how your personal data is used. We respect and value the privacy of all our customers and suppliers and will only collect and use personal data in ways that are described here, and in a way that is consistent with our legal obligations and your rights under the law.

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1. Information About Us

**Company Name:** BI Accountancy Ltd
**Limited Company Registered in England:** Company Number 09352377
**Registered Address:** 80 Ashton Road, Denton, Manchester M34 3JF
**VAT Number:** 202 574 830
**Data Protection Officer:** Michael McCullion
**Email:** info@biaccountancy.com
**Telephone:** 0161 669 4221
**Address:** As Registered Office

2. What Does This Notice Cover?

This privacy notice explains how we use your personal data: how it is collected, how it is held, and how it is processed. It also explains your rights under the law relating to your personal data.

3. What is Personal Data?

Personal data is defined by the General Data Protection Regulation (GDPR) as ‘any information relating to an identifiable person who can be directly or indirectly identified in particular by reference to an identifier.’

Personal data covers information such as your name, contact details, identification numbers, electronic location data, and other online identifiers.

The personal data that we use is set out in Section 5 below.

4. What Are My Rights?

Under the GDPR, you have the following rights:

– The right to be informed about our collection and use of your personal data.

– The right to access the personal data we hold about you.

– The right to have your personal data rectified if it is inaccurate or incomplete.

– The right to request the deletion of your personal data.

– The right to restrict processing of your personal data.

– The right to object to us using your personal data for a particular purpose.

– The right to data portability.

– Rights relating to automated decision-making and profiling (we do not process your data in this way).

For more information about your rights, please contact us using the details in Section 11.

5. What Personal Data Do We Collect?

We may collect some or all of the following personal data:

– Name

– Date of birth

– Gender

– Address

– Email address

– Telephone number

– Business name

– Job title

– Profession

– Payment information

– Information required to carry out our services

6. How Do We Use Your Personal Data?

We must always have a lawful basis for using personal data. This may be for the performance of a contract, consent, or legitimate business interests. We use your data for:

– Providing and managing your account.

– Supplying our services to you.

– Personalising and improving our services.

– Communicating with you.

– Sending marketing information (if you opt-in).

You can opt out of marketing communications at any time by contacting us.

7. How Long Will We Keep Your Personal Data?

We will not keep your personal data for longer than necessary for the purposes outlined above. However, some data may need to be retained to comply with legal and regulatory obligations, such as HMRC requirements.

Retention periods may vary depending on the nature of the data and legal obligations, and we will securely delete or anonymise data when it is no longer required.

8. How and Where Do We Store or Transfer Your Personal Data?

We will only store or transfer your personal data within the UK, ensuring full GDPR protection. We implement security measures including:

– Password-protected systems and encryption.

– Secure physical storage (e.g., locks, alarms).

– Secure data disposal (e.g., shredding documents, deletion of records from electronic devices).

– Staff training on data protection.

9. Do We Share Your Personal Data?

We will not sell your personal data. However, we may share it with trusted third-party processors that help us deliver our services, such as:

– Client Engager (Client Management Software)

– Xama (AML Compliance and Verification)

– GBG (Identity Verification)

– FreeAgent (Bookkeeping and Accountancy Software)

Where we share data with third-party processors, we ensure they comply with GDPR.

In some cases, we may be legally required to share data, such as for legal proceedings or government requests.

10. How Can You Access Your Personal Data?

You can request a copy of the personal data we hold about you (a Subject Access Request) by contacting us using the details in Section 11. We will respond within one month, unless your request is complex, in which case we may require up to three months.

11. How to Contact Us

If you have any questions about this privacy policy or wish to exercise your rights, please contact us at:

**Email:** info@biaccountancy.com
**Telephone:** 0161 669 4221
**Postal Address:** Globe Square, Dukinfield SK16 4RG

12. Changes to This Privacy Policy

We may update this privacy policy from time to time due to legal changes or business developments. Any updates will be made available via email newsletters.

Updated : February 2025