Personal information is only ever collected to deliver services requested and to meet any legal obligations.

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How is information collected?

Information is only ever collected when engaging in services or when an enquiry is made.

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What type of information is collected?

Any personal information collected will vary depending on which services you engage require.  The personal information collected will often include your name, address, telephone number, email address but also but not limited to will may include your Unique Tax Reference (UTR) number, your National Insurance number, and bank account details.

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How is the information used?

In order to provide our services, your information may be used in several ways including:

• To contact you by post, email or telephone

• Maintain the records in accordance with applicable legal obligations

• Verify your identity

• Processing any financial transactions

 

We will only retain your personal data for as long as necessary to fulfil the purposes we collected it for, including for the purposes of satisfying any legal, accounting, or reporting requirements.

To determine the appropriate retention period for personal data, we consider the amount, nature, and sensitivity of the personal data, the potential risk of harm from unauthorised use or disclosure of your personal data, the purposes for which we process your personal data and whether we can achieve those purposes through other means, and the applicable legal requirements.

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Who has access to your information?

• We will not sell or rent your information to third parties.

• We will not share your information with third parties for marketing purposes.

• Any staff with access to your information have a duty of confidentiality under the ethical standards that this firm is required to follow.

 

Please be assured that we will not release your information to third parties unless you have requested that we do so, or we are required to do so by law.

How you can access and update your information

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You have the right to ask for a copy of the information Coast Bookkeeping Limited holds about you. You also have the right to ask us to delete personal information.

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Misuse or alteration of your information

Whilst we strive to protect your personal information, we cannot guarantee the security of any information you transmit to us, and you do so at your own risk.

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Once we receive your information, we make our best effort to ensure its security on our systems. Where we have given, or where you have chosen, a password which enables you to access information, you are responsible for keeping this password

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Cookies

Our company is hosted on the Wix.com platform. Wix.com provides us with the online platform that allows us to sell our services to you. Your data may be stored through Wix.com’s data storage, databases and the general Wix.com applications. They store your data on secure servers behind a firewall. 

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Contact information

Emma Cooke
Tel: 07753 358159
Email: Emma@coastbookkeeping.co.uk

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Complaints

We seek to resolve directly all complaints about how we handle your personal information but you also have the right to lodge a complaint with the Information Commissioner’s Office at

Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF