Pace Accountants Ltd. Privacy Statement

Pace Accountants Ltd. are committed to protecting your privacy and developing technology that gives you the most powerful and safe online experience. This Statement of Privacy applies to the Pace Accountants Ltd. Website & Pace Accountants Ltd. App and governs data collection and usage. By using the Pace Accountants Ltd. Website and App, you consent to the data practices described in this statement.

Collection of your personal information

Pace Accountants Ltd. collects personally identifiable information, such as your e-mail address, name, home or work address or telephone number. Pace Accountants Ltd. also collects anonymous demographic information, which is not unique to you, such as your postcode and gender.

There is also information about your computer hardware and software that is automatically collected by Pace Accountants Ltd.. This information can include: your IP address, browser type, domain names, access times and referring website addresses. This information is used by Pace Accountants Ltd. Ltd for the operation of the service, to maintain quality of the service, and to provide general statistics regarding use of the Pace Accountants Ltd. website.

Pace Accountants Ltd. encourages you to review the privacy statements of websites you choose to link to from Pace Accountants Ltd. so that you can understand how those websites collect, use and share your information. Pace Accountants Ltd. is not responsible for the privacy statements or other content on websites outside of the Pace Accountants Ltd..

Details of data Pace Accountants Ltd. holds

Pace Accountants Ltd. maintains private information about its client firms and their staff and about prospective clients. This helps the Company to provide an efficient service and ensure that any marketing is targeted at those who might be interested in those services.

Most of the information maintained by Pace Accountants Ltd. is provided by you through: the purchase of services; registering on the website or on any Pace Accountants Ltd. social media site; correspondence via letters, emails and faxes; telephone calls; and from your own website.

Data on firms includes:

  • Name, address, telephone, fax, e-mail address and website address;
  • Certain selection criteria, such as the type of business (e.g. accountancy practice), whether the firm is currently enquiring about any of Pace Accountants Ltd.’ products and services
  • Information about the authorisation of the firm, such as registered auditor, authorised for investment business and the principal or other individual responsible for that area;
  • Information about the firm’s systems and procedures (such as what software they use) to allow us to identify any specialist needs for training or consultancy visits;
  • Details of a firm’s areas of interests, consultancy services, accountancy services and, where relevant, a contact name for each of these interests;
  • Data on services provided;
  • Normal accounting information;
  • Direct Debit information if a signed direct debit mandate has been completed.

Data on individuals includes:

  • Details of any letters, emails, telephone or other contacts between the individual and Pace Accountants Ltd. to ensure that we can provide a consistent service;
  • Personal e-mail address, direct dial number, mobile number.
  • Financial and taxation information

Use of your personal information

We will use your personal information to deliver the products and services you have engaged us to deliver, and to meet our legal responsibilities.  As part of providing our agreed services it may be necessary to use your information to:

  • contact you by post, telephone, email and other methods of communication
  • verify your identity where this is required
  • understand your needs and how they may be met
  • maintain our records in accordance with applicable legal and regulatory obligations
  • process financial transactions
  • prevent and detect crime, fraud or corruption

We are required by legislation, other regulatory requirements and our insurers to retain your data where we have ceased to act for you.  The period of retention required varies with the applicable legislation but is typically five or six years.  To ensure compliance with all such requirements it is the policy of the firm to retain all data for a period of seven years from the end of the period concerned, unless required to retain for a longer period to cover professional insurance requirements.

Pace Accountants Ltd. collects and uses your personal information to operate the Pace Accountants Ltd. Website, the Pace Accountants Ltd App and deliver the services you have requested. Pace Accountants Ltd. may also share your personal information with external business partners for the specific purpose of monitoring the effectiveness of, and the appropriate use of, any schemes we have set in place with such providers. Pace Accountants Ltd. also uses your personally identifiable information to inform you of other products or services available from Pace Accountants Ltd. and its affiliates, where it is able to do so under the various agreements it has in place with external business partners. Pace Accountants Ltd. may also contact you via surveys to conduct research about your opinion of current services or of potential new services that may be offered.

Pace Accountants Ltd. does not sell, rent or lease its customer information to third parties, or share your information with third parties for marketing purposes. Staff that have access to your personal data have a duty of confidentiality under the ethical standards that Pace Accountants Ltd. is required to follow.

We may pass your information to our third party service providers, agents, subcontractors and other associated organisations as necessary for completing tasks and providing services to you on our behalf, for example to process payroll or basic bookkeeping.  However, when we use third party service providers, we release only the personal information that is necessary to supply the service and we have a contract in place that requires third parties to keep your information secure and not to use it for any other purposes.

Please be assured that we will only disclose your information to third parties for the above reasons, or if we are required to do so by law, for example, by a court order or for the purposes of prevention and detection of crime, fraud or corruption.

Pace Accountants Ltd. Cookies Policy

Pace Accountants Ltd. uses Cookies to keep track of the websites and pages our customers visit within Pace Accountants Ltd., in order to determine what Pace Accountants Ltd. services are the most popular. This data is used to deliver customised content and advertising within Pace Accountants Ltd. to customers whose behaviour indicates that they are interested in a particular subject area.

Security of your personal information

Pace Accountants Ltd. secures your personal information from unauthorized access, use or disclosure. Pace Accountants Ltd. secures the personally identifiable information you provide on computer servers in a controlled, secure environment, protected from unauthorized access, use or disclosure. When personal information (such as a credit card number) is transmitted to other Web sites, it is protected through the use of encryption, such as the Secure Socket Layer (SSL) protocol

 

Customer Options

We need certain information to process orders, with customer options being shown on the “basket” page of My Account. Whilst we usually need details of your debit or credit card for on-line orders, Pace Accountants Ltd. does not retain any of these card details on our computer systems; instead, they are dealt with through a secure payment gateway. Payment will not be taken from the nominated card until your order has been confirmed. If you do not want to provide us with debit or credit card details then you may pay by cheque, although your order may not be processed until we have received and cleared your cheque.

Reviewing your Personal Data and Your Rights

How you can access and update your information:

We may occasionally contact you by post, telephone, email and other communication methods with information on changes in legal and regulatory requirements or other developments which may be relevant to you and, where applicable, how Pace Accountants Ltd. may assist you further.  If you no longer wish to receive these details from us, please let us know by contacting us as set out in the Contact information below.

Keeping accurate information is important to us and we want to make sure that your personal information is complete and up to date.  We regularly review and update where necessary, the information that we hold about you.  If any of your information changes, please email or write to us, or call us using the Contact information noted below.

You have a right to ask us to correct any personal information about you that you believe does not meet the standard of accuracy required.

You have the right to request a copy of the information that Pace Accountants Ltd holds about you.

You have the right to request us to delete personal information held about you where:

  • you believe that we no longer have need of the information for purposes for which the information was originally obtained
  • you have objected to our use of your personal information in line with our ‘Objecting to how we may use your information’ policy below
  • our use of your personal information conflicts to law or our other legal obligations

Restricting how we may use your information – In some cases, you may request that we restrict how we use your personal information.  Where this right is validly exercised, Pace Accountants Ltd can only use the relevant personal information with your consent, for legal claims or where there are other public interest grounds to do so.

Objecting to how we may use your information – Where we use your personal information to carry out tasks in the public interest, you have a right to ask us to refrain from using that personal information, unless there are overriding legitimate reasons for us to continue.  You have the right at any time to ask Pace Accountants Ltd to no longer use your personal information for direct marketing purposes.

If you wish to exercise any of your above rights, please contact us in any of the ways set out in the contact information below.

Security precautions in place to protect the loss, misuse or alteration of your information

Any information you transmit to us is done so at your own risk and whilst we strive to protect your personal information, we cannot guarantee the security of this transmitted information.

When we have received your information, we make our best effort to safeguard its security on our Pace Accountants Ltd. systems. Where a password has been used to enable you to access information, you are responsible for the confidentiality of this password, and request that you do not share this password with anyone.

Your personal data will usually be handled in our offices in the UK.  However, to allow us to operate efficient digital processes, it is sometimes necessary to store information in servers located outside the UK.  We take the security of your information seriously and so all our systems have appropriate security in place that complies with all applicable legislative and regulatory requirements.

Changes to this statement 

Pace Accountants Ltd. will occasionally update this Statement of Privacy to reflect company and customer feedback. Pace Accountants Ltd. encourages you to periodically review this Statement to be informed of how Pace Accountants Ltd. is protecting your information.

This privacy statement was last updated on 12/06/2018.

Contact information
Pace Accountants Ltd. welcomes your comments regarding this Statement of Privacy. If you believe that Pace Accountants Ltd has not adhered to this Statement, please contact Pace Accountants Ltd. at [email protected] We will use commercially reasonable efforts to promptly determine and remedy the problem.

 

 

Complaints

Whilst we seek to resolve directly all complaints about how we process your personal information, 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

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

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