22nd May 2018

Dear client

I’m sure you will probably be aware that the law regarding Data Protection is changing with the introduction of General Data Protection Rules (GDPR).

We are required to obtain certain information from you in order to submit accurate records to HMRC and Companies House (for Limited Companies) and we are required to hold information and records for a period of 7 years. All information is held securely.

We do not share your information with any other bodies unless required to do so by law, such as in the case of money laundering investigations and, in such incidents, we are not obliged to let you know that we have done this.

There are occasions when we are asked to share your personal information, such as providing proof of earnings for mortgage applications. If this is the case, we will always ask your permission to release such information.

For the purpose of the above activities, you allow us access to your personal information when you authorise us to carry out work for you.

We have not had cause to use your personal information for our own marketing purposes and currently do not see a future need to do this. However, just in case things change, we would like to obtain your permission for such activities but please be assured that it will be for our own purposes and will not be shared.

To make things easier, we will assume that you are happy for us to hold your personal information for this purpose but if you wish to OPT OUT of this please let us know by responding to this email.

You have the right to change your mind at any time – just let us know.

If you would like detailed information of the information we hold on you and what it is used for, please contact us.