Introduction

PFI Accountants (“we,” “us,” or “our”) is committed to protecting and respecting your privacy. This Privacy Policy outlines how we collect, use, and protect your personal information. By using our services, you agree to the collection and use of information in accordance with this policy.

Information We Collect

We may collect and process the following types of personal information about you:

Personal Identification Information: Name, address, email address, phone number, date of birth, and other similar contact information.
Financial Information: Bank account details, tax information, financial statements, and other related financial data.
Employment Information: Job title, employment history, and other details relevant to the services we provide.
Technical Information: IP address, browser type, and other technical details obtained through our website.
Cookies and Tracking Data: Information from cookies and similar tracking technologies.

How We Use Your Information

We use the collected information for various purposes, including:

Providing Services: To deliver and manage our accounting and financial services to you.
Communication: To contact you with newsletters, marketing or promotional materials, and other information that may be of interest to you.
Compliance and Legal Obligations: To comply with legal requirements and protect our legal rights.
Improving Services: To enhance and improve our service offerings based on your feedback and usage patterns.

Legal Basis for Processing

We process your personal data on the following legal bases:

Contractual Necessity: Processing is necessary for the performance of a contract with you or to take steps at your request before entering into a contract.
Legal Obligation: Processing is necessary for compliance with a legal obligation to which we are subject.
Legitimate Interests: Processing is necessary for our legitimate interests, such as improving our services, provided these interests are not overridden by your rights and interests.
Consent: Where applicable, we rely on your consent to process your personal data.

Data Retention

We retain your personal data only for as long as necessary to fulfill the purposes for which it was collected and to comply with legal, regulatory, or internal policy requirements.

Sharing Your Information

We may share your personal information with:

Service Providers: Third-party vendors and service providers who perform services on our behalf.
Legal and Regulatory Authorities: To comply with legal obligations or respond to lawful requests from public authorities.
Business Transfers: In connection with any merger, sale of assets, financing, or acquisition of all or a portion of our business by another company.

Security of Your Information

We implement appropriate technical and organizational measures to protect your personal data from unauthorized access, use, disclosure, alteration, or destruction.

Your Data Protection Rights

You have the following rights concerning your personal data:

Access: The right to request access to your personal data we hold about you.
Rectification: The right to request the correction of inaccurate or incomplete data.
Erasure: The right to request the deletion of your personal data under certain circumstances.
Restriction: The right to request the restriction of processing your personal data under certain conditions.
Portability: The right to request the transfer of your data to another organization or directly to you.
Objection: The right to object to our processing of your personal data under certain conditions.
Withdraw Consent: The right to withdraw your consent at any time where we rely on your consent to process your data.

Changes to This Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on our website and, where appropriate, by email. Changes are effective when they are posted on this page.

Contact Us

If you have any questions about this Privacy Policy, please contact us:

PFI Accountants

81D Sandeman Street, Dundee, DD3 7LA, UK, info@pfiaccountants.co.uk