We are committed to protecting and respecting your privacy and the security of your personal information.
Information we collect from you
We will collect and process the following data about you: Information about you that you give us at the time of initial enquiry or during our engagement by corresponding with us by phone and e-mail, post, during meetings or otherwise. The information you give us may include your name, address,
e-mail address and phone number, gender, financial and other personal details relating to your affairs and circumstances.
How we make use of the information
We use the information that you have given to us in order to reply to your enquiries or perform the contract we have entered into with you.
Sharing your information with third parties
We may need to share your information with third parties such as other professional advisors or external contractors with the aim of fulfilling the terms of our engagement.
Under the General Data Protection Regulation (GDPR), the lawful basis we rely on for processing this information is legitimate interest.
How we store your personal information
Your information is securely stored and we have put in place appropriate security measures to prevent your personal information from being accidentally lost, used or accessed in an unauthorised way. We also limit access to your personal information to those employees, agents, contractors and other third parties who have a business need to know. They will only process your personal information on our instructions and they are subject to a duty of confidentiality.
How long we retain your personal data
We will only retain your personal information for as long as is necessary to fulfil the purposes we collected it for, including for the purposes of satisfying any legal, accounting or insurance requirements. Information on our client files is stored for 6 years following completion of the engagement. At the end of this period we will then dispose of your personal information by deletion of electronic data and disposal of paper records to a confidential waste collector.
Your data protection rights
Your duty to inform us of changes – It is important that the personal information we hold about you is accurate and current. Please keep us informed if your personal information changes at any point in the future.
Under data protection law, you have rights including:
Your right of access – You have the right to ask us for copies of your personal information.
Your right to rectification – You have the right to ask us to rectify personal information you think is inaccurate. You also have the right to ask us to complete information you think is incomplete.
Your right to erasure – You have the right to ask us to erase your personal information in certain circumstances.
Your right to restriction of processing – You have the right to ask us to restrict the processing of your personal information in certain circumstances.
Your right to object to processing – You have the right to object to the processing of your personal information in certain circumstances.
Your right to data portability – You have the right to ask that we transfer the personal information you gave us to another organisation, or to you, in certain circumstances.
You are not required to pay any charge for exercising your rights. If you make a request, we have one month to respond to you.
Please contact us at firstname.lastname@example.org or by post to Cator + Co, Top Barn, Broad Farm, Upper Street, Salhouse, NR13 6HE if you wish to make a request.
Cator + Co, Top Barn, Broad Farm, Upper Street, Salhouse, NR13 6HE
Tel: 01603 722772
Further information about data protection laws can be found by visiting the Information Commissioner’s Office website at www.ico.org.uk
Date: 28th March 2022