Barclay & Co Chartered Accountants
Types of personal information we collect from clients
Includes first name, maiden name, last name, username or similar identifier, marital status, title, date of birth and gender.
Includes address, e-mail address and telephone numbers.
Includes data required to provide the accountancy and taxation services you want us to do for you.
How we collect personal information
We collect data from and about you by direct personal interactions, filling in forms, or by correspondence with us by post, phone or e-mail.
How we use your personal information
- to carry out agreed accounting and taxation services and meet legal responsibilities
- to verify identity
- to communicate with you by post, e-mail or telephone
- to understand your accounting needs
- to maintain records
- to process financial transactions
- to prevent and detect crime, fraud or corruption
With whom do we share your personal information
We do not share your personal information with anyone, other than as required to fulfil agreed services as detailed above, or unless specifically requested to do so by you.
How long we retain your personal information
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.
Access to your information
You have the right to request a copy of the personal information about you that we hold.
Correcting your information
We want to make sure your personal information is accurate, complete and up to date and you may ask us to correct any personal information about you that you believe does not meet these standards.
Deletion of your information
You have the right to ask us to delete personal information about you where:
You consider that we no longer require the information for the purposes for which it was obtained.
We are using that information with your consent and you have withdrawn your consent.
You have validly objected to our use of your personal information.
Our use of your personal information is contrary to law or our other legal obligations.
Withdrawing consent using your information
Where we use your personal information with your consent you may withdraw that consent at any time and we will stop using your personal information for the purpose(s) for which consent was given.
Please contact us if you wish to exercise any of these rights.
Changes to our privacy statement
We keep this privacy statement under regular review and will place any updates on this website. Paper copies of the privacy statement may also be obtained by contacting us.
This privacy statement was last updated on 15 June 2018.
Contact information and further advice
Barclay & Co CA, Waldie House, Mill Road Ind Estate, Linlithgow EH49 7SF
Tel: 01506 840033
We seek to resolve directly all companies about how we handle personal information but you also have the right to lodge a complaint with the Information Commissioner’s Office, whose contact details are as follows:
Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF.
Tel: 0303 123 1113 (local rate) or 01625 545 745
Website – https://ico.org.uk/concerns