FBTC is committed to protecting your privacy and maintaining the security of any personal data received from you. We strictly adhere to the requirements of the data protection legislation in the UK. The purpose of this statement is to explain to you what personal data we collect and how we may use it.
We will only contact you with your consent.
When you contact us to make an enquiry about our services, we will ask you for your name, address, postcode, phone number(s) and email address and if completing the comments box on the enquiry form you may provide any additional information, personal or otherwise, that you see fit to give us to help with your enquiry.
We will only share personal data that we collect from you with the following third parties for the purpose(s) described below:
We will hold your personal data for a maximum period of 3 years for the purpose of updating you on our products and services, thereafter if you have not become a member of FBTC, we will delete your records.
In order to maintain the accuracy of our database, you can check, update or remove your personal details by emailing firstname.lastname@example.org.
When you become a member of FBTC, we will need to know your name, address, phone number(s), email address and bank details. This allows us to set you up as a client with us.
You have the option to withhold personal data that is not required for this process.
During the course of our appointment as your accountant and tax adviser we will be required to collect and store additional Personal Data from you in order to deliver our services to you.
The data we will be required to collect is likely to include date of birth, marital status, tax reference number, national insurance number, passport details, driving licence details, next of kin details, details relating to your spouse or civil partner and any other data required from time to time specifically to comply with legislation, to complete your annual income tax return or to complete any other service you ask us to provide to you.
We will use your personal data to communicate with you in the normal course of business and to update you about new products and services we introduce.
We will share personal data that we collect from you with the following third parties for the purpose(s) described below:
We will, only with your express consent, share your data with other third parties where the circumstances of our instructions from you dictate that it should be shared, for example in the completion of a mortgage reference for a lender who you have approached for funds.
We follow strict security procedures in the storage and disclosure of personal data which you have given us, to prevent unauthorised access in accordance with the UK data protection legislation.
We do not transfer any data to any organisation outside the EEA unless they operate to the standards required under the GDPR regulations.
We do not collect sensitive information about you except when you specifically and knowingly provide it to us.
Once you cease to be a client with us, we will retain only the records we are required to do so under legislation. In most cases this will mean we will hold records for a maximum of 7 years from the end of the tax year in which you cease to be a client.
Please be aware that in common with all accountancy practices before we are able to act for you, FBTC are required by law to comply with Money Laundering Regulations, specifically in relation to confirming your identity. In completing and submitting the registration forms you authorise FBTC to undertake a search with a Credit Reference Agency for the purposes of verifying your identity. To do so the Credit Reference Agency may check the details you supply against any particulars on any database (public or otherwise) to which they have access.
They may also use your details in the future to assist other companies for verification purposes. A record of the search will be retained. We may ask you to supply at least one original document of confirmation of your identity, address or both which we will use along with any electronic checks we may perform using the services of a credit reference or fraud prevention agency. Any documents provided to us will be recorded and copied for audit purposes as part of our Anti Money Laundering requirements.
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