Finma Accounting values your trust, particularly when it comes to your personal data and information.
This policy explains what data, including personal data, that we collect from and about you when you visit the Finma Accounting website and when you submit an enquiry.
Who we are and what we do
At Finma Accounting we business partner to our clients, providing bookkeeping and financial and management accounting services tailored to our clients’ businesses.
Our accounting and bookkeeping services are designed to provide an organised manageable and reliable way to keep track of your funds.
What personal Information we collect
The Type of Information we collect depends on the nature of our relationship and the specific services you engage us to deliver or perform.
What we collect: The type of personal information collected may include full name; phone numbers; email addresses; business type; income; usage data and statistics; connection data; other unique identifiers such as IP addresses or device IDs, marketing and advertising responses and preferences.
Why we collect: To make sure you find the information you're looking for and for us to make recommendations to you about our products and services. To follow up your enquiry, provide you with discounts on services, give you access to business guides and invoicing software, to share news about events and networking opportunities. Additionally, your IP address helps us to understand geographic information about our website visitors.
How we collect: Data is collected through online forms; surveys; email; telephone, or in person.
Purchasing Services from Finma Accounting
Depending on the type of product you purchase from us you may be asked to share information so we can provide a quote, respond to your enquiry, determine the product best suited for you and to complete the transaction.
What we collect: The type of personal information collected may include full name; home/business postal address; phone numbers; email addresses; payment card information; business type/trade; usage data and statistics; connection data; other unique identifiers such as IP addresses or device IDs, marketing and advertising responses and preferences; purchase inquiry and history; products, services or content provided.
Why we collect: To carry out our obligations to provide services you have engaged us to deliver or to perform. To provide a quote, form policy documents, complete the transaction and to follow up your service purchase or enquiry.
We do not store any card payment data and only use payment information in connection with the purchase of our services.
How we collect: Data is collected through online forms; email; or telephone.
Company Formation
If you are using Finma Accounting for company formation services you will be asked to provide information relating to yourself, the limited company you want to form and related third parties such as additional directors or shareholders, if relevant. This information is needed so your company can be registered with Companies House.
What we collect: The type of personal information collected may include full name; home/business postal address; phone numbers; email addresses; registered office/service address; date of birth; title; nationality; company details, to include share split, person of significant control; authentication data, for example passport number, national insurance number; place of birth; payment card information; usage data and statistics; connection data; other unique identifiers such as IP addresses or device IDs, marketing and advertising responses and preferences; purchase inquiry and history; products, services or content provided.
Why we collect: To check company name availability and ensure the company is formed correctly with the correct company officers and company information. To comply with legal and regulatory compliance, to include crime prevention. To provide the right guidance, answer your questions and to complete the transaction.
How we collect: Data is collected through an online form; email; or telephone.
How we use your data
Finma Accounting also uses the data we collect to provide you with our services and to communicate with you.
Finma Accounting uses the data for the following purposes:
· Providing, and enhancing our services
· Compliance
· Security, Safety and issue resolution
· Business Operations
· Communication, Marketing and Advertising
Providing and enhancing our products and services
We use data to provide and improve our services and perform essential business operations. This includes operating our services, maintaining and improving the performance of our services, including developing new features, research, testing and providing client support.
Compliance
We use data to ensure we comply with relevant regulation and law. This includes needing to verify your identity if you subscribe to our accounting services. This verification involves:
(a) a full electoral roll search (your consent is not required for this); and
(b) credit reference agencies placing a search footprint on your electronic file and your data being accessed by third parties for the specific purpose of anti-money laundering, credit assessment, ID verification, debt collection, asset reunification, tracing and fraud prevention.
Security, Safety, and Dispute Resolution
We use data to protect the security and safety of our services and our clients, to detect and prevent fraud, to resolve disputes and enforce our agreements.
Business Operations
We use data to run business operations to provide you with our services, profile our user base and develop anonymised aggregate analysis and business intelligence that enable us to operate, protect, make informed decisions and report on the performance of our business.
Communication, Marketing and Advertising
We use the data we collect to deliver and personalise our communications with you.
For example, we may contact you by email or other means of electronic communication to inform you about our services, invite you to take part in a survey, notify you about promotions, business activities, events and changes to our services.
If you become a member, subscribe to or purchase one of our services you will also receive service-related communications. These will include system and service support communications, policy, security or software updates.
We also use cookies and similar technologies to provide the most relevant services and information tailored to you.
When we may share or disclose your data
Finma Accounting does not sell data about our clients, and we only share or disclose your data as authorised in this Policy.
The only people that will have access to your personal data include:
How long we keep your data
We only keep your personal data for as long as necessary in connection with the purposes we collected it for and to comply with any legal, accounting or reporting requirements. To determine how long we keep your personal data for, we consider the amount, nature and sensitivity of the personal data, the purposes for which it was collected and the potential risk of harm from us continuing to keep it.
We retain any personal data linked to your account for as long as you’re a subscriber and for 12 months after you’ve ended your subscription (in case you decide to re-activate it within that time). Copies of transactional records will be kept for 6 years.
We retain personal data relating to email marketing until you unsubscribe, or your email address has become permanently unavailable.
We retain any analytical data collected about your use of our website which identifies you for a period of 12 months.
Cookies
By visiting our websites or using our services you agree that you are happy for us to set cookies and similar technologies for the purposes described in this Policy.
A 'cookie' is a small data file that is sent to your computer's cookie file when you visit a website. When you visit the website again the cookie allows that site to recognise your browser.
We use two types of cookies, 'persistent' and 'session'. Session cookies are temporary and will only stay on your device until you close your browser at which point, they are deleted. Persistent cookies stay on your computer or mobile device permanently until they expire or are deleted.
We use the following types of cookies on our website:
Strictly necessary cookies. These cookies are essential for you to browse our websites and use the features.
Performance upped. These cookies collect information about how you use our websites. This data may be used to help optimise our website and make it easier for you to navigate.
Functional cookies. These cookies allow our websites to remember choices you make and personalise your experience. We may store your geographic location in a cookie for instance, to ensure that we show you the website relevant to your area.
Analytics cookies. We use analytics cookies, like those offered by Google Analytics, to help us understand things like how long a visitor stays on our website, what pages they find most useful, and how they arrived. To learn more about Google Analytics and your data, visit this Google webpage.
Your Rights
Under data protection law you have certain rights concerning the personal information that we hold about you. There will not usually be a charge for dealing with these requests. You may exercise these rights at any time by contacting us using the details set out in the contact us section.
We may need to make changes to this policy occasionally, to reflect any changes to our services or legal requirements. We will notify you of any important changes before they take effect.
Contacting Us
If you would like further information about any of the matters in this notice or have any other questions about how we collect, store, or use your personal information, you may contact us by emailing tanisha@finmaaccounting.co.uk
Effective from 21st June 2021
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