Legal and regulatory information
Legal and other information about our business and how we're regulated
We're primarily regulated by our professional bodies, the Institute of Chartered Accountants in England and Wales and the Chartered Institute of Taxation. Details of this and other aspects of our services are below.
Introduction and definitions
What is personal data?
Personal data relates to any information about a natural person that makes you identifiable which may include (but is not limited to):
Names and contact information, for example emails and telephone numbers
Unique Taxpayer Reference numbers
National Insurance Numbers
Personal tax information
Payroll and accounting data
What is sensitive personal data?
Sensitive personal data refers to the above but includes genetic data and biometric data. For example:
Religious or philosophical beliefs and political opinions
Racial or ethnic origin
Biometric data (e.g. photo in an electronic passport)
What is a Data Controller?
For general data protection regulation purposes, the “data controller” means the person or organisation who decides the purposes for which and the way in which any personal data is processed.
The data controller is Parry and Parry Limited, registered at Chesterton House, Church Street, Cambridge, CB4 1DT
The data protection officer is David Parry, Director of Parry and Parry. David can be contacted via email at email@example.com or by calling 01223 350122.
What is a Data Processor?
A “data processor” is a person or organisation which processes personal data for the controller.
What is Data Processing?
Data processing is any operation or set of operations performed upon personal data, or sets of it, be it by automated systems or not. Examples of data processing explicitly listed in the text of the GDPR are: collection, recording, organising, structuring, storing, adapting, altering, retrieving, consulting, using, disclosing by transmission, disseminating or making available, aligning or combining, restricting, erasure or destruction.
What do we mean by Business clients?
PLC, LTD, LLP incorporated partnerships, trusts and foundations, local authorities and government institutions.
What do we mean by Personal clients?
Private clients, sole traders, unincorporated partnerships, trusts and foundations.
What information do we collect about you and how?
Parry and Parry is bound by the requirements of the General Data Protection Regulations (GDPR) as the data controller.
By using our website or formally engaging with us you agree that we are entitled to obtain, use and process the information you provide to us to enable us to discharge the Services (as defined in our Letter of Engagement and supporting Schedules) and for other related purposes including;
Updating and enhancing client records
Analysis for management purposes
Carrying out identity checks in relation to you where this is required by Anti-Money Laundering (AML) regulations
Legal and regulatory compliance
We collect information about you when you fill in any of the forms on our website, client portal or other third-party web application that we may use from time to time e.g. sending an enquiry, signing up for an event, filling in a survey, giving feedback etc. Website usage information is collected using cookies.
When submitting forms on our website or other application as listed above we use a third-party software provider for automated data collection and processing purposes, they will not use your data for any purposes and will only hold the data in line with our policy on data retention.
Cookies are text files put on your computer to collect standard internet log information and visitor behaviour information. This information is then used to track visitor use of the website and to create statistical reports on website activity. For more information visit www.aboutcookies.org.
You can set your browser not to accept cookies and the above website tell you how to remove cookies from your browser. Please note in a few cases some of our website features may not function because of this.
We use Google Analytics and Wix to store information about how visitors use our website so that we may make improvements and give visitors a better user experience.
An IP or Internet Protocol Address is a unique numerical address assigned to a computer as it logs on to the internet. Parry and Parry Limited do not have access to any personal identifiable information and we would never seek this information. Your IP address is logged when visiting our site, but our analytic software only uses this information to track how many visitors we have from geographic areas.
Internet Based Advertising
We use LinkedIn, YouTube, Facebook and Twitter advertising services and as such there are tracking codes installed on our website so that we can manage the effectiveness of these campaigns. We do not store any personal data within this type of tracking.
How will we use the information about you and why?
At Parry and Parry we take your privacy seriously and will only use your personal information to provide the Services you have requested from us, detailed in your Letter of Engagement and supporting Schedules and as we have identified above. We will only use this information subject to your instructions, data protection law and our duty of confidentiality.
For Business Clients and Contacts our lawful reason for processing your personal information will be “legitimate interests”. Under “legitimate interests” we can process your personal information if we have a genuine and legitimate reason and we are not harming any of your rights and interests.
For Personal Clients and Contacts our lawful reason for processing your personal information will be “a contract with the individual”, for example to supply goods and services you have requested, or to fulfil obligations under an employment contract. This also includes steps taken at your request before entering into a contract.
We may receive personal data from you for the purposes of our AML checks, such as a copy of your passport. This data will only be processed for the purposes of preventing money laundering and terrorist financing, or as otherwise permitted by law or with your express consent.
Our work for you may require us to pass your information to our third-party service providers, agents, subcontractors and other associated organisations for the purposes of completing tasks and providing the Services to you on our behalf. However, when we use third party service providers, we disclose only the personal information that is necessary to deliver the Services and we have contracts in place that requires them to keep your information secure and not to use it for their own direct marketing purposes.
We collect information on our website to process your enquiry, give advice based on survey data and improve our services. If you agree, we will also use this information to share updates with you about our services which we believe may be of interest to you.
We will not share your information for marketing purposes with companies so that they may offer you their products and services.
Transferring your information outside of Europe
As part of the services offered to you through this website, the information which you give to us may be transferred to countries outside the European Union (“EU”). For example, some of our third-party providers may be located outside of the EU. Where this is the case we will take steps to make sure the right security measures are taken so that your privacy rights continue to be protected as outlined in this policy. By submitting your personal data, you’re agreeing to this transfer, storing or processing. Where our third-party supplies are in the US we have ensured that their services fall under the “Privacy Shield” whereby participating companies are deemed to have adequate protection and therefore facilitate the transfer of information from the EU to the US.
If you use our services while you are outside the EU, your information may be transferred outside the EU to give you those services.
Security precautions in place about data collected
When you give us personal information, we take steps to make sure that it’s treated securely. Any sensitive information (such as credit or debit card details) is encrypted and protected with 128 Bit encryption on SSL. When you are on a secure page, a lock icon will appear on the bottom of web browsers such as Microsoft Internet Explorer.
Non-sensitive details (your email address etc.) are sent normally over the Internet, and this can never be guaranteed to be 100% secure. As a result, while we strive to protect your personal information, we cannot guarantee the security of any information you transmit to us, and you do so at your own risk. Once we receive your information, we make our best effort to ensure its security on our systems.
We may analyse your personal information to create a profile of your interests and preferences so that we can contact you with information relevant to you. We may make use of extra information about you when it is available from external sources to help us do this effectively. We may also use your personal information to detect and cut fraud and credit risk.
We would like to send you information about our services which may be of interest to you. If you have consented to receive marketing, you may opt out at any point as set out below. You have a right at any time to stop us from contacting you for marketing purposes. To opt out please email: firstname.lastname@example.org
How long will we hold your data for?
Marketing: We will hold your data for a period of 6 years with a review every 3 years. You will have the opportunity to opt out or update or delete data at any point should you need to do so and details are set out in this policy as to how to do that.
Contracted Services: We will hold your data for 7 years in line with our regulatory requirements.
Access to your information, correction, portability and deletion
What is a Subject Access Request?
This is your right to request a copy of the information that we hold about you. If you would like a copy of some or all your personal information, please email or write to us at the following address: David Parry, Director, Parry and Parry Limited, Chesterton House, Church Street, Cambridge CB4 1DT. We will respond to your request within one month of receipt of the request.
We want to make sure your personal information is accurate and up to date. You may ask us to correct or remove information you think is inaccurate by emailing email@example.com or writing to the above address.
Objections to processing of personal data
It is your right to lodge an objection to the processing of your personal data if you feel the grounds relating to your situation applies. The only reasons we will be able to deny your request is if we can show compelling legitimate grounds for the processing, which override your interest, rights and freedoms, or the processing is for the establishment, exercise or defence of a legal claims.
It is also your right to receive the personal data which you have given to us, in a structured, commonly used and machine-readable format and have the right to transmit that data to another controller without delay from the current controller if:
(a) The processing is based on consent or on a contract, and
(b) The processing is carried out by automated means.
Your Right to be Forgotten
Should you wish for us to completely delete all information that we hold about you for:
Email: firstname.lastname@example.org or
In Writing to: David Parry, Director, Parry and Parry Limited, Chesterton House, Church Street, Cambridge CB4 1DT.
If you feel that your personal data has been processed in a way that does not meet the GDPR, you have a specific right to lodge a complaint with the relevant supervisory authority. The supervisory authority will then tell you of the progress and outcome of your complaint. The supervisory authority in the UK is the Information Commissioner’s Office.
How to contact us
By email: email@example.com
Or write to us at David Parry, Director, Parry and Parry Limited, Chesterton House, Church Street, Cambridge CB4 1DT.
We are regulated for money laundering purposes by the Chartered Institute of Taxation, 1st Floor, Artillery House, 11-19 Artillery Row, London SW1P 1RT
Terms and conditions
An engagement letter explaining our terms and conditions will be provided at the start of any engagement to which they apply. A copy of our standard Terms of Business is available from our website.
Unless otherwise agreed, we operate under English law with the English Courts having exclusive jurisdiction in relation to any claim, dispute or difference concerning the service and any matter arising from it.
Professional indemnity insurance
Our professional indemnity insurance is provided by Jelf Insurance Brokers Ltd. Their registered address is Tower Place West, Tower Place, London, E3CR 5BU. Our limit of indemnity is £1,000,000 for any single claim. We have worldwide cover, excluding claims brought in USA and Canada.
Complaints can be made by contacting us. In the event of you not being satisfied by our response, you may also bring the matter to the attention of the Chartered Institute of Taxation or the Institute of Chartered Accountants in England and Wales. Details of any other dispute resolution procedure applicable to an engagement will be contained in the standard Terms of Business