{"id":1565,"date":"2020-05-06T11:22:22","date_gmt":"2020-05-06T11:22:22","guid":{"rendered":"https:\/\/srcadvisory.com\/?page_id=1565"},"modified":"2023-04-20T16:51:31","modified_gmt":"2023-04-20T16:51:31","slug":"privacy-policy","status":"publish","type":"page","link":"https:\/\/srcadvisory.com\/privacy-policy\/","title":{"rendered":"Privacy Policy"},"content":{"rendered":"\t\t
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Privacy policy<\/h1>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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SRC Asvisory Limited (\u201cSRC\u201d) offers a variety of services to be collectively referred to as \u201cthe Services\u201d. All pages included under this URL are to be collectively referred to as \u201cthe Site\u201d.<\/p>\n

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SRC are committed to protecting your rights to privacy. This privacy policy tells you what to expect when we collect, use and store personal information. We treat all information confidentially and will only use the information required for us to be able to deal with the Services.\u00a0<\/p>\n

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For the purpose of the Data Protection Legislation and this notice, we are the \u2018data controller\u2019. This means that we are responsible for deciding how we hold and use personal data about you. We are required under the Data Protection Legislation to notify you of the information contained in this privacy notice.<\/p>\n

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Data Protection Act 1998 & GDPR (EU 2016\/679)<\/h2>\n

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SRC has notified the Information Commissioner under the terms of the Data Protection Laws that it may obtain information about data subjects in both paper and electronic format.<\/p>\n

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SRC have technical measures in place to prevent any access of client information from anyone but staff of SRC. We confirm that when processing data on your behalf we will comply with the provisions of the Data Protection Act 1998 & GDPR (EU 2016\/679) We have put in place procedures to deal with any suspected data security breach and will notify you and any applicable regulator of a suspected breach where we are legally required to do so.<\/p>\n

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Collection, Use & Storage of personal information<\/h2>\n

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We obtain personal data about you, for example, when:<\/p>\n

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  • You request a proposal from us in respect of the services we provide;<\/li>\n
  • You engage us to provide our services and also during the provision of those services;<\/li>\n
  • We meet at a marketing event, networking forum, or via a mutually beneficial introduction;<\/li>\n
  • You contact us by email, telephone, post (for example when you have a query about our services) or via our website; or<\/li>\n
  • From third parties and\/or publicly available resources (for example, from Companies House or other professional advisers).<\/li>\n<\/ul>\n

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    The kind of information we hold about you may include the following:<\/p>\n

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    • Your personal details (such as your name, address, date of birth, gender, marital status, national insurance number, VAT number, UTR number, bank account details);<\/li>\n
    • Your contact details (as per company website, business card, or similar document);<\/li>\n
    • Copies of identification documents (such as passports, driving licence, utility bills and similar);<\/li>\n
    • Details of contact we have had with you in relation to the provision, or the proposed provision, of our services;<\/li>\n
    • Details of any services you have received from us;<\/li>\n
    • Our correspondence and communications with you;<\/li>\n
    • Information about any complaints and enquiries you make to us;<\/li>\n
    • Information from research, surveys, and marketing activities;<\/li>\n
    • Information we receive from other sources, such as publicly available information, information provided by our clients or information from our network of contacts.<\/li>\n<\/ul>\n

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      We will only request this information to be sent to us via our secure encrypted portal or by post. We will use these details to provide you with information concerning your enquiry solely. We ensure that all digital data received it is stored securely within our document management software, or if in paper form, in locked secure storage.\u00a0<\/p>\n

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      During the course of our work we will collect information from you and others acting on your behalf and will return any original documents to you following the preparation of your financial statements and returns. We will return this data via our secure encrypted portal or by post. You should retain these records for at least seven years from the end of the accounting year to which they relate.<\/p>\n

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      Whilst certain documents may legally belong to you, we intend to securely destroy correspondence and other papers that we store which are more than seven years old, other than documents which we consider to be of continuing significance.\u00a0<\/p>\n

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      Disclosure of personal information<\/h2>\n

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      SRC has appropriate internal IT & Communications and Confidentiality Policies in place which outline the importance of all safety and security measures within the practice. Please be aware client information may only be sent via encrypted portal with the expressed approval of the client. Information which is sensitive to SRC or its clients and customers may not be sent via email.<\/p>\n

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      SRC reserves the right to disclose personally identifiable information of the company\u2019s clients where the law requires us to do so or where it is deemed necessary to comply with regulatory and legal processes and for the purposes of our own legitimate interests provided that those interests do not override any of your own interests, rights and freedoms which require the protection of personal data. This includes processing for marketing, business development, statistical and management purposes.<\/p>\n

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      We may process your personal data for certain additional purposes with your consent, and in these limited circumstances where your consent is required for the processing of your personal data then you have the right to withdraw your consent to processing for such specific purposes.<\/p>\n

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      Please note that we may process your personal data for more than one lawful basis depending on the specific purpose for which we are using your data.<\/p>\n

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      Situations in which we will use your personal data<\/p>\n

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      We may use your personal data in order to:<\/p>\n

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