Privacy Policy

Fortis Accounting Ltd (trading as Fortis Accounting Ltd) is the data controller for personal data we process in connection with our services.

 

What personal data we collect

• Identity data: name, date of birth, National Insurance number, Companies House details

• Contact data: address, email, telephone number

• Financial data: income, expenditure, bank details, tax records and liabilities

• Identity verification documents: passport, driving licence, proof of address

 

How we use your data

• To perform the engagement contract and provide the services described

• To comply with our legal obligations under tax law, AML regulations and Other's requirements

• For internal record-keeping, quality control and professional indemnity purposes

 

Who we share your data with

• HMRC and Companies House, as required for our services

• Cloud software providers acting as data processors on our behalf

• Our professional indemnity insurers and advisors where necessary

• Regulatory bodies or law enforcement where legally required

 

Retention

We retain client records for a minimum of seven years following the end of our engagement, in accordance with HMRC guidance and Other's requirements.

 

Your rights

You have the right to access, rectify, erase, restrict, port and object to the processing of your personal data. Contact us at james@fortisaccounting.org. You may also complain to the ICO at ico.org.uk.