Queen Accountancy



This Notice outlines the data protection policies and procedures we have adopted
and to which we abide to ensure we are GDPR compliant. The purpose of
this Notice and any other documents referred to in it, is to clearly list and identify
the legal requirements, procedures and rights which must be established when
we obtain, process, transfer and/or store your personal data. This Notice will assist
you in understanding the obligations, responsibilities and rights which arise from
the Data Protection Laws.


Everyone has rights with regard to the way in which their personal data is
handled. In order to operate efficiently we need to collate and use information
about the people with whom we work. This includes current, past and prospective
employees, clients, and others with whom we communicate.

We regard the lawful and correct treatment of personal information as integral to
successful operation and to maintaining the confidence of the people we work
and communicate with. To this end we fully endorse and adhere to the principles
of the relevant Laws.

We are registered as a Data Controller on the Register kept by the Information
Commissioner’s Office.

Definitions in this Privacy Notice

Data: Information stored electronically, on a computer, server or in certain

paper-based filing systems.

Data Controller: Queen Accountancy has determined the purposes for which, and the
manner in which, your Personal Data is processed. The Data Controller
has overall responsibility for compliance with the Data Protection Laws.
Any questions about the operation of this Notice or any concerns that
the Notice has not been followed should be referred in the first instance
to Q Accountancy at Heathfield, Leasgill, Milnthorpe LA7 7ET

Privacy Manager: Helen Queen is the appointed officer who is responsible for awareness-
raising, training staff and informing and advising the Data Controller,
Data Processors and Data Users how to ensure compliance with the
enactments, and to monitor that compliance. Helen Queen can be
contacted at Heathfield, Leasgill, Milnthorpe LA7 7ET

Data Processor: Any person or organisation that is not a Data User that processes
personal data on our behalf and in accordance with our specific
instructions. Our staff will be excluded from this definition but, the
definition could include suppliers who handle personal data on our

Data Subjects: All living individuals about whom we hold Personal Data. All Data
Subjects have legal rights concerning the processing and storage of
their personal information.

Data users: Our employees whose work involves processing your Personal Data.
Data users are responsible for the proper use of the data they process
and must protect the data they handle in accordance with this Notice.

the Enactments: The Data Protection Act 1998 (the Act) up to and until 25 May 2018 after
which The General Data Protection Regulations 2017 (GDPR) will apply,
both of which regulate the way in which all Personal Data is held and

Personal Data: Information which can be used to directly or indirectly identify a living

individual Processing: Any activity in which the data is used, including (but not limited to)
obtaining, recording, organising, amending, retrieving, using, disclosing,erasing, destroying and/or holding the data. The term “processing” alsoincludes transferring personal data to third parties.

Supervisory Authority: The Authorised Body which is empowered to govern and manage how
the GDPR is implemented and abided by in a particular EU state. In the
case of the UK the Supervisory Authority is the: Information
Commissioner’s Office.

Sensitive Personal Data:

This includes information about a person's race, ethnicity, political
opinions, convictions, religion, trade union membership, physical and/or
mental health, and sexual preference. Sensitive personal data can only
be processed with the express written consent of the person concerned

Notice Statement

In accordance with the GDPR anyone processing Personal Data must comply with
the six principles of good practice. These provide that Personal Data must:
1. be processed fairly, lawfully and transparently.
2. only be used for the purpose for which it was collected.
3. be adequate, relevant and not excessive for the purpose for which it is
being processed.
4. be accurate and kept up to date.
5. not be kept longer than necessary to fulfil the purpose of its collection; and
6. be kept secure and protected from unauthorised processing, loss, damage
or destruction [which includes the data not being transferred to a country
or territory outside the European Economic Area unless the Personal Data is
adequately protected and/or consent of the Data Subject has been
1. Fair, Lawful and Transparent Processing

For Personal Data to be processed lawfully, the basis for the processing must be
one of the legal grounds set out in the Enactments. These include, among other things, your written consent to the processing, or that the processing is necessary for the performance of our bookkeeping contract with you.
In the event we collect Personal Data directly from you, this Notice should assist in informing you about:
1.1 The purpose or purposes for which we intend to process your
Personal Data.
1.2 The types of third parties, if any, with which we may share or disclose your
Personal Data.
1.3 The means with which you can limit our processing and disclosure of your
Personal Data.
If we receive Personal Data about you from other sources, we will provide you with
this information as soon as possible thereafter.
When sensitive personal data is being processed, additional conditions and
securities must be in place to ensure protection.

2. Processing for Limited Purposes
In the course of our business, we shall process the Personal Data we receive
directly from you (for example, by you completing forms, sending us papers or
from you corresponding with us by mail, phone, email or otherwise) and your
Personal Data which we receive from any other source.
We shall only process your Personal Data to fulfil and/or enable us to satisfy the
terms of our obligations and responsibilities in our role as your Bookkeeper or for
any other specific purposes permitted by the Enactments. Should we deem it
necessary to process your Personal Data for purposes outside and/or beyond the
reasons for which it was originally collected, we will contact you first, to inform you
of those purposes and our intent and may also apply for your consent.

3. Adequate, Relevant Non-Excessive Processing
We will only collect and process your Personal Data as required to fulfil the
specific purpose/s of our contract and agreements with you.

4. Accurate and up to date data
We shall ensure that all Personal Data held is accurate and up to date and will
check the accuracy of any Personal Data at the point of collection and at regular
intervals afterwards. If you become aware that any of your Personal Data is
inaccurate, you are entitled to contact us and request that your Personal Data is
amended. We will take all reasonable steps to destroy or amend inaccurate or
out-of-date data.

5. The Timely Processing of the Data
We will not keep Personal Data longer than is necessary for the purpose or
purposes for which it was collected. Once Personal Data is no longer required, we
will take all reasonable steps to destroy and erase it.

6. Keeping Your Personal Data Secure
Our employees and contracted personnel are bound to our privacy policies,
procedures and technologies which maintain the security of all your
Personal Data from the point of collection to the point of destruction.
We maintain data security by protecting the confidentiality, integrity and
availability of your Personal Data, and when we do so we abide by the following
6.1 Confidentiality: We ensure that the only people authorised to use
your personal data can access it.
6.2 Integrity: We will make certain that your Personal Data is accurate and
suitable for the purpose for which it is processed.
6.3 Availability: We have established procedures which mean only our
authorised Data Users should be able to access your Personal Data if they
need it for authorised purposes.We also maintain security procedures which include, but are not limited to:
6.4 Secure lockable desks and cupboards. Desks and cupboards shall be kept
locked if they hold your personal data.
6.5 Methods of disposal. Paper documents containing Personal Data are
shredded and digital storage devices shall be physically destroyed when
they are no longer required.
6.6 Data Users shall be appropriately trained and supervised in accordance
with this Notice which include requirements that computer monitors do not
show confidential information to passers-by and that Data Users log off
from or lock their PC/electronic device when it is left unattended.
6.7 Our computers have appropriate password security, boundary firewalls
and effective anti-malware defences. We routinely back-up electronic
information to assist in restoring information in the event of disaster and
our software is kept up to date with the latest security patches.
6.8 One or all of the following measures shall be applied to the personal data
held, separating the personal data and/or pseudonymisation and/or the
encoding of the data
6.9 Helen Queen will ensure that this Notice is kept updated in response to any
amendments to the Law.

We shall take appropriate security measures against unlawful and/or
unauthorised processing of personal data, and against the accidental loss of, or
damage to, your Personal Data.

We shall only transfer your Personal Data to a Data Processor (a Data User outside
our business) if the Processor agrees to comply with our procedures and policies,
or if the Processor puts in place security measures to protect Personal Data, which
we consider adequate and are in accordance with the Enactments.

Transferring the Personal Data out of the EEA
We shall only transfer any Personal Data we hold to a country outside the
European Economic Area ("EEA"), if one of the following conditions applies:

 The country to which your Personal Data shall be transferred ensures an
adequate level of protection and can ensure your legal rights and
 You have given your consent that your Personal Data is transferred.

 The transfer is necessary for one of the reasons set out in the
Enactments, including the performance of a contract between you and
us, or to protect your vital interests.
 The transfer is legally required on important public interest grounds or
for the establishment, exercise or defence of legal claims.

 The transfer is authorised by the ICO, and we have received evidence of
adequate safeguards being in place regarding the protection of your
privacy, your fundamental rights and freedoms, and which allow your
rights to be exercised.

The personal data we hold may also be processed by staff operating outside the
EEA who work for us or for one of our suppliers. Those Data Users may be engaged
in, among other things, the fulfilment of contracts with you, such as the
processing of payment details and/or the provision of support services.

How We Will Use Your Personal Data

We will only collect and process your Personal Data to the extent that it is needed
to fulfil our operational and contractual needs or to comply with any legal
We shall access and use your Personal Data in accordance with your instructions
and as is reasonably necessary:
 to fulfill our contractual obligations and responsibilities to you.
 to provide, maintain and improve our bookkeeping services.
 if we intend to use your personal data for the advertising and marketing
of our services and/or the services of our affiliates. We shall seek your


separate express consent and you are entitled to opt out of these
services at any time; and
 to respond to your requests, queries and problems.
 to inform you about any changes to our services and related notices,
such as security and fraud notices.

When We May Share Your Personal Data

There are times when we may need to share your Personal Data. This section
discusses how and when we might share your Data.
In the course of us fulfilling our role as your bookkeeper it will be necessary for us
to disclose your Personal Data in certain situations:
 In our role as your bookkeeper, we may need to share your Personal Data
with certain bodies to fulfill our contract with you such as your suppliers,
contractors and sub-contractors, HMRC, ICB and other governmental,
regulatory bodies.
 We use the following software provider to process electronic data,
including personal data, Office 365 This provider states that it is GDPR
compliant and/or applies equivalent/adequate safeguards. Its privacy
notice can be found here: https://docs.microsoft.com/en-us/microsoft-365/admin/security-and-compliance/gdpr-compliance?view=o365-worldwide
 We use secure external servers to process/store our electronic records,
including your Personal Data which are maintained by Office 365
 There may also be situations in which it is necessary for us to disclose
your Personal Data to other third parties
 If we are under a duty to disclose or share your Personal Data in
order to comply with any legal obligation, lawful requests, court
orders and legal process.

 To enforce or apply any contract or other agreement with you.
 To protect our rights, property, or safety and that of our employees,
members, or others, in the course of investigating and preventing money
laundering and fraud.

Your Rights and Requests Concerning Your Personal Data

We will process and manage all your Personal Data in line with your rights, in
particular your rights to:
 request access to any data we hold about you.
 prevent the processing of your Personal Data for direct-marketing
purposes, if so instructed.
 ask to have inaccurate Personal Data amended.
 be forgotten, and have all relevant Personal Data erased (subject to our
overriding legal obligations).
 prevent processing which is likely to cause damage or distress to you or
anyone else.
 request certain restrictions on the processing of your Personal Data.
 receive a copy of your Personal Data and/or request a transfer of your
Personal Data to another Data Controller.
 not be subject to automated decision making.
 be notified of a data security breach which affects your rights and
freedoms, without undue delay.
 if you have provided your express consent that your Personal Data may be
processed for marketing and advertising purposes, you are entitled to
withdraw that consent. Such a withdrawal will not affect any processing of
the data completed before consent was withdrawn; and
 to make certain requests to us concerning how your Personal Data is

Access and portability requests
You are entitled to request access to your Personal Data unless providing a copy
would adversely affect the rights and freedoms of others.
You can also request information about the different categories and purposes of
data processing; recipients or categories of recipients who receive your Personal
Data, details on how long your Personal Data is stored for, information on your
Personal Data's source and whether the Data Controller uses automated
You also have “Data Portability” rights which includes the right to request a copy
of your Personal Data be sent to you or transmitted to another Data Controller.

Correction requests
You are entitled to request we correct or complete your inaccurate or incomplete
Personal Data without undue delay, and we will update the information and erase
or correct any inaccuracies as required.

Erasure requests
You can exercise your “right to be forgotten” and can request we erase your
Personal Data. Once receiving a request, we must erase the Personal Data without
delay, unless an exception applies that permits us to continue processing your
data. Details of such exceptions are contained in the Enactments and include
situations where we might need to retain the information to carry out our official
duties and/or comply with legal obligations and/or for the establishment of
exercising or defending legal claims, or it is in the public interest to retain your
Personal Data.

Restriction requests 
You may request restrictions be applied to the processing of your Personal Data
for some specific reasons such as you contest the accuracy of the data, the
processing is unlawful or if we no longer need to process your Personal Data. You
can also request restrictions be applied if the processing is being done for public
interest or third-party reasons.
If such a request is received, we can continue to store your Personal Data, but
may only process it under certain circumstances, such as: you give consent for us
to continue processing your data, we need to establish, exercise, or defend legal claims or we need to protect the rights of another individual or legal entity or for important public interest reasons.

Objection requests
You may also object to your Personal Data being processed under certain
circumstances, including for direct marketing purposes and profiling related to
direct marketing.

If we receive such an objection, we will stop processing your Personal Data unless
we can show a compelling legitimate ground for processing your Personal Data
which overrides your interests and the basis of your request.

Your Telephone Queries and Requests
When receiving telephone enquiries, in which Personal Data is requested we will
only verbally disclose Personal Data held on our systems if we can confirm the
caller's identity so as to ensure that the data is only given to a person who is
entitled to receive it.

We may suggest that a caller put their request in writing to assist in establishing
the caller’s identity, and to enable us to clearly record the nature of the request
and to assist in further identity checks.
If we have reasonable doubts about the identity of the person making the request,
we may request additional information to confirm the caller’s identity.
In difficult situations our Data Users may refer a request to their line manager for

Your Written Queries and Requests
When responding to written requests Personal Data will only be disclosed if we
can confirm the identity of the sender and/or sufficient supporting evidence is
provided by the sender establishing their identity.
Responding to Your Requests

Upon receiving a request from you concerning your Personal Data, we will
respond within one month of receiving the request by email (unless you request a
response in an alternative format).

If we are unable to immediately comply with your request, we will inform you
within our response stating whether we need to extend our response time (for up
to a maximum of two months), along with an explanation for the delay.

If we do not take any action within one month after receiving your request, you
are entitled to request an explanation from us as to why no action was taken and
you may make a complaint to the ICO: Information Commissioner's Office,
Wycliffe House, Water Lane, Wilmslow Cheshire SK9 5AF (Tel: 0303 123 1113) (email.
[email protected])

When responding to Personal Data requests we will provide the information upon
your payment of an administrative fixed fee of [£10]. Once the GDPR comes into
force, we will not be entitled to charge for the provision of your personal data, unless the requests are manifestly unfounded or excessive, particularly if it is repetitive in which case we may refuse to act on the request or apply further fees
to cover the associated administrative costs.

Your Complaints

If you feel that your questions or concerns regarding your Personal Data have not
been dealt with adequately or that your request has not been fulfilled by us, you
can use our complaints procedure, by emailing us at [Email address]
If, at the conclusion of our complaints procedure you do not feel that we have
adequately dealt with your complaint you may make a complaint directly to ICO:
Information Commissioner's Office, Wycliffe House, Water Lane, Wilmslow Cheshire
SK9 5AF (Tel: 0303 123 1113) (email. [email protected]).

Changes to our Data Protection Policy

We keep our privacy policy under regular review and reserve the right to amend
and update the policy as required. Where appropriate, we will notify you of those
changes by mail, email and/or by placing an updated version of the policy on our