Privacy Policy

We are Maximus Accountants & Taxation Services can be contacted on the below contact details:

  • Telephone: 02921 322 800
  • Address: Maximus Accountants Ltd, 22a City Road, Cardiff, CF24 3TW

Maximus Accountants (which means Maximus Accountant Ltd) is committed to protecting your privacy when you use our on-line, telephone or other services (“Services”). In this policy we explain how and why we collect your information, what we do with it and what controls you have over our use of it.

From time to time, we may add or change functions, features or services to our Web Sites or add or change Services. This, and our commitment to protecting the privacy of your personal information, may result in periodic changes to this Privacy Policy. As a result, please remember to refer back to this Privacy Policy regularly to review any amendments.

Your acceptance of these Privacy Statement terms

By using any of the sites within our web site network (“Web Sites”) or our Services, you unconditionally agree to be bound by this Privacy Policy.

What data do we collect and how do we use it?

Maximus Accountants collects and processes information about you in order to:

  • identify you each time you visit a Web Site or wish to have a Service provided;
  • process accounts and tax returns based on information submitted by you;
  • improve our Services and Web Sites
  • Customise your experience, for example, provide advertisements that we think are relevant to you and which support any specific requests for information you may make through keyword searches;
  • carry out research on the demographics, interests and behaviour of all of our clients; and send you information we think you may find useful.
  • You may be asked, either when you register with us, with HMRC & Companies House or at other times, for information about yourself, your business, such as your name, e-mail address, date of birth, NINO, UTR numbers, PAYE details, Staff details, Business records, postal and business address, Copies of passports or Visas and telephone number etc. You are under no obligation to provide this information, but if you don’t then we may not be able to provide you with certain services or personalise your experience and tailor our Services for you or we may not be able to register you with Tax or relevant authorities.

With whom is the information shared

Maximus Accountants will not share, sell or rent your personal information to third parties. However, we may disclose your personal information to third party suppliers who provide services on our behalf. We may share your personal information with your Money Laundering Returning Officers or other Public-sector organisations where we are obliged to disclose your information.

Maximus Accountants may disclose aggregate statistics about our sales, our Web Site visitors and clients of our telephone services in order to describe our services to prospective partners, advertisers and other reputable third parties and for other lawful purposes, but these statistics will not include personally identifying information.

Maximus Accountants may disclose personal information if required to do so by law or if it believes that such action is necessary to protect and defend the rights, property or personal safety of Maximus Accountants and its Web Sites, visitors to the Web Sites and clients of our Services.
Our Web Site may contain links to the sites of third parties. When you visit these sites, we suggest that you read their privacy policies. Maximus Accountants is not responsible for the privacy policies or the content of such sites.

Information about services

It is very important to us that we provide you with the highest level of service. In order to help us do this, from time to time Maximus Accountants may send you details and information related to your business (including payslips & links to Pay HMRC taxes etc.) which we think may be of interest to you. If at any time you do not wish to receive these details, please e-mail us at info@maximusaccountants.com

How long will we store your personal information?

We will store your personal information for up to six years as required by law. This is to enable us to refer to our records in the unlikely event that you want to lodge a complaint against us within six years.

We will store your personal information for a longer period of time for the sole purposes of sending you marketing communications about services and/or services that may be of interest to you. Each marketing communication will give you an easy way to opt-out of receiving any further marketing communications. Where we store your personal information beyond the six-year period for marketing purposes we will only store your contact details.

What are your rights in relation to your personal information

Right to access
You have the right to obtain data from the controller confirmation as to whether or not personal data concerning you are being processed and, where that is the case, access to the personal data.

Right to rectification
You have the right to request that we correct any inaccurate personal information we hold about you.

Right to erasure
Please note that we will not be able to delete your personal information whilst we are still providing our services to you. We will be able to delete your personal information once you cancel the service or once the service is completed.
Right to restrict processing 
You have the right to object to the collection and use of your personal information at any time.

Right to object
You have the right to object to the collection and use of your personal information at any time.

Right to data portability
You have the right to obtain a copy of your personal information in a legible and compatible format such as Excel or Word.

How can I exercise my rights in relation to my personal information
You can exercise all of your rights by contacting us on any of the above contact details.

 

How do I lodge a complaint about the use of my personal information
You can lodge a complaint with us directly by contacting us on one of the above contact details.

You also have the right to lodge a complaint directly with the Information Commissioner’s Office (ICO). The ICO are the regulator who makes sure that we use your personal information in a lawful way.

You can lodge a complaint with the ICO by following this link https://ico.org.uk/concerns/or calling the ICO on 0303 123 1113.

Security

Maximus Accountants places a great importance on the security of all information associated with our clients. We have security measures in place to attempt to protect against the loss, misuse and alteration of client data under our control. For example, our security and privacy policies are periodically reviewed and enhanced as necessary and only authorised personnel have access to user information. While we cannot ensure or guarantee that loss, misuse or alteration of data will not occur, we use our best efforts to prevent this.

Where is the information stored?

Information which you submit via our Web Sites, in person, over the telephone services or thorough any other electronical sources is stored physically (hard copy format) or on a computer located in the European Economic Area. This is necessary in order to process the information and to send you any information you have requested.
Information submitted by you may be transferred by us to our other offices Please e-mail any questions, concerns or comments you have about our Privacy Policy to info@maximusaccountants.com or write to us at the above address.

Comments

Please e-mail any questions, concerns or comments you have about our Privacy Policy to  info@maximusaccountants.com or write to us at the above address.

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