Who we are
DH Accountancy Limited trading as Donachie Chartered Accountants is a firm of Chartered Accountants. Our registered office and trading address are 2nd Floor, Templeton House, 62 Templeton Street, Glasgow, G40 1DA.
Donachie Chartered Accountants is authorised and regulated by The Institute of Chartered Accountants of Scotland – CA House, 21 Haymarket Yards, Edinburgh EH12 5BH.
This notice explains Donachie Chartered Accountants’ approach to collecting personal information in carrying out our duties as a firm of chartered accountants.
Donachie Chartered Accountants is fully committed to handling personal information in accordance with data protection legislation and best data protection practices. This means that your personal information will be:
Whether through this notice or otherwise, we hope to ensure that everyone has a good understanding of why Donachie Chartered Accountants processes personal information and, where we do, the rights they may have.
Like most organisations that handle personal information, there are various ways in which Donachie Chartered Accountants collects information from the people we interact with. These include:
Donachie Chartered Accountants collects personal information to fulfil its role as a firm of Chartered Accountants. The information requested and collected will vary from person to person.
When we use the term “personal information”, we mean information about living individuals which alone or in conjunction with other information is capable of identifying them. The Data Protection Act and the General Data Protection Regulations regulate our use of personal data.
We have identified the types of information that we may collect whilst carrying out our work. The personal information most commonly collected is as follows:
We use the personal data that we collect for a number of purposes, its legal basis and retention policy which are set out in the table.
|Purpose||Legal Basis||Retention Policy|
|To perform our contractual obligations with an individual for whom we hold personal data and have a signed engagement letter.||Contractual||Retain data for as long as is necessary for the term of the contract and then as required for legal and compliance purposes. Depending on the type of data this could be 7 years.
|To contact people on behalf of our clients or deal with enquiries or request for information.||Consent,
|Retain information for as long as is necessary to deal with the enquiry or request of information.|
|To comply with Anti Money Laundering Regulations;
Assess the credit
|Retain data for as long as is necessary to document the firms’ compliance with current laws and regulatory compliance (ICAS and H M Revenue & Customs)|
|In fulfilling our duties and obligations as set out by The Institute of Chartered Accountants of Scotland and H M Revenue & Customs||Contractual, Legitimate interest||Retain data for as long as is required to achieve this but for no longer than is necessary.|
|In any other way which we consider necessary and appropriate to conduct our business, including to fulfil our professional, regulatory and legal obligations to our clients, The Institute of Chartered Accountants of Scotland, H M Revenue & Customs or other persons.||Legitimate interest||Retain data for as long as is required to achieve this but for no longer than is necessary.|
|To offer individuals, business contacts and prospects information about the firm, our services, business updates and information on a range of business related topics we think may interest them.||Consent||Retain data unless you ask us to remove it from our records or decide you are not likely to be interested in our information.|
Our commitment is to not retain any personal data for any longer than is necessary for the purposes in which we use it.
In order to improve the overall experience of visiting our website, we use a server based log to collect anonymous information about our website visitors, this data is only used to generate statistical charts and not used in any other way.
Cookies are small text files that are stored on your computer when you visit a website. They are mainly used as a way of improving the website functionality and to provide more advanced statistical data.
You may refuse to accept cookie files when visiting our site, by activating the setting on your browser which allows you to refuse the setting of cookies. However, if you choose this setting, you may not get an optimal web site experience and be unable to access certain parts of our site.
Client log in area
Our website contains a password protected area that requires users to log in. The login system offers to remember the user email address if the relevant box is ticked. Ticking the box will create a cookie that will automatically expire after 1 year or if the box the option to un-tick is selected at the next visit.
The GDPR law in the UK gives certain rights to individuals whose information is being processed by a third party. The following is a quick summary of these rights:
Please contact Donachie Chartered Accountants in any of the ways set out in the ‘contact information and further advice’ section if you wish to exercise any of these rights.
We will not charge you to exercise your subject access rights, we will ensure that the person requesting the data is the person whose data is being requested or requested on their behalf.
We will provide you with the following information
Donachie Chartered Accountants keeps this notice under regular review and will place any updates on this website. Those changes will then apply to any future use by you of our website.
This privacy statement was last updated on 14 May 2018.
If you have any questions which are not covered within this policy, we suggest that you email us at firstname.lastname@example.org To help us deal with your query as quickly as possible, we recommend that you include the following in the email subject ‘Data Protection’ or you can call us directly at the office on 0141 237 6869.
While Donachie Chartered Accountants will seek to resolve directly all complaints about how we handle personal information, you also have the right to lodge a complaint with the Information Commissioner’s Office, whose contact details are as follows:
Information Commissioner’s Office
Telephone – 0303 123 1113 or 01625 545 745
Website – https://ico.org.uk/concerns