Legal

Privacy policy

How Al-Safeer Accounting Services collects, uses and protects personal data, and what rights you have over it.

For the purposes of UK data protection law we are the data controller for the personal data described here. This policy is reviewed annually and whenever our processing changes materially.

Client records held securely in digital storage
What we hold

The data we collect, and why

Identity and contact details
Your name, email address, phone number and business address, plus whatever you tell us through the enquiry form, by phone, email or WhatsApp. Lawful basis: performance of a contract, or steps taken at your request before entering one.
Verification documents
Identification required by anti-money-laundering regulations, held for five years after the relationship ends. Lawful basis: legal obligation.
Tax references
Your National Insurance number and Unique Taxpayer Reference, needed to act as your agent with HMRC. Lawful basis: performance of a contract and legal obligation.
Financial records
Bank data, invoices, receipts and payroll information, including personal data about your employees where we run your payroll. Lawful basis: performance of a contract.
Updates about your business
We keep clients informed about changes that affect their business or industry. Lawful basis: legitimate interests. You can opt out at any time and it will not affect the service.
How it is handled

Who sees it, where it lives, how long we keep it

We do not sell personal data, and we do not pass your details to third parties for their own marketing.

Who we share it with

HMRC and Companies House, in order to make the filings you have engaged us for; the software providers hosting our bookkeeping, payroll and document systems, under written processing terms; your pension provider where we operate auto-enrolment; and professional advisers or regulators where the law requires it.

Where it is stored

In reputable cloud services, with access restricted to the people working on your file. Where a provider processes data outside the United Kingdom, we rely on the safeguards recognised under UK data protection law.

How long we keep it

Client records for six years after the engagement ends, reflecting HMRC and Companies House requirements and the limitation period for professional claims. Anti-money-laundering records for five years. Enquiries that do not become engagements are deleted within twelve months.

Your rights

Access the data we hold, have inaccurate data corrected, request erasure where we are not legally required to keep it, restrict or object to certain processing, and receive your data in a portable format. Contact us to exercise any of them.

Cookies

This website uses only the cookies necessary for it to function and, where enabled, privacy-respecting analytics to understand which pages are useful. No advertising or cross-site tracking cookies.

Complaints

If you are not satisfied with how we have handled your data, tell us first and we will look into it properly. You can also complain to the Information Commissioner’s Office at ico.org.uk.

Next step

Questions about your data?

Ask us anything about what we hold, why we hold it, or how to have it removed. We answer within one working day.

  • Registered for data protection
  • Access restricted to your file’s team
  • Records handed over in full if you leave