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Policy

  1. Data Protection Act 1998

We comply with the principles of the Data Protection Act 1998 when dealing with all data received from visitors to the site or from customers.

  1. General Data Protection Regulation (GDPR)

We comply with the principles of the General Data Protection Regulation (GDPR) when dealing with all data received from visitors to the site or from customers.

  1. UK General Data Protection Regulation (UK GDPR)

We comply with the principles of the UK General Data Protection Regulation (UK GDPR) when dealing with all data received from visitors to the site or from customers.

  1. What Information We Collect

We may collect personal information from you in the course of our business, including through your use of our website, when you contact or request information from us, when you engage our accounting, tax or other services, or where you provide services to us or as a result of your relationship with one or more of our staff and clients.

The personal information that we process includes:

  • basic information, such as your name (including name prefix or title), the company you work for, your title or position and possibly your relationship to other persons;
  • contact information, such as your postal address, email address and phone number(s);
  • financial, accounting and tax related information, as well as payment-related information;
  • technical information, such as information from your visits to our website or applications or in relation to materials and communications we send to you electronically;
  • information you provide to us for the purposes of attending meetings and events, including access and dietary requirements;
  • identification and background information provided by you or collected by us as part of our business acceptance and know your client processes;
  • personal information provided to us by or on behalf of our clients or generated by us in the course or providing services to them, which may include special categories of data; and
  • any other information relating to you which you may provide to us.

Where you are a potential employee, worker or other member of our staff, we may collect additional categories of your personal data from you for the purposes of our recruitment process.

  1. How We Collect Information

The categories of data listed in above are collected in the following ways:

  • We collect information from you as part of our business acceptance and about you and others as necessary in the course of providing software and/or services;
  • We gather information about you when you provide it to us, or interact with us directly, for instance engaging with our staff or registering on one of our digital platforms, applications, or signing up for one of our webinars;
  • We may collect or receive information about you from other sources, such as keeping the contact details we already hold for you accurate and up to date, using publicly available sources; and
  • Any personal data you give to us in meetings may also be retained by us.

When you use our website, we will automatically collect technical information about the device you use to visit, including your IP address, browser type/version and related settings.

We also monitor email communications sent to and from us and your use of our website using Google Analytics. This includes the full URLs, your clickstreams through our website, the pages you view and how you interact with them and how you leave the Website. Their privacy policy can be found at https://support.google.com/analytics/answer/6004245?hl=en

Where you provide services to us, we will take administrative personal data (personal contact details of your personnel or representatives) to enable us to administer our relationship with you and receive the necessary goods and services from you.

  1. Why We Collect the Information

Your personal data is primarily to enable us to administer our relationship with you, and/or to supply you with the appropriate software and/or consultancy services and/or advice that you have instructed us to provide. We also may use your personal information:

  • to provide and improve our website, including auditing and monitoring its use;
  • to provide and improve our services to you and to our clients, including handling the personal information of others on behalf of our clients;
  • to provide information requested by you;
  • to promote our services, including sending Professional Accounting Body updates, publications and details of events. You can opt-out at any time and when you opt out, we will no longer contact you until you ask us to, and we will not prompt you to do so;
  • to manage and administer our relationship with you and our clients;
  • to fulfil our legal, regulatory and risk management obligations, including establishing, exercising or defending legal claims; and
  • for the purposes of recruitment.

Technical information we collect about your visit to our website is used to enable us to:

  • personalise and improve its functionality and security (to keep it safe and secure);
  • administer and monitor traffic and behaviours on our Website for analysis, testing, research, statistical and survey purposes; and
  • ensure that we can offer you the most effective and efficient browsing experience and make improvements where necessary.

Where we change our services, or any applicable terms and conditions, we will contact you.

With regards to meetings, events, webinars & seminars:

We will collect and process personal information about you in relation to your attendance at our offices or at an event or seminar organised by us or our business partners. We will only process and use special categories of personal information about your dietary or access requirements in order to cater for your needs and to meet any other legal or regulatory obligations we may have.

In some circumstances we may anonymise or pseudonymise the personal data so that it can no longer be associated with you, in which case we may use it without further notice to you.

If you refuse to provide us with certain information when requested, we may not be able to perform the contract we have entered into with you. Alternatively, we may be unable to comply with our legal or regulatory obligations.

We may also process your personal data without your knowledge or consent, in accordance with this notice, where we are legally required or permitted to do so.

  1. Our Promise

We will not exchange, sell or otherwise give away any of your personal information to any other companies or individuals.

  1. Data Storage

For administrative reasons data may be passed to and stored securely with third party service providers located outside the EEA (European Economic Area).

  1. Data Retention

We will only retain your personal data for as long as is necessary to fulfil the purposes for which it is collected.

When assessing what retention period is appropriate for your personal data, we take into consideration:

  • the requirements of our business and the services provided;
  • any statutory or legal obligations;
  • the purposes for which we originally collected the personal data;
  • the lawful grounds on which we based our processing;
  • the types of personal data we have collected;
  • the amount and categories of your personal data; and
  • whether the purpose of the processing could reasonably be fulfilled by other means.
  1. Data Sharing

We may share your personal information with certain trusted third parties in accordance with contractual arrangements in place with them, including:

  • our technology partners;
  • our professional advisers;
  • third parties engaged in the course of the services we provide to clients and with their prior consent, such as solicitors, barristers, other relevant professional providers and technology service providers such as data room services;
  • third parties involved in hosting or organising events or seminars; and
  • third party search facilities for anti-money laundering checks including Smartsearch.com. You should review their privacy policies for more information on how they deal with your personal information.

Where necessary, or for the reasons set out in this policy, personal information may also be shared with regulatory authorities, HM Revenue & Customs, other, government agencies and law enforcement agencies. While it is unlikely, we may be required to disclose your information to comply with legal and/or regulatory requirements. We will use reasonable endeavours to notify you before we do this, unless we are legally restricted from doing so.

If in the future we re-organise or transfer all or part of our business, we may need to transfer your information to new entities or to third parties through which the business of Bulien will be carried out.

We may use social media sites such as Facebook, LinkedIn and Twitter. If you use these services, you should review their privacy policy for more information on how they deal with your personal information.

All of our third-party service providers are required to take commercially reasonable and appropriate security measures to protect your personal data. We only permit our third-party service providers to process your personal data for specified purposes and in accordance with our instructions.

  1. Data Security

We have put in place commercially reasonable and appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed. In addition, we limit access to your personal data to those employees, agents, contractors and other third parties who have a business need to know. They will only process your personal data on our instructions, and they are subject to a duty of confidentiality.

We have put in place procedures to deal with any suspected data security breach and will notify you and any applicable regulator of a suspected breach where we are legally required to do so.

  1. Emails

We regularly email website news and information updates to those customers who have specifically subscribed to our email service. All subscription emails sent by us contain clear information on how to unsubscribe from our email service.

If you subscribe to our email service via a partner site, that partner may wish to send you details via email of other products and services, which may be of interest to you. However, when you subscribe directly to our email service you will be asked whether or not you wish to receive such emails.

In accordance with the Privacy and Electronic Communications (EC Directive) Regulations 2003, we never send bulk unsolicited emails, (popularly known as Spam) to email addresses.

We may send emails to existing customers or prospective customers who have enquired or registered with us, regarding products or services directly provided by us.

All emails sent by us will be clearly marked as originating from us. All such emails will also include clear instructions on how unsubscribe from our email service and any future emails. Such instructions will either include a link to a page to unsubscribe or a valid email address to which you should reply, with “unsubscribe” as the email subject heading.

  1. Cookies

We may use cookies to remember:

  • if you’ve agreed to the use of cookies on our site; and
  • if you’ve ever filled in a form on our site

We also use the following analytics tools which utilise cookies – these generate statistical and other information about website usage:

  • Google Analytics

Enabling these cookies is not strictly necessary for the website to work but it will provide you with a better browsing experience. You can delete or block these cookies, but if you do that some features of this site may not work as intended. We will never share your information with third parties.

You can control and/or delete cookies as you wish – for details, see aboutcookies.org. You can delete all cookies that are already on your computer and you can set most browsers to prevent them from being placed. If you do this, however, you may have to manually adjust some preferences every time you visit a site and some services and functionalities may not work.

  1. Change of Purpose

Where we need to use your personal data for another reason, other than for the purpose for which we collected it, we will only use your personal data where that reason is compatible with the original purpose.

Should it be necessary to use your personal data for a new purpose, we will notify you and communicate the legal basis which allows us to do so before starting any new processing.

  1. Your Rights

It is important that the personal data we hold about you is accurate and current. Should your personal information change, please notify us of any changes of which we need to be made aware by contacting us, using the contact details below.

Under data protection law, you have rights including:

  • Your right of access – You have the right to ask us for copies of your personal information.
  • Your right to rectification – You have the right to ask us to rectify personal information you think is inaccurate. You also have the right to ask us to complete information you think is incomplete.
  • Your right to erasure – You have the right to ask us to erase your personal information in certain circumstances.
  • Your right to restriction of processing – You have the right to ask us to restrict the processing of your personal information in certain circumstances.
  • Your right to object to processing – You have the right to object to the processing of your personal information in certain circumstances.
  • Your right to data portability – You have the right to ask that we transfer the personal information you gave us to another organisation, or to you, in certain circumstances.

You are not required to pay any charge for exercising your rights. If you make a request, we have one month to respond to you.

  1. Changes to this Policy

Any changes we may make to our privacy notice in the future will be updated on our website at www.bulien.com

This privacy notice was last updated on 11 January 2021.

  1. Contact Us

Bulien LLP is the data controller for all personal data we store and process for these purposes.

You can contact our Data Protection Officer as follows:

Tel: 0203 962 1778

Email: contact@bulien.com

  1. Contact the ICO

As well as contacting us, concerns may also be raised to the ICO directly.

The ICO’s address:

Information Commissioner’s Office

Wycliffe House

Water Lane

Wilmslow

Cheshire

SK9 5AF

Helpline number: 0303 123 1113

ICO website: https://www.ico.org.uk