Business contacts

Collection of personal data

Atkinsons Accountants Ltd processes personal data about contacts (existing and potential clients and/or individuals associated with them).

The collection of personal data about contacts and the addition of that personal data tour records is initiated by an Atkinsons Accountants Ltd staff member and will include name, employer name, contact title, phone, email and other business contact details. In addition we may collect data from Atkinsons Accountants Ltd email (sender name, recipient name, date and time) and calendar (organiser name, participant name, date and time of event) systems concerning interactions between Atkinsons Accountants Ltd users and contacts or third parties.

Use of personal data

Personal data relating to business contacts may be visible to and used by Atkinsons Accountants Ltd users to learn more about an account, client or opportunity they have an interest in, and may be used for the following purposes:

  • Administering, managing and developing our businesses and services
  • Providing information about us and our range of services
  • Making contact information available to Atkinsons Accountants Ltd users
  • Identifying clients/contacts with similar needs

Atkinsons Accountants Ltd do not sell or otherwise release personal data to third parties for the purpose of allowing them to market their products and services without consent from individuals to do so.

Data retention

Personal data will be retained Atkinsons Accountants Ltd for as long as it is necessary for the purposes set out above (e.g. for as long as we have, or need to keep a record of, a relationship with a business contact).

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