Legal and Privacy Policy

The following legal information is relevant to The Rowleys Partnership Limited and our trading name “Rowleys”.

Company details

The Rowleys Partnership Limited is registered in England and Wales with company number 06125028, registered to carry on audit work in the UK and regulated for a range of investment business activities by the Institute of Chartered Accountants in England & Wales and registered with the Institute of Taxation as a firm of Chartered Tax Advisers. Details about our audit registration can be viewed at www.auditregister.org.uk for the UK under reference number C001486445.

The Rowleys Partnership Ltd is licensed by the Institute of Chartered Accountants in England & Wales to carry out the reserved legal activity of non-contentious probate in England and Wales.

Any reference to an individual with the job title “Partner” refers to someone who is a Director of The Rowleys Partnership Limited and also a registered member of Rowleys Group LLP (registered no. OC306056)  a list of Directors and Members are available at Companies House.  Associate Directors of the firm are not Directors of The Rowleys Partnership Limited and are not subject to the obligations and responsibilities of Directors within Part 10 of the Companies Act 2006.

The Rowleys Partnership Ltd is not authorised under the Financial Services and Market Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accountants in England and Wales. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.

Help us to give you the right service

If at any time you would like to discuss with us how our service to you could be improved, or if you are dissatisfied with the service you are receiving, please let us know, by contacting us.

We undertake to look into any complaint carefully and promptly and do all we can to explain the position to you. If we do not answer your complaint to your satisfaction you may of course take up the matter with the Institute of Chartered Accountants in England & Wales.

Data protection

The Rowleys Partnership Limited is registered with the Information Commissioner as data controllers, registered number Z9894643.

Professional Indemnity insurance

In accordance with the disclosure requirements of the Services Regulations 2009, our professional indemnity insurers are AXA Insurance UK plc.

Copyright confirmation

The Rowleys Partnership Limited is the owner or licensee of all intellectual property rights in this site and the information published on it may not be copied, distributed, uploaded, republished, decompiled, disassembled, reverse-engineered or transmitted in any way without prior written consent.

You may, however, download one copy of information contained in the website for your personal non-commercial use or non-commercial use within the organisation in which you work on condition that you do not delete or change any copyright, trade mark or other proprietary notice contained in the website nor alter the way in which they are presented.

This website may contain trademarks belonging to The Rowleys Partnership Limited and any of its associated entities.  Nothing in these terms and conditions or on www.rowleys.biz should be construed as granting any licence or right to use any trade mark displayed on this website.

Limitation of liability

Nothing in this policy shall be taken to limit or exclude any liability which may not otherwise be limited or excluded under applicable law.  We shall not be liable for any direct, indirect, special or consequential damages or awards of any kind howsoever caused arising out of the use of this website, or reliance on it.  We exclude all warranties, conditions, terms, undertakings and representations (excepting fraudulent misrepresentation) of any kind, express or implied, statutory or otherwise in connection with this website to the fullest extent permitted by law.

We will not be liable for any loss or damage caused by a virus, distributed denial-of-service attack, or other technologically harmful materials that may infect your computer equipment, computer programs, data or other proprietary material due to your use or to your downloading of any content on it, or on any website linked to it.

Contact Privacy Notice for The Rowleys Partnership Limited

At The Rowleys Partnership Limited (Rowleys), we take your privacy very seriously, and this policy means that we hold information under the Data Protection Act 1998, and the new General Data Protection Regulation (GDPR) effective May 2018. This policy contains important information about what to expect when Rowleys collects personal information about you when you visit our website, or when you subscribe to our marketing communications. It also explains the specific ways we use and disclose that information, and lays out what you can do should you have any queries or concerns.

This policy applies to information we collect about:

For the purpose of Data Protection legislation (which term includes, but is not limited to, the Data Protection Act 1998 and any successor legislation as well as the General Data Protection Regulation once that comes into force), the data controller is Rowleys. In relation to all your personal data that we hold, we will observe our obligations under the Data Protection legislation and the Data Protection Principles.

The information we collect about you

When you sign up to our advisory services, email alerts or pass on your business card we may collect the following personal information from you;

How we will use the information about you

When using the various sections of our website or when agreeing to receive our email alerts, you will be given the opportunity to provide your consent to Rowleys holding personal information through opting in. By providing your consent you agree to Rowleys sending you communications.

We will use your information for marketing purposes to provide you with details of professional services and promotions, as well as informing you of relevant news and legal developments. Rowleys will only use your information in this manner if you consent for Rowleys to do so.

We will not share your personal information with any third parties unless given consent to do so. We take your privacy extremely seriously, and will never sell your information to any third party.

You can change your communication preferences at any time, in such circumstances you can contact us at post@rowleys.biz.

How we protect your information

Your information will be stored securely in our web files. We will also hold your data on MailChimp servers which are located in the United States, so your information may be transferred to, stored, or processed in the United States. MailChimp participates in and has certified its compliance with the EU-U.S. Privacy Shield Framework. To learn more about how your data will be stored through MailChimp, you can view their privacy policy here. We may also hold your data on our secure customer relationship management (CRM) systems.

Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our site; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features to try to prevent unauthorised access.

Access to your information and updating and correcting your information

You have the right to request a copy of the information that we hold about you. If you would like a copy of some or all of your personal information, please send an email to post@rowleys.biz – your right of access can be exercised in accordance with the Data Protection legislation.

We want to ensure that your personal information is accurate and up to date. If any of the information that you have provided to Rowleys changes, for example if you change your email address or name, please let us know the correct details by sending an email to post@rowleys.biz.

Changes to Privacy policy

We retain the right to alter this privacy policy without notifying users of the changes made. Updating our privacy policy helps to improve your experiences with us and helps to protect us as well as you. A new and updated Privacy Policy will be posted when in place and will be in effect immediately after posting. The most recent version of the Privacy Policy is 11 April 2018.

Links to other websites

Our website may contain links to other websites. This Privacy policy applies only to the Rowleys website so when you access links to other websites you should also read their own privacy policies.

Questions or concerns

If you have any questions, concerns or comments about our privacy policy, or if you want to update, delete, or change any Personal Information we hold, please use our contact form or email us directly at post@rowleys.biz.

Client Privacy Notice for The Rowleys Partnership Limited

The Rowleys Partnership Limited takes the protection of your privacy very seriously. We will only use your personal information to deliver the products and services you have requested from us, and to meet our legal responsibilities for accounting, taxation and auditing legislation.

How do we collect information from you?

We obtain information about you when you engage us to deliver our products, services and when you use our website, for example, when you contact us about our products and services.

What type of information do we collect from you?

The personal information we collect from you will vary depending on which products and services you engage us to deliver. The personal information we collect might include your name, address, telephone number, email address, your Unique Tax Reference (UTR) number, your National Insurance number, bank account details, your IP address, which pages you may have visited on our website and when you accessed them.

How is your information used?

In general terms, and depending on which products and services you engage us to deliver, as part of providing our agreed services we may use your information to:

We are required by legislation, other regulatory requirements and our insurers to retain your data where we have ceased to act for you. The period of retention required varies with the applicable legislation but is typically five or six years. To ensure compliance with all such requirements it is the policy of the firm to retain all data for a period of seven years from the end of the period concerned.

Who has access to your information?

We will not sell or rent your information to third parties.

We will not share your information with third parties for marketing purposes.

Any staff with access to your information have a duty of confidentiality under the ethical standards that this firm is required to follow.

Third Party Service Providers working on our behalf

We may pass your information to our third party service providers, agents, subcontractors and other associated organisations for the purposes of completing tasks and providing services to you on our behalf, for example to process payroll or basic bookkeeping. However, when we use third party service providers, we disclose only the personal information that is necessary to deliver the service and we have a contract in place that requires them to keep your information secure and not to use it for their own purposes.

Please be assured that we will not release your information to third parties unless you have requested that we do so, or we are required to do so by law, for example, by a court order or for the purposes of prevention and detection of crime, fraud or corruption.

How you can access and update your information

Keeping your information up to date and accurate is important to us. We commit to regularly review and correct where necessary, the information that we hold about you. If any of your information changes, please email or write to us, or call us using the ‘Contact information’ noted below.

You have the right to ask for a copy of the information The Rowleys Partnership Limited holds about you.

Security precautions in place to protect the loss, misuse or alteration of your information

Whilst we strive to protect your personal information, we cannot guarantee the security of any information you transmit to us, and you do so at your own risk.

Once we receive your information, we make our best effort to ensure its security on our systems. Where we have given, or where you have chosen, a password which enables you to access information, you are responsible for keeping this password confidential. We ask you not to share your password with anyone.

Your data will usually be processed in our offices in the UK. However, to allow us to operate efficient digital processes, we sometimes need to store information in servers located outside the UK, but within the European Economic Area (EEA). We take the security of your data seriously and so all our systems have appropriate security in place that complies with all applicable legislative and regulatory requirements.

Your choices

We may occasionally contact you by post, email or telephone with details of any changes in legal and regulatory requirements or other developments that may be relevant to your affairs and, where applicable, how we may assist you further. If you do not wish to receive such information from us, please let us know by contacting us as indicated under ‘Contact information’ below.

Your rights

Access to your information: You have the right to request a copy of the personal information about you that we hold.

Correcting your information: We want to make sure that your personal information is accurate, complete and up to date and you may ask us to correct any personal information about you that you believe does not meet these standards.

Deletion of your information: You have the right to ask us to delete personal information about you where:

Restricting how we may use your information: In some cases, you may ask us to restrict how we use your personal information. This right might apply, for example, where we are checking the accuracy of personal information about you that we hold or assessing the validity of any objection you have made to our use of your information. The right might also apply where there is no longer a basis for using your personal information but you do not want us to delete the data. Where this right is validly exercised, we may only use the relevant personal information with your consent, for legal claims or where there are other public interest grounds to do so.

Objecting to how we may use your information: Where we use your personal information to perform tasks carried out in the public interest then, if you ask us to, we will stop using that personal information unless there are overriding legitimate grounds to continue. You have the right at any time to require us to stop using your personal information for direct marketing purposes.

Withdrawing consent to use your information: Where we use your personal information with your consent you may withdraw that consent at any time and we will stop using your personal information for the purpose(s) for which consent was given.

Please contact us in any of the ways set out in ‘Contact information’ below if you wish to exercise any of these rights.

Changes to our privacy notice

We keep this privacy notice under regular review and will place any updates on our website.

This privacy notice was last updated April 2018.

Contact information

The Rowleys Partnership Limited
Charnwood House
Harcourt Way
Meridian Business Park
Leicester
LE19 1WP

post@rowleys.biz

Complaints

We seek to resolve directly all complaints about how we handle your personal information but you also have the right to lodge a complaint with the Information Commissioner’s Office at

Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

Telephone – 0303 123 1113 (local rate) or 01625 545 745

Website: https://ico.org.uk/concerns

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Registered with the Institute of Chartered Accountants in England & Wales to carry on audit work in the UK, regulated for a range of investment business activities and licensed to carry out the reserved legal activity of non-contentious probate in England and Wales. Registered with the Institute of Taxation as a firm of Chartered Tax Advisers. . Associate Directors of the firm are not Directors of The Rowleys Partnership Limited and are not subject to the obligations and responsibilities of Directors within Part 10 of the Companies Act 2006.  Any reference to an individual with the job title “Partner” refers to someone who is a Director of The Rowleys Partnership Limited and also a registered member of Rowleys Group LLP (registered no. OC306056)  A list of Directors and Members are available at Companies House. Details of our audit registration can be viewed at www.auditregister.org.uk and details of our probate registration can be viewed at www.icaew.com/probate, both under reference number C001486455. View our Legal and Privacy Policy.