This privacy statement applies to all services of and within The Eazitax Group and Eazitax Ltd and all its constituent companies and products. Registered office; Unit 6 Buckingham Court Rectory Lane Loughton Essex IG10 2QZ

Eazitax is committed to protecting your information by handling it responsibly and safeguarding it using appropriate technical, administrative and physical security measures.

The privacy notice below explains what information we gather about you, what we use it for and who we share it with. It also sets out your rights and who you can contact for more information or queries.

This information is relevant to any entity that uses any service in Eazitax including and not exclusively:

• Tax and Accounting services
• Consultancy and Advice
• Compliance and Contractor Services

Your Information

We may process information about you, that: (a) you provide to us, (b) that we obtain from third parties or (c) that is publicly available. This information may include your name, age, gender, date of birth and contact details. It may also include ‘sensitive’ or ‘special categories’ of personal data, such as personal preferences.

How we use information about you

We collect and process information about you and/or your business to enable us to;

• Offer and provide our services to you.
• To meet our legal or regulatory obligations.

When we send you information we think you might be interested in, you have the right to unsubscribe at any time by contacting us or by following the unsubscribe instructions in our communications.

We may share information within The Eazitax Group of companies and products unless consent is specifically withheld.

Your Rights

We are compliant with and subject to all data protection laws up to and including the General Data Protection Regulations (GDPR) legislation. Your rights under data protection laws include the right to: 1) request copies of your data; 2) request correction of your data; 3) request erasure of your data; 4) object to us processing your data; and 5) ask us to restrict the processing.

We are committed to protecting your privacy and handling your information openly and transparently.

This privacy statement explains how we will collect, handle, store and protect information about you when:

• providing services to you or our clients;
• you use our Website; or
• performing any other activities that form part of the operation of our business.
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When we refer to “our Website” or “this Website”, we mean the specific webpages Eazitax including:

• eazitax.co.uk
  
• drivertax.co.uk
• securtax.co.uk

In this privacy statement, your information is sometimes called “personal data”. We may also refer to “processing” your data, which includes handling, collecting, protecting and storing it.

What personal data we collect

We may collect, record and use your personal data in physical and electronic form, and will hold, use and otherwise process that data in line with the Data Protection Legislation and as set out in this statement.

When we provide services to you, we perform “Know Your Clients” and Money Laundering Regulatory checks.  in connection with our services (or discuss possible services we might provide), we will therefore process personal data about you. We may also collect personal data from you when you use this Website.

We may process your data because:

• you give it to us.
• other people give it to us.
• it is publicly available.

We may process personal data from you from the way you interact with us or others. For example, we (or our service providers) may use cookies (small text files stored in a user’s browser) or Web beacons to collect personal data.

The personal data we process may include your:

• name, gender, age and date of birth;
• address, email, and mobile phone number;
• lifestyle and social circumstances (for example, your hobbies);
• family circumstances (marital status and dependents);
• financial and tax-related information
• IP address, browser type
• information in any complaints you make;
• details of how you use our products and services;
• details of how you like to interact with us, and other similar information relevant to our relationship.
• sexual orientation (for example, if you provide us with details of your spouse or partner).

If you choose not to provide, or object to us processing, the information we collect, we may not be able to process your instructions or continue to provide some or all our services to you or our client.

Personal data provided by or about third parties

When our client or another third party gives us personal data about you, we make sure they have complied with the relevant privacy laws and regulations. This may include, for example, that the client or other third party has informed you of the processing and has obtained any necessary permission for us to process that information as described in this privacy statement.

If any information you give us relates to a third party (such as a spouse, financial dependent, or joint account holder), by providing us with such personal data you confirm that, in line with the above provisions, you have obtained any necessary permission to use it or are otherwise permitted to give it to us.

We may use your personal data to conduct due diligence checks relating to our services, or for other activities that form part of the operation of our business

We may also use your personal data in connection with:

• legal or regulatory requirements;
• requests and communications from competent authorities;
• client account opening and other administrative tasks;
• financial accounting, invoicing and risk analysis;
• relationship management, which may involve:

(a) sending you details of our products and services;

(b) contacting you for feedback on services;

(c) sending you event invitations; and

(d) other marketing or research purposes.

Recruitment and business development

The use of your data for these purposes may involve

(a) the use of testimonials from a third party such as a former employer as part of our recruitment and business development materials (with that employee’s permission).

(b) the use of third-party data sources to help us verify and improve the information we hold about key business relationships with individuals, investigating or preventing security incidents or protecting our rights and those of our clients.

Use of personal data collected via our Website

In addition to the above, we may also use your personal data collected via our Website:

• to manage and improve our Website;
• to tailor the content of our Website to give you a more personalised experience;
• to draw your attention to information about our products and services that may be of interest to you; or
• to manage and respond to any request you submit through our Website.

Legal Grounds

We are required set out in this privacy statement the legal grounds on which we rely to process your personal data. We rely on one or more of the following lawful grounds:

• you have explicitly agreed to us processing your information for a specific reason;
• the processing is necessary to perform the agreement we have with you or to take steps to enter into an agreement with you;
• the processing is necessary for compliance with a legal obligation we have such as keeping records for tax purposes or providing information to a public body or law enforcement agency; or
• the processing is necessary for the purposes of a legitimate interest pursued by us or a third party, which might be:

(a) to provide our services to you or our clients and other third parties and ensure that our client engagements are well-managed;

(b) to prevent fraud;

(c) to protect our business interests;

(d) to ensure that complaints are investigated;

(e) to evaluate, develop or improve our services or products; or

To the extent that we process any special categories of data relating to you for any of the purposes outlined above, we will do so because:

• you have given us your explicit consent to process that data;
• we are required by law to process that data to ensure we meet our ‘know your client’ and ‘anti-money laundering’ obligations (or other legal obligations imposed on us);
• the processing is necessary to carry out our obligations under employment, social security or social protection law;
• the processing is necessary for the establishment, exercise or defence of legal claims; or
• you have made the data manifestly public.

Please note that in certain circumstances it may be still lawful for us to continue processing your information even where you have withdrawn your consent, if one of the other legal bases described above is applicable.

Our Website hosts and will host and offer access to various blogs, forums, and other social media applications or services that allow you to share content with other users (collectively “Social Media Applications”). Any personal data that you contribute to these Social Media Applications can be read, collected and used by other users of the application. We have little or no control over these other users, so any information you contribute to these Social Media Applications might not be handled in line with this privacy statement.

How long we keep your personal data for

We seek to ensure that we only keep your personal data for the longest of:

• the period necessary for the relevant activity or services;
• any retention period that is required by law; or
• the period in which litigation or investigations might arise in
• respect of the services.

Changes to this privacy statement

We may modify or amend this privacy statement from time to time. We encourage you to review this statement periodically to remain informed about how we are protecting your information.

Contact Us

If you have any questions or comments about privacy issues, or wish to exercise any of the rights set out above, please write to Data Protection Officer Eazitax Ltd Unit 10 Buckingham Court Rectory Lane Loughton Essex IG10 2QZ

Right to complain

If you wish to raise a complaint about how we are using your information, exercise any of the rights set out above, or if you have any questions or comments about privacy issues, you can contact us at the above address.

You can also complain to the Information Commissioner’s Office, which regulates and supervises the use of personal data in the UK, on 0303 123 1113.

Your rights

You have various rights in relation to your personal data. You have a right to:

• obtain confirmation that we are processing your personal data and request a copy of the personal data we hold about you;
• be informed about the processing of your personal data (i.e. for what purposes, what types, to what recipients it is disclosed, storage periods, any third-party sources from where it was obtained, confirmation of whether we undertake automated decision-making, including profiling, and the logic, significance and envisaged consequences);
• ask that we update the personal data we hold about you, or correct such personal data that you think is incorrect or incomplete;
• ask that we delete personal data that we hold about you, or restrict the way in which we use such personal data; withdraw consent to our processing of your personal data (to the extent such processing is based on previously obtained consent);
• receive a copy of the personal data concerning you, which you have provided to us, in a structured, commonly used and machine-readable format and to transmit such personal data to another party (to the extent the processing is based on consent or a contract);
• ask us to stop or start sending you marketing messages at any time by using the contact details in section 13 below; and
• object to our processing of your personal data.

If you would like to see a copy of your personal data, you must ask us in writing. We will try to respond within a reasonable period, and in any event within one month in line with Data Protection Legislation. We will comply with our legal obligations about your rights as a data subject.

To help us ensure that your information is up to date, let us know if any of your personal details change.  info@eazitax.co.uk