Privacy Policy

---

Privacy Policy

Background

The team at Creative Sums understand that your privacy is important to you and that you expect us to take care of your Personal Data. We respect the privacy of all our clients, suppliers, business contacts and employees and will only collect and use personal data as outlined in this policy. We will ensure that we act in a way that is consistent with our obligations and your rights under the law.

Purpose of This Notice

This Policy details how we use your personal data: how it is collected, how it is held, and how it is processed. It also explains your rights under the law relating to your personal data.

Personal data is defined by the General Data Protection Regulation (EU Regulation 2016/679) (the “GDPR”) as ‘any information relating to an identifiable person who can be directly or indirectly identified in particular by reference to any single piece or a combination of pieces of data we hold. 

In simple terms, personal data is any information about you that enables you to be identified. Personal data covers obvious information such as your name and contact details, but it also covers less obvious information such as identification numbers, electronic location data, and other online markers.

The personal data that we use is set out below.

What Are My Rights?

Under the GDPR, you have the following rights, which we will always work to uphold:

1. The right to be informed about the collection and use of your personal data. If anything in the Privacy Notice is unclear, or you would like to find out more please use the details below to contact us. 

2. The right to access the personal data we hold about you.

3. The right to rectify any personal data held by us if it is inaccurate or incomplete.

4. The right to be forgotten, i.e. the right to ask us to remove, delete or otherwise dispose of any of your personal data that we hold.

5. The right to restrict (i.e. prevent) the processing of your personal data.

6. The right to object to us using your personal data for a particular purpose or purposes.

7. The right to data portability. This means that, if you have provided personal data to us directly, we use it with your consent or for the performance of a contract, and that data is processed using automated means, you can ask us for a copy of that personal data to re-use with another service or business in many cases.

8. Rights relating to automated decision-making and profiling. We do not use your personal data in this way.

For more information about our use of your personal data or exercising your rights as outlined above, please contact us using the details provided below.

Further information about your rights can also be obtained from the UK Information Commissioner’s Office.

If you have any cause for complaint about our use of your personal data, you have the right to lodge a complaint with the Information Commissioner’s Office.

What Personal Data Do You Collect?

Creative Sums may collect some or all of the following personal data (this may vary according to your relationship with us:

· Name;

· Date of birth;

· Gender;

· Business Address;

· Home Address;

· Email address;

· Telephone number;

· Business name;

· Job title;

· Profession;

· Payment information;

· Information about your preferences and interests;

· Business activities;

· Business investments]

Your personal data may be obtained from our Clients during the provision of our professional services. In such cases, we will comply with the data protection requirements of that 3rd party organisation in addition to this privacy notice.

How Do You Use My Personal Data?

We will always follow our obligations as outlined under GDPR legislation. This means we must always have a lawful basis for using personal data. This could be because the data is necessary for delivery of business or management consulting and tax services or performance of a contract with you, because you have consented to our use of your personal data, or because it is in our legitimate business interests to use it. 

Your personal data may be used for one of the following purposes:

· Provision of business consulting or tax services and to allow us to manage your account.

· Complying with legal obligations to which we are subject such as Money Laundering Regulations

· Personalising and tailoring our services for you.

· Communicating with you. This may include making, sending or responding to emails or calls from you.

· Supplying you with information by email or post that you have opted-in to (you have the right to opt-out at any time).

With your permission and/or where permitted by law, we may also use your personal data for marketing purposes, which may include contacting you by email, telephone, text message or post with information and news on our services. You will not be sent any unlawful marketing or spam. We will always work to fully protect your rights and comply with our obligations under the GDPR and the Privacy and Electronic Communications (EC Directive) Regulations 2003. You will always have the right to opt-out of any future communications by contacting us at the address outlined below. 

How Long Will You Keep My Personal Data?

Your data will not be kept for any longer than is necessary to allow us to perform the reasons for which it is held as outlined above. We also will retain your personal data where it is necessary to do so to ensure we comply with all legal and regulatory requirements.

How and Where Do You Store or Transfer My Personal Data?

We will only store or transfer your personal data within the United Kingdom and the European Economic Area (the “EEA”). The EEA consists of all EU member states, plus, Norway, Iceland, and Liechtenstein. This means that your personal data will be fully protected under the GDPR or to equivalent standards by law.

Do You Share My Personal Data?

We will not share any of your personal data with any third parties without your prior consent, subject to one important exception.

In some limited circumstances, we may be legally required to share certain personal data, which might include yours, if we are involved in legal proceedings or complying with legal obligations, a court order, or the instructions of a government authority.

How Can I Access My Personal Data?

If you want to know what personal data we have about you, you can ask us for details of that personal data and for a copy of it (where any such personal data is held). This is known as a “subject access request”.

All subject access requests should be made in writing and sent to the email address shown below.

There is not normally any charge for a subject access request. We reserve the right to charge any individual who makes repeated requests to access a copy of their Personal Data. 

We will respond to your subject access request within one month of receiving it. Normally, we aim to provide a complete response, including a copy of your personal data within that time. In some cases, however, particularly if your request is more complex, more time may be required up to a maximum of three months from the date we receive your request. You will be kept fully informed of our progress.

How Do I Contact You?

To contact us about anything to do with your personal data and data protection, including to make a subject access request, please use the following details for the attention of Richard Beastall:

Email address:            richard@creativesums.com