Privacy Policy

At SG Accounting (The Affinity Group), we’re committed to protecting and respecting your privacy. Your privacy is extremely important to us so we only use the information you provide about yourself and your company to answer your enquiry or to help us to improve our service to you. We do not share this information with any third party except to the extent necessary to answer your enquiry if that enquiry requires the involvement of a third party. We use return email addresses to answer the email we receive. Such addresses are not shared with outside parties.

This Policy explains why we collect personal information, how we use it, the conditions under which we may disclose it to others and how we keep it secure.

We may change this Policy from time to time. By using our services, you’re agreeing to be bound by this Policy.

Any questions regarding this Policy and our privacy practices should be sent by email to admin@sg-accounting.co.uk or by writing to SG Accounting, 1 Cedar Office Park, Cobham Road, Wimborne BH21 7SB. Alternatively, you can telephone 01962 867550.

Who are we?

SG Accounting was established in 1995 to service the accountancy and taxation needs of small businesses. We are based in Winchester and Ringwood as well as spending much of our time travelling to meet our clients around the country.

Over more than 20 years we have dealt with thousands of clients, and are proud to say 95% of our new clients come from recommendation.

Our directors have a combined experience of more than 60 years in accountancy and taxation. We pride ourselves on the personal service we provide and we value the relationships we build with our clients.

How do we collect information from you?

We obtain information about you when you contact us, for example, when you enquire about products and services, or provide us with what we need to provide you with regular accounting and taxation services and advice. Calls may be recorded for training and quality purposes. We do not share call recordings with any third parties.

What type of information is collected from you?

SG Accounting will only capture the minimum personal data required to fulfil our contractual obligations and meet UK government legal requirements. We will securely store all personal data (hard copies and electronic copies) even if you no longer have a valid contract for us to provide services. This is to meet UK government legal obligations.

Who has access to your information?

Only SG Accounting employees who need access to your personal data to perform their duties in providing the contracted services will have access to the data.

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

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

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 when opening a bank account or providing insurance cover). 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 direct marketing purposes. Please be reassured that we will not release your information to third parties beyond SG Accounting for them to use for their own direct marketing purposes, unless you have requested us to do so, or we are required to do so by law, for example, by a court order or for the purposes of prevention of fraud or other crime.

Third Party Product Providers we work in association with: We work closely with various third party providers to facilitate the running of your business (e.g. MetroBank, APS, Abbey, Hiscox, IFAs). If you choose to use the facilities offered the respective third party will use your details to provide you with information and carry out their obligations arising from any contracts you have entered into with them. In some cases, they will be acting as a data controller of your information and therefore we advise you to read their Privacy Policy. These third party product providers will share your information with us which we will use in accordance with this Privacy Policy.

We may transfer your personal information to a third party if we’re under a duty to disclose or share your personal data in order to comply with any legal obligation or to enforce or apply our terms and conditions. However, we will take steps with the aim of ensuring that your privacy rights continue to be protected.

SG Accounting may contact you via email to invite you to review any services and/or products you received from us in order to collect your feedback and improve our services (the “Purpose”).

We use an external company, Trustpilot A/S (“Trustpilot”), to collect your feedback which means that we will share your name, email address and reference number with Trustpilot for the Purpose. If you want to read more about how Trustpilot process your data, you can find their Privacy Policy here.

How we use your information

We use your information so that we can provide accountancy and taxation services. If you are a client, as we review your information in the preparation of your accounts and tax returns we may contact you regarding services and offers which we think might be beneficial to you in the running of your business, or in respect of your personal tax affairs. If you have contacted us expressing an interest in our services we may from time to time contact you with newsletters, guides and information about our services which we think you would be interested in. If at any point you no longer wish to receive communications from us email admin@sg-accounting.co.uk.

How you can access and update your information

The accuracy of your information is important to us. We’re working on ways to make it easier for you to review and correct the information that we hold about you. In the meantime, if you change email address, or any of the other information we hold is inaccurate or out of date, please email us at: admin@sg-accounting.co.uk, or write to us at: SG Accounting, 1 Cedar Office Park, Cobham Road, Wimborne BH21 7SB. Alternatively, you can telephone 01962 867550.

You have the right to ask for a copy of the information SG Accounting holds about you (we may charge £10 for information requests) to cover our costs in providing you with details of the information we hold about you.

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

Non-sensitive details (your email address etc.) are transmitted normally over the Internet, and this can never be guaranteed to be 100% secure. As a result, while 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.

Links to other websites

Our website may contain links to other websites run by other organisations. This privacy policy applies only to our website‚ so we encourage you to read the privacy statements on the other websites you visit. We cannot be responsible for the privacy policies and practices of other sites even if you access them using links from our website.

In addition, if you linked to our website from a third party site, we cannot be responsible for the privacy policies and practices of the owners and operators of that third party site and recommend that you check the policy of that third party site.

Transferring your information outside of Europe

As part of the services offered to you through this website, the information which you provide to us may be transferred to countries outside the European Union (“EU”). Our servers are based in the UK but third-party servers may from time to time be located in a country outside of the EU. These countries may not have similar data protection laws to the UK. By submitting your personal data, you’re agreeing to this transfer, storing or processing. If your information is transmitted outside of the EU in this way, we will take steps to ensure that appropriate security measures are taken with the aim of ensuring that your privacy rights continue to be protected as outlined in this Policy.

If you use our services while you are outside the EU, your information may be transferred outside the EU in order to provide you with those services.

Review of this Policy

We keep this Policy under regular review. This Policy was last updated in April 2018.