Privacy Policy | Bee Motion

Bee Motion Mortgages

Your home may be repossessed if you do not keep up repayments on your mortgage.

Bee Motion Mortgages is a trading style of Aspect Mortgages Limited which is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register (http://www.fca.org.uk/register) under reference 305352. The FCA do not regulate Business Buy to Let mortgages.

Bee Motion Financial Advisors

'Bee Motion Financial Advisers is a trading style of Cheetham Jackson JV LLP’

Please note that the value of investments can rise and fall, and you may not get back the original amount you invested. Past performance is no guide to the future and should not be relied upon when making investment decisions. If you are unsure about any investment recommendations, you should seek clarification from us before you invest.

Introduction

Bee Motion Accounting Ltd, company number 9822578, registered in England and Wales is licensed by the Association of Accounting Technicians (AAT) to provide accounting services in accordance with license no. 10204201.

This privacy policy explains how we use any personal information that we collect about you as a user of our website, as a client of Bee Motion Accounting Ltd, or as a client of Bee Motion Wealth Management Ltd (hereinafter both simply termed as ‘Bee Motion’ in this privacy policy).

We have included a GDPR Glossary of Terms at the bottom of the text for your reference.

How we use personal information about you

Bee Motion takes the protection of personal data extremely seriously and we always strive to ensure that, at all times, it is protected with appropriate procedural, organisational and technical measures, and that data is only collected and used for appropriate and legitimate purposes.

Bee Motion will only use your personal information to provide the services previously agreed with you in the Letter of Engagement and any supporting Schedules. We will only use this information in accordance with your instructions and current data protection regulations.

We may receive personal information from you that falls into the category of sensitive personal data, required in order to complete money laundering checks. This information will only be used for the purpose of preventing money laundering and terrorist financing, by any express consent from you, or as otherwise required by law.

What personal data we may collect about you

Bee Motion is bound by the requirements of the General Data Protection Regulation (GDPR). As a client of Bee Motion, we may need to ask for personal information about you, your family, partners, associates and employees. Depending on the services agreed to in the Letter of Engagement, this data might include but may not be limited to:

Personal information including addresses, contact details, date of birth, marital status, national insurance numbers and tax references
Any sensitive personal details required to satisfy money laundering requirements
Accounting information
Payroll information
Pension details

How will this data be processed?

Personal information is only processed by Bee Motion in accordance with the services previously agreed in the Letter of Engagement and supporting Schedules with you. For example, this might include but may not be limited to:

Bookkeeping
Tax returns
Accounts preparation
Payroll
Pensions

Please note that we may also process some of this personal information for the following purposes:

Updating our client records system
Analysis for management purposes
Statutory returns
Legal and regulatory compliance
Crime prevention

How long we keep your data for

We will typically hold your personal information for 7 years after the closure of your account in line with regulatory data retention requirements. Data may be retained longer than 7 years if required for legal purposes, for an on-going litigation (litigation hold), or where explicitly requested by you.

Sharing and transmitting personal data

Bee Motion will NEVER sell, rent, share or disseminate any of the controller’s data to any third party, except where necessary in order to provide the services agreed in the Letter of Engagement.

Your personal data may be transferred to appropriate third parties as follows:

HMRC for the purpose of complying with statutory requirements, e.g. filing tax returns, VAT returns, CIS returns and real-time reporting
Companies House for the purpose of statutory company reporting
Your payroll pension provider
To and from any of your cloud-based systems such as accounting and invoicing platforms
Mortgage companies and landlord reference check agencies but only with your consent
Any other accountancy practice but only with your written consent

We may occasionally need to transfer your personal data to one of our software providers, where the data has become damaged and needs to be repaired. In these circumstances we will always request permission from you and ensure that the data is transferred in a secure and encrypted form.

How we communicate with you

Bee Motion may contact you using telephone numbers, email addresses or addresses ‘volunteered’ by you as part an initial communication with Bee Motion, or provided when agreeing services in the Letter of Engagement.

We may occasionally send text messages to your mobile phone number, but this will only be in relation to services agreed with you. These texts will never contain your personal details and will never be used for marketing purposes.

We will only send text messages to your mobile if you specifically agree to receive them.

We may also occasionally use your personal information to send you relevant information about third parties that we think you may be interested in. For example, we may send details about tax investigation insurance policies. However we will never send your details to these third parties without your express permission.

We will only send you these types of communications if you specifically agree to receive them.

Security of Data

Bee Motion is committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure we have put in place various physical, electronic and managerial procedures to safeguard and secure the information.

Right of access to data about you

GDPR gives you the legal right to access personal data about you that is held by Bee Motion. It allows you to check the lawfulness of any data processing, to ask for incorrect data to be changed, and for data about you to be erased (within any legal or regulatory constraints).

To get a copy of this data, please make a Subject Access Request (SAR) to the data protection officer at Bee Motion. Bee Motion will make a copy of the data available as quickly as possible, and this will be within one month of receipt of the SAR.

Subject Access Requests should be made in writing to:

Stefan Barrett, Director, Bee Motion Accounting Limited, 136 Hall St, Stockport. SK1 4HE

Bee Motion tracks user traffic on its website but does not collect or process any personal data from the website. We do not monitor IP addresses from your computer. The website does include some cookies but these are solely for the basic operation of the site.

Bee Motion does use some social networking sites. However, no personal information that is ‘volunteered’ by visitors, by liking and sharing content, is collected, used or analysed by Bee Motion.

Changes to our privacy policy

We regularly review this GDPR privacy policy. Any changes will be applied to the GDPR section on our website, with ‘material’ changes being communicated directly to you at our next opportunity.

How to contact us

Please contact us if you have any questions about this privacy policy or about any of the information we hold about you:

By email to: enquiries@bee-motion.uk.com

By post to: Stefan Barrett, Director, Bee Motion Accounting Ltd, 136 Hall St, Stockport. SK1 4HE

Glossary of Terms

Personal Data

Personal data refers to any information that could identify an individual, or when combined with other accessible data, could make that person identifiable. This may include (but is not limited to):

Names and contact information, for example emails, addresses and telephone numbers
National Insurance Numbers
Employment history
Employee numbers
Credit History
Personal tax
Payroll and accounting data
Sensitive Personal Data
Sensitive personal data may include:
Convictions
Biometric data such as the photo in an electronic passport

Data Controller

For the General Data Protection Regulation (GDPR), the term ‘data controller’ refers to the person or organisation that determines what data is required and controls how this personal data is processed.

In this instance, the data controller is Bee Motion Accounting Ltd, 136 Hall St, Stockport. SK1 4HE. The data protection officer is Stefan Barrett, Director, who can be contacted at stefan@bee-motion.uk.com

Data Processor

For GDPR, the term ‘data processor’ refers to a person or organisation which processes personal data for the data controller. In the case of Bee Motion - this is likely to include organisations such as HMRC, Companies House and pension providers.

Data Processing

Data processing is any operation performed upon personal data both manually and via an automated system. Example may include: collecting, recording, transmitting, storing, altering, using, disclosing, disseminating, erasing and destruction.

Subject Access Request (SAR)

A subject access request is your legal right to request a copy of information about you held by the data controller. You can also ask the data controller, and through them, the data processor, to change personal information, where it is incorrect, or for the data to be erased (but this is within the constraints of any legal or regulatory requirements to retain the said data).