NORTHUMBERLAND ACCOUNTANTS & TAX ADVISERS LIMITED STANDARD TERMS AND CONDITIONS OF BUSINESS

Applicable law

Our engagement letter, the schedule of services and our standard terms and conditions of business are governed by and should be construed in accordance with English law. Each party agrees that the courts of England will have exclusive jurisdiction in relation to any claim, dispute or difference concerning this engagement letter and any matter arising from it. Each party irrevocably waives any right to object to any action being brought in those Courts, to claim that the action has been brought in an inappropriate forum, or to claim that those Courts do not have jurisdiction.

Authorisation and registration

Northumberland Accountants & Tax Advisers Ltd (NATA) are licensed and regulated by the Association of Accounting Technicians as AAT licensed accountants under license number 4262 and we can be found on the register of members at https://www.aat.org.uk/licensed-members/directory

 

Client identification

Under Money Laundering regulations, NATA are required to confirm your identification. We may request from you, and retain, such information and documentation as we require for these purposes and/or make searches of appropriate databases.

We also have a duty to report to the National Crime Agency (NCA) if we know, or suspect, that you, or anyone connected with you or your business, are or have been involved in money laundering.

 

Client money

 

NATA do not hold client monies.

Confidentiality

NATA are obliged to keep client information confidential and to take all steps to preserve confidentiality. However, NATA may be required by law (whether in the UK or overseas), by regulatory bodies or by insurers to disclose information about their clients.

 

Commissions and other benefits

In some circumstances NATA may receive commissions and/or other benefits for introductions to other professionals or in respect of transactions which NATA arrange for you. Where this happens NATA will notify you in writing of the amount and terms of payment and receipt of any such commissions or benefits. The same will apply where the payment is made to or the transactions are arranged by a person or business connected with ours. The fees you would otherwise pay will not be reduced by the amount of the commissions or benefits. By signing our terms of engagement you are providing your written advance consent to retain these commissions.

Complaints

NATA are committed to providing you with a high quality service that is both efficient and effective. However, should there be any cause for complaint in relation to any aspect of our service please contact Bobbie Brown. NATA agree to investigate any complaint carefully and promptly and do everything reasonable to put it right. If you are still not satisfied you can refer your complaint to our professional body, the Association of Accounting Technicians.

 

Confidentiality

 

Communication between us is confidential and NATA shall take all reasonable steps to keep confidential your information except where NATA are required to disclose it by law, by regulatory bodies, by our insurers or as part of an external peer review. Unless NATA are authorised by you to disclose information on your behalf this undertaking will apply during and after this engagement.

NATA may, on occasions, subcontract work on your affairs to other tax or accounting professionals. The subcontractors will be bound by our client confidentiality terms.

NATA reserve the right, for the purpose of promotional activity, training or for similar business purpose, to mention that you are a client. As stated above NATA will not disclose any confidential information.

 

Conflicts of interest

NATA will inform you if we become aware of any conflict of interest in our relationship with you or in our relationship with you and another client unless NATA are unable to do so because of our confidentiality obligations. NATA have safeguards that can be implemented to protect the interests of different clients if a conflict arises. Where conflicts are identified which cannot be managed in a way that protects your interests then we regret that we will be unable to provide further services. If this arises, we will inform you promptly.

If there is a conflict of interest that is capable of being addressed successfully by the adoption of suitable safeguards to protect your interests then we will adopt those safeguards. Where possible this will be done on the basis of your informed consent. We reserve the right to act for other clients whose interests are not the same as or are adverse to yours subject of course to the obligations of confidentiality referred to above.

Data Protection

NATA confirm that we will comply with the provisions of the Data Protection Act 1998 when processing personal data about you, your directors and employees. In order to carry out the services of this engagement and for related purposes such as updating and enhancing our client records, analysis for management purposes and statutory returns, legal and regulatory compliance and crime prevention we may obtain, process, use and disclose personal data about you.   NATA’s data protection officer is Bobbie Brown.

NATA stores the majority of its data electronically. We have an agreement to store data on a cloud network and the server is located outside of the EEA. Unless you advise us to the contrary, we shall assume that you agree to the transfer of your personal data outside the EEA.

 

 

Digital accounting records

In accordance with H M Revenue & Customs’ planned implementation of quarterly digital reporting, NATA require all self-employed clients and limited companies to have digital accounting records.

Disengagement

Should NATA resign or be requested to resign we will normally issue a disengagement letter to ensure that our respective responsibilities are clear.

Should we have no contact with you for a period of one year or more we may issue to your last known address a disengagement letter and thereafter cease to act.

 

Electronic and other communication

Unless you instruct us otherwise we may communicate with you and with third parties via email or by other electronic means. The recipient is responsible for virus checking emails and any attachments.

With electronic communication there is a risk of non-receipt, delayed receipt, inadvertent misdirection or interception by third parties. We use virus-scanning software to reduce the risk of viruses and similar damaging items being transmitted through emails or electronic storage devices. However electronic communication is not totally secure and we cannot be held responsible for damage or loss caused by viruses nor for communications which are corrupted or altered after despatch. Nor can we accept any liability for problems or accidental errors relating to this means of communication especially in relation to commercially sensitive material.

These are risks you must accept in return for greater efficiency and lower costs. If you do not wish to accept these risks please let us know and we will communicate by hard copy, other than where electronic submission is mandatory.

Any communication by us with you sent through the post is deemed to arrive at your postal address two working days after the day that the document was sent.

Fees, payment terms and credit limits

Our fees may depend not only upon the time spent on your affairs but also on the level of skill and responsibility and the importance and value of the advice that we provide, as well as the level of risk.

We would be happy to provide an indication of fees before work is started. If we provide you with an estimate of our fees for any specific work, then the estimate will not be contractually binding unless we explicitly state that that will be the case.

It is our normal practice to ask clients to pay by monthly standing order, based on the annual estimate of fees provided, and to periodically adjust the monthly payment by reference to actual billings.

For those clients paying by monthly standing order, NATA has a credit limit of either £1000 or the equivalent of six times their monthly standing order, whichever is the lower.   When the account exceeds this limit, we reserve the right to ask the client for a one-off lump sum payment to bring the account back within the credit terms.

 

 

 

Where requested we may indicate a fixed fee for the provision of specific services or an indicative range of fees for a particular assignment. It is not our practice to identify fixed fees for more than a year ahead as such fee quotes need to be reviewed in the light of events.

If it becomes apparent to us, due to unforeseen circumstances, that a fee quote is inadequate, we reserve the right to notify you of a revised figure or range and to seek your agreement thereto.

In some cases, you may be entitled to assistance with your professional fees, particularly in relation to any investigation into your tax affairs by HMRC. Assistance may be provided through insurance policies you hold or via membership of a professional or trade body.  Other than where such insurance was arranged through us you will need to advise us of any such insurance cover that you have. You will remain liable for our fees regardless of whether all or part are liable to be paid by your insurers.

 

NATA will bill monthly, quarterly or annually depending on the services provided and our invoices are due for payment by 14th of the month following date of invoice, unless a monthly standing order is in place.

 

Our fees are exclusive of VAT which will be added where it is chargeable. Any disbursements NATA incur on your behalf and expenses incurred in the course of carrying out our work for you will be added to our invoices where appropriate.

Unless otherwise agreed to the contrary our fees do not include the costs of any third party, counsel or other professional fees.

When preparing statutory accounts for approval by the directors, in the event of the director(s) withholding information required to finalise the accounts, refusal to approve the statutory accounts or disengagement by the client, NATA reserve the right to invoice for up to 95% of the fee for work carried out preparing the statutory accounts.

NATA reserve the right to charge interest on late paid invoices at the rate of 3% above bank base rates under the Late Payment of Commercial Debts (Interest) Act 1998. NATA also reserve the right to suspend our services or to cease to act for you on giving written notice if payment of any fees is unduly delayed. We intend to exercise these rights only where it is fair and reasonable to do so.

In the event of accounting records being provided within four weeks of any deadline filing date, NATA reserve the right to charge an additional amount of up to 50% to reflect the required turnaround time to meet the deadline date.

NATA reserve the right to request fees upfront from any clients who have previously failed to pay previous invoices within our standard credit terms, before undertaking any further work.

NATA reserve the right to take legal action if payment terms are exceeded by more than 90 days.

If you do not accept that an invoiced fee is fair and reasonable you must notify us within 21 days of receipt, failing which you will be deemed to have accepted that payment is due.

General Data Protection Regulations (GDPR)

Under the new GDPR rules which came into force on 25th May 2018, all businesses need to process client data lawfully and consent must be obtained from the client.

NATA complies with the 8 data protection principles:

  1. Personal information must be fairly and lawfully processed.
  2. Personal information must be processed for limited purposes
  3. Personal information must be adequate, relevant and not excessive.
  4. Personal information must be accurate and up to date.
  5. Personal information must not be kept for longer than is necessary.
  6. Personal information must be processed in line with the data subjects’ rights
  7. Personal information must be secure
  8. Personal information must not be transferred to other countries without adequate protection.

 

At the commencement of our engagement with clients, NATA issue a terms of engagement letter which requires your signature.  By signing our terms of engagement letter, you are consenting for us to obtain your data and process it for the purposes of providing accounting, payroll and taxation services, in accordance with the above data protection principles.

In order to comply with data protection principle 4, please can you ensure that if any of your personal information changes, such as address, marital status, you must advise NATA so that we can update our records.

Our standard terms and conditions also cover the retention and deletion of data.  You have the right to request a copy of the data we hold on your files.

Implementation

 

NATA will only assist with implementation of our advice if specifically instructed and agreed in writing.

 

Intellectual property rights

 

NATA will retain all copyright in any document prepared by us during the course of carrying out the engagement save where the law specifically provides otherwise.

 

Interpretation

 

If any provision of this engagement letter, schedules of services or standard terms and conditions is held to be void, then that provision will be deemed not to form part of this contract and the remainder of this agreement shall be interpreted as if such provision had never been inserted.

 

In the event of any conflict between these standard terms and conditions and the engagement letter or schedules of services, the relevant provision in the engagement letter or schedules will take precedence.

 

Internal disputes within a client

 

If NATA become aware of a dispute between the parties who own or are in some way involved in the ownership and management of the business, it should be noted that our client is the business and we would not provide information or services to one party without the express knowledge and permission of all parties. Unless otherwise agreed by all parties we will continue to supply information to the registered office/normal place of business for the attention of the directors/proprietors. If conflicting advice, information or instructions are received from different directors/principals in the business we will refer the matter back to the board of directors/the partnership/ the LLP and take no further action until the board/partnership/LLP has agreed the action to be taken.

 

Investment advice (including insurance mediation services)

 

Investment business is regulated under the Financial Services and Markets Act 2000.

If, during the provision of professional services to you, you need advice on investments, including insurances, we may have to refer you to someone who is authorised by the Financial Conduct Authority or licensed by a Designated Professional Body as NATA are not authorised to give such advice.

If during the provision of taxation services to you, you need advice on investments, we may have to refer you to someone who is authorised by the Financial Conduct Authority.

Lien

Insofar as we are permitted to do so by law or professional guidelines, we reserve the right to exercise a lien over all funds, documents and records in our possession relating to all engagements for you until all outstanding fees and disbursements are paid in full.

 

Limitation of liability

 

NATA will provide our services with reasonable care and skill. Our liability to you is limited to losses, damages, costs and expenses directly caused by our negligence or wilful default.

NATA do not accept liability for inaccuracies on statutory accounts or tax returns, which have arisen as a result of inaccurate or incomplete records provided by the client.

 

Exclusion of liability for loss caused by others

NATA will not be liable if such losses, penalties, interest or additional tax liabilities are caused by the acts or omissions of any other person or due to the provision to us of incomplete, misleading or false information or if they are caused by a failure to act on our advice or a failure to provide us with relevant information.

 

Exclusion of liability in relation to circumstances beyond our control

NATA will not be liable to you for any delay or failure to perform our obligations under this engagement letter if the delay or failure is caused by circumstances outside our reasonable control.

 

Exclusion of liability relating to the discovery of fraud etc.

NATA will not be responsible or liable for any loss, damage or expense incurred or sustained if information material to the service we are providing is withheld or concealed from us or misrepresented to us. This applies equally to fraudulent acts, misrepresentation or wilful default on the part of any party to the transaction and their directors, officers, employees, agents or advisers.

 

This exclusion shall not apply where such misrepresentation, withholding or concealment is or should (in carrying out the procedures which we have agreed to perform with reasonable care and skill) have been evident to us without further enquiry beyond that which it would have been reasonable for us to have carried out in the circumstances.

 

Indemnity for unauthorised disclosure

 

You agree to indemnify us and our agents in respect of any claim (including any claim for negligence) arising out of any unauthorised disclosure by you or by any person for whom you are responsible of our advice and opinions, whether in writing or otherwise. This indemnity will extend to the cost of defending any such claim, including payment at our usual rates for the time that we spend in defending it.

 

 

Limitation of Third Party rights

 

The advice and information NATA provide to you as part of our service is for your sole use and not for any third party to whom you may communicate it unless we have expressly agreed in the engagement letter that a specified third party may rely on our work. We accept no responsibility to third parties, including any group company to whom the engagement letter is not addressed, for any advice, information or material produced as part of our work for you which you make available to them. A party to this agreement is the only person who has the right to enforce any of its terms and no rights or benefits are conferred on any third party under the Contracts (Rights of Third Parties) Act 1999.

 

Money Laundering Regulations 2007

In accordance with the Proceeds of Crime Act and Money Laundering Regulations 2007, you agree to waive your right to confidentiality to the extend of any report made, document provided or information disclosed to the National Crime Agency (NCA).

You also acknowledge that NATA are required to report directly to the NCA without prior reference to you or your representatives if during the course of undertaking any assignment the person undertaking the role of Money Laundering Reporting Office becomes suspicious of money laundering.

Under Section 340 (11) of the Proceeds of Crime Act 2002 the definition of the offence of money laundering would include tax evasion through deliberate understatement of income or overstatement of expenditure; or deliberate failure to inform the tax authorities of known underpayments.

In the event of incomplete or inaccurate accounting records provided by the client, NATA may have a duty to refer this to the NCA to prevent fraud or money laundering.

 

Period of engagement and termination

 

Unless otherwise agreed in the engagement letter our work will begin when we receive your implicit or explicit acceptance of that letter. Except as stated in that letter we will not be responsible for periods before that date.

Each of us may terminate this agreement by giving not less than 21 days’ notice in writing to the other party except where you fail to cooperate with us or we have reason to believe that you have provided us or HMRC with misleading information, in which case we may terminate this agreement immediately. Termination will be without prejudice to any rights that may have accrued to either of us prior to termination.

In the event of termination of this contract, NATA will endeavour to agree with you the arrangements for the completion of work in progress at that time, unless we are required for legal or regulatory reasons to cease work immediately. In that event, we shall not be required to carry out further work and shall not be responsible or liable for any consequences arising from termination.

 

Professional rules and statutory obligations

 

NATA will observe and act in accordance with the bye-laws, regulations and ethical guidelines of the Association of Accounting Technicians and will accept instructions to act for you on this basis. In particular you give us the authority to correct errors made by HMRC where we become aware of them. We will not be liable for any loss, damage or cost arising from our compliance with statutory or regulatory obligations. You can see copies of these requirements at our offices. The requirements are also available on-line at www.aat.org.uk

Reliance on advice

 

NATA shall endeavour to record all advice on important matters in writing. Advice given orally is not intended to be relied upon unless confirmed in writing. Therefore, if we provide oral advice (for example during the course of a meeting or a telephone conversation) and you wish to be able to rely on that advice, you must ask for the advice to be confirmed by us in writing.

Retention of papers

 You have a legal responsibility to retain documents and records relevant to your tax affairs. During the course of our work we may collect information from you and others relevant to your tax affairs. We will return any original documents to you.

Documents and records relevant to your tax affairs are required by law to be retained as follows: Individuals, trustees and partnerships

  • with trading or rental income: 5 years and 10 months after the end of the tax year
  • otherwise: 22 months after the end of the tax year;

 

Companies, LLPs and other corporate entities

  • 6 years from the end of the accounting period;

For existing clients, NATA shall retain all documentation and correspondence that we store, both electronically or otherwise, for the duration of our engagement, as HMRC can go back 20 years during a tax investigation, using the discovery provisions.

For former clients, whilst certain documents may legally belong to you, we shall destroy correspondence and other papers that we store, electronically or otherwise, which are more than 7 years old. You must tell us if you require the return of any specific document.

The Provision of Services Regulations 2009 (‘Services Directive’)

In accordance with our professional body rules, NATA are required to hold professional indemnity insurance. Details about the insurer and coverage can be found at www.hiscox.co.uk or at our offices.

 

Social Media

Northumberland Accountants and Tax Advisers uses social media to share general information, hot topics and articles regarding taxation and accounting issues. You can find us on Facebook, Linked In and Twitter – under the tag “NlandAccountant”. Please be assured that no specific client information or client specific advice will be given using social media.

Tax Investigation Protection

 In some cases, you may be entitled to assistance with your professional fees, particularly in relation to any investigation into your tax affairs by HMRC. Assistance may be provided through insurance policies you hold or via membership of a professional or trade body such as The Federation of Small Businesses (FSB.

NATA does not offer insurance against the costs of a tax investigation. Accountancy fees during a tax investigation can be costly and are not included in our standard terms of engagement and there would be an additional charge for this.

 

Timely provision of all relevant accounting records

NATA require the client to provide all relevant accounting records and information in a timely manner and are unable to guarantee to meet all necessary filing dates and deadlines.

All required information for limited company accounts and personal tax returns must be provided at least three months prior to the deadline date.

This deadline will reduce to two weeks prior to the deadline date once HM Revenue and Customs implement quarterly online reporting.

 

Updated September 2023

Privacy Policy

 

As a client of NATA, there are many ways you can use the services we offer, some of which require you to share your personal data with us. In these instances, we act as the data controller, making us responsible for deciding the purpose and means for dealing with your personal data.

NATA (Northumberland Accountants & Tax Advisers Ltd Technicians), a limited company (No. 06953476), is committed to the privacy of your personal data.  Our privacy policy explains:

  • what personal data we collect about you in the course of your engagement with our services, why we collect it, who it goes to and how long we keep it
  • how we use your personal data
  • how we protect your personal data
  • your legal rights in respect of your personal data, including how to access and update the information we hold about you.

By continuing to use our services, you agree to our use of your personal data on the terms outlined in this policy.

About the policy

This policy provides you with information on how we’re using your information and the actions we take to protect your privacy.

On specific occasions, we may provide you with additional information when we collect your personal data. This policy is designed to supplement any specific notices and they should always be read in conjunction with each other, so you’re fully aware of how and why we’re using your data.

It’s important that your personal data is accurate and up to date, so we can effectively provide our services to you.

What data are we collecting?

We collect personal data, meaning data that can be used to identify you. This can include, among other things, any personal data you provide to us at our meetings and our communications with us through phone and email and in person.

Some of the services you receive from us may require the collection, storage and transfer of different kinds of personal data.

Why are we collecting your data?

We can only process your personal data if we have a legal basis to do so. In addition to the specific instances where you’ve provided your consent, we may also process your personal data when it’s necessary for one or more of the following:

  • meeting our legal obligations
  • our legitimate interests
  • performing our contract with you.

On occasion, it may be necessary to process your data for reasons unrelated to those outlined in this policy. On these occasions, we’ll notify you and explain the legal basis which allows us to do so.

Please note that we may process your personal data without your knowledge or consent, in compliance with the above rules, where this is required or permitted by law.

Will your personal data be shared with anyone?

NATA do not sell or share your personal data with third parties, unless required to do so in the performance of our duties, and to comply with our legal obligations.   This would include statutory bodies such as HMRC, Companies House.

In addition, our IT support is outsourced and in the event of any IT support, your personal data may be visible to our IT support team.   They are required to follow our privacy policy to ensure that your personal data remains secure and confidential.

When we do share your personal data with third parties, they will be required to follow our privacy policy to ensure your personal data is only used and processed for the specified purposes, to process your data in accordance with our instructions and to adhere to the technical requirements and other regulations required by law.

We take your email and communication privacy seriously and will not pass your contact details to third parties for marketing purposes.

How long will we keep your data?

We keep your data for as long as it’s necessary to meet the relevant purposes for which we’ve collected the data, including for the purpose of satisfying any legal, accounting or reporting requirements.

To determine the appropriate length of time for holding your data, we consider the amount, nature, and sensitivity of the personal data, the potential risk of harm, from unauthorised use or disclosure of your personal data, the purpose for which we process your data and whether we can achieve those purposes through other means, along with the applicable legal requirements.

You have a legal responsibility to retain documents and records relevant to your tax affairs. During the course of our work we may collect information from you and others relevant to your tax affairs. We will return any original documents to you.

 

Documents and records relevant to your tax affairs are required by law to be retained as follows: Individuals, trustees and partnerships

  • with trading or rental income: 5 years and 10 months after the end of the tax year
  • otherwise: 22 months after the end of the tax year;

 

Companies, LLPs and other corporate entities

  • 6 years from the end of the accounting period;

 

For existing clients, NATA shall retain all documentation and correspondence that we store, both electronically or otherwise, for the duration of our engagement, as HMRC can go back 20 years during a tax investigation, using the discovery provisions.

For former clients, whilst certain documents may legally belong to you, we shall destroy correspondence and other papers that we store, electronically or otherwise, which are more than 7 years old. You must tell us if you require the return of any specific document.

In all cases, data may be retained for longer for research and archiving purposes or if it cannot be deleted for legal, regulatory, verification of achievements, statistical or technical reasons. In these cases, steps will be taken to ensure that data is held securely and processing is restricted.

Where do we get your data from?

In general, you provide your personal data to us directly, when you communicate with us through various channels, such as our website, phone, email or face-to-face meetings with ourselves.

We may also receive your personal data from various third parties, such as HMRC or Companies House, Department for Work and Pensions or your employer or pension provider.

Specific information about your data

The reasons and methods for collecting, using and transferring your personal data varies depending on why and how you’re using our services. Please select the relevant category from the below list to see more specific information regarding how we process your personal data in connection with the services you receive from us.

These services include personal, business and accountancy services and payroll services.

Will your personal data be sent abroad?

If you are a UK-based member of our services, we will generally only process your personal data within the EEA. However, some of the external parties we work with to provide our services to you are based outside of the European Economic Area (“EEA”).

This may require us to occasionally transfer some of your personal data outside the EEA (including to countries which may not be subject to equivalent standards of data protection laws). We’ll ensure that any such international transfers are made subject to appropriate safeguards (including the use of EU Commission approved standard contractual clauses) as required by data protection laws to ensure a similar degree of protection is afforded to your personal data.

Please note that your personal data is held securely on Dropbox which is a cloud storage system hosted in USA. At Dropbox, security is their highest priority and Dropbox offers a number of security features to keep your file-s protected. Dropbox files at rest are encrypted using 256-bit Advanced Encryption Standard (AES) Dropbox uses Secure Sockets Layer (SSL)/Transport Layer Security (TLS) to protect data in transit between Dropbox apps and their servers.

You may request further information on the specific recipient countries of your personal data or the legal rules and copies of the model clauses in use for transferring data outside the EEA by contacting us.

How do we protect your data?

We’re committed to protecting the security of your personal data, and as such we’ve put in place appropriate measures to:

  • prevent your data from being accidentally lost, used or accessed in any unauthorised way, altered or disclosed
  • deal with, and notify you and any applicable regulators, of any suspected personal data breaches where we’re legally required to do so
  • limit access to your personal details to only those employees, agents, contractors and other third parties who have a business need. They will only be able to process your personal data on our instructions and will be subject to a duty of confidentiality.

What are your rights?

You may have the following rights.

  • Request access to your personal data. You’ll be able to request a copy of the personal data we hold about you and check that we’re processing it legally.
  • Request correction of your data. You’ll be able to correct and update any incomplete or inaccurate data we hold about you. However, we may need to verify the accuracy of the new data you provide.
  • Request erasure of your personal data. You’ll be able to ask that we delete or remove your personal data where there is no good reason for continued processing. You’ll also have the right to ask that we delete or remove your personal data where an objection to processing has been successful, where we may have processed your data unlawfully or where we’re required to delete data to comply with local law.
  • Object to processing of your data. You’ll be able to request that we stop using your personal data:
    • for direct marketing purposes
    • which is being processed on the basis of legitimate interest above, when you feel the processing impacts on your fundamental rights and freedom. In some cases, we may demonstrate that we have compelling legitimate grounds to process your information which would override your request.
  • Request restriction of processing your personal data. This enables you to ask us to suspend processing your personal data in the following scenarios:
    • if you want us to establish the data’s accuracy
    • where our use of the data is unlawful but you don’t want us to delete it
    • where you need us to hold the data even if we no longer require it as you need it to establish, exercise or defend a legal claim
    • you’ve objected to our use of your data, but we need to verify whether we have overriding legitimate grounds to use it.
  • Request transfer of your personal data to you or a third party. You can request that we transfer your data in a suitably accessible format to you and or a third party, where the data was provided with your consent.
  • Withdraw consent, where we’re relying on consent to process your personal data. This will not affect the lawfulness of any processing carried out prior to your request. If you withdraw your consent, we may not be able to provide certain products or services to you. We’ll advise you if this is the case when you request to withdraw your consent.

What are the requirements and consequences of making a request?

Requests relating to changes to our handling of your personal data will generally be free of charge, and we’ll aim to respond to all requests within one month. However, please note:

  • we may need you to supply additional information to confirm your identity and ensure your right to access your personal data (or exercise your rights). This is to ensure that personal data is not disclosed unlawfully
  • we may need to contact you to help speed up the resolution of your request
  • an administrative fee may be charged for any unfounded, repetitive or excessive requests, or for additional copies of personal data you request
  • occasionally, it may take longer than one month to resolve your request, but in these cases we’ll notify you and keep you updated on timing
  • any requests to restrict or delete your data will limit your ability to access our services and products, and/or result in ending your relationship with us.

Please note that these rights apply by law, only to certain types of personal data and processing, and may not be applicable to your circumstances.

If you have any concerns about how we handle your data, please contact us. If you are not satisfied after we’ve tried to resolve your issue, you’ll be entitled to lodge a complaint with our data protection regulator, the Information Commissioner’s Office (ICO). Please see the ICO website for further details: www.ico.org.uk.

If you wish to exercise any of the above rights, you can do this by contacting us in writing.

Third party websites and services

Our website includes links to external, third party websites. Clicking on these links may allow the collection or sharing of your personal data in ways which will differ to those detailed in our privacy policy. We’d encourage you to read the privacy policies of the external websites you visit from our website.

Contact us

If you have any queries related to this privacy policy, including requests to access or modify the use of your personal data, please contact our Data Protection Officer by email to bobbie@nata.ltd or by writing to us at:

Ashington Workspace
Lintonville Parkway
Ashington
NE63 9JZ

We reserve the right to make changes to or update the terms of this policy from time to time. If there are any significant changes made to the policy we’ll let you know.

All personal information held by us will be governed by the most recent privacy policy posted on our website.