Privacy Policy
Effective Date: 05/01/2025
This Privacy Policy explains how Altura Accounting collects, uses, and protects your personal information in accordance with the UK General Data Protection Regulation (UK GDPR), the Data Protection Act 2018, and other applicable UK laws, including those relevant to financial services and anti-money laundering regulations.
1. Who We Are
Altura Accounting is a UK-based accounting and advisory firm providing high-level, bespoke financial stewardship for clients in both traditional and digital asset markets. We are registered in [Data to be added] under company number [Data to be added], with our registered office at [Data to be added].
We are registered with the Information Commissioner's Office (ICO) as a data controller under registration number 073436.
2. Our Commitment to Your Privacy
At Altura Accounting, we respect your privacy and are committed to handling your personal data with the utmost care and discretion. As specialists in both traditional and digital finance, we recognise the importance of safeguarding your sensitive financial and personal information.
3. What Information We Collect
We collect personal data necessary to provide our services and meet our legal obligations. This may include:
Identity and Contact Details- Full name
- Date of birth
- Email address
- Phone number
- Residential or business address
- Identification documents (e.g. passport, driving licence)
- Bank account details
- Tax records
- Details of income, assets, investments, and liabilities
- Cryptocurrency and digital asset wallet addresses
- Transaction history
- Information collected for Know Your Customer (KYC) and Anti-Money Laundering (AML) checks
- Details required under UK tax and financial regulations
- IP address
- Browser type and version
- Operating system
- Usage data (e.g. pages visited, time on site)
4. How We Collect Your Data
We collect personal data in the following ways:
- Directly from you (e.g. via email, forms, meetings, or secure client portals)
- From third-party sources, such as public records, financial institutions, or KYC providers
- Automatically when you use our website (via cookies or analytics tools)
5. Legal Bases for Processing
Under the UK GDPR, we must have a legal basis for processing your personal data. We rely on the following:
- Performance of a Contract – to provide you with accounting, tax, or advisory services
- Legal Obligation – to comply with regulations (e.g. tax laws, AML/KYC)
- Legitimate Interests – to manage and improve our business and client services
- Consent – where required, such as for certain marketing communications (you may withdraw consent at any time)
6. How We Use Your Data
We use your data for the following purposes:
- To deliver tailored financial, tax, and advisory services
- To verify your identity and meet our regulatory obligations (KYC/AML)
- To comply with UK tax, financial, and anti-fraud laws
- To manage our relationship with you
- To respond to enquiries or legal requests
- To protect our systems, staff, and clients
- To improve the quality of our website and services
7. Sharing Your Information
We do not sell or rent your data. We may share it with:
- Regulatory bodies (e.g. HMRC, the Financial Conduct Authority) when required by law
- Trusted third-party service providers who support our operations (e.g. secure cloud storage, identity verification tools, legal counsel)
- Professional advisers (e.g. auditors, bankers, insurers) under confidentiality obligations
- Law enforcement agencies when legally obligated
- International partners, where necessary and compliant with UK international transfer rules
All third parties are contractually required to protect your data and only process it on our instructions.
8. International Data Transfers
Some of our partners or service providers may process your data outside the UK. In such cases, we ensure that appropriate safeguards are in place (such as UK International Data Transfer Agreements or Standard Contractual Clauses) to protect your data rights in line with UK GDPR.
9. Data Retention
We retain your personal data only as long as necessary for the purposes outlined above, and to meet legal or regulatory obligations. Typically:
- Client records: 6–7 years from the end of the client relationship (in line with HMRC and accounting regulations)
- AML/KYC records: 5 years after the business relationship ends
- Website and technical data: Up to 2 years, depending on cookie and analytics use
10. Your Rights Under UK GDPR
You have the following rights under the UK GDPR:
- Right of Access – to request a copy of your personal data
- Right to Rectification – to correct inaccurate or incomplete data
- Right to Erasure – to request deletion of your data, where legally permitted
- Right to Restrict Processing – to limit how we use your data
- Right to Data Portability – to receive your data in a usable format
- Right to Object – to object to processing based on legitimate interests
- Right to Withdraw Consent – at any time (where processing is based on consent)
To exercise your rights, please contact us at [Data to be added]. We may need to verify your identity before fulfilling your request.
11. Data Security
We apply industry-standard technical and organisational measures to protect your data, including:
- Data encryption and secure servers
- Access control and authentication protocols
- Regular staff training and compliance monitoring
- Independent security audits and penetration testing
We also ensure that any third-party services we use meet equivalent security standards.
12. Cookies & Website Analytics
We use cookies to improve your experience on our website. These may collect anonymous usage data. You can manage your cookie preferences through your browser settings. For more detail, see our [Cookie Policy].
13. Complaints
If you have concerns about how we process your data, please contact us first. If you are not satisfied with our response, you have the right to lodge a complaint with the Information Commissioner's Office (ICO):
- Website: https://ico.org.uk
- Phone: 0303 123 1113
- Address: Information Commissioner's Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF
14. Contact Us
For any questions or requests regarding your personal data, please contact:
- Altura Accounting
- Email: [Data to be added]
- Phone: [Data to be added]
- Address: [Data to be added]
- ICO Registration Number: 073436
15. Updates to This Policy
We may update this Privacy Policy from time to time to reflect changes in law, technology, or our business. The most recent version will always be available on our website. We recommend reviewing it periodically.