Who we are

Our website address is: http://rocketaccounts.com. Rocket Accounts Ltd is registered in England and Wales with registered number 9481729. Its registered office address is located at 11 Green Way, Bookham, Surrey KT23 3PA.

Privacy Policy

Introduction

The Data Protection Act 2018 (“DPA 2018”) and the General Data Protection Regulation (“GDPR”) impose certain legal obligations in connection with the processing of personal data.

Rocket Accounts Ltd is a data controller within the meaning of the GDPR and we process personal data. The firm’s contact details are as follows: Rocket Accounts Ltd, 11 Green Way Bookham, Surrey KT23 3PA

We may amend this privacy notice from time to time.

Where we act as a data processor on behalf of a data controller (for example, when processing payroll), we provide an additional schedule setting out required information as part of that agreement. That additional schedule should be read in conjunction with this privacy notice.

The purposes for which we intend to process personal data

We intend to process personal data for the following purposes:

• To enable us to supply professional services to you as our client.
• To fulfill our obligations under relevant laws in force from time to time (e.g. the
• Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017 (“MLR 2017”)).
• To comply with professional obligations to which we are subject as a member of ACCA
• To use in the investigation and/or defence of potential complaints, disciplinary proceedings and legal proceedings.
• To enable us to invoice you for our services and investigate/address any attendant fee disputes that may have arisen.
• To contact you about other services we provide which may be of interest to you if you have consented to us doing so.

The legal bases for our intended processing of personal data

Our intended processing of personal data has the following legal bases:

• At the time you instructed us to act, you gave consent to our processing your personal data for the purposes listed above
• The processing is necessary for the performance of our contract with you.
• The processing is necessary for compliance with legal obligations to which we are subject (e.g. MLR 2017).
• The processing is necessary for the purposes of the following legitimate interests which we pursue: supplying our professional services to you, complying with our professional obligations, or investigating/defending legal claims.

It is a requirement of our contract with you that you provide us with the personal data that we request. If you do not provide the information that we request, we may not be able to provide professional services to you. If this is the case, we will not be able to commence acting or will need to cease to act.

Persons/organisations to whom we may give personal data

We may share your personal data with:

• HMRC
• any third parties with whom you require or permit us to correspond
• subcontractors
• an alternate appointed by us in the event of incapacity or death
• tax insurance providers
• professional indemnity insurers
• our professional body ACCA and/or the Office of Professional Body Anti-Money Laundering Supervisors (OPBAS) in relation to practice assurance and/or the requirements of MLR 2017 (or any similar legislation)

If the law allows or requires us to do so, we may share your personal data with:

• the police and law enforcement agencies
• courts and tribunals
• the Information Commissioner’s Office (“ICO”)

We may need to share your personal data with the third parties identified above in order to comply with our legal obligations, including our legal obligations to you. If you ask us not to share your personal data with such third parties we may need to cease to act.

Transfers of personal data outside the EEA
Your personal data will be processed in the EEA only.

Retention of personal data
When acting as a data controller and in accordance with recognised good practice within the tax and accountancy sector we will retain all of our records relating to you as follows:

• where tax returns have been prepared it is our policy to retain information for 7 year from the end of the tax year to which the information relates.
• where ad hoc advisory work has been undertaken it is our policy to retain information for 3 years from the date the business relationship ceased.
• where we have an ongoing client relationship, data which is needed for more than one year’s tax compliance (e.g. capital gains base costs and claims and elections submitted to HMRC) is retained throughout the period of the relationship, but will be deleted 3 years after the end of the business relationship unless you as our client ask us to retain it for a longer period.

Our contractual terms allow for the destruction of documents after 10 years and therefore agreement to the contractual terms is taken as agreement to the retention of records for this period, and to their destruction thereafter.

You are responsible for retaining information that we send to you (including details of capital gains base costs and claims and elections submitted) and this will be supplied in the form agreed between us. Documents and records relevant to your tax affairs are required by law to be retained by you as follows:

Individuals, trustees and partnerships
• with trading or rental income: five 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
• six years from the end of the accounting period.

Where we act as a data processor as defined in DPA 2018, we will delete or return all personal data to the data controller as agreed with the controller at the termination of the contract.

Requesting personal data we hold about you (subject access requests)

You have a right to request access to your personal data that we hold. Such requests are known as ‘subject access requests’ (“SARs”).

Please provide all SARs in writing marked for the attention of Mr A. Graham.

To help us provide the information you want and deal with your request more quickly, you should include enough details to enable us to verify your identity and locate the relevant information. For example, you should tell us:

• your date of birth
• previous or other name(s) you have used
• your previous addresses in the past five years
• personal reference number(s) that we may have given you, for example your national insurance number, your tax reference number or your VAT registration number
• what type of information you want to know

If you do not have a national insurance number, you must send a copy of:

• the back page of your passport or a copy of your driving licence; and
• a recent utility bill.

DPA 2018 requires that we comply with a SAR promptly and in any event within one month of receipt. There are, however, some circumstances in which the law allows us to refuse to provide access to personal data in response to a SAR (e.g. if you have previously made a similar request and there has been little or no change to the data since we complied with the original request).

We will not charge you for dealing with a SAR.

You can ask someone else to request information on your behalf – for example, a friend, relative or solicitor. We must have your authority to respond to a SAR made on your behalf. You can provide such authority by signing a letter which states that you authorise the person concerned to write to us for information about you, and/or receive our reply.

Where you are a data controller and we act for you as a data processor (e.g. by processing payroll), we will assist you with SARs on the same basis as is set out above.

Putting things right (the right to rectification)

You have a right to obtain the rectification of any inaccurate personal data concerning you that we hold. You also have a right to have any incomplete personal data that we hold about you completed. Should you become aware that any personal data that we hold about you is inaccurate and/or incomplete, please inform us immediately so we can correct and/or complete it.

Deleting your records (the right to erasure)

In certain circumstances you have a right to have the personal data that we hold about you erased. Further information is available on the ICO website (www.ico.org.uk). If you would like your personal data to be erased, please inform us immediately and we will consider your request. In certain circumstances we have the right to refuse to comply with a request for erasure. If applicable, we will supply you with the reasons for refusing your request.

The right to restrict processing and the right to object

In certain circumstances you have the right to ‘block’ or suppress the processing of personal data or to object to the processing of that information. Further information is available on the ICO website (www.ico.org.uk). Please inform us immediately if you want us to cease to process your information or you object to processing so that we can consider what action, if any, is appropriate.

Obtaining and reusing personal data (the right to data portability)

In certain circumstances you have the right to be provided with the personal data that we hold about you in a machine-readable format, e.g. so that the data can easily be provided to a new professional adviser. Further information is available on the ICO website (www.ico.org.uk).

The right to data portability only applies:
• to personal data an individual has provided to a controller;
• where the processing is based on the individual’s consent or for the performance of a contract; and
• when processing is carried out by automated means

We will respond to any data portability requests made to us without undue delay and within one month. We may extend the period by a further two months where the request is complex or a number of requests are received but we will inform you within one month of the receipt of the request and explain why the extension is necessary.

Withdrawal of consent

Where you have consented to our processing of your personal data, you have the right to withdraw that consent at any time. Please inform us immediately if you wish to withdraw your consent.

Please note:
• the withdrawal of consent does not affect the lawfulness of earlier processing
• if you withdraw your consent, we may not be able to continue to provide services to you
• even if you withdraw your consent, it may remain lawful for us to process your data on another legal basis (e.g. because we have a legal obligation to continue to process your data)

Automated decision-making

We do not intend to use automated decision-making in relation to your personal data.

Complaints

If you have requested details of the information we hold about you and you are not happy with our response, or you think we have not complied with the GDPR or DPA 2018 in some other way, you can complain to us. Please send any complaints to Alasdair Graham, Rocket Accounts Ltd, 11 Green Way, Bookham, Surrey KT23 3PA.
If you are not happy with our response, you have a right to lodge a complaint with the ICO (www.ico.org.uk).

Cookie Policy

Our use of cookies

We use cookies on our website.

A cookie is a piece of information, like a tag, that’s stored on your computer, tablet or phone when you visit our website. It can help identify the device you use whenever you visit us, so we can remember who you are. Cookies are used by websites to provide you with a better experience when you visit our website and for other reasons, including remembering your preferences. Cookies also help us understand how visitors use our site, such as what pages they view or for how long, which assists in making a better site for everyone to experience.

To make the best use of our website, you’ll need to make sure your web browser is set to accept cookies.

Session cookies & Persistent cookies:

Session cookies are temporary. They start working once a visitor begins using our site and are deleted once the visitor’s browser is closed.

Persistent cookies will remain on a visitor’s device until the time set for the cookie to expire passes or the cookie is purposely deleted. These types of cookies are activated each time a visitor returns to our site. Cookies fall into four categories:

1. Strictly necessary
2. Performance
3. Functionality
4. Targeting/advertising

Strictly necessary cookies:
These types of cookies are required for a visitor to use our website, for example to navigation and to use the features we have made available. These cookies do not collect information about you and cannot be used to identify you or used for marketing purposes.

Performance cookies:
These types of cookies assist us to understand how visitors use our website. They do not contain or collect any personal information and are only used to help us improve the visitor experience on our website.

Functionality cookies:
These types of cookies enable visitors to customise how a website operates for them. Functionality cookies can remember and auto insert usernames, set a website’s language preference and storing your used preferences on your account page.

Targeting/advertising cookies:
These types of cookies allow websites to deliver relevant advertisements to you. Targeting/advertising cookies are ‘1st party’, placed on a website by its owner or ‘3rd party’, when a website owner has given permission to an alternative organisation for the cookie to be placed on its site, often an advertising network.
We use cookies to provide visitors with the best experience possible when on our websites and learn about how our site is visited and used so that we can continue to improve it.

The cookies we use may include:

Analytics and tracking, such as Google analytics, Google universal analytics, Google analytics enhanced ecommerce, Google conversion tracking, Facebook signal, or Facebook pixel

Advertising, such as Google remarketing or Facebook custom audiences

How you can manage your cookies:

We do not recommend rejecting the use of cookies or deleting them. However, when you visit our website, if you have set your browser to reject the use of cookies, your experience and capabilities of using our website will be diminished.
Please also remember that if you choose to turn off targeting/advertising cookies you will still see advertising on the internet. However, it does mean that the advertising you see on websites may not be tailored to your likely interests or preferences on the web browser you are currently using.

Links to other websites:

We may provide links to external resources that we believe to be useful to you. These links will lead you to websites managed by third parties that operate using different policies. Should you click on one of these links you will be leaving the Rocket Accounts site for a site over which we have no control.

Legal Disclaimer

Whilst we make every effort to ensure that the information shown on our website is from reliably sources, Rocket Accounts Ltd are not responsible for any errors or omissions or for results or actions taken as a result of use of this information. Information provided on our site is done so with no guarantee of  completeness, accuracy, timeliness, and with no guarantee of results obtained from the use of this information, and is without warranty of any kind, either express or implied. In no circumstances or event will Rocket Accounts, its employees or agents be liable to you or anyone else for any decision or action made or action taken as a consequence of or upon reliance on the information on our site or any consequential, special or similar damages.

Our website may at times contain links to other websites maintained by 3rd parties, over which Rocket Accounts has no control. We therefore make no representations as to the accuracy of any information contained in other web sites.

Rocket Accounts refers to Rocket Accounts Ltd, whose registered office is 11 Green Way, Bookham, Surrey.

The reader accepts full responsibility for the use of any information on this website. Information contained in this web site is provided with the understanding that the authors are not herein giving any legal, accounting or tax or other professional advice or services as such, and it should not be used a substitute for professional consultation with competent and qualified advisers before making any decision or taking any action.