Data Protection Policy

CP Franco Accounts & Finance Ltd

Effective Date: 01/01/2025
Last Reviewed: 24/05/2025

  1. Introduction

At CP Franco Accounts & Finance Ltd, we are committed to protecting your personal data and handling it responsibly. We are registered with the Information Commissioner’s Office (ICO) and adhere to the principles of the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

  1. Who We Are

CP Franco Accounts & Finance Ltd
Company No: 15761130
Registered in England and Wales
ICO Registration Number: ZB079462
Contact: Catia.Franco@cpfranco.co.uk

  1. What Information We Collect

We collect personal and financial information necessary to deliver accountancy and finance services, including:

  • Full name, address, phone number, and email
  • National Insurance number and UTR
  • Financial records, bank details, payroll data
  • Client communications and documentation
  1. How We Use Your Data

We use your information for:

  • Delivering our financial/accountancy services
  • Complying with legal obligations (e.g., HMRC submissions)
  • Communicating with you about services or regulatory changes
  1. Sharing Your Information

We do not sell your data. We may share it only with:

  • HMRC and other regulatory bodies as legally required
  • Trusted service providers (e.g., secure cloud accounting platforms) under strict confidentiality agreements
  1. Data Retention

We retain client data for a minimum of six years in line with HMRC requirements unless a longer period is required for legal or operational reasons.

  1. Your Rights

You have rights under the UK GDPR, including the right to access, rectify, erase, restrict processing, and object. You may also lodge a complaint with the ICO.

  1. Security Measures

We use secure encrypted systems and industry-standard safeguards to protect your information.

  1. Contact

To make a data request or raise a concern, email: Catia.Franco@cpfranco.co.uk