Legal

Privacy Policy

Last updated: [DATE] · Template — have this reviewed by a data-protection professional before publishing.

1. Who we are

Seaview Accounting ("we", "us", "our") is an accounting practice based on the Isle of Man. We are the data controller responsible for your personal data. We are registered with the Isle of Man Information Commissioner [confirm registration number].

2. The information we collect

Depending on how you interact with us, we may collect:

  • Identity and contact details (name, email, phone, address);
  • Business and financial information needed to provide our services;
  • Know-Your-Customer (KYC) / due-diligence documents, such as proof of identity, proof of address and source-of-funds information;
  • Information you upload to or submit through our client portal;
  • Technical data such as IP address and basic analytics when you use our website.

3. How we use your information

We use your personal data to provide accounting and advisory services, to meet our legal and regulatory obligations (including anti-money-laundering customer due diligence), to communicate with you, and to administer your account and our client portal.

4. Legal basis for processing

We process your data on the basis of: performance of our contract with you; compliance with legal obligations (including the Isle of Man AML/CFT framework); our legitimate interests in running and improving our practice; and, where required, your consent.

5. Sharing your information

We do not sell your data. We may share it with regulators and government bodies where legally required, with trusted service providers (such as secure cloud software and our portal provider) acting on our instructions, and with your other professional advisers where you ask us to.

6. Storage, security and retention

We take appropriate technical and organisational measures to protect your data. We retain records for as long as needed to provide our services and to meet legal and regulatory retention requirements (AML records are typically retained for at least five years after the end of the business relationship).

7. Your rights

Under the Isle of Man Data Protection Act 2018 and applicable data-protection principles you have rights to access, correct, erase, restrict and object to the processing of your personal data, and to data portability, subject to legal limits. To exercise any right, contact us using the details below.

8. Cookies

Our website uses minimal cookies necessary for it to function and, where enabled, basic analytics. You can control cookies through your browser settings.

9. Contact & complaints

For any privacy query or to exercise your rights, email hello@seaviewaccounting.im. If you are unhappy with our response, you may contact the Isle of Man Information Commissioner.