Privacy Policy

1. Introduction

Montrogue Limited ("we", "our", "us") is committed to protecting and respecting your privacy. This policy explains how we collect, use, and safeguard your personal information in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

2. Information We Collect

We may collect and process the following data about you:

• Personal identification information (name, email address, phone number, date of birth)
• Financial information (UTR, National Insurance number, tax records)
• Business information (company details, registration numbers)
• Documentation (identification documents, utility bills, bank statements)
• Communication records (emails, phone calls, meeting notes)
• Technical data (IP address, browser type, device information)

3. How We Use Your Information

We use your information to:

• Provide accounting, tax, and business advisory services
• Comply with legal and regulatory obligations
• Communicate with you about our services
• Process payments and maintain financial records
• Improve our services and website functionality
• Send marketing communications (with your consent)

4. Legal Basis for Processing

We process your personal data on the following legal bases:

• Contract: To fulfill our contractual obligations to you
• Legal obligation: To comply with tax, anti-money laundering, and other legal requirements
• Legitimate interests: To operate our business and provide quality services
• Consent: For marketing communications and optional services

5. Data Sharing

We may share your information with:

• HMRC and other tax authorities
• Companies House and regulatory bodies
• Professional advisors and service providers
• Banks and financial institutions (where necessary)
• Third-party software providers (accounting software, secure cloud storage)

We will never sell your personal data to third parties.

6. Data Security

We implement appropriate technical and organizational measures to protect your personal data against unauthorized access, loss, or misuse. This includes encryption, secure servers, access controls, and regular security assessments.

7. Data Retention

We retain your personal data for as long as necessary to provide our services and comply with legal obligations. For accounting records, this is typically 6 years from the end of the last company financial year they relate to, in accordance with UK law.

8. Your Rights

Under UK GDPR, you have the right to:

• Access your personal data
• Rectify inaccurate or incomplete data
• Request erasure of your data (subject to legal obligations)
• Restrict processing of your data
• Object to processing based on legitimate interests
• Data portability
• Withdraw consent at any time
• Lodge a complaint with the Information Commissioner's Office (ICO)

9. Contact Us

For any privacy-related questions or to exercise your rights, please contact us:

10. Changes to This Policy

We may update this privacy policy from time to time. We will notify you of any significant changes by posting the new policy on our website and updating the "Last updated" date.