Privacy Notice – CorpWise Ltd

Introduction

CorpWise Ltd (“we”, “us”, “our”) is committed to protecting your privacy. This Privacy Notice explains how we collect, use, and protect your personal data. It also outlines your rights under data protection laws, including the UK General Data Protection Regulation (UK GDPR).

Who We Are

CorpWise Ltd provides tax advisory, business advisory, accounting, bookkeeping, payroll, and VAT services. Our registered office is 167-169 Great Portland Street, London W1W 5PF. If you have any questions about this notice, you can contact us at [Insert Contact Email].

How Do We Receive Your Information?

We may receive information about you from:

• Directly from you – When you fill in forms, use our website, or communicate with us via phone, email, or in person.

• Other CorpWise Ltd group companies – Where applicable.

• From individuals or firms acting on your or our behalf – Including solicitors, accountants, financial advisers, and platform providers.

• Data aggregators, marketing agencies, and analytics providers – Who collect information from various sources, including publicly available records.

• Credit reference agencies and verification service providers – Who help with compliance checks.

• Public sources – Such as Companies House, the electoral roll, media, and social platforms.

• When conducting due diligence on potential clients or partners – As part of business acquisitions or onboarding processes.

What Information Do We Collect from You?

We may collect and process the following types of personal data:

• Contact information – Name, address, email, phone number.

• Identification data – Passport, driving license, or national insurance number.

• Financial information – Tax details, bank account information, business financials.

• Employment and business details – Company ownership, job title, directorships.

• Communication data – Records of communications via phone, email, or messaging platforms.

• Technical information – IP addresses, website usage, and device details.

• Sensitive personal data – In limited cases, with your explicit consent.

How Will We Use the Information We Collect About You?

We process your data:

• To fulfill our contract with you – Including providing tax, business, and financial services.

• To comply with legal obligations – Such as tax reporting to HMRC, regulatory compliance, and fraud prevention.

• To conduct identity verification – Including anti-money laundering checks.

• To communicate with you – About services, legal updates, or business matters.

• For business development – To improve our services, run analytics, and conduct marketing.

Who We Share Your Information With

We may share your information with:

• Regulatory authorities – Including HMRC, Companies House, and financial regulators.

• Software providers – Such as Xero, QuickBooks, and other platforms used in service delivery.

• Third-party service providers – Who assist in IT support, cloud storage, or compliance.

• Legal and professional advisers – In cases requiring legal or tax guidance.

How We Store and Protect Your Data

Your data is securely stored using:

• Cloud storage and in-house servers – Ensuring compliance with security standards.

• Access controls – Restricting access to authorized personnel only.

• Encryption and security monitoring – To prevent unauthorized access or breaches.

Your Rights

Under UK GDPR, you have the right to:

• Access, correct, or delete your data.

• Restrict or object to data processing.

• Withdraw consent where applicable.

• Request data portability.

To exercise your rights, contact us at [Insert Contact Email].

How Long Do We Keep Your Data?

We retain data as required by law, typically for six years to comply with tax and regulatory requirements.

Changes to This Privacy Notice

We may update this notice periodically. Any changes will be posted on our website with an updated effective date.

Contact Us

CorpWise Ltd
167-169 Great Portland Street, London W1W 5PF