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Privacy Policy

Privacy Policy

Last updated: [Insert date]

This Privacy Policy explains how R&V (“we”, “us”, “our”) collects, uses, stores, and shares personal information when you visit our website, contact us, or use our services.

“Personal information” means information that identifies you directly or can reasonably identify you.

1) What we collect

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

Information you provide

  • name, job title, company name
  • email address, phone number, postal address
  • enquiry details and messages you send us
  • documents and information required to deliver services (for example: accounting records, tax-related information, registrations, ownership details, and identity verification documents where required)

Information collected automatically

  • device and browser information
  • pages visited and actions taken on the website
  • approximate location (based on IP address)
  • cookies and similar technologies (see “Cookies” below)

Information from third parties

  • information from government portals, registries, banks, payment providers, software platforms, or professional advisers where you’ve authorised sharing or where it’s required to deliver services
  • verification information where identity checks are needed

2) How we use your information

We use personal information to:

  • respond to enquiries and communicate with you
  • assess whether we can take on an engagement
  • provide agreed accounting, tax, compliance, reporting, and advisory services
  • meet legal, regulatory, and professional obligations (including identity checks and recordkeeping where required)
  • manage billing, payments, and administration
  • improve our website, services, and user experience
  • protect our rights, systems, and business (including fraud prevention and security monitoring)

3) Legal basis for processing

Where applicable, we process personal information based on one or more of the following:

  • performance of a contract (to deliver services you request)
  • legitimate interests (to run our business, respond to enquiries, secure our systems, and improve services)
  • legal obligations (to comply with laws, regulations, and professional standards)
  • consent (for example, where you opt in to receive certain communications)

You can withdraw consent at any time where processing is based on consent.

4) Cookies and analytics

Our website may use cookies and similar technologies to:

  • help the website work properly
  • remember preferences (where enabled)
  • understand website traffic and performance

You can control cookies through your browser settings. Blocking some cookies may impact how the website functions.

5) How we share your information

We do not sell your personal information.

We may share personal information with:

  • our staff and contractors who need it to provide services
  • service providers that support our business (for example: IT hosting, cloud storage, practice management tools, email services, analytics, identity verification providers, and payment processors)
  • professional advisers working with your permission (for example: lawyers, auditors, company secretaries, or bankers)
  • government bodies, regulators, or law enforcement where required
  • any party involved in a business restructure or transfer (subject to appropriate safeguards)

We only share what is necessary and expect appropriate confidentiality and security measures.

6) International transfers

If we use service providers or systems located outside your country, your personal information may be transferred and processed internationally. Where this happens, we take reasonable steps to ensure suitable safeguards are in place.

7) Data retention

We keep personal information only as long as needed for:

  • providing services
  • meeting legal, regulatory, and professional recordkeeping obligations
  • resolving disputes and enforcing agreements

Retention periods may vary depending on the type of information and the engagement.

8) Security

We take reasonable technical and organisational measures to protect personal information against unauthorised access, loss, misuse, alteration, or disclosure.

No method of transmission or storage is fully secure, but we aim to use reputable systems and sensible access controls.

9) Your rights

Depending on your location and applicable law, you may have rights to:

  • request access to your personal information
  • request correction of inaccurate or incomplete information
  • request deletion (where permitted)
  • object to certain processing
  • request restriction of processing
  • request data portability
  • withdraw consent (where processing is based on consent)
  • complain to a data protection authority (where applicable)

To make a request, contact us using the details on our Contact page. We may need to verify your identity before responding.

10) Third-party websites

Our website may link to third-party sites. We are not responsible for their content or privacy practices. We recommend reviewing their privacy policies before sharing information.

11) Children’s privacy

Our website and services are not intended for children. We do not knowingly collect personal information from children.

12) Changes to this policy

We may update this Privacy Policy from time to time. The “Last updated” date will reflect the latest version. Continued use of the website and services means you accept the updated policy.

13) Contact

If you have questions about this Privacy Policy or how we handle personal information, please contact us using the details on our Contact page.