1. Important Information & Who We Are

Calleo Accountancy Limited ("Calleo," "we," "us," or "our") respects your privacy and is committed to protecting your personal data. This Privacy Policy explains how we collect, use, and protect your personal data when you visit our website. It also outlines your rights under data protection laws, including GDPR.

If you have any questions or wish to exercise your rights, please contact our Data Privacy Manager at [contact details]. If you are not satisfied, you have the right to lodge a complaint with the UK Information Commissioner's Office (ICO) at www.ico.org.uk.

2. The Data We Collect

We may collect and process the following personal data:

• Identity Data – Name, title, date of birth (if applicable).

• Contact Data – Address, email, phone number.

• Transaction Data – Payments and service history.

• Technical Data – IP address, browser type, and website usage.

• Profile Data – Preferences, feedback, and interactions with our site.

• Marketing & Communications Data – Your preferences for receiving communications.

We do not collect special categories of personal data (e.g., health or criminal records). If you do not provide required data, we may be unable to provide certain services.

3. How We Collect Your Data

We collect your personal data through:

• Direct interactions – When you complete forms, book an appointment, or contact us.

• Automated technologies – Cookies and analytics tools that track website usage.

• Third parties – Services such as Google Analytics.

4. How We Use Your Data

We process your data under the following legal bases:

• To fulfill contracts – Providing services you request.

• For legitimate interests – Improving services, fraud prevention.

• To comply with legal obligations – Accounting, tax, and regulatory requirements.

We may send you marketing communications if you have opted in. You can opt out at any time.

5. Data Sharing & Transfers

We may share your data with:

• Service providers – IT support, payment processors.

• Regulatory authorities – HMRC or legal entities as required.

• Business partners – Only when necessary for providing services.

We do not transfer your personal data outside the UK.

6. Data Security & Retention

We implement security measures to protect your data against unauthorized access, loss, or misuse. We retain personal data only for as long as necessary for legal and operational purposes.

7. Your Legal Rights

You have rights under data protection laws, including:

• Access – Request a copy of your data.

• Correction – Ask for updates to inaccurate data.

• Deletion – Request data erasure.

• Objection – Challenge data processing.

• Restriction – Limit how we use your data.

• Data portability – Request data transfer.

• Withdraw consent – Stop receiving marketing communications.

To exercise these rights, contact us at [contact details].

8. Cookies & Tracking Technologies

We use cookies to improve website functionality and performance. You can disable cookies via your browser settings, though this may affect site usability.

9. Changes to This Policy

We may update this Privacy Policy from time to time. The latest version will always be available on this page.

Last updated: [5 March 2025]

For further information, please contact us at [contact details].