Privacy statement & cookie policy

Who We Are

JMT (Cowbridge) Ltd Chartered Accountants
39 Geraints Way, Cowbridge, CF71 7AY
VAT number: 495 2986 29

Email: contact@jmtchartered.com
Phone: 01446 506144
See our Contact Us page for further details

 

 

JMT (Cowbridge) Ltd is the data controller of the personal data you provide to us.

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When you use our website:

• Information submitted through contact or registration forms (e.g. name, email, phone)

• Technical data (e.g. IP address, browser type/version, device type, operating system)

• Data collected via cookies and other tracking technologies (see our Cookie Policy)

 

When you engage us for professional services:

• Identity and contact details (name, address, email, phone, date of birth)

• Financial data (bank details, income, tax records, accounts)

• Employment or business details (e.g. UTR, NI number, company registration info)

• ID documentation for AML checks (passport, driving licence, utility bills)

• Communication records (emails, calls, letters, meeting notes)

• Third-party data from HMRC, Companies House, prior advisers

• Publicly available information (e.g. social media, company filings)

 

How We Collect Your Data

We may collect personal data:

• Directly from you (via forms, emails, phone calls, meetings)

• Automatically when you visit our website or open our emails

• From third-party sources (e.g. HMRC, Companies House, business partners)

 

We may also gather information about your interaction with our site and content, including:

• Pages visited, time spent, interaction with site features

• Email open rates and link clicks

• URL clickstream data (date, time, navigation paths)

 

Why We Process Your Data

We process your data for one or more of the following purposes:

• To provide services to you under a contract

• To comply with legal obligations (e.g. identity verification, tax law, audit regulation)

• For our legitimate business interests (e.g. internal record-keeping, service improvement)

• With your consent (e.g. for marketing communications)

 

We only rely on consent where it is the lawful basis for processing and you can withdraw it at any time.

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Anti-Money Laundering Compliance

As a firm of chartered accountants, we are subject to the requirements of the Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017.

We are legally obliged to collect and retain certain personal data to comply with these regulations. This includes verifying your identity and, where applicable, the identity of beneficial owners, and maintaining records of the documents and checks performed.

 

This may involve processing:

• Identification documents (e.g. passport, driving licence, utility bills)

• Company ownership or control structures

• Source of funds or wealth (where required)

• Other supporting documentation necessary to carry out due diligence

 

We may also share your personal data with law enforcement or supervisory authorities if required to do so by law, or if we suspect involvement in criminal activity such as money laundering or terrorist financing.

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Data Security & Storage

We take data protection seriously and use appropriate measures to protect your information:

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• Data is stored securely on servers located within the EEA

• Our hosting providers are certified to ISO 27001 standards

• SSL encryption protects form submissions

• Physical, technical, and organisational measures are in place to prevent unauthorised access or misuse

 

Please note: while we do our best to safeguard your data, transmission over the internet is never fully secure.

 

Data Retention

We retain your personal data only for as long as necessary to:

• Fulfil the purposes for which it was collected

• Comply with legal and regulatory obligations

• Establish or defend legal claims

 

Client data is typically retained for at least seven years, in line with professional and statutory requirements.

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Marketing Communications

If you have agreed to receive marketing from us, we may send you updates about services we believe may interest you. You can opt out at any time by emailing contact@jmtchartered.com.

We will not share your data with third-party marketers without your explicit consent.

 

Your Data Protection Rights

You have the following rights under UK GDPR:

• Access – Request copies of your personal data

• Rectification – Correct inaccurate or incomplete data

• Erasure – Request deletion of your data in certain circumstances

• Restriction – Ask us to limit how we use your data

• Objection – Object to our use of your data in some cases

• Portability – Ask us to transfer your data to another organisation

 

To exercise any of these rights, please contact us at contact@jmtchartered.com. We will respond within one month.

 

Cookies

Our website uses cookies to personalise your experience. Cookies are small text files stored on your device to help us analyse web traffic and track website performance. They do not contain personally identifiable information.

 

By using our site, you consent to cookies being placed on your device as outlined in our Cookie Policy.

You may refuse cookies via your browser settings, although this may limit website functionality.

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Children's Privacy

We do not knowingly collect data from anyone under the age of 13. If you believe your child has provided us with personal data without your consent, please contact us and we will take steps to delete it.

 

Links to Other Websites

Our website may contain links to third-party websites. We are not responsible for the content, accuracy, or privacy practices of those sites. You should review their privacy policies before providing personal data.

 

Changes to this Policy

We may update this privacy policy from time to time. The latest version will always be available on our website.
Last updated: 1 August 2025

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Contact Us

If you have any questions about this privacy policy or how we handle your data:

Email: contact@jmtchartered.com
Phone: 01446 506144
Post: JMT (Cowbridge) Ltd, 39 Geraints Way, Cowbridge, CF71 7AY

 

Complaints

If you are unhappy with how we handle your personal data, you can contact the Information Commissioner’s Office (ICO): https://ico.org.uk/global/contact-us