Standard Terms of Business
Details of the firm's professional registrations, including audit registration, can be found at www.rostance.co.uk
The firm is a member of ICAEW and its code of ethics can be found at www.icaew.com/regulations.
The firm’s professional indemnity insurer is Allied World Assurance Company (Europe) Limited, of 20 Fenchurch Street, 18th and 19th Floors, London EC3M 3BY.
The territorial coverage is worldwide excluding professional business carried out from an office in the United States of America or Canada and excludes any action for a claim brought in any court in the United States of America or Canada.
Where the firm or its associates earn commission in respect of transactions we arrange for you, our fees otherwise payable by you will not be abated by such amounts.
We are regulated by the Institute of Chartered Accountants in England and Wales to provide certain credit-related services where these are complementary to or arise out of the professional services we are providing to you. Such services may include providing details for a third party to provide finance to pay our fees. If, during the provision of professional services to you, you need advice beyond what we are permitted to do, we may have to refer you to someone who is authorised by the Financial Conduct Authority, as we are not.
Interest on client monies will be calculated using the prevailing rate applied by Bank of England.
The firm is not wholly owned and/or controlled by a single member.
The firm accepts settlement of fees by certain credit cards.
When dealing with HMRC, we will ensure that our quality control procedures match or enhance the suggestions in their Agent Toolkits.
The principal contact at the firm if you would like to discuss any aspect of our services is Mr Andrew Pountney who can be contacted on 01543 570222. A copy of the firm’s privacy notice may be found here.
We are not licensed or authorised for the reserved legal activity of non-contentious probate.
Consequently, any work we do for you on closely aligned activities, such as estate administration or inheritance tax advice, will not be covered by the ICAEW Probate Compensation Scheme and you will not have access to the Legal Ombudsman, nor will our advice be covered by legal professional privilege.
The duration of the data processing for this engagement will be until notified otherwise.
The nature and purpose of the data processing is payroll & administration.
The types of personal data to be processed are:
Names, Addresses, Dates of birth, Telephone numbers, Email addresses, Employee/payroll numbers, National insurance numbers, Salaries, Pension membership details, bank account details, credit/debit card numbers, tax reference numbers, passport numbers, driving licence numbers.
There is no special personal data being processed.
The categories of data subjects are:
The contact at the firm if you would like to contact us about any data protection issue is Andrew Pountney who can be contacted on 01543 570222.