Privacy Notice

Aureus Audit Limited is a firm regulated by the Institute of Chartered Accountants in England and Wales (ICAEW). We are committed to protecting your personal data and respecting your privacy. This privacy notice explains how we collect, use, store and share your personal information when you use our website, contact us, or instruct us to provide services.

Who we are

Aureus Audit Limited is the data controller for the personal data we process in connection with our services and website.

If you have any questions about this privacy notice or how we use your personal data, please contact:

Frances Howard
frances.howard@aureusaudit.com
07583 527936

What personal data we collect

We may collect and process the following information:

• Identity      details, such as your name, date of birth, and where required,      identification documents.
• Contact      details, such as your address, email address, and telephone number.
• Business      and financial information needed to provide accountancy, tax, audit, or      advisory services.
• Technical      information, such as IP address, browser type, and website usage data.
• Information      needed to meet legal, regulatory, anti-money laundering, audit,      professional, or ethical obligations.

How we use your personal data

We use your personal data to:

• Provide      accountancy, tax, audit, and related professional services.
• Respond      to enquiries and communicate with you.
• Meet      our legal, regulatory, and professional obligations.
• Carry      out client due diligence, anti-money laundering checks, and identity      verification.
• Manage      complaints, quality reviews, and regulatory requirements.
• Maintain      and improve our website, systems, and services.

We only process your personal data where we have a lawful basis to do so, including performance of a contract, compliance with a legal obligation, legitimate interests, or consent where required.

ICAEW and regulatory obligations

As an ICAEW-regulated firm, we may be required to keep records, cooperate with regulatory reviews, and disclose information where necessary to comply with our professional obligations and applicable law. This may include sharing information with ICAEW, HMRC, law enforcement, or other competent authorities where required.

Sharing your information

We may share your personal data with:

• HMRC      and other government or regulatory bodies.
• ICAEW      or other professional/regulatory authorities where required.
• Third-party      service providers such as software, cloud hosting, IT, and compliance      providers.
• Professional      advisers, insurers, or other parties where necessary for our services or      legal obligations.

We require third parties to keep your information secure and to use it only for lawful purposes.

International transfers

If we transfer your personal data outside the UK, we will ensure appropriate safeguards are in place to protect it in accordance with UK data protection law.

How long we keep your data

We keep personal data only for as long as necessary for the purposes for which it was collected, including to meet legal, tax, accounting, regulatory, and professional record-keeping requirements.

Your rights

You have rights in relation to your personal data, which may include:

• The      right to access your data.
• The      right to correct inaccurate data.
• The      right to request erasure in certain circumstances.
• The      right to restrict or object to processing.
• The      right to data portability.
• The      right to withdraw consent where processing is based on consent.

To exercise any of these rights, please contact us using the details above.

Cookies

Our website may use cookies and similar technologies to improve performance, analyse traffic, and enhance user experience. You can manage cookies through your browser settings.

Security

We use appropriate technical and organisational measures to protect your personal data from loss, misuse, unauthorised access, alteration, or disclosure.

Complaints

If you are unhappy with how we have handled your personal data, please contact us first so we can try to resolve your concern. You also have the right to complain to the Information Commissioner’s Office (ICO).

Changes to this notice

We may update this privacy notice from time to time. Any changes will be published on this page with an updated revision date.

Updated 1 June 2026