Your information and privacy

Privacy Policy

This notice explains how personal information is handled when you use the IBISS & CO Birmingham website or contact the Birmingham office.

IBISS & CO Birmingham is a branch of IBISS & CO Limited. This Birmingham notice should be read alongside the main firm’s Privacy Policy and Legal & Disclaimer.

1. Who we are

IBISS & CO Birmingham is the Birmingham office of IBISS & CO Limited. This website supports the Birmingham office and its local enquiries while forming part of the wider IBISS & CO firm.

Websitehttps://ibissandcobham.com/
Birmingham office475 Bordesley Green East, Birmingham, B33 8PP
Telephone0121 314 2333
Birmingham contactadmin@ibissandcobham.com
FirmIBISS & CO Limited
Main firm websiteibissandco.com

For information about the wider firm’s privacy practices, see the main IBISS & CO Privacy Policy.

2. Information we collect

When you use the Birmingham website’s enquiry form, we collect the information you provide so we can review and respond to your enquiry.

  • Your name.
  • Your email address.
  • Your phone number.
  • The message or enquiry you submit.
  • The date and time of the submission.

The enquiry is stored in WordPress using Forminator and a notification is configured to be sent to the Birmingham team.

Please do not send highly sensitive financial documents through the general enquiry form. We can arrange a more appropriate way to exchange documents if necessary.

Website and technical information

Like most websites, the site may also process technical information needed for security, operation and consent management. Any analytics or optional cookies should only be described here when they are confirmed as active on the Birmingham website.

3. How we use personal information

Personal information submitted through the enquiry form is intended to be used to:

  • read and respond to your enquiry;
  • identify the accounting, tax or business support that may be relevant;
  • communicate with you about the enquiry and any next steps you request;
  • maintain appropriate business and security records; and
  • comply with applicable legal or regulatory requirements where relevant.

The contact form should not automatically add people to marketing lists unless a separate, appropriate marketing choice and lawful basis are implemented.

4. Lawful bases for using your information

We process personal information only where we have a lawful basis to do so. Depending on the reason for your contact, this may include:

  • Legitimate interests — to respond to genuine business enquiries, operate the website securely and manage normal business communications.
  • Steps before entering into a contract — where you ask us to discuss or provide accounting, tax or related professional services.
  • Legal obligations — where we must keep, use or disclose information to comply with applicable law, regulation or professional requirements.
  • Consent — where consent is specifically requested for an optional activity, such as marketing communications or non-essential cookies.

Submitting a general enquiry does not automatically subscribe you to marketing. Marketing should only be sent where there is a separate lawful basis and appropriate choice.

5. Who we share personal information with

We limit access to people and service providers who need the information for the purposes described in this notice. This may include:

  • authorised members of the IBISS & CO Birmingham team and, where appropriate, colleagues within IBISS & CO Limited;
  • website hosting, WordPress and Forminator systems used to operate the site and store enquiry submissions;
  • email providers used to deliver enquiry notifications and correspondence;
  • website maintenance or technology providers acting on our instructions;
  • professional advisers, regulators, courts, law-enforcement bodies or public authorities where disclosure is legally required or otherwise properly justified.

Where a supplier processes personal information for us, we expect it to do so under appropriate contractual and security arrangements. If information is transferred outside the UK, appropriate safeguards should be used where required.

Retention schedule to confirm

6. How long we keep personal information

We keep personal information only for as long as it is reasonably needed for the purpose for which it was collected, including responding to your enquiry and meeting applicable legal, regulatory, professional and record-keeping requirements.

When information is no longer required, it should be deleted or anonymised in line with the firm’s retention arrangements.

Before publication: confirm the practical retention period for Forminator enquiries, notification emails, diagnostic logs and backups so the website notice and actual settings remain consistent.

7. Your data protection rights

Depending on the circumstances and the lawful basis being used, UK data protection law may give you rights over your personal information.

AccessAsk for a copy of personal information held about you.
CorrectionAsk for inaccurate or incomplete information to be corrected.
ErasureAsk for information to be deleted where the legal conditions apply.
RestrictionAsk for use of your information to be limited in certain circumstances.
ObjectionObject to certain processing, including some uses based on legitimate interests.
PortabilityIn some circumstances, ask to receive information in a portable format.

Some rights are subject to legal conditions and exemptions. The organisation may need to confirm your identity before responding to a request.

Live cookie check required

8. Cookies and website data

Cookies and similar technologies may be used to operate the website, remember choices, protect forms and understand how the site is used. Essential technologies may operate where they are necessary for the website to function.

Where non-essential analytics or marketing technologies are used, visitors should be given an appropriate choice through the site’s consent mechanism before those technologies are activated.

The main IBISS & CO privacy policy also explains the wider firm’s approach to cookies and analytics. The Birmingham website’s final wording should match the tools actually active on this domain.

9. Contact us about privacy

For questions or requests relating to personal information submitted through the Birmingham website, contact:

IBISS & CO Birmingham
475 Bordesley Green East, Birmingham, B33 8PP
0121 314 2333
admin@ibissandcobham.com

You can also refer to the main firm’s Privacy Policy for wider IBISS & CO privacy information.

Complaints

You also have the right to raise concerns with the UK’s data protection regulator, the Information Commissioner’s Office (ICO). Visit ico.org.uk for current complaint information.

Two details still need confirming before publication.

The policy is now aligned to the Birmingham office’s relationship with IBISS & CO Limited and the new Forminator enquiry process. These remaining operational details should match the live website.

1. Retention scheduleConfirm how long Forminator submissions, notification emails, logs and relevant backups are retained.
2. Cookies / analyticsCheck the live Birmingham domain and ensure this section matches any analytics, security, consent or optional-cookie tools actually in use.
Monday email checkConfirm the Forminator notification reaches Sunil’s inbox or Spam/Junk. This is an operational form-delivery check rather than a privacy-policy content change.
Main legal termsKeep the Birmingham footer linked to the main firm’s Legal & Disclaimer page unless a Birmingham-specific legal notice is later required.

Have a privacy question?

Contact the Birmingham team if you have a question about personal information submitted through this website.

Email the Birmingham team ↗