Cookies & Privacy Policy | Understand & Manage Your Data Today

Privacy Policy

1. Who We Are Fortis & Sol (“we”, “us”, “our”) is the data controller responsible for your personal data. Registered Address: Fortis & Sol Suite 34, Cariocca Business Park, 2 Sawley Road, Manchester, England, M40 8BB Contact details: Email: info@fortisandsol.co.uk Telephone: +44 (0)7933889065 Data Protection Officer: Kaine Meredith Email: K.Meredith@fortisandsol.co.uk

2. Personal Data We Collect We collect: - Contact details (name, email, phone, address) - Identification data for KYC/AML (passport, proof of address) - Financial records and tax information - Communications - Website usage data (IP, cookies, analytics)

3. Sources of Data We collect data from: - You directly - HMRC and tax authorities - Companies House - Referrers and advisers - Public sources

4. How We Use Your Data (Lawful Basis) We use your data under: - Contract (to provide services) - Legal obligation (AML, compliance) - Legitimate interests (business operations) - Consent (marketing) Examples: - KYC → legal obligation - Services → contract - Marketing → consent/legitimate interest - Analytics → consent

5. Data Sharing We may share data with: - HMRC - CIOT and regulators - Software providers (Xero, QuickBooks, AML tools) - Cloud providers - Professional advisers

6. International Transfers We use safeguards such as: - UK adequacy decisions - Standard Contractual Clauses (SCCs)

7. Data Retention - Client records: typically 6 years - AML records: as required by law

8. Your Rights You have rights to: - Access - Rectify - Erase - Restrict - Object - Data portability - Withdraw consent

9. Automated Decision-Making We do not use automated decision-making or profiling.

10. Children’s Data We do not knowingly collect children's data.

11. Marketing - We only send lawful communications - You can opt out at any time

12. Data Security We use appropriate technical and organisational safeguards.

13. Complaints You can complain to: Information Commissioner’s Office (ICO) https://ico.org.uk Wycliffe House, Water Lane, Wilmslow, SK9 5AF