Privacy notice

1. About this notice

Atika Financial Partner Limited (“Atika Financial”, “we”, “us” or “our”) respects your privacy and is committed to protecting personal information.

This notice explains what information we collect, why we collect it, how we use it, who we may share it with, and how we protect it.

2. Information we collect

Depending on how you interact with us, we may collect:

• Name and contact details
• Business and company information
• Information provided through enquiries and consultations
• Information required to provide accounting, tax and financial administration services
• Identity and verification information where required
• Financial and accounting information where required for our services
• Correspondence and communications
• Website and technical information
• Information required to meet legal, regulatory, tax and anti-money laundering obligations

3. How we use your information

We use personal information to:

• Respond to enquiries
• Arrange consultations
• Assess and onboard clients
• Provide accounting, tax and financial administration services
• Communicate with clients
• Manage our business relationship with clients
• Process payments and billing
• Meet legal and regulatory obligations
• Carry out identity and anti-money laundering checks where required
• Maintain appropriate business and accounting records
• Protect our business, clients and systems
• Improve our website and services

4. Legal basis

Depending on the circumstances, we process personal information because it is:

• Necessary to provide services or take steps at your request before entering into a contract
• Necessary to comply with a legal or regulatory obligation
• Necessary for our legitimate business interests
• Based on consent where consent is required

5. Information sharing

We may share information where necessary with:

• HM Revenue & Customs
• Companies House
• Relevant regulatory or law-enforcement authorities
• Professional advisers
• Accounting, tax, document management, payment, scheduling and other service providers supporting our business
• Other parties where required or permitted by law

6. Keeping information secure

We take appropriate technical and organisational measures to protect personal information against unauthorised access, loss, misuse, alteration or disclosure.

7. How long we keep information

We retain information for as long as reasonably necessary for the purpose for which it was collected and to meet applicable legal, regulatory, accounting and record-keeping requirements.

Where anti-money laundering requirements apply, relevant records are retained in accordance with those requirements.

8. Your rights

Subject to applicable law, you may have rights including:

• Access to your personal information
• Correction of inaccurate information
• Erasure in certain circumstances
• Restriction of processing in certain circumstances
• Objection to certain processing
• Data portability where applicable
• Withdrawal of consent where processing relies on consent

9. Contact and updates

To exercise a privacy right, contact enquiries@atikafinancial.com.

You also have the right to raise a concern with the Information Commissioner’s Office.

We may update this notice from time to time to reflect changes in our services, technology or legal obligations.

Last updated: September 2026