Privacy Policy

Confidentiality Policy

Information provided to Whately Accounting by customers about personal matters will be treated as information to be held in trust, and will not be disclosed to persons who are not involved in providing continuing care without the express consent of the customer involved, or where appropriate, the consent of the customer’s carer.


Information includes verbal, written, information in computer or any other form.

Personal matters includes information relating to people’s age, health, medicines, disabilities, family status, or any other information that can reasonably be taken to be personal or sensitive.

Disclosure includes talking about, writing about, or discussing in any way.


1. When information is transferred with the consent of the person or their carer, they shall be provided with copies of the information.

2. Copies of any information transferred will be filed in the business and available for access to the persons involved, their carers, or other professionals to provide continuity of care.

3. Written or other information will be handled in such a way that unauthorised persons cannot view it, and will only be accessible to staff who have a legitimate need to know in order to provide continuing care.

4. Conversations between staff members within the buciness concerning customers’ personal matters must be conducted in such a manner that they cannot be easily overheard by other customers, and no conversations will be held in any public place regarding customers’ personal information.

5. Whenever information is transferred from one person to another it will always be done in a respectful manner, and only such information as is necessary to ensure good and continuous care will be offered.