Your privacy

Maximum Rebate uses the records you send to prepare and check your quarterly business records.

Your account manager and authorised staff can access your records. Documents are held privately. Access and changes are recorded.

Document reading uses an external AI provider. It reads documents only; figures are added up in code. This notice still needs approved details about providers, hosting locations and retention.

You can ask your account manager about access, corrections or deletion. Your rights and the firm’s legal obligations will be set out in the approved notice.

This draft is not the final privacy notice. The firm must approve its lawful basis, contact details, retention periods and international transfer wording before using real client data.