Terms

Privacy and Anti-Spam Policy

Updated: September 2015

Huron Partners LLP is committed to maintaining the confidentiality of personal information that has been provided to us by our clients and others. This Privacy and Anti-Spam Policy has been prepared to confirm such commitment and to assist you in understanding the type of Personal Information that we may collect from you and from others, how we may use that Personal Information, to whom we may disclose it, and how we safeguard that Personal Information and your privacy. We are committed to collecting, using and disclosing Personal Information in a responsible manner, and only to the extent necessary for the services we provide. Our confidentiality obligations as a public accounting firm are governed by the Rules of Professional Conduct as set out by the Chartered Professional Accountants of Ontario (The Institute of Chartered Accountants of Ontario). In addition, this Privacy and Anti-Spam Policy has been developed to comply with the Personal Information Protection and Electronic Documents Act (“PIPEDA”) and the Canadian Anti-Spam Legislation (“CASL”).

Collection, Use and Disclosure of Personal Information

Personal Information means information about an identifiable individual. Personal Information would include such things as a person’s home address and telephone number, e-mail address, age, gender, race, height and weight, information about the person’s health, political views, income and activities. Personal Information does not include certain business information, specifically, a person’s title at work, business address and business telephone number.

Huron Partners LLP collects, uses and discloses Personal Information as required to provide our clients with accounting, taxation and business advice and to otherwise assist them with their accounting, taxation and business issues. If we wish to collect Personal Information from you, we will inform you before gathering the information, and will explain to you how we intend to use the information. The Personal Information that we typically collect includes contact information (addresses, telephone numbers, facsimile numbers and e-mail addresses) in order to reach you to discuss your accounting, taxation and business issues and to send you our accounts for services rendered, as well as information relating to your particular accounting, taxation and business issues. We may collect this information directly from you or from third parties with appropriate consent provided.

In certain circumstances, PIPEDA provides that we may disclose your Personal Information without your consent. Such circumstances include: where required by law or by order of a court or tribunal; where the information is used for the purpose of collecting a debt owed to Huron Partners LLP; where the Personal Information is requested by a government institution to enforce any law; where we believe that the Personal Information relates to a breach of an agreement or a contravention of the laws of Canada or a Province that has been, is being or is about to be committed; and in the case of an emergency that threatens the life, health or security of an individual. In such circumstances, we will not disclose more information than is reasonably necessary.

We will not sell, trade or exchange any Personal Information that we collect. We may collect e-mail and mailing addresses in order to distribute publications prepared by Huron Partners LLP and notifications of upcoming seminars or events that we believe may be of interest to you, but we will not send these messages to you electronically without your express or implied consent, as outlined in CASL.

Security of Your Information

Huron Partners LLP takes all reasonable precautions to safeguard your Personal Information, whether the information is kept electronically or otherwise. This involves ensuring that the only persons who view your Personal Information are those who reasonably have the need to do so, and that where necessary and appropriate, sensitive Personal Information may be locked in filing cabinets or in offices. All of our firm members are trained to collect, use and disclose Personal Information only as necessary to serve our clients’ needs and in accordance with this Privacy Policy. Electronically, all of our computers and our computer network may only be accessed with passwords which are updated regularly.

Huron Partners LLP may use other agents, contractors or companies to perform services on its behalf (eg. accountants, bookkeepers, information technology companies, credit card companies, its lawyers and couriers) and such parties may have limited access to certain Personal Information that we have collected. Occasionally, certain other parties such as Huron Partners LLP’s landlord, cleaners and security personnel and temporary workers may have access to Huron Partners LLP’s premises and may have limited access to certain Personal Information that we have collected. In each case, Huron Partners LLP restricts the third party’s access to Personal Information as much as is reasonably possible. Huron Partners LLP is taking steps to ensure that all third parties that it deals with operate in accordance with privacy policies similar to this one.

Accessing Your Personal Information

With very limited exceptions as set forth in PIPEDA, you are always entitled to access the Personal Information that we have collected from you. We reserve our right to charge you a nominal fee to provide you with such access. If we cannot provide you with access to your Personal Information, we will advise you within 30 days that we are unable to do so, and will tell you, if possible, why we cannot provide you with such access. If you believe that any factual information contained in your Personal Information (as opposed to our professional opinion as to a matter) is incorrect, please advise us so that we can update our records. We may ask you to provide evidence that our files are incorrect. If we do not agree that the Personal Information is incorrect, we will include in our file a note from you that you believe the Personal Information to be incorrect and we will forward such note with the Personal Information if it is sent to third parties.

Use of Our Website

You can visit most pages on our website without giving us any Personal Information about yourself. However, sometimes we do need Personal Information to provide services that you request. Huron Partners LLP only collects Personal Information that you submit voluntarily, such as when you provide your address or other contact information that you choose to provide. Such Personal Information may be collected in the course of registration for a seminar or for the purpose of adding your name and contact information to our mailing list in order to provide you with publications and notifications of upcoming seminars or events that we believe may be of interest to you. By providing us with such information, you consent to our collection and use of your Personal Information for such purposes. We will remove you from our electronic or print mailing lists upon receiving your request in writing for us to do so.

Due to the nature of the internet, however, no data transmission over the internet is fully secure. Please be aware of this before you send us any information through this website as Huron Partners LLP cannot guarantee that any information that you transmit to us will not be intercepted and/or misused by third parties.

Links

Our website may from time to time contain links to other websites that may collect your Personal Information. Huron Partners LLP does not assume any responsibility for their privacy practices or policies, and cannot be held liable for the actions of those third parties. You should review the privacy policies of such parties before providing them with any Personal Information.

Retention of Information

We are required to maintain certain Personal Information for a period of time for various reasons, including in order to be able to answer your questions relating to the services that we provided to you and to meet the requirements of the Chartered Professional Accountants of Ontario (The Institute of Chartered Accountants of Ontario) and our insurers. All Personal Information will be disposed of when appropriate, and in a manner that is secured and which respects your privacy. When we dispose of client information, including Personal Information, our paper files are shredded and information kept electronically is deleted from our computers and computer network. When we dispose of old computer equipment, we ensure that all information, including Personal Information, is “wiped clean” from such equipment before it is disposed of.

Questions and Concerns

If you wish to make a formal complaint about our privacy practices, please forward your complaint in writing to our Privacy Partner. The Privacy Partner will acknowledge receipt of your complaint and ensure that the matter is investigated promptly. The Privacy Partner will also provide you with a written notice outlining the decision reached by Huron Partners LLP after investigating your complaint, the reasons for such decision and any steps taken or that will be taken by Huron Partners LLP in connection with your complaint.

If you are unhappy with the decisions reached by Huron Partners LLP, or have a general inquiry about privacy legislation, the Information and Privacy Commissioner of Canada oversees the administration of the privacy legislation in the private sector. The Commissioner also acts as a kind of ombudsman for disputes relating to the privacy legislation. You can contact the Information and Privacy Commissioner at:

112 Kent Street
Ottawa, Ontario
K1A 1H3
Tel: 1.800.282.1376
Fax: 613.947.6850
Email: info@privcom.gc.ca
www.privcom.gc.ca

Huron Partners LLP reserves the right to amend this Privacy and Anti-Spam Policy at any time and from time to time and we encourage you to refer back to this Privacy and Anti-Spam Policy regularly. Any amendment to this Privacy and Anti-Spam Policy will apply to the Personal Information collected, used or disclosed from and after the date of such amendment.

If you have any questions or concerns with respect to our privacy practices, please do not hesitate to call our Privacy Partner at:

Privacy Partner

Huron Partners LLP, Chartered Professional Accountants
4311 Village Centre Court, Suite 201
Mississauga, Ontario L4Z 1S2
Tel: (905) 848-8830
Fax: (905) 848-6920
Email: info@huronpartnersllp.com

Blog Policy

Updated: September 2015

The information and opinions contained on our blog are provided for guidance purposes only. Any use of the content contained within is at the full risk and discretion of the user and is their sole responsibility. As our advice with respect to any particular issue would vary on a case by case basis, Huron Partners LLP recommends that professional consultation is sought before acting on any information or opinions contained within.

We have gone to great efforts to ensure that the information presented is accurate and well-founded; however, we are not responsible for any inaccuracies or inconsistencies that may occur on our behalf or on the part of contributors. In no event will Huron Partners LLP, including its partners, affiliates and employees, be held liable to you or any other party for actions reliant on the information contained within our blog.

The blog may contain links to sites outside of Huron Partners LLP’s control. We do not support or condone any of the advice or information found on third-party sites.

Copyright & Disclaimer

Updated: September 2015

Website

The materials on the Huron Partners LLP website are provided for informational purposes only. Accessing this information does not suggest that Huron Partners LLP or any of its partners are practicing in a jurisdiction other than those in which its offices are physically situated. The information does not constitute accounting, taxation or business advice or an opinion on any issue. The information may, as a result of the passage of time, changes in accounting standards or tax legislation, no longer be accurate. Although we endeavor to ensure the accuracy of the information, it should not be relied upon without receiving advice from a qualified accountant.

You may display on your computer, download and print a copy of the material on our website for non-commercial, personal or educational purposes only, provided that the content is not modified and that each copy of such materials identifies the source and bears our copyright notice “Huron Partners LLP”. However, no part of any document on our website may be reproduced or transmitted for any other purpose without the prior written permission of Huron Partners LLP. Enquiries can be directed to Huron Partners LLP.

Email

While we encourage you to contact us via email, it should be noted that the act of sending us an email does not make us your accountants. You will not be considered a client of the firm until such a point that we have agreed to act on your behalf.

Until an accountant-client relationship has been established, any information included in your email cannot be considered confidential and no information provided to you can be relied upon as accounting, taxation or business advice.

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