ACCO FINANCIAL SERVICES INC.  privacy policy

 

ACCO FINANCIAL SERVICES INC. respects the privacy rights of our clients and personnel, and is committed to protecting all personal information in our possession or control. We have adopted this Privacy Policy to guide how we collect, use and disclose the personal information we require in the course of fulfilling our professional responsibilities and operating our business. This Privacy Policy applies to all subsidiaries and associated companies and partnerships of ACCO FINANCIAL SERVICES INC. (collectively referred to in this Privacy Policy as “ACCO FINANCIAL SERVICES INC.”, “we”, “our” or “us”).

ACCO FINANCIAL SERVICES INC. takes the privacy of our clients and our personnel very seriously. We have developed this Privacy Policy to clearly define our ongoing commitment to protecting the privacy rights of our clients and ACCO FINANCIAL SERVICES INC. personnel. Certain of the practices discussed in this Privacy Policy reflect requirements set out in Canadian federal and/or provincial privacy legislation. ACCO FINANCIAL SERVICES INC.’s policy is to at all times adhere to the requirements of applicable law and professional responsibilities, and to be responsive to our clients and personnel who expect us to respect their privacy and to protect their personal information.

For purposes of this Privacy Policy, the term “personal information” means information about an identifiable individual, as more specifically defined by applicable privacy legislation.

ACCO FINANCIAL SERVICES INC. is accountable for all personal information in our possession or control. This includes any personal information that we receive directly, for example, from individual clients and ACCO FINANCIAL SERVICES INC. personnel, as well as any personal information that we may receive indirectly, for example, through corporate and government clients. We have established policies and procedures aimed at protecting the personal information of our clients and ACCO FINANCIAL SERVICES INC. personnel. We have appointed a Privacy Officer to oversee privacy issues for ACCO FINANCIAL SERVICES INC.. We have also educated ACCO FINANCIAL SERVICES INC. personnel about our Privacy Policy and their role in protecting the personal information of our clients and personnel. If you have questions about our privacy practices, you are free to contact our Privacy Officer at info@accoservices,.com or at (514) 449-1292.

In most instances, ACCO FINANCIAL SERVICES INC. will collect, use or disclose personal information about clients only for the purpose of providing professional services, to comply with applicable laws, regulations and professional standards, or for the purpose of obtaining technological, administrative, analytical and clerical services or support.

Client personal information may also be collected, used or disclosed internally for the purpose of compliance with ACCO FINANCIAL SERVICES INC. policies and processes, in the performance of quality reviews, or in order to allow us to offer services or products that may be of interest to clients.

ACCO FINANCIAL SERVICES INC. may also collect, use or disclose personal information about clients, prospective clients and alumni for marketing purposes, including client relationship development  which may include (i) developing and maintaining and generate insights into our relationship with you, (ii) conducting research to develop, evaluate, and improve our services, and (iii) communicating with you products, services, offers, news and information updates or invitations to ACCO FINANCIAL SERVICES INC. hosted and sponsored events that may be of interest to you. You can withdraw your consent to the use and disclosure of your personal information for marketing purposes by contacting info@accoservices.com or at (514) 449-1292. 

ACCO FINANCIAL SERVICES INC. may also aggregate personal information with information from other sources for the purpose of improving quality and service, and for use in presentations to clients and non-clients, in a form where such information is sufficiently de-identified so as not to be attributable to any individual or organization.

ACCO FINANCIAL SERVICES INC. collects, uses, and discloses personal information about ACCO FINANCIAL SERVICES INC. personnel in order to pay them, to comply with laws, regulations and professional standards, to provide them with benefits, to administer performance management tools, to administer, manage, enforce and monitor compliance with ACCO FINANCIAL SERVICES INC. programs, policies and employee relations, and generally to establish, manage or terminate the employment or partnership relationship.

ACCO FINANCIAL SERVICES INC. may also collect, use, or disclose personal information about ACCO FINANCIAL SERVICES INC. partners, employees and individuals seeking employment with ACCO FINANCIAL SERVICES INC. to develop business metrics and analytics, and to evaluate the effectiveness of our policies, programs, and processes.

We may also collect, use, or disclose ACCO FINANCIAL SERVICES INC. partner and employee personal information in the course of investigating, negotiating or completing a sale, financing or other business transaction involving all or any part of our business.

We may collect, use, and disclose personal information about individuals seeking employment or partnership with ACCO FINANCIAL SERVICES INC. for the purpose of evaluating their application, to communicate with them regarding employment or partnership opportunities that may be of interest, and for the purpose of evaluating or monitoring ACCO FINANCIAL SERVICES INC. policies, programs and practices.

At or before the time that ACCO FINANCIAL SERVICES INC. collects personal information, we will inform ACCO FINANCIAL SERVICES INC. personnel of the reasons why we require such information, what use will be made of it, and with whom it may be shared, except where we are permitted or required by law to collect, use, or disclose personal information without providing such notice. For example, collection may occur without notice or consent as permitted by law in the course of an investigation.

We collect personal information about clients and ACCO FINANCIAL SERVICES INC. personnel for the above purposes directly from you, or indirectly from third party sources (including publicly available sources, suppliers, vendors, , previous employers, public websites, educational institutions, and social media) as permitted by applicable law.

Our website is managed by ACCO FINANCIAL SERVICES INC. and may use cookies. Where cookies are used, a statement will be sent to your browser explaining the use of cookies. For more information on cookies managed on our websites, please refer to ACCO FINANCIAL SERVICES INC. privacy policy.

ACCO FINANCIAL SERVICES INC. and our third-party service providers may use cookies and other marketing automation tools for the purposes of tracking behaviour and preferences in order to deliver personalized content in advertising and marketing to you. These cookies and marketing automation tools also assist ACCO FINANCIAL SERVICES INC. with understanding the content you engage with, as well as measuring the performance of our content and advertising campaigns. You can manage and control cookies through your browser, including removing cookies by deleting them from your ‘browser history’ (cache) when you leave the site.

The terms and conditions of every ACCO FINANCIAL SERVICES INC. professional services engagement are documented in an engagement letter. These terms and conditions include a discussion about how ACCO FINANCIAL SERVICES INC. may collect, use and disclose client personal information. By signing the engagement letter, the client is providing its consent to the collection, use and disclosure of personal information described in the terms and conditions. If a client provides us with personal information relating to a third party, by signing the engagement letter the client represents and warrants that they have obtained consent from the third party to allow us to collect, use and disclose their personal information as described in the engagement letter.

In compliance with professional standards, we keep a record of the work performed by ACCO FINANCIAL SERVICES INC. personnel. This record, or “working papers”, may include personal information and will be retained until such working papers are no longer reasonably required for legal, administrative, audit, regulatory or professional purposes.

ACCO FINANCIAL SERVICES INC. retains personal information about current and past ACCO FINANCIAL SERVICES INC. personnel in accordance with employment laws and standards and Canadian federal and provincial privacy legislation. We will destroy human resources and other files containing ACCO FINANCIAL SERVICES INC. partner and employee personal information when such information is no longer reasonably required for legal, administrative, audit or regulatory purposes. Certain additional information may be retained to administer and to keep former ACCO FINANCIAL SERVICES INC. personnel informed about our Alumni Program. Former ACCO FINANCIAL SERVICES INC. personnel may request at any time that they not be contacted about the Alumni Program.

Personal information collected from individuals seeking employment or partnership with ACCO FINANCIAL SERVICES INC. will be retained by ACCO FINANCIAL SERVICES INC. only for as long as necessary for the fulfillment of the purposes for which we have your consent for and destroyed when such information is no longer reasonably required for legal, administrative, audit or regulatory purposes. If a candidate is hired, the personal information collected during the application process will be retained in order to establish, manage and terminate the employment relationship.

In order to provide clients with a professional level of service and ACCO FINANCIAL SERVICES INC. personnel with appropriate benefits, the personal information that we collect must be accurate, complete and current. From time to time, clients and ACCO FINANCIAL SERVICES INC. personnel may be asked to update their personal information. You are encouraged to advise us of any changes to your personal information.

Clients are encouraged to contact their engagement partner to update their personal information.

ACCO FINANCIAL SERVICES INC. will protect personal information by using physically secure facilities, industry standard security tools and practices, and clearly defined internal policies and practices. Security measures are in place to prevent the loss, misuse and alteration of the personal information under our control. Personal information is stored in secure environments that are not available to the public (e.g., restricted access premises, locked rooms and filing cabinets). To prevent unauthorized electronic access to personal information, any information that is stored in electronic form is protected in a secure electronic and physical environment

We are responsible for all personal information transferred to third party service providers. We require third party service providers to respect the confidentiality of personal information and all legal requirements under applicable Canadian federal and provincial privacy legislation, and to agree to contractual requirements that are consistent with this Privacy Policy. These third-party service providers are prohibited from using personal information except for the specific purpose(s) for which we supply it to them.

Personal information files are maintained in our offices or on our servers (or those of our service providers) and are accessible by authorized personnel, agents and mandataries who require access in connection with their job responsibilities.

Clients have the right to review and obtain a copy of their personal information on record in our individual offices by contacting their engagement partner.

The right to access personal information is subject to certain legal restrictions and we will take reasonable steps to verify your identity before providing access. .