Protecting your privacy is very important to us. Our commitment to our clients and others is to respect and protect the privacy and confidentiality of personal and business information that is entrusted to us in the course of rendering services to our client.
Our firm collects personal information for the following limited purposes:
- to assist us in providing services pertaining to the preparation of your financial statements;
- for the preparation of your taxation and other returns as required for various governmental and other regulatory purposes;
- to advise you on personal financial planning, retirement and succession planning, and other business and personal advisory services; and
- to understand your needs and determine the suitability of other services we may be able to offer you.
APEX CHARTERED PROFESSIONAL ACCOUNTANT is committed to ensuring that you are aware of how your personal information is used. We will not collect, use, or disclose your personal information without your consent. By providing us with your personal information for the purposes listed above, you consent to our collection and use of the information for those purposes. With respect to personal information that you provide for the preparation of your tax and other returns, you consent to our transmitting such personal information to the appropriate government or regulatory authorities.
If we wish to collect your personal information for purposes other than stated above, we may request that you consent, verbally or in writing, to such collection. If we wish to use personal information that we have already collected, for a purpose other than stated above, then we will first seek your consent to such use.
We may periodically request written confirmation from you to ensure that the personal information collected and maintained by us is up-to-date and accurate. We also may ensure that we have your continuing consent to the use and retention of your personal information.
You have the right to refuse or withdraw your consent to the collection, use, and disclosure of your personal information at any time. In some cases such refusal or withdrawal may prohibit or adversely affect the completion of our professional engagement. We will advise you if that is the case.
APEX CHARTERED PROFESSIONAL ACCOUNTANT will disclose your personal information, for other than the purposes stated above, only if required to do so by law. We will notify you of any such disclosure and provide you with the reason that obligates us to release the personal information.
APEX CHARTERED PROFESSIONAL ACCOUNTANT restricts the collection of personal information only to that information that is necessary for the limited purposes noted above. We are committed to collecting personal information in a fair, open and lawful manner.
For this reason, our firm does not indiscriminately collect personal information. We collect personal information to fulfill the above-noted purposes only, and for no other purposes.
APEX CHARTERED PROFESSIONAL ACCOUNTANT does not use personal information for purposes other than those for which it was originally collected, unless it has first obtained the consent of the person from whom such information was received. We retain personal information only for as long as it is needed and only for the fulfillment of the purposes for which it was originally collected.
APEX CHARTERED PROFESSIONAL ACCOUNTANT is committed to maintaining accurate, complete and up-to-date personal information. If you are aware of changes to the personal information you have given to us, simply inform us of the changes and we will update our records accordingly.
APEX CHARTERED PROFESSIONAL ACCOUNTANT has developed and implemented security safeguards appropriate to the sensitivity of the personal information kept by us. These security safeguards include physical security measures, such as locked cabinet storage and restricted access to areas where personal information is stored.
We have and will continue to take every safeguard to protect the confidentiality of electronically transferred personal information, but may not guarantee absolute assurance that it will not be compromised during transmission.
Any personal information kept by us is disposed of or destroyed once it is no longer needed to meet the purposes for which it was collected.
We are pleased to answer any questions that you may have regarding the collection and maintenance of personal information. Please forward any questions in writing or email to firstname.lastname@example.org.
You can request access to your personal information held by us. However, we reserve the right to confirm the identity of the person seeking access to personal information before complying with any access requests. Please forward your access request in writing or email to email@example.com
If, at any time, you wish to amend your personal information simply inform us in writing.