Peggs Ruchelman Transfer Pricing Economics Ltd. is committed to protecting your privacy and safeguarding your personal, business and financial information. This statement of our privacy policy and practices applies to all the dealings of our firm’s officers and employees with clients, prospective clients, our vendors and other professional services firms.
The purpose of this statement is to inform you about the types of Personal Information, as defined below, that we collect, use and disclose. It explains how we use and disclose that information, the choices you have regarding such use and disclosure, and how you may correct that information.
We are a private company incorporated under the laws of Ontario, Canada. This statement is published publicly to meet the standards prescribed by the Personal Information Protection and Electronic Documents Act and the regulations thereunder (“PIPEDA”) as well as applicable provincial privacy legislation and regulations.
From time to time, we may make changes to this statement. This statement is current as of the “last revised” date that appears at the end of this statement.
We will treat Personal Information in a manner consistent with the Privacy Statement under which it was collected and our Privacy Policy, unless we have your consent to treat it differently. This Privacy Statement applies to any information we collect or receive about you, from any source.
“Personal Information” is any information that is identifiable with you, as an individual. This information may include, but is not limited, to your mailing address, telephone number, email address, Internet Protocol (“IP”) address, age, and gender. Personal Information, however, does not include your business title, business address or business contact information in your capacity as an employee or officer of an organization.
We will always collect your Personal Information by fair and lawful means (for example, when you engage us to provide services, or speak to a firm representative). We collect Personal Information directly from you, or indirectly from third party sources as otherwise permitted by applicable law.
With respect to our website, we may use cookies, log files and web beacons to collect information regarding the use of exp2rt.com. Generally, this information is non-identifiable and would likely not be considered Personal Information.
Personal Information provided to us by our clients is primarily stored on servers in Canada and the U.S. Personal Information that is “in the cloud” may be stored on multiple servers in a number of locations around the world. We have taken appropriate steps for the protection of Personal Information handled by our service providers. However, information transmitted to other countries may be subject to the laws and lawful disclosure requirements of the jurisdiction(s) where the information is stored.
We generally use your Personal Information to provide you with professional transfer pricing advisory services, to invoice and collect payment for professional services and products provided by us to you, to send you letters and reports, and to develop and maintain our relationship with you and communicate with you.
We identify the purposes for which we use your Personal Information at the time we collect such information from you, and obtain your consent prior to each specific use. When you provide us with consent to use your Personal Information, your consent covers all activities carried out for the same purpose or purposes.
We identify to whom, and for what purposes, we disclose your Personal Information, at the time we collect such information from you and obtain your consent to such disclosure. For example, we may transfer your Personal Information to third party service providers following a referral request from you. Generally, we will only make disclosures of Personal Information to such persons for which you provide your consent. In addition, we may send Personal Information outside of the country for the purposes set out above. To the extent that any Personal Information is out of the country, it is subject to the laws of the country in which it is held, and may be subject to disclosure to the governments, courts or law enforcement or regulatory agencies of such other country, pursuant to the laws of such country.
We may keep a record of your Personal Information, correspondence or comments in a file specific to you. We will use, disclose or retain your Personal Information for as long as necessary to fulfill the purposes for which that Personal Information was collected, or as permitted or required by law.
If you make a written request to review any Personal Information about you that we have collected, utilized or disclosed, we will provide you with any such Personal Information to the extent required by law. We will make such Personal Information available to you in a form that is generally understandable, and will explain any abbreviations or codes. To submit a written access request, or to obtain further information with respect to your access rights, you may contact our Chief Privacy Officer, as indicated below.
We will ensure that your Personal Information is kept as accurate, complete and up-to-date as possible. We will not routinely update your Personal Information, unless such a process is necessary. We expect you, from time to time, to supply us with written updates to your Personal Information, when required.
At any time, you can challenge the accuracy or completeness of your Personal Information in our records. If you successfully demonstrate that your Personal Information in our records is inaccurate or incomplete, we will amend the Personal Information as required.
We will respond to each of your written requests not later than thirty (30) days after receipt of such requests. We will advise you in writing if we cannot meet your requests within this time limit. You have the right to make a complaint to the federal Privacy Commissioner in respect of this time limit. We will not charge any costs or fees for you to access your Personal Information in our records or to access our Privacy Policy. We may request that you provide sufficient identification to permit access to the existence, use or disclosure of your Personal Information. Any such identifying information shall be used only for this purpose.
We have implemented physical, organizational, contractual and technological security measures to protect your Personal Information from loss or theft, unauthorized access, disclosure, copying, use or modification. The only employees who are granted access to your Personal Information are those with a business ‘need-to-know’ or whose duties reasonably require such information.
All questions or complaints regarding our handling of your Personal Information should be forwarded to our Chief Privacy Officer at admin@exp2rt.com, or by mail to Chief Privacy Officer, Peggs Ruchelman Transfer Pricing Economics Ltd., 10 Sousa Mendes St., 2nd Floor, Toronto, Ontario, M6P OA8, Canada.
This statement was last revised on July 1, 2023.