Privacy Policy

This privacy statement explains what information we gather about you, what we use that information for and who we give that information to. It also sets out your rights in relation to your information and who you can contact for more information or queries.

This privacy statement applies to BizServ Inc. with registered office address at 1351 Matheson Blvd E Suite 21B, 2nd Floor, Mississauga, Ontario, Canada, ON L4W 2A1, and our affiliates and related entities.

We are committed to protecting your privacy and handling your information in an open and transparent manner.

This privacy statement sets out how we will collect, handle, store and protect information about you when:

•          providing services to you or our clients

•          you use “our Website” or

•          performing any other activities that form part of the operation of our business.

What information we collect?

In the course of providing services to you, or our client and performing due diligence checks in connection with our services, we will collect or obtain personal data about you. We may also collect personal data from you when you use this Website or through digital interactions with you.

We may collect or obtain such data because you give it to us (for example in a form on our Website), because other people give that data to us (for example your employer or adviser, or third party service providers that we use to help operate our business) or because it is publicly available.

We may also collect or obtain personal data from you because we observe or infer that data about you from the way you interact with us or others. For example, to improve your experience when you use this Website and ensure that it is functioning effectively, we (or our service providers) may use cookies (small text files stored in a user’s browser) and Web beacons which may collect personal data. The personal data that we collect or obtain may include but is not limited to: your name; age; date of birth; gender; e-mail address; home address; country of residence; employment and education details (for example, the organization you work for, your job title and your education details); financial and tax-related information (for example your income and tax residency); your IP address; your browser type and language; your access times; complaint details; details of how you use our products and services; details of how you like to interact with us and other similar information.

The types of personal data that we collect may vary depending on the nature of the services that we provide to you or our client, or how you use our Website. In some rare circumstances, we might also gather data about you because you volunteer that data to us or we are required to gather that data as a result of legal requirements imposed on us.

Where we are provided with personal data about you by our client, we take steps to ensure that the client has complied with the privacy laws and regulations relevant to that information; this may include, for example, that the client has provided you with notice of the collection (and other matters) and has obtained any necessary consent for us to process that information as described in this privacy statement.

We understand the importance of protecting children’s privacy. Our Website and services are not designed for, or intentionally targeted at, children. It is not our policy to intentionally collect or store information about children.

How we use information about you?

Use of personal information to provide services to our clients

We will use your personal data to provide you or our client with services. As part of this, we may use your personal data in the course of correspondence relating to the services. Such correspondence may be with you, our client, our network firm, our service providers or competent authorities. We may also use your personal data to conduct due diligence checks relating to the services.

Because we provide a wide range of services to our clients, the way we use personal data in relation to our services also varies

We may also use your personal data for the purposes of, or in connection with:

•          applicable legal or regulatory requirements

•          requests and communications from competent authorities

•          client account opening and other administrative purposes

•          financial accounting, invoicing and risk analysis purposes

•          client relationship purposes,

•          recruitment and business development purposes

•          services we receive from our professional advisors, such as lawyers, accountants and consultants

•          data analytics to better understand your digital interactions with us

•          protecting our rights and those of our clients.

In addition to the purposes connected to the operation of our business above, we may also use your personal data collected via our Website:

•          to manage and improve our Website

•          to tailor the content of our Website

•          to manage and respond to any request you submit through our Website.

We are required by law to set out in this privacy statement the legal grounds on which we rely in order to process your personal data.

As a result, we use your personal data for the purposes outlined above because:

(a) of our legitimate interests in the effective delivery of our services to you or our client;

(b) of our legitimate interests in the effective and lawful operation of our business;

(c) of the legal and regulatory obligations that we are subject to, such as keeping records for tax purposes or providing information to a public body or law enforcement agency or

(d) the information is required in order to provide our services to you or our client.

To the extent that we process any sensitive personal data relating to you for any of the purposes outlined above, we will do so because either:

  • you have given us your explicit consent to process that data;
  • we are required by law to process that data in order to ensure we meet our ‘know your client’ obligations (or other legal obligations imposed on us);
  • the processing is necessary to carry out our obligations under employment, social security or social protection law;
  • the processing is necessary for the establishment, exercise or defense of legal claims or
  • you have made the data public.

Where we are legally required to obtain your explicit consent to provide you with certain marketing materials, we will only provide you with such marketing materials where we have obtained such consent from you.

If you do not want to continue receiving any marketing materials from us, you can click on the unsubscribe function in the communication or e-mail at info@BizServinc.com.

Please note that some of the recipients of your personal data referenced above may be based in countries outside of the Canada, whose laws may not provide the same level of data protection. In such cases, we will ensure that there are adequate safeguards in place to protect your personal data that comply with our legal obligations.

We may also need to disclose your personal data if required to do so by law, a regulator or during legal proceedings.

We may share non-personal, de-identified and aggregated information with third parties for several purposes, including data analytics, research, submissions, thought leadership and promotional purposes.

Protection of your personal information

We use a range of physical, electronic and managerial measures to ensure that we keep your personal data secure, accurate and up to date.

These measures include:

•          education and training to relevant staff to ensure they are aware of our privacy obligations when handling personal data

•          administrative and technical controls to restrict access to personal data on a ‘need to know’ basis

•          technological security measures, including firewalls, multi-factor authentication, encryption and anti-virus software

•          physical security measures, such as staff security passes to access our premises.

Although we use appropriate security measures once we have received your personal data, the transmission of data over the internet (including by e-mail) is never completely secure. We endeavor to protect personal data, but we cannot guarantee the security of data transmitted to us or by us.

How long we keep your information for?

We will hold your personal data on our systems for the longest of the following periods: (i) as long as is necessary for the relevant activity or services; (ii) any retention period that is required by law or professional standards; (iii) the end of the period in which litigation or investigations might arise in respect of the services or (iv) as directed by our internal retention policies or practices.

Your rights

You have various rights in relation to your personal data. In particular, you have a right to:

•          obtain confirmation that we are processing your personal data and request a copy of the personal data we hold about you

•          ask that we update the personal data we hold about you, or correct such personal data that you think is incorrect or incomplete

•          ask that we delete personal data that we hold about you, or restrict the way in which we use such personal data

•          withdraw consent to our processing of your personal data (to the extent such processing is based on consent)

•          object to our processing of your personal data.

To exercise any of your rights, or if you have any other questions about our use of your personal data, please email info@BizServinc.com.

Changes to this privacy statement

We may modify or amend this privacy statement from time to time.

To let you know when we make changes to this privacy statement, we will amend the revision date at the top of this page.