Privacy Policy
AV Compliance Solutions

1. What is personal information?

Personal information refers to any data related to an individual that can identify them directly or indirectly. 

In the sections below, you’ll find examples of what constitutes personal information.

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2. Who does this privacy policy apply to?

This policy applies to anyone who interacts with AV Compliance Solutions or whose personal information we collect in the course of providing our services. It remains applicable even after the original purpose for collecting, using, or disclosing your personal information has been fulfilled. 

 

This includes, but is not limited to:

• Clients of AV Compliance Solutions

• Former clients

• Individuals communicating with us without being a client

• Visitors to our website

• Job applicants

• Trustees, representatives, or executors managing matters for our clients

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3. When do we collect your personal information?

We collect personal information during interactions such as:

• Initial consultations or meetings to discuss services

• When onboarding clients or providing compliance services

• Throughout the course of our relationship to ensure accurate and up-to-date information

 

4. How do we obtain your consent?

Obtaining Consent

We obtain your consent unless otherwise permitted by law. Consent may be given directly or through your authorized representative and remains valid for the period required to fulfill the stated purpose. 

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Consent can be provided through:

• Written agreements

• Verbal confirmation

• Communication over the phone

• Online or digital consent forms

 

When Consent is Not Required

In specific circumstances permitted by law, we may use your personal information without explicit consent, such as:

• Complying with legal or regulatory obligations.

• Preventing fraud or unauthorized activities.

• Conducting investigations.

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5. How do we collect your personal information?

We primarily collect information directly from you during our interactions. We may also collect information from other sources when necessary, such as:

• Your employer or professional advisors (e.g., accountants or lawyers).

• Public bodies or regulatory authorities.

• Databases and credit bureaus.

• Third-party service providers and technology platforms

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Information may be collected through:

• In-person meetings or calls.

• Online forms and digital tools, including cookies.

• Written correspondence or updates.

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6. What personal information do we collect?

We only collect information relevant to fulfilling our compliance services and meeting legal requirements. Examples include:

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7. Why do we collect your personal information?

Your personal information is collected, used, and retained to achieve the following purposes:

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8. Who might receive your personal information?

We do not sell personal information. However, we may share it with:

• Partners or third parties involved in service delivery (e.g., financial institutions, insurers)

• Regulatory authorities or courts, as required by law

• Service providers handling data storage, document management, or communication services

We ensure all third parties adhere to strict data security practices before sharing your information.

 

9. How do we protect your personal information?

We prioritize the security of your personal information by implementing the following measures:

• Physical Protections
  Restricted access to facilities and secure storage for sensitive information.

• Technological Protections
  Encryption, firewalls, and access controls for digital data.

• Administrative Protections
  Controlled access, regular audits, and staff training on privacy and data security.

 

10. How long do we retain your personal information?

We retain your personal information only as long as necessary to:

• Fulfill the purpose for which it was collected

• Comply with legal and regulatory obligations

After this period, personal information is securely destroyed or anonymized.

 

11. What rights do you have regarding your personal information?

You have the right to:

• Change your consent preferences

• Access your personal information by submitting a written request to our Privacy Officer.

• Request corrections to inaccurate or incomplete information.

• Request deletion of your personal information, subject to legal requirements.

 

12. Updates to this policy

This privacy policy may be updated periodically to reflect changes in legislation or operational practices. Updates will replace previous versions, and significant changes will be communicated appropriately.

 

13. How can you contact us?

If you have any questions, concerns, or requests about your personal information, please contact:

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AV Compliance Solutions

Chief Privacy Officer

info@avcsolutions.ca