This Privacy Policy (the “Policy”) provides rules and regulations outlining the proper conduct for maintaining the privacy of client information collected and stored by Crowe BGK (“Crowe”). Specifically, it outlines the types of information that we gather about you while you are using our website, and the ways in which we use this information. This Policy also applies to all activities that may involve personal client information at Crowe BGK. The concept of "personal information", within the meaning of this Policy, includes any information relating directly or indirectly to a client that is required in completing the engagement. Personal information includes SIN’s, names, contact information, telephone numbers and email addresses of individuals.
Personal information collected shall be limited to information that is necessary for the purposes identified by Crowe and be collected by fair and lawful means.
Crowe BGK LLP is a member of Crowe Global, a Swiss verein. Each member firm of Crowe Global is a separate and independent legal entity. Crowe BGK LLP and its affiliates are not responsible or liable for any acts or omissions of Crowe Global or any other member of Crowe Global.
Please read this Privacy Policy carefully. By visiting and using the Site, you agree that your use of our Site, and any dispute over privacy, is governed by this Privacy Policy.
Privacy Officer:
Ingrid Jensen
Chief Operating Officer
We may collect, store and process personal or other information that you supply to us through your use of the Site. For example, individuals who applied for registration as a Member Firm may be contacted by Crowe Global and individuals who contacted us with their information may be contacted to answer their inquiries.
Crowe Global and Crowe BGK collect personally identifying information from our users through the Site’s pages, and from time to time there may be other pages where information may be sought which will seek similar information. Generally, this information includes names, phone numbers, e-mail addresses, passwords and employment information for registration or opt-in purposes.
We also collect and store information that is generated automatically as you navigate online through the Site. For example, we may collect information about your computer's connection to the Internet, which allows us, among other things, to improve the delivery of our web pages to you and to measure traffic on the Site. The Site may also automatically recognize and store information about the type of browser you are using; your Internet Protocol (“IP”) address; the time, date, and length of your visit; and the referring site. We also use a standard browser software feature called a “cookie,” in order to enhance your experience with the Site. Cookies are small files that your web browser places on your hard drive for record-keeping purposes. By showing how and when visitors use the Site, cookies help identify how many unique users visit us, track user trends and patterns, and may help deliver advertisements or other notices. They also may prevent you from having to re-nter your preferences on certain areas of the Site where you may have entered preference information before. Cookies may not expire unless you manually delete them or set your browser to reject them. If you do not accept cookies, you may have difficulty navigating the Website, or the performance may not be the same. The Site also may use web beacons (single-pixel graphic files also known as “transparent GIFs”) to access cookies and to count users who visit the Site or open HTML-formatted email messages.
We may use the information we collect from you while you are using the Site in a variety of ways, including using the information to customize features and advertising that may appear on the Site. Crowe BGK may also share information you provide us with Crowe Global and its Member Firms who may use your information to contact you as a prospective Member, client or for similar business purposes. Similarly, in cases where Crowe Global or its other Members may collect information from you directly, they may share such information with us. In cases where your information is collected by Crowe Global or its other Members, their respective privacy policies would also apply to their use of your information, and those policies may differ from ours. If you have any questions regarding the privacy policy of Crowe Global or one of its other Members, you should contact Crowe Global or the other Member directly for more information.
We may also provide your information to third parties such as data processors or other service providers or advertisers in order to improve your experience with us, the Site, or Crowe Global and its other Members, or to provide you with information about related products and services.
If you do not wish your information to be used for any of the above described purposes, email: [email protected] and specify the purposes for which you do not want your information to be used. Please allow us a reasonable time to remove your information from these purposes and cessation of these purposes may therefore not be immediate.
Additionally, Crowe BGK may disclose your information to the extent that such disclosure is required by law or to such an extent as we reasonably believe such disclosure is necessary to protect our legal interests. We reserve the right to cooperate with legal authorities and to release such information to comply with legal process. Your information may also be transferred to a third party in the event of a sale, acquisition, merger or bankruptcy involving Crowe BGK, or the change in Member Firm for a specific jurisdiction.
The Site may also include links to other websites or provide access to products and services offered by third parties, whose privacy policies we do not control. When you access another website or purchase third party products or services, use of any information you provide is governed by the privacy policy of the site you are visiting who is providing such products or services or collecting your information.
We may also use Google Analytics Advertiser Features (or other similar services) to optimize our business.
Advertiser features include:
Remarketing with Google Analytics;
Google Display Network Impression Reporting;
DoubleClick Platform Integrations; and
Google Analytics Demographics and Interest Reporting
By enabling these Google Analytics Display features, we are required to notify our visitors by disclosing the use of these features and that we and third-party vendors use first-party cookies (such as the Google Analytics cookie) or other first-party identifiers, and third-party cookies (such as the DoubleClick cookie) or other third-party identifiers together to gather data about your activities on our Site. Among other uses, this allows us to contact you if you begin to fill out our check-out form but abandon it before completion with an email reminding you to complete your order. The “Remarketing” feature allows us to reach people who previously visited our Site, and match the right audience with the right advertising message.
You can opt out of Google’s use of cookies by visiting Google’s ad settings and/or you may opt out of a third-party vendor's use of cookies by visiting the Network Advertising Initiative opt-out page.
Your information is stored on Crowe BGK’sservers that deliver our content and messaging, and is kept as long as such information remains potentially useful for the purposes it was collected, and not any longer. Your information can only be accessed by us, Crowe Global, its Members that subscribe to its Global Directory, and those who help manage its Member portal. Such Members may also store such information.
Should you become a client or use our services, your information may be collected as well.
An employee or partner may collect or use a client’s personal information to provide the requested service. For example, we may:
An employee or partner is prohibited from collecting or using the personal information of a client or former client of the firm for any purpose other than the duties of the service requested by the client unless such collection or use has been previously approved by the Privacy Officer in accordance with Section 4. For example, an employee or partner cannot:
Your personal data may be processed by us in the United States in accordance with applicable law. To the extent your data is transferred by us, to Crowe Global, or between its Members internationally, such transfers will be effected through use of appropriate safeguards under applicable law. BY AGREEING TO THE CROWE BGK PRIVACY POLICY, YOU UNEQUIVOCALLY AND UNAMBIGUOUSLY CONSENT TO THE COLLECTION AND PROCESSING INTERNATIONALLY OF ANY PERSONAL AND NON-PERSONAL INFORMATION COLLECTED OR OBTAINED BY CROWE BGK.
Retention and Destruction of Personal Information
An employee or partner of Crowe is prohibited from storing personal information in a location other than the ones expressly designated below.
Types of Personal Information | Place of Storage | Shelf life |
Client contact information/coordinates | STAR | Indefinite or at client's request |
Client Data |
CaseWare, Taxprep, QuickBooks, Sage WriteUp, Sharefile, iFirm, File Servers on local servers |
Indefinite or at client's request |
Client contact information | File Servers on local servers | At the client's request |
After the retention period set out above, client information must be destroyed
Access to Client Information
The Privacy Officer is responsible for assigning and managing access to the various locations of client information.
Security measures
In the course of their work, an employee or partner must take reasonable precautions to protect the confidentiality of client information to which they have access. In particular, they must:
An employee or partner must promptly report to the Privacy Officer any situation of which he or she is aware where personal information held by Crowe may have been compromised.
Public Relations
In the event of a privacy incident involving client information held by Crowe, the Privacy Officer shall, with the utmost urgency:
The person in charge of client information must also keep a record of confidentiality incidents.
Privacy Officer
Cyber Security Committee
The committee has no decision-making authority.
The committee meets a minimum of four times a year or more, as required. It is composed of the following persons:
The committee may invite team members or external experts to obtain their views, as appropriate.
To the extent required by the United States’ Controlling the Assault of Non-Solicited Pornography and Marketing Act of 2003 (CAN-SPAM Act), or other similar domestic and international regulation, all of the commercial emails sent to you by us will include an unsubscribe link in them. You can remove yourself at any time from our mailing list by clicking on the unsubscribe link that can be found in every communication that we send you.
Please note that changes to your email marketing preferences may not be effective immediately, and Crowe BGK may be unable to prevent all commercial email contact from Crowe Global or its other Members, which may require you to separately take advantage of opt-out features provided by Crowe Global or its other Members.
You have the right to access, transport, update, rectify, or erase your personal data, as well as the right to object to or restrict its processing, transform it into anonymous form, or withdraw from any consent-based uses. These rights may be exercised by emailing [email protected]. You also have a right to complain to your local data protection authorities if you believe your privacy rights related to your personal information have not been properly observed.
Additionally, California’s “Shine the Light” Law (CA Civil Code § 1798.83) allows California residents to request certain information regarding our disclosures, if any, of your personally identifiable information to third parties for their own direct marketing purposes in the prior calendar year. To make such a request, please email: [email protected] with “Request for California Privacy” in the letter subject line.
When contacting us regarding your rights, you must include sufficient detail for us to locate your file; at a minimum, your name, email and postal address.
Crowe must respond, within 30 days, to any complaint, request for deletion or access to client information made by a client, unless a legal provision prevents deletion or access. Complaints and other requests relating to client information must be referred to the Privacy Officer, who must ensure that they are dealt with in a timely manner.
Crowe BGK reserves the right to update and revise this Privacy Policy at its discretion. You can determine if this Privacy Policy has been revised since your last visit by referring to the “Effective Date of Current Policy” date at the top of this page. Your use of our Website constitutes your acceptance of the terms of the Privacy Policy as amended or revised by us, and you should therefore review this Privacy Policy regularly to ensure that you are aware of its terms. This Policy has been updated in accordance with the requirements of Bill 25 (the Act to modernize privacy legislation).
If you have questions concerning this privacy policy, please email [email protected].
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