PortfolioAid’s Privacy Policy
Last Updated: October 2024
Portfolio Aid Inc. (“PortfolioAid”, “we”, “us”, or “our”) is committed to respecting the privacy of your personal information and we understand the importance keeping your information secure and confidential. This Privacy Policy is intended to help you understand how we collect, use, and disclose your personal information. Whether it be from your visits to our website, in providing our services to you and our clients, or any other circumstances mentioned in this policy. We hope that this Privacy Policy helps you to understand your rights and our commitments regarding your personal information.
As this Privacy Policy may be updated from time to time, please check here regularly to see the latest version.
What Is “Personal Information”?
Personal information is any information that can identify who you are, including but not limited to your name, email address, IP address, etc.
What Personal Information Do We Collect and Why?
We understand the importance of limiting the Personal Information we collect and the exposure to that data.
To Provide Our Services
PortfolioAid collects and processes personal information in the course of providing our services to our clients in accordance with our applicable client agreements. As a user of our services, your system usage, geographical information and business information may be collected.
To Communicate with You
As we strive to maintain our world class customer service, we will occasionally use your personal information, such as your name, email address or phone number to answer your questions when such information is provided/requested on. We may also use your contact information to communicate with you about our services, send you newsletters, which you can opt out of, and send you surveys for internal use only.
We will also use your personal contact information when you provide this information to register to attend a seminar or participate in an online forum or survey, when you ask to be included in an email or other mailing list, or when you submit your personal contact information to PortfolioAid for any other reason. PortfolioAid may supplement the contact information that you provide to us via the website with public information available on the internet from your employer’s website, from business networking websites like LinkedIn and from information gathered by communicating with you by telephone, email or in person.
The collection of the above information is for the sole purpose of managing our relationship with you, such as responding to inquiries and sending you correspondence with information we think you will be interested in or benefit from.
To Maintain on Our Website & Respond to Inquiries
PortfolioAid may store personal Contact Information about web-site users although generally, this is business contact information your job title, business address, business email, and business telephone number. The types of personal information we may collect include:
- Identity Information: Name (first/last name) or similar identifier, if you choose to provide this.
- Contact Information: Email address or telephone numbers, if you choose to provide this.
- Cookies: Our website uses necessary cookies to help us ensure that it is working as expected.
The use of the above information for purposes of presenting our website and its contents to you, providing you with information you request, provide you with information for products and services, and maintain strong business relationships with our customers, partners and potential customers.
With Whom do we Share your Personal Information?
PortfolioAid takes your privacy seriously and as such we do not sell or distribute your personal information. You have entrusted us with your personal information, and we want to maintain that trust. PortfolioAid will only disclose your personal information to a subsidiary, affiliate, or service provider under the following circumstances: when we have your consent to share the information; we need to share your information to provide the product or service you have requested; we need to send the information to companies who work on behalf of PortfolioAid to provide a product or service to you (we will only provide those companies the information they need to deliver the service); or we want to keep you up to date on the latest product announcements, software updates, special offers or other information we think you’d like to hear about either from us or from our business partners (unless you have opted out of these types of communications); to successor or assign in the event of a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of the Company’s asserts and/or business. We may also disclose your Personal Contact Information if required per contractual agreements, or legally compelled to do so when we, in good faith, believe that the law requires it, or for the protection of our legal rights, or when compelled by a court or other governmental entity to do so.
Confidentiality & Security Measures
PortfolioAid uses appropriate measures to protect against unauthorized access and disclosure, loss and theft of personal information. Such measures will vary depending on the sensitivity, amount, format, nature and storage of the personal information and will involve, as applicable, physical, organizational and electronic security measures, including premises security, restricted file access, technological safeguards including security software and firewalls to prevent unauthorized computer access, and password and security policies. Please visit the Security page on our website for more information on the services we provide and how we safeguard the data received in that respect. In communicating with us directly via our website, we ask that you do not provide sensitive personal information via email.
Your Data your Rights
We depend on your express consent to collect, use, and disclose your personal information. However, in some instances, we depend on your implied consent based on your interactions with us, such as when you contact us with an inquiry, or when we send users of our service newsletters or surveys.
You have the option to unsubscribe from any of our newsletters by simply clicking on the unsubscribe link. To make sure we don’t accidentally send you anything in the future, we’ll keep your email address on our do not contact list.
If you withdraw consent to share certain information, we may not be able to provide you with a particular service if your personal information is needed to satisfy the requirements of the service. If that is the case, we will let you know so you can make an informed decision.
How do I Update, Change or Delete my Personal Information or Contact you with Concerns?
We understand that circumstances change and so might your personal information. We also understand that you may wish to have your personal information removed all together. For questions or concerns regarding your personal information and our web-site privacy policy, or to update, correct or delete your personal information, please contact:
Attention: Chief Privacy Officer
Portfolio Aid Inc.
2 St. Clair Avenue West
Suite 610
Toronto, ON
M4V 1L5, Canada
Or by email: info@portfolioaid.com
Note that we may be required to retain changed or deleted information for archival, contractual or regulatory purposes.