Avail LLP Chartered Professional Accountants

All of the listed corporations below are subject to the terms of the Avail Privacy Policy and will be referred to collectively as “Avail”.

• Avail LLP
• Avail Wealth Inc.
• Chartered Holdings (Lethbridge) Ltd.

Avail collects, uses, and discloses personal information in the possession, or under the control, of its clients to the extent required to fulfill its professional responsibilities and operate its business.

Avail is committed to maintaining the privacy of personal information provided by its clients and protecting all personal information in its possession or control. This Privacy Policy sets out the principles and procedures that Avail follows in meeting its privacy commitments to its clients and complying with the requirements of federal and provincial privacy legislation.

Consent

By using our website, you hereby consent to our Privacy Policy and agree to its terms.

Information we collect

The personal information that you are asked to provide, and the reasons why you are asked to provide it, will be made clear to you at the point we ask you to provide your personal information.

If you contact us directly, we may receive additional information about you such as your name, email address, phone number, the contents of the message and/or attachments you may send us, and any other information you may choose to provide.

How we use your information

We use the information we collect in various ways, including to:

• Provide, operate, and maintain our website
• Improve, personalize, and expand our website
• Understand and analyze how you use our website
• Develop new products, services, features, and functionality
• Communicate with you, either directly or through one of our partners, including for customer service, to provide you with updates and other information relating to the website, and for marketing and promotional purposes
• Send you emails

Log Files

Avail follows a standard procedure of using log files. These files log visitors when they visit websites. All hosting companies do this and a part of hosting services' analytics. The information collected by log files include internet protocol (IP) addresses, browser type, Internet Service Provider (ISP), date and time stamp, referring/exit pages, and possibly the number of clicks. These are not linked to any information that is personally identifiable. The purpose of the information is for analyzing trends, administering the site, tracking users' movement on the website, and gathering demographic information.

Cookies and Web Beacons

Avail uses ‘cookies' to store information including visitors' preferences, and the pages on the website that the visitor accessed or visited. The information is used to optimize the users' experience by customizing our web page content based on visitors' browser type and/or other information.

Security

Avail has organizational, physical and technological measures in place to protect against the loss, misuse or alteration of personal information under our control. Security practises are also reviewed on a regular basis.

Avail is accountable for personal information in its possession or control.

Avail is accountable for all personal information in its possession or control. This includes any personal information that Avail received directly from clients who are individuals, or indirectly, through clients that are organizations (e.g., corporations, government entities, not-for-profit organizations).

Avail has:

• established and put into effect policies and procedures aimed at properly protecting personal information;
• educated its partners and team members regarding its privacy policy and their role and responsibilities in keeping personal information private;
• and appointed its Chief Privacy Officer to oversee privacy issues at Avail.

The types of information that may be collected for this engagement, and the purposes for which it is collected, are set out in under Principles 3 and 4 of this privacy statement.

Avail regularly and systematically destroys, erases, or makes anonymous personal information no longer required to fulfill the identified collection purposes, and no longer required by laws and regulations.

Avail endeavors to keep accurate, complete, and up-to-date, personal information in its possession or control, to the extent required to meet the purposes for which it was collected.

Individual clients are encouraged to contact Avail’s engagement partner in charge of providing service to them to update their personal information.

Avail protects the privacy of personal information in its possession or control by using security safeguards appropriate to the sensitivity of the information.

Physical security (e.g., restricted access, locked rooms and filing cabinets) is maintained over personal information stored in hard copy form. Partners and team members are authorized to access personal information based on client assignment and quality control responsibilities.

Authentication is used to prevent unauthorized access to personal information stored electronically. Encryption is used to prevent unauthorized access to personal information received or sent over the Internet.

For files and other materials containing personal information entrusted to a third-party service provider, Avail obtains appropriate assurance to affirm that the level of protection of personal information by the third party is equivalent to that of Avail.

Avail Wealth - Integrated Advisory Network

Avail CPA is a member of the Integrated Advisory Network ("IAN"), an entity that is administered by the Integrated Advisory Professional Network Inc. ("IAPN").

The IAN comprises independent firms, advisors, consultants, and service providers ("IAN Members") and their affiliates, who may engage collaboratively. Each member and affiliate operates as a separate and independent business and legal entity, and they are not liable for the actions or omissions of other IAN Members or the IAPN.

Avail CPA and other IAN Members and their affiliates may share your personal information with each other, in accordance with this privacy policy, and use it for the facilitation of our products and services.

The IAN trademark is owned by IAPN and licensed to IAN Members. IAN products and services are proprietary to IAPN. For more information on IAPN, IAN Members, and affiliates, visit www.integratedadvisory.ca.

If you have any questions about Avail’s privacy policies and practices, Avail’s Privacy Officer can be reached by email at privacy@availcpa.com, by phone at 403-382-6800, or by mail at 530 8th Street South, Lethbridge, Alberta, T1J 2J8.