The Rules of Professional Conduct and related Council Interpretations of the applicable Provincial Institute of Chartered Accountants require that partners and staff maintain the confidentiality of client and former client information, as well as the confidentiality of firm information, except in rare and very specific circumstances.
The Rules of Professional Conduct of the various Provincial Institutes of Chartered Accountants also require that partners and staff not use confidential information for personal advantage, for the advantage of a third party or to the disadvantage of a client, former client or the Firm, unless consent has been obtained from the client, former client or the Firm.
Personal information includes any factual or subjective information, recorded or not, about an identifiable individual. This includes information in any form, such as:
Personal information does not include the name, title, business address or telephone number of an employee of an organization.
Each firm collects personal information only for the following reasons:
No firm will use your personal information for any other reason without your consent and will only share your information with third parties to assist in completing the above uses. Any third party's use must adhere to the firm's privacy policies or be allowed by the legislation. Examples would be an outside payroll service, an agent hired to perform a service for you, a collection agency, a law enforcement agency or emergency services.
Each firm is accountable for all personal information in its possession, including any personal information disclosed to third parties for processing or other administrative functions.
The AC Group has appointed its President And Executive Officer to be the Group's Privacy Officer, to be accountable for both the AC Group's and each firm's privacy policies and enforcement. Each firm has also trained all of its partners and staff on privacy issues.
The AC Group's Privacy Officer can be reached at:
AC Group of Independent Accounting Firms Limited
Personal information collected by each firm, shall not be used or disclosed for purposes other than those for which it was collected, except with the consent of the individual or as required or permitted by law. Personal information shall be retained only as long as necessary for the fulfillment of those purposes.
In order to provide you with a professional level of service and with appropriate benefits, the personal information that each firm collects about you must be accurate. Accuracy means both completeness and being current.
While each firm takes reasonable steps to ensure the continued accuracy of the personal information it has retained, the accuracy of the information is dependent on the cooperation of its clients in providing appropriate updates on a timely basis. From time to time, you may be asked to update your personal information. You are encouraged to contact the engagement partner of any changes to your personal information that may be relevant to the services the firm is providing to you.
Upon request, an individual shall be informed of the existence, use and disclosure of their information, and shall be given access to it. An individual will be given reasonable access to their information and may correct any personal information if its accuracy and completeness is challenged and found to be deficient.
An individual shall be able to challenge compliance with the above privacy principles. The Privacy Officer shall investigate all complaints in a timely manner.
We appreciate the level of service and attention a local firm provides, and the knowledge that as we grow, they have the backing of the AC Group association to grow with us.
I was in the banking business for 20 years and worked with accounting firms of all types and sizes. When I made a career change 10 years ago one decision that was very easy to make was to use a local CA firm. I had seen first hand the importance of receiving personal, uninterrupted accounting and financial advice.