Privacy Policy
Background
Upvisory Pty Ltd is committed to delivering exceptional business consulting services and associated products to our clients. We are committed to safeguarding the privacy and security of your personal information. This Privacy Policy outlines our practices regarding the collection, use, sharing, and protection of your personal data in connection with our business management and consulting services. By engaging with us or using our services, you agree to the terms outlined in this policy.
Aim
The purpose of this Privacy Policy and Procedure is to outline the standards we maintain and the steps and guidelines we take for ensuring the privacy and confidentiality of any information entrusted to us by a client, whether as an individual or as a business.
Policy statement
Our Privacy Policy encompasses the following principles:
1. Information Collection and Use:
We may collect personal information from you when you engage with us, use our services, or visit our website. This information may include but is not limited to:
Contact details (name, email address, phone number, address),
Business information (company name, industry, role),
Financial information relevant to consulting services,
Other information voluntarily provided by you.
We use this information to provide our consulting services, communicate with you, and improve our services. We do not sell or rent your personal information to third parties.
2. Information Sharing:
We may share your personal information with third parties only in the following circumstances:
With your explicit consent,
To fulfill our contractual obligations and provide the services you requested,
With trusted service providers who assist us in delivering our services (e.g., IT support, accounting software providers, etc.),
For marketing purposes, where you authorise us to identify you personally,
When required by law, legal process, or to protect our rights and the safety of others.
3. Data Security:
We implement technical and organizational measures to protect your personal information from unauthorized access, loss, misuse, or alteration. However, no data transmission or storage system can be guaranteed to be 100% secure. While we strive to protect your personal data, we cannot guarantee its absolute security.
4. Data Retention:
We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy unless a longer retention period is required or permitted by law. When your personal information is no longer necessary for the specified purposes, we will securely delete or anonymize it.
5. Your Rights:
You have the right to access, correct, update, or request the deletion of your personal information. You also have the right to object to certain processing activities and to restrict the use of your data. To exercise these rights, please contact us at info@upvisory.com.au. We will respond to your request within a reasonable timeframe.
6. Cookies and Tracking:
Our website may use cookies and similar technologies to enhance your browsing experience. You can set your browser to refuse cookies or alert you when cookies are being sent. However, please note that some features of our website may not function properly without cookies.
7. Changes to this Policy:
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any significant changes through our website or other appropriate means.
9. Contact Information:
If you have any questions, concerns, or requests regarding this Privacy Policy, please contact us at info@upvisory.com.au.
By engaging with Upvisory, you acknowledge that you have read and understood this Privacy Policy and agree to its terms.