Privacy Policy
Last Updated April 10, 2024
This Privacy Policy explains how OnePlace Company Inc. (collectively “OnePlace,” “we,” or “us”) handles personal information provided through our websites, products, or services however accessed (“Services”) when you have a direct relationship with us. “Personal information” means information about an identifiable individual (sometimes called “your information”). By using our Services or otherwise providing your personal information to us, you agree to our handling of personal information as set out in this Privacy Policy.
In this Privacy Policy, “you” or “your” refers to an individual we have a direct relationship with, such as our individual customers or website visitors. Our customers are primarily businesses and their advisors.
This Privacy Policy does not apply to the extent we handle personal information in the role of a processor or service provider on behalf of our customers, including where we offer to our customers various Services through which our customers (or their affiliates): (i) sell or offer their own products and services; (ii) send electronic communications to others; or (iii) otherwise collect, use, share or process personal information via our Services. For detailed privacy information related to a OnePlace customer or a customer affiliate who uses OnePlace products and services as the controller, please contact our customer directly. We are not responsible for the privacy or data security practices of our customers, which may differ from those explained in this Privacy Policy.
This Policy also does not apply to anonymous or business contact information.
Personal Information we Collect and Use
We collect personal information when you contact us, request or use our Services, or otherwise interact with us.
Information you provide us
We collect the personal information you provide us, such as when you create an account, fill out a form, request or use our Services, or contact us. This information can include:
Contact information like your name, address, email and phone number
Information you choose to include in any documents or other materials on our Services, which can include:
Biographical or background information such as your date of birth, citizenship or tax status,
Financial, transaction and account information, and
Information about your family members or other third parties you provide
Information associated with your account
Information we collect when you visit our website or interact with our Services online (see Cookies and Web Analytics below)
When you provide information to us about other individuals, you confirm, and we assume, that you have any and all authorizations or consents necessary to do so, including, where applicable, by providing them with a copy of this Privacy Policy.
We use this information to:
Provide our Services
Operate our business and analyze and improve our Services
Identify and authenticate you
Communicate with you about our Services, and provide you with information about them that may be of interest to you
Protect the rights, property and safety of OnePlace, our employees, or other stakeholders
Prevent, detect, or investigate security concerns and illegal activity including fraud
Comply with applicable laws, regulations, or industry requirements
When you apply for a position at OnePlace
If you apply for a position with us, we collect the information you provide us as well as information from third parties, including websites and references. In some cases, we may also perform criminal record checks.
We do not knowingly collect personal information from children. If we become aware that we have personal data of children, whether through error, deception, or fraud, we will delete the data unless there is a legal and justifiable reason to retain such data.
When and Why we Share Personal Information
We may share your information to deliver our products or services or to enhance your customer experience. More specifically, we share your information with third parties in the following circumstances:
With third party service providers who perform functions on our behalf, such as website hosting, marketing, product and service delivery, or analytics services
With business partners where it is relevant to a potential or actual business transaction, such as the sale of part or all of OnePlace, a merger, acquisition or corporate reorganization
To prevent, detect, or investigate security concerns or illegal activity including fraud
Protect the rights, property and safety of OnePlace, our employees, or other stakeholders
To comply with applicable laws, regulations, or industry requirements
We do not sell your personal information to third parties.
Getting and Withdrawing your Consent
We only collect information by lawful means. As part of using our Services or interacting with us, we may collect and handle some details about you. When we do so, we will collect, use or share your personal information with your consent for the purposes identified or as otherwise permitted or required by law. In compliance with our privacy obligations, we may obtain your permission through this Policy or through other means (such as express verbal or written consent). However, in some situations, the law allows us to collect, use or disclose personal information without your consent.
You can request to withdraw your consent to the collection, use or disclosure of your information at any time. However, in some cases withdrawing consent will mean that we can no longer provide you with certain services or perform certain tasks where the information is required to do so. You may withdraw your consent by contacting us (see Contact Us below) and, subject to any legal or practical constraints, we will comply with your request.
Cookies and Web Analytics
We use a number of cookies and analytics tools that collect personal information when you use our Services or consent to receiving our marketing emails. This includes information about how you use the Services, information about your device and browser, your IP address and the web pages you visited before and after visiting our website.
Cookies
We may use “cookies” and similar technologies such as web beacons, clear gifs and embedded scripts on our Services. Cookies are essentially small packages of data stored on your internet browser that tell us about your browsing behaviour on this website and sometimes other sites. We use both session and persistent Cookies. We use that information to monitor usage of our website and improve it, enable certain Site functions and perform analytics. We may also use this information to improve our marketing and deliver advertisements to you.
Many web browsers provide the capability to configure your cookie settings including disabling or deleting them. Please note that if you choose to block all cookies, you may not be able to access or use all or parts of our website and/or parts of our Site may not function properly.
For more information on cookies and how to manage them, check the support pages for your browser, or contact us (see Contact Us below).
Do-Not-Track Requests
Because of the rapidly changing state of technology, we cannot make any guarantees that our systems will be able to honour Do-Not-Track requests sent by your browser.
Security
We have implemented administrative, technical, and physical security measures to protect against the loss, misuse and/or alteration of your information. We utilize industry standard storage and protection procedures in order to safeguard personal information on servers which are not accessible to the public. No data storage or transmission plan is without risk. We cannot guarantee the security of your personal information transmitted to our Services.
The safety and security of your information also depends on you. Where we have given you (or where you have chosen) a password for access to certain parts of our Services, you are responsible for keeping this password confidential. We ask you not to share your password with anyone.
Transfer and Storage
Some of our service providers and business partners may be based outside of your province or Canada. This means your information may be accessible to law enforcement authorities outside of your jurisdiction, in accordance with the laws of that jurisdiction.
Retention
We only keep your information as long as it is operationally or legally necessary. After that, we will either destroy or anonymize your information.
Access and Control of Your Information
Depending on your jurisdiction and other circumstances, you may have a number of privacy-related rights. To request to access, correct, transfer or delete your personal information, submit a written request to the address provided below under Contact Us.
Ensure that the request identifies yourself, the information you want to review, and how we can contact you. We may not be able to fulfill your entire request, depending on the circumstances, and there may be a charge for copies of your personal information.
We will make reasonable efforts to keep your information current and accurate. If a change or correction is required, let us know right away. We will make any appropriate updates needed. You can review your personal information by accessing your account, reviewing the correspondence we send to you, or by requesting access to your personal information, as described above.
Contact Us
Please contact us if you:
Have any comments, questions or complaints about this Privacy Policy or our handling of personal information.
Would like to request access to your personal information.
Want to correct or delete to your personal information.
We can be contacted in writing at team@oneplace.family
Changes to this Privacy Policy
We reserve the right to change or revise this Privacy Policy at any time to reflect changes in the law or our data collection and use practices. Privacy Policy changes will apply to the information collected from the date we post our revised Privacy Policy, as well as to existing information we hold. The date the privacy policy was last revised is identified at the top of the page. Your continued use of our Services after we make changes is deemed to be acceptance of those changes.
