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Privacy Policy

The Certified General Accountants of Ontario (CGA Ontario) wants you to know how we treat personal information. This privacy policy explains why we collect personal information (information about an identifiable individual) about CGAs, students and others, as well as how we handle that information on our website and offline. The policy includes the following:

Types of information we collect
 
How we use your personal information
 
Sharing of personal information
 
Your consent
 
Retention of personal information
 
Security safeguards
 
How you can protect your information
 
Access and correction of personal information
 
Cookies, IP addresses, and links to other sites
 
Changes to this Privacy Policy
 
Inquiries, Questions, or Complaints


Types of information we collect

With your consent, we may gather personal information from you in person, at our office, over the phone, or by corresponding with you via mail or on the Internet through CGA Ontario's website. You can visit the public area of CGA Ontario's website without revealing any personal information, unless you voluntarily choose to provide it. If you visit non-public areas, where access is restricted to CGAs or students of CGA Ontario, we will need to validate who you are.

The type of information we may collect depends on whether or not you are a CGA or student of CGA Ontario. The information we may collect includes your name, contact information, correspondence with us, comments/questions about our organization, and financial information required to order our goods/services, including credit card information.

For current or prospective CGAs or students, we may collect additional information, e.g., date of birth, gender, languages spoken, language preference, place of residence, CGA Ontario contact ID number, course enrolment information, record of academic results reported by CGA Canada, record of academic and professional accomplishments outside the CGA program, and particulars of current and previous employment, education, professional development, and volunteer activities.

For CGAs engaged in professional practice or public accounting as a proprietor, partner or shareholder of an authorized incorporated company, we may collect further information, e.g., firm name, names of partners, preferred areas of practice, position code, practice review results, and professional liability insurance information.

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How we use your personal information

Typically, CGA Ontario uses the personal information collected to confirm your identity, to respond to your inquiries/comments, to send you important notices about the profession, to fulfil legal and legitimate business requirements, to protect the public from unauthorized use of the CGA designation, and generally to provide you with the goods and services you request.

For current or prospective CGAs or students (including members engaged in professional practice or public accounting), CGA Ontario uses the personal information you provide to process financial transactions (including tuition payment, membership fees, and purchases of products such as jewelry or clothing), to process program transactions (including CGAs’ or students’ applications, event registration, continuing professional development reporting, professional practice registration, practice inspection, course enrolment, seminar enrolment, academic results processing, advanced standing requests, transcript distribution, and the employment referral service), to provide you with required information (including notice of annual general meetings, and election of governors), and to maintain the register of member names for public perusal.

We may also use your personal information to provide you with tailored communications (including information about products available for purchase, notices of professional development, career and volunteer opportunities, including the opportunity to obtain a public accounting licence, speaking engagements or participation in special interest groups) that we believe will interest you, i.e., targeted communications. You may opt-in where an opt-in is offered or you may call 1-800-668-1454 or 416-322-6520 ext 8269 or by email at any time to provide or withdraw your consent.

We may also use your personal information to support our analysis, research and management of educational, membership, benefits, marketing, public relations, and affinity programs. If you do not wish your personal information to be used in this manner, you may opt-out, where an opt-out is offered or you may call 1-800-668-1454 or 416-322-6520 ext. 8269 or by email at any time to withdraw your consent.

We may conduct surveys. If you choose to participate in such surveys, we will use the information you provide to better understand your professional profile, your needs, and the needs of users of professional accounting services.

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Sharing personal information

From time to time, CGA Ontario may also share the personal information of CGAs and students with our affiliates, including CGA Canada and regional CGA affiliates--provincial, territorial and international. This shared information may include your contact information, date of birth, gender, language preference, academic and professional accomplishments, course enrolment information, employment information, and place of residence. Our affiliates use the shared personal information to certify CGAs, for inter-regional mobility of members and students, operation of academic programs, provision of goods and services, maintenance of membership, managing use of the CGA designation, and to communicate important material, e.g., annual reports, notices of annual general meetings, group insurance, and information required by law. Our affiliates may also use your personal information to contact you with other material, e.g., professional development programs, CGA Magazine, surveys, marketing, and public relations. If you do not wish to receive the latter material, you may opt-out where an opt-out is offered or you may call 1-800-668-1454 or 416-322-6520 ext 8269 or by email at any time to provide or withdraw your consent.

For CGAs, CGA Ontario may also share your personal information with government entities to enable your privileges. CGA Ontario is also required to maintain a register of member names that must be open to public inspection during CGA Ontario office hours. This roster is also provided to all members to facilitate networking and to aid in ensuring the CGA designation is used for qualified CGAs only. If you do not wish your name and contact information to be disclosed to members of CGA Ontario for these purposes, you may opt-out of such disclosure where an opt-out is offered or you may call 1-800-668-1454 or 416-322-6520 ext 8269 or email to provide or withdraw your consent.

From time to time, CGA Ontario may also share your personal information with our third-party vendors, suppliers, data processors, and providers responsible for administering marketing and promotional activities or providing the products and services you requested. We require these organizations to have policies about personal information consistent with our privacy policy or to abide by our policies.

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Your consent

If you choose to provide personal information to CGA Ontario:

·         we assume that you consent to the collection, use and disclosure 

·         or otherwise at the time of collection, use or disclosure, if you do not consent, do not provide your personal information

·         or where applicable, exercise the opt-in or opt-out options offered.

If CGA Ontario requests additional personal information or intends to use or disclose your personal information differently than described in this policy, we will advise you when we collect it as to how we will handle it. CGA Ontario will not collect, use or disclose personal information other than as described, or as required by law.

There are limited instances where CGA Ontario may collect, use or disclose your personal information without your consent as required by law, e.g. to collect a debt owed to us; to maintain a register of the names of all CGAs in good standing open to public examination at our office during regular business hours, as required by applicable Ontario legislation; to meet government tax reporting requirements; and, to comply with an order made by a court.

Consent may be expressed or implied depending on the circumstances. Your choice to refuse or withdraw consent to certain collection, use or disclosure of personal information may affect your ability to meet CGA Ontario’s requirements or affect our ability to provide certain products or services.

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Retention of personal information

CGA Ontario will destroy personal information no longer required for the stated purposes or for a legal or legitimate business requirement.

Security safeguards

CGA Ontario will aim to protect your personal information against unauthorized access, disclosure, inappropriate alteration and misuse. All safety and security measures are appropriate to the sensitivity level. Access to your information is restricted to those whose job responsibilities require them to have access. In addition, CGA Ontario uses technological safeguards, e.g., encrypted passwords, secure socket layer (SSL) and 128-bit encryption technologies. Given that electronically transmitted data is not 100 per cent secure, we make no warranties as to the security of any information you submit, which you do at your own risk.

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How you can protect your information

You can take measures to protect yourself against fraud and uninvited intrusion, e.g., protect your CGA Ontario contact ID number which we require to identify you and authenticate your request to access your personal information. For instance, do not share this number with others unless you understand the purpose of the request and know who is asking.

From time to time, CGA Ontario engages in research surveys or promotional campaigns via phone, mail and email. If you are unsure or suspect that a request for information may not be legitimate, call us at 416-322-6520, or 1-800-668-1554 to verify that the request relates to a CGA Ontario activity.

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Access and correction of personal information

If you wish to access or correct personal information in CGA Ontario's records, email your written request to CGA Ontario’s privacy officer. Some information may not be accessed, e.g., if it contains personal information of others or for legal reasons. You may access some of your personal information online by following the links on our website.

If you identify any incorrect or out-of-date information, notify us so that we can make appropriate changes.

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Cookies, IP addresses, and links to other sites

We may use a technology called cookies to provide you with tailored information. A cookie is an element of data that a website can send to your browser, for storing on your hard drive so we can recognize you when you return. You may set your browser to notify you when you receive a cookie and you may choose to disable cookies.

CGA Ontario's site logs IP addresses/domain names, but not the email addresses, of visitors. This real time information is aggregated, logged, and used to measure statistical information about usage of the site, including the total number of visits, average time spent on the site, and pages viewed, both in real-time, and within a certain historical time frame. CGA Ontario uses this aggregated information to measure the use of our site and to improve its content and usage.

CGA Ontario’s site may contain links to other Internet sites owned and operated by third parties. While we try to link only to sites that share our high standards and respect for privacy, we are not responsible for the content or the privacy practices they employ. Review the privacy policies applicable to the other sites before you provide any personal information.

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Changes to this Privacy Policy

CGA Ontario reserves the right to change this privacy policy from time to time. If CGA Ontario makes a material change, this privacy policy will be updated. We recommend that you review this policy periodically so that you are aware of any changes. Your continued use of our site following the posting of any changes to this policy constitutes your acceptance of these changes.

Inquiries, Questions, or Complaints

If you have any inquiries, requests or complaints about CGA Ontario's privacy practices, contact CGA Ontario’s privacy officer by phone at 1-800-668-1454 or 416-322-6520 ext 8269 or by email. This privacy statement was last modified in June 2009.

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