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Insight Accounting Group LLC (IAG) protects the information you share with us and works to ensure your information is kept private and secure. This privacy policy (“Privacy Policy”) describes the types of information we collect from you in the normal course of business, including when you use our website (“Website”), the ways in which we collect information from and about you, and how we may use such information. This Privacy Policy may be amended from time to time.

Collection of Information. In the normal course of our relationship with you, it is possible that we may collect personal data about you, such as contact information, names, titles, addresses, email addresses, phone numbers, countries of residence, banking information, investment information and other personally identifiable information (“Personal Information”), as well as business information and website browsing information, from the following sources:
- Information we receive from you in communications, meetings, or in writing;
- Information about your transactions with us or others;
- Information we may receive from third parties; and
- Cookie information from your visits to our Website. Cookies are small text files that are placed on your computer or mobile device when you browse websites that can recognize you when you revisit the site, and can identify your browser information, IP host addresses, etc.

The Website is not directed at children and we do not knowingly collect Personal Information from children. Children should not send any Personal Information to us via the Website.

Use of Information. We may use such information for the following purposes: transactions between IAG and you (i.e., billing and payment for services rendered), conflict checks, compliance, administration of the Website, to process your requests and answer your inquiries (or otherwise communicate with you), the continuation of IAG’s business and the provision of accounting services, marketing and business development, matter management, sending of newsletters and/or advisories and updates, consolidation of information relating to clients and vendors, matters incidental to the purposes of the uses set out above, and other legitimate and lawful purposes, where permitted by applicable local law.
We use cookies in connection with our Website for limited purposes. Cookie information helps us make our website work in a more user-friendly way and improves the speed and security of the site. Cookies may also allow us to gather data about our website, such as the number of visits, most visited pages, etc. You may disable or refuse to allow cookies, but that might limit the accessibility and functionality of the Website.

Protection of Information. We make reasonable efforts to protect Personal Information and do not disclose any Personal Information about our clients or former clients to any third party, except (i) as may be required by applicable law, (ii) in connection with the services we render to them, or (iii) if prior permission is obtained. We do not sell, rent, distribute or otherwise make Personal Information commercially available to any third party.

We maintain reasonable physical, electronic and procedural safeguards to guard your Personal Information. We restrict access to Personal Information about our clients to our personnel who need to have the information to provide services to you. This may include providing access to third party service providers. For example, we may outsource information and document management, office support, technology and IT services, word processing, photocopying, and translation services. Where we outsource functions associated with servicing clients to third party service providers, we have agreements in place with such third party service providers together, where applicable, with technical and organizational measures to protect the confidentiality and security of any Personal Information shared with them.

While we make reasonable efforts to protect Personal Information, information communicated to us via the Website may not be secure. Please do not send via the Website any electronic communications or general inquiries that contain confidential or sensitive Personal Information.

We do not store or retain your Personal Information or client files (whether in paper or electronic form) for any longer than is reasonably necessary or required by applicable laws. Files may be destroyed at any time after the expiration of any applicable retention period, except those files you ask to be delivered to you.

Right to Access and Other Rights. Subject to applicable law (for example, if you are located in the European Union with rights under the General Data Protection Regulation), you may have one or more of the following rights with respect to Personal Information: the right to request access to such information; the right to request correction of such information; the right to request deletion or erasure of such information; the right to request restrictions on our processing or use of such information; the right to object to our use under certain circumstances; the right to withdraw consent under circumstances when consent is required for any use of such information, and the right to obtain such information in portable form. If you have any concerns relating to your data privacy or the use or possession of your Personal Information, please contact us at – info (at) insightagllc (dot) com – in the first instance as we may able to resolve any concerns. In certain circumstances in any European Union member state, you may have the right to lodge a complaint with the applicable data protection authority.

Acknowledgement and Consent. By accessing and using the Website and by providing any Personal Information (including any sensitive Personal Information) to us via any means (whether through the Website and/or email addresses and/or any other contact mechanisms), you acknowledge that you have read and accept this Privacy Policy and you consent to our use of your Personal Information in accordance with this Policy. Please do not send us any Personal Information if you do not want that information to be used by us in the manner set out in this Privacy Policy. Please do not access or use our Website for any purpose if you do not agree to this Privacy Policy. We reserve the right to terminate or limit your access to our Website.