Pettinelli Mastroluisi LLP’s
The terms and conditions of every PM LLP professional services engagement are documented in each Engagement Letter. By acknowledging, agreeing and signing the Engagement Letter, the client consents to PM LLP’s policies regarding the collection, use and disclosure of information.
The Protection of Client Information
The Partners and staff of PM LLP shall safeguard and keep confidential all information in our possession or control relating to our clients in accordance with governing laws, regulatory authorities, Rules of Professional Conduct/Code of Ethics and PM LLP policies.
Collection and Retention
PM LLP shall collect and retain only the client information as is necessary for the purposes required to fulfill our engagement responsibilities. Client information shall be retained only as long as necessary for the fulfillment of those purposes or to meet professional, regulatory or legal requirements.
Use of Information and Access
Client information shall be used only for the purpose for which it is collected, except with the consent of the client or as required by law.
Upon request, a client will be informed of the existence, use, and disclosure of their private and confidential information and will be granted access to their information.
Limiting Use and Disclosure
PM LLP will not disclose client information for any purpose, other than those for which it was collected, without consent from the client and will only share information with third parties as needed to assist in completing the stated purposes or as required or permitted by law.
PM LLP does not and will not sell or rent any client information to any third party.
Employee Confidentiality Agreement
All employees of PM LLP are required to sign a confidentiality agreement upon commencement of employment.
PM LLP will take all reasonable measures to protect client information in our possession against loss or theft as well as unauthorized access, disclosure, copying, use or modification by instituting security safeguards appropriate to the sensitivity of the information.
Financial Transactions and Reports Analysis Centre of Canada (FINTRAC)
PM LLP is a reporting entity to FINTRAC in accordance with The Proceeds of Crime (Money Laundering) and Terrorist Financing Act.