Summit Strategies respects the privacy rights of our clients, partners and employees. We are committed to protecting all personal information in our possession or control.
Principle 1 – We Are Accountable For The Personal Information In Our Possession.
Principle 2 – Summit Strategies will inform you why we are collecting your personal information when the information is collected.
In most instances, Summit Strategies will collect, use or disclose personal information only to provide professional services to you. Each engagement letter includes an explanation of why we require information, what use will be made of it and with whom it may be shared in order to provide our professional services.
Your personal information may be disclosed internally for the purpose of determining compliance with applicable professional standards, Summit Strategies internal policies, or in the performance of quality reviews. Personal Information may also be shared internally in order to allow us to offer services or products that may be of interest to you.
We also collect personal information from our partners and employees in order to pay them, comply with laws, to provide them with benefits, to administer performance management tools and to improve on programs, policies and employee relations. In certain cases, we may also aggregate partner and employee personal information to provide business metrics and evaluate the effectiveness of our HR programs. In these circumstances, the information is not identifiable with any individual.
We also collect personal information from individuals seeking employment with Summit Strategies.
When we collect personal information, we inform you of the reasons why we require such information, what use will be made of it and with whom it may be shared.
Principle 3 – Summit Strategies will collect, use or disclose personal information about you only with your informed consent.
How Will We Ask for Consent?
Client Personal Information
The Terms and Conditions of every professional services engagement are documented in each Engagement Letter. These Terms and Conditions include a discussion about how Summit Strategies may use and disclose your personal information. By signing the engagement letter, you will be providing your consent to the collection, use and disclosure described in the Terms and Conditions.
Partner and Employee Information
Forms and applications used to provide human resources-related services to partners and employees will describe the purposes for which personal information is required and with whom it will be shared, and will allow for you to consent to the collection, use and disclosure as described.
Employment candidates will also be advised of the purposes for which their personal information is being collected and you will be provided an opportunity to consent to the collection, use and disclosure as described.
What happens if you choose not to give us your consent? What if you withdraw your consent at a later date?
You always have the option not to provide your consent to the collection, use and distribution of your personal information, or to withdraw your consent at a later stage. Where a client chooses not to provide us with permission to collect, use or disclose personal information, we may not have sufficient information to provide you with our services. Where a partner, employee or candidate for employment chooses not to provide us with permission to collect, use or disclose personal information we may not be able to employ you or to provide you with benefits.
Principle 4 – Summit Strategies limits the amount and type of personal information we collect.
We will limit, where possible, the collection of client and employee personal information to that which is required to provide our services or operate our business.
Principle 5 – Summit Strategies will use and disclose your personal information only for the purposes for which we have your consent. We will keep personal information only as long as necessary to accomplish these purposes.
Use of Personal Information
If we intend to use your personal information for a purpose not previously identified to you, we will obtain your prior consent.
However, we may use personal information without consent where for the purpose of acting in respect of an emergency that threatens the life, health or security of an individual. We may also disclose personal information without consent:
§ to comply with a subpoena, a warrant or an order made by a court or other body with appropriate jurisdiction or to comply with rules of conduct required by regulatory bodies
§ to a government institution that has requested the information, identified its lawful authority, and indicates that disclosure is for the purpose of enforcing, carrying out an investigation, or gathering intelligence relating to any federal, provincial or foreign law; or suspects that the information relates to national security or the conduct of international affairs; or is for the purpose of administering any federal or provincial law
§ to an investigative body or government institution on our initiative when we believe the information concerns a breach of an agreement, or a contravention of a federal, provincial, or foreign law, or we suspect the information relates to national security or the conduct of international affairs.
Retention of Personal Information
In compliance with professional standards, we keep a record of the work performed by us. This record, or “working papers” may include personal information. Working papers are safeguarded against inappropriate access, as discussed under Principle “7”.
Summit Strategies retains personal information about current and past partners and employees in accordance with employment laws and standards.
Personal information collected from individuals seeking employment with Summit Strategies will be retained by Summit Strategies for a period of 6 months from date of receipt of personal information so that Summit Strategies may contact you about other positions that may also be of interest to you.
Principle 6 – Summit Strategies will endeavour to keep accurate the personal information in our possession or control.
In order to provide you with a professional level of service and with appropriate benefits, the personal information that we collect about you must be accurate, complete and current. From time to time, you may be asked to update your personal information. You are encouraged to advise us of any changes to your personal information that may be relevant to the services we are providing to you.
Clients are encouraged to contact their engagement partner to update their personal information.
Employees and candidates should contact the HR Manager should they need to update their personal information.
Principle 7 – Summit Strategies protects your personal information with safeguards appropriate to the sensitivity of the information.
We protect your personal information by using physically secure facilities, industry standard security tools and practices, and clearly defined internal policies and practices. Security measures are in place to protect the loss, misuse and alteration of the information under our control. Personal information collected is stored in secure operating environments that are not available to the public (e.g., restricted access premises, locked rooms and filing cabinets). To prevent unauthorized electronic access to personal information, we maintain information collected in a secure environment.
Principle 8 – Summit Strategies will be open about the procedures used to manage your personal information.
Principle 9 – At your request, Summit Strategies will advise you of what personal information we have in our possession or control about you, what it is being used for, and to whom and why it has been disclosed.
As a client, you have the right to review and obtain a copy of your personal information on record in our individual offices by contacting your engagement partner.
As a partner or employee, you also have the right to review and obtain copies of your personal information on record by contacting your HR Manager.
In most instances, you will receive a response to your request within 30 days. If you have any concerns about the access provided to you, you are encouraged to contact our Privacy Officer at email@example.com or at 403-341-4702 ext 1117.
Summit Strategies will respond to individual complaints and questions relating to privacy. We will investigate and attempt to resolve all complaints.
To challenge compliance with this Policy, please forward your concerns in writing to our Privacy Officer. The Privacy Officer will ensure that a complete investigation of your complaint has been undertaken and will report their findings to you in most instances within 30 days.
We know that protecting your privacy is important to you. That is why it is so important to us. If you have any questions or concerns about your privacy and our role in protecting it, please contact our Privacy Officer at firstname.lastname@example.org or at403-341-4702 ext 1117.