Privacy Policy of Fintax Solutions

1. Introduction
At Fintax Solutions, we take your privacy seriously. We are committed to protecting the personal information you entrust to us, and we manage our business operations with integrity while offering you personalized service.

2. Our Purpose
We collect and use personal information so that we can provide you with accurate tax and financial-service advice and recommendations tailored to your personal or business situation. By understanding your needs, we can deliver appropriate support and solutions, whether you’re an individual taxpayer or a business client.

3. What Personal Information We Collect
When you engage with us, we may collect non-public personal information including (but not limited to):

• Your name, home address, home telephone number

• Your dependents’ information

• Social Insurance Number (SIN) or other identification number

• Marital status, gender, date of birth, citizenship status

• Occupation, income, net worth, beneficiary information

• Bank account details, driver’s licence or passport number

• Credit information, demographic data, health information (when required)
  This information may be provided in writing or electronically and used for the purposes of delivering our services.

4. Why We Collect This Information & How It’s Used
We collect your personal information to:

• Verify your identity and eligibility for our services

• Understand your financial, tax and insurance product needs

• Prepare tax returns, investment applications and other related services

• Comply with regulatory and contractual requirements
  Using this information enables us to deliver the level of service you expect and to meet legal obligations.

5. How We Protect Your Information
We uphold strict confidentiality and security standards. Your data is stored securely (both electronically and physically) and access is limited to those of our staff who are authorized and bound by confidentiality obligations. We ensure that any external service provider we engage with is contractually required to safeguard the confidentiality of your information and use it only for the purpose we specify.

6. Disclosure to Third Parties
We do not sell your non-public personal information. However, disclosure of information may occur in the following circumstances, where permitted or required by law:

• To financial institutions, trustees or insurance companies connected with your service(s)

• To an appointed representative (e.g., Power of Attorney) acting with your consent

• When required by government or regulatory authority or legal process
  In each case, only the information necessary to fulfil the purpose is shared.

7. Consent & Withdrawal of Consent
By working with us and providing your personal information, you are consenting to its collection, use and disclosure as described in this policy. If you would like to withdraw your consent, you may do so by contacting us. Please be aware that withdrawing consent may limit or prevent our ability to provide certain services to you, as some uses and disclosures are legally required.

8. Policy Changes
We may revise this Privacy Policy from time to time in response to changes in legislation, regulation or our business practices. We will consider your continued use of our services to constitute your acceptance of those changes. We encourage you to review this policy periodically.

9. Contacting Us
If you would like to update or correct your personal information, have questions about our privacy practices, or wish to withdraw your consent, please contact our Privacy Officer:
Fintax Solutions
+1 (437) 292-4433
info@fintaxprocorp.com