Last updated: July 8, 2023
Personal information means and data that can identify an individual and may include and individual’s name, address, date of birth, telephone numbers, email address, bank details, and other financial information. CSA and Profit Cloud provide services where they store documents for you.
CSA and Profit Cloud will ensure that the information we stored is accurate and up-to-date. If the information we hold about you is not accurate or incorrect, you may inform us and we will make the necessary correction for you. As stated above, we only require information that is relevant to the services we offer.
Necessary information is mainly used to provide the services being requested, to verify personal identity when accessing our Portals, and send out resources through emails.
All data are well-kept using our document management software and process that only the individual can access. The individual will be provided with a specific login to access our portal for uploading their documents. Individual may also use other forms of communication to provide documents such as emails, Dropbox, Google Drive or OneDrive.
All personal information will be held by CSA and Profit Cloud for as long as the individual requires our services. In the event of cancellation of our services, it will be the individual’s responsibility to ensure that all documents are transferred to another secure location prior to cancellation. We can assist with this process.
We do not disclose any personal information to third parties unless legal consent is presented by the client.