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North
& Company LLP
PAMAC Investments Inc.
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Protection of privacy is an important principle to North
& Company LLP and Pamac Investments Ltd. We collect,
use and disclose personal information responsibly and only
to the extent necessary for the professional services we
provide. Openness and transparency are key elements in how
we handle personal information.
WHAT PERSONAL INFORMATION IS
Personal information is information about an identifiable
individual. Included is information that relates to personal
characteristics such as gender, age, income, home address
or phone number, ethnic background, family status, health
matters concerning history, conditions, and services received,
or activities and views like religion, politics, opinions
expressed by an individual, or opinions and evaluations
of an individual. An individual's business address, telephone
number, and position or title is considered business information
and is not protected by privacy legislation.
WHO WE ARE
The law office of North & Company LLP has fourteen lawyers.
Pamac Investments Ltd is our management corporation. We
provide a wide range of professional legal services in Lethbridge,
Alberta and in eight other locations in southern Alberta.
We use a number of consultants and agencies that may, in
the course of their duties, have limited access to personal
information we hold. These include computer consultants,
office maintenance, bookkeepers and accountants, a file
storage company, temporary workers to cover holidays, credit
card companies, website managers, our landlord and other
lawyers. We restrict their access to any personal information
we hold as much as is reasonably possible.
WHY WE COLLECT
PERSONAL INFORMATION: PRIMARY PURPOSES
Clients We collect, use and disclose personal information
in order to serve our clients. One primary purpose for collecting
personal information is to provide legal advice and services.
For individuals, that information is about the client's
legal issues including anything the client might have done
or said that might affect their legal situation. We use
this information to advise the client as to legal rights
and responsibilities, and options for addressing the issues.
We also use the information to assist us in carrying out
our client's instructions. Another primary purpose usually
involves collection of personal information from third parties
about our client's legal issues so that we might determine
how the third party's perception of the events possibly
affects our client's legal situation. Yet another primary
purpose is to obtain personal information so that we can
contact our client at home in an emergency. Although rare
for us to collect any personal information without the client's
express consent, this might occur in a case of urgency or
where it would be reasonable to believe the client would
consent if asked and it is impractical to obtain consent.
General Public We also serve our clients by collecting personal
information about members of the general public. One primary
purpose is to gather and review evidence that is relevant
to a legal issue affecting our own clients. Often this collection,
use and disclosure is done without the individual's consent
because we are reviewing an apparent breach of law or an
agreement and obtaining consent would compromise the investigation.
Another primary purpose is to provide notice of special
events or to make the general public aware of legal services
our firm is prepared to offer. From our website we only
collect, with the exception of cookies, the personal information
you provide and only use that information for the purpose
you gave it to us. Cookies are only used to help you navigate
our website and are not used to monitor you. About Contract
Staff Here our primary purpose for collecting personal information
is to ensure we can contact them in the future and for necessary
work-related communication. Rarely will we collect such
information without prior consent. Exceptions might be in
the case of a health emergency or to investigate a possible
breach of law, or where it is reasonable to assume that
consent would not have been withheld if sought. Investigations
Often we act as investigators for professional regulators
or associations or other business clients. Our primary purpose
for collecting personal information in those instances is
to gather the necessary information and evidence to express
a sound opinion on the issue for our client. That may include
representing them in legal proceedings. Here we often act
without the consent of the subject of the investigation
because we are inquiring into an apparent breach of law
or an agreement and obtaining consent would compromise the
investigation.
RELATED/SECONDARY PURPOSES
We also collect, use, and disclose information for purposes
related to or secondary to our primary purposes. These include
but are not limited to invoicing clients for professional
services, including disbursements and taxes, processing
credit card payments or collecting unpaid accounts, advising
clients and others of new developments in the law, advising
clients and others of our newsletters, courses we provide,
and special offers and promotions that we have available.
We regularly review client and other files to ensure that
we continue to provide high quality services. Often external
consultants may, on our behalf, do audits and continuing
quality improvement reviews of our firm, including reviewing
client files and interviewing our staff. Our lawyers are
regulated by the Law Society of Alberta who may inspect
our records and interview our staff as a part of its regulatory
activities in the public interest. We are required to report
serious misconduct, incompetence or incapacity of other
practitioners. Also, our firm believes that it should report
information suggesting serious illegal behaviour to the
authorities. These reports could include personal information
about our clients, or other individuals, although we try
to keep this disclosure to a minimum. Also, various government
agencies have the authority to review our files and interview
our staff as a part of their mandates. Solicitor and client
privilege restricts their access to much of this information.
In these circumstances, we may consult with professionals
who will investigate the matter and report back to us. On
occasion the cost of some services provided by the firm
to clients is paid for by third parties. They often have
your direct or inferred consent or statutory authority to
direct us to collect and disclose to them certain information
in order to demonstrate entitlement to and responsible use
of this funding. Clients or other individuals we deal with
may have questions about our services after they have been
received. Often we provide ongoing services for our clients
over extended periods of time for which previous records
are of assistance. Our internal policy is to retain client
information for a minimum of ten years after the last contact
to enable us to respond to those questions and provide future
services. In the event that North & Company LLP/Pamac Investments
Ltd or their assets were to be sold, the purchaser may want
to conduct a "due diligence" review of the firm's records.
This due diligence may involve some review of our accounting
and service files but removal or recording of the personal
information would be prohibited. Before providing access
to the files, we would require the purchaser to enter into
a confidentiality agreement. Only bona fide purchasers would
be provided access to personal information, and only for
the purpose of completing their due diligence search prior
to closing the purchase.
HOW WE PROTECT PERSONAL INFORMATION
Protecting the personal information that we have collected
is important. For that reason, we keep paper information
and electronic hardware under supervision or secured in
a locked area or one where access is restricted and our
computers are password protected. Paper information is transmitted
through sealed, addressed envelopes or boxes by reputable
companies. Electronic information is transmitted through
a direct line. We train our staff in the collection, use
and disclosure principles expressed in this policy. Where
we use outside consultants and agents and provide them with
access to personal information, we require them to enter
into privacy agreements with us.
WHY WE RETAIN AND
HOW WE DESTROY PERSONAL INFORMATION
As noted above, we need to retain personal information for
some time to enable us to maintain our ongoing relationship
with our clients and for our own accountability to external
regulatory bodies. We attempt to balance those purposes
with the intention of keeping personal information for the
shortest period of time possible. As indicated, our internal
policy is to keep our client files for about ten years.
Our client and contact directories represent greater challenges
in terms of systematic destruction, but we do remove original
and dated information when we can if it does not appear
that we will be contacting you again. Upon your written
request, we will remove such contact information immediately.
Personal information relating to our general correspondence
with persons who are not our clients, newsletters, seminars
and marketing activities are kept for about 12 months after
the event is over. Paper files containing personal information
are shredded. Electronic information is deleted and the
hard drive is physically destroyed when hardware is replaced
or discarded. Often we will send some or all of the client
file to our client.
WHAT ACCESS YOU HAVE TO YOUR INFORMATION
With some legislated exceptions, you are entitled to see
what personal information we hold about you. Upon your written
request, we will help you identify and understand what records
we might have about you. If we do not know you, we will
need to confirm your identity before providing you with
this access. We charge a nominal fee of $50.00 for such
requests. If you require copies of the personal information,
we also charge for photocopying at 25 cents per page. We
will respond to your request within 45 days if at all possible
by providing access or, by giving you the reason why we
cannot provide you access. The most common reason for refusal
would be that the personal information about you which we
have has been collected for our client. This is usually
protected by solicitor and client privilege. You cannot
be given access to it without our client's permission. In
the event that there is an error in the information, you
are entitled to ask for a correction. This only applies
to factual information and not to any professional opinions
we may have formed or collected. If we mutually agree that
an error has been made, we will make the correction and
notify anyone to whom we have distributed the prior information.
If we do not agree, we will still include in our file a
brief statement from you and will forward that statement
to anyone else who received that earlier information.
WHAT I DO IF I HAVE A QUESTION OR A COMPLAINT
Our Privacy Officer, Mr. Wayne C. Petersen, can be reached
at:
NORTH & COMPANY LLP
BARRISTERS AND SOLICITORS
600, 220 - 4 Street South
Lethbridge, AB T1J 4J7
(403) 328-7781
1-800-552-8022
privacy@north-co.com
He will attempt to answer any questions or concerns you
may have. If you wish to make a formal complaint about our
privacy practices, you may make it in writing to our Privacy
Officer. He will confirm receipt of your complaint, investigate
it promptly, and provide you with a decision and reasons
in writing within 30 days of your request unless further
reasonable time is necessary to properly respond to your
question or complaint.
This policy is made under the Personal Information Protection
and Electronic Documents Act of Alberta. December 28, 2003.
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