Balaxa Advisors and its affiliated entities (collectively, “Balaxa Advisors” or “we”) is a professional services firm that offers financial, tax, automation, audit and consulting services (the "Services"). We have created this Web Site Privacy Notice ("Privacy Notice") to inform our web site users about our commitment to fair information practices and steps we take to protect personal information that you provide us by using our web site ("Site").
Balaxa Advisors participates in the EU-U.S. Data Privacy Framework, the U.K.-U.S. Data Privacy Framework, and the Swiss-U.S. Data Privacy Framework. These Frameworks apply to Personal Information transferred from the European Union, the United Kingdom, and Switzerland to the United States whether through our Site or in connection with providing our Services or administering general business operations. To learn more, please visit our Data Privacy Framework Notice.
Types of Information Collected (Cookies & Similar Technologies)
When you visit the Website, make an enquiry through the Website, or request more information, we may collect the following information from you directly:
name
address
telephone number
email address
We do not log your Internet Protocol (IP) address.
IF YOU DO NOT WANT US TO COLLECT ANY OF THE INFORMATION DESCRIBED IN THIS PRIVACY NOTICE, DO NOT USE OUR WEBSITE.
User Choice Regarding Collection, Use and Distribution of Personal Information
In order for you to access certain specialized content offered on the Site, you may provide us with information that personally identifies you ("Personal Information"), such as your name, mailing address, or e-mail address. This may occur through subscribing to publications and alerts through the Site, submitting requests through our “RFP or Contact Us” forms on the Site, or registering for webinars and events through the Site.
With respect to such Personal Information that you provide by using the Site, you have the right to request that Balaxa Advisors disclose to you the categories and specific pieces of information that we have collected. You also have the right to ask us to delete the Personal Information that we have collected; however, certain laws or regulations may supersede this right and require retention of that Personal Information.
If you no longer wish to receive information and promotional material from us, you may select the appropriate "opt out" option at the bottom of our electronic communications.
If you apply for job openings through our Site, we may use the application information you submit to process and evaluate your application for employment and to communicate with you about employment opportunities. We may also retain and use this information to identify and communicate with you about future potential employment opportunities with us. If we elect to make an offer of employment, this information may become part of the employee file and may be used for other employment and work-related purposes.
Uses of Information Collected
We may use Personal Information that you provide by using our Site to send you information or promotional material about Balaxa Advisors or our services or to contact you. Also, we may use your demographic data (such as your zip code, age, and income) to customize and tailor your experience on the Site, displaying content that may interest you according to your preferences based on the Personal Information you provided by using the Site.
Confidentiality and Security of Personal Information
The security of your Personal Information is important to us. We follow generally accepted industry standards to protect the Personal Information submitted to us, both during transmission and once we receive it.
To reduce the risk of unauthorized access or disclosure, maintain data accuracy, and provide for the appropriate use and confidentiality of your Personal Information, Balaxa Advisors maintains physical (e.g., key card office entry, locking doors), technical (e.g., password protection, network firewalls, laptop encryption, authentication mechanisms), and administrative procedures (e.g., confidentiality agreements, training, procedures that limit access to and use of data) that are reasonably designed to safeguard the information you submit to us.
Except as otherwise provided in this Privacy Notice, we will keep your Personal Information private and will not disclose it to third parties without your permission, unless such disclosure is necessary to: (a) comply with a court order or other legal process; or (b) protect our rights or property. Your Personal Information is stored on servers that have measures that are designed to reduce the risk of unauthorized access by third parties; however, we may use third-party service providers to provide administrative or operational support to Balaxa Advisors, or to provide engagement team resource services. In those instances, we require all such service providers to take steps that are reasonably designed to protect the Personal Information we share with them and to use such Personal Information only as necessary to provide services to us.
Privacy Rights for Users in the European Union (“EU”), the United Kingdom (“UK”), and Switzerland ("Swiss")
In addition to complying with the EU-U.S. Data Privacy Framework, the United Kingdom Data Privacy Framework, and Swiss Data Privacy Framework programs as set forth by the U.S. Department of Commerce regarding the collection, use, and retention of personal information transferred from those areas to the United States, Balaxa Advisors has implemented certain policies and procedures that align with the General Data Protection Regulation (“GDPR”), the UK Data Protection Act 2018 (“DPA 2018”), and the Federal Act on Data Protection (“FADP” 2020). If you are a user of this Site and you are in the EU, you have certain privacy rights under the GDPR, and if you are a user of this Site and you are in the UK or Switzerland, you have certain privacy rights under the DPA 2018 and FADP 2020 respectively.
If you would like to exercise these rights (for example, if you would like to access, modify, erase, restrict, or transfer your Personal Information), you can submit a request via our access rights page.
We reserve the right to have you provide us with evidence of your identity before we take any action with respect to the exercise of your data rights. Further, your rights may be restricted or nullified to the extent they conflict with our compelling business interests, the public interest, or law.
Data Retention
We retain the Personal Information you submit only as long as it is needed to conduct a legitimate purpose, to comply with our legal obligations, or until you ask us to delete it (unless and to the extent that your request to delete your Personal Information conflicts with our compelling business interests, the public interest, or legal obligations). Personal Information that is no longer needed by us for any of the purposes listed above will be deleted.
Limits to Your Privacy
We want you to feel confident using our Site; however, no method of transferring data over the Internet or storing electronic data is completely secure. Therefore, while we strive to use reasonable and appropriate means to protect Personal Information you provide us, we cannot and do not guarantee absolute security.
The Site contains links to other web sites that are owned and managed by third parties. We are not responsible for the privacy practices or the content of such web sites. Any information that is disclosed on third party sites becomes subject to the privacy policies and practices of those third party sites. We have no control over any third party sites, and you should exercise caution when deciding to disclose your Personal Information when using third party sites.
Updates and Changes to Privacy Notice
We reserve the right, at any time and without notice, to add to, change, update or modify this Privacy Notice, simply by posting such change, update or modification on the Site. Any such change, update or modification will be effective immediately upon posting on the Site.
How to Contact Us
Questions, comments or complaints about our Privacy Notice, Data Privacy Framework certification, or execution of your rights can be directed to our Chief Privacy Officer at: