Privacy Policy

RizFin is dedicated to safeguarding the privacy rights of our clients, employees, and other individuals with whom our firm engages. Operating in full compliance with relevant Irish privacy laws and guided by the Rules of Professional Conduct of our profession, we uphold the privacy and confidentiality of your information.

Information Collection and Use

In the ordinary course of our business, we collect and utilise personal, business, and financial information from our clients. This information aids us in various services such as the preparation of financial statements, tax returns, financial planning, business planning, succession planning, business valuations, and other consulting services. We also prepare and file necessary returns required by governmental and regulatory bodies. The confidentiality of the information entrusted to us is paramount, and we do not disclose your information to third parties without your explicit consent or knowledge.

Retention and Safeguarding

To fulfill governmental and professional obligations and enhance our services, we retain and safeguard your information for as long as deemed necessary, even if you are no longer a client. Employing cutting-edge technology, RizFin works with reputable cloud-based third-party service providers such as Quickbooks.intuit.com and Google.com. While client data may be stored on third-party servers, rest assured that all data is fully encrypted and protected through restricted access authentication. Clients should be aware that RizFin cannot control the systems of third-party service providers, and therefore, clients assume the associated risks.

Handling Personal Information

During our review of your information, we may come across personal information collected on your employees, customers, and other relations. This information will be treated with the utmost privacy and confidentiality, and we commit not to release it to any third party unless required by law or with obtained consent.

Consent

RizFin collects personal information through lawful and fair means, seeking written or oral consent whenever possible. We may use personal information without explicit consent when responding to requests from governmental agencies, regulatory bodies, or RizFin ‘s professional organisation.

Limits and Safeguarding

We limit the collection of personal information to what is necessary for providing advice and services, as well as administering client and employee databases. The privacy of our clients and employees is a top priority, and personal information is stored securely, with access restricted. While we employ rigorous security measures, no electronic transmission can be guaranteed 100% secure.

Accuracy and Access

RizFin strives to maintain accurate, complete, current, and relevant personal information. Clients are encouraged to promptly notify us of any changes. With reasonable notice, clients may review their personal information and request corrections.

Responsibilities

All partners, employees, and contractors are responsible for maintaining the confidentiality of personal information. Signing a confidentiality agreement is mandatory, and this commitment persists even after individuals leave or retire from the firm.

For inquiries regarding RizFin’s privacy policies and procedures, please contact us at info@rizfin.ie.