Privacy Policy - Fernway Solutions

Last modified: June 22, 2022.

Your Privacy is Important to Us.

Fernway Solutions, Inc. (“Company”, “Us” or “We”) respects your privacy and is committed to protecting it through our compliance with this policy.

We value your trust and confidence in us and want to assure you that your personal information is kept confidential. We adhere to the highest level of professional ethical responsibility and obligations to protect the confidentiality of your information.

This policy describes the types of information we may collect from you or that you may provide when you visit the website https://www.fernwaysolutions.com (our “Website”) and/or engage the Company to provide certain accounting, tax compliance, and consulting services (the “Services”) to you and our practices for collecting, using, maintaining, protecting, and disclosing that information.

This policy applies to information we collect:

On this Website.
Through the Services.
In email, text, and other electronic messages or correspondence between you, Company, and this Website.
Through any subsidiary companies owned or operated by Company.

It does not apply to information collected by:

Us offline or through any other means (except as such means may be required in performance of the Services); or
Any third party, including through any application or content that may link to or be accessible (i) from or on the Website or (ii) through the Services.

Please read this policy carefully to understand our policies and practices regarding your information and how we will treat it. If you do not agree with our policies and practices, your choice is not to use our Website and/or the Services. By accessing or using this Website and/or the Services, you agree to this privacy policy. This policy may change from time to time (see Changes to Our Privacy Policy). Your continued use of this Website and/or the Services after we make changes is deemed to be acceptance of those changes, so please check the policy periodically for updates.

Children Under the Age of 13

Our Website is not intended for children under 13 years of age. No one under age 13 may provide any personal information to or on the Website. We do not knowingly collect personal information from children under 13. If you are under 13, do not use or provide any information on this Website or through any of its features, register on the Website, make any purchases through the Website, use any of the interactive or public comment features of this Website, or provide any information about yourself to us, including your name, address, telephone number, email address, or any screen name or username you may use. If we learn we have collected or received personal information from a child under 13 without verification of parental consent, we will delete that information. If you believe we might have any information from or about a child under 13, please contact us at youradvisor@fernwaysolutions.com.

California residents under 16 years of age may have additional rights regarding the collection and sale of their personal information. Please see [Your California Privacy Rights] for more information.

Information We Collect About You and How We Collect It

We collect several types of information from and about users of the services we offer through our Website and/or the Services, including:

Information by which you may be personally identified, such as, but not limited to, name, date of birth, Social Security Number, Individual Taxpayer Identification Number, title, answer to a security question, password, driver’s license, passport number, e-mail address, mailing and/or personal address, telephone number, financial information including, but not limited to, financial statements, brokerage statements, banking information, credit card information, salary information, investment information, geolocation data, professional or employment-related information, educational history, relationship status, or any other identifier by which you may be contacted online or offline (“personal information”);
If you utilize services offered through the Website or the Services as a corporate client, information about corporate financial statements, trial balances, transaction details, owner/ownership details, tax information, shareholder, officer and director information including personal information about shareholders, officers and directors.
Information about you that you submit to the Website, either through interaction with our sales or customer support team, or in communicating directly to the Website;
Information that is ascertained through our use of third-party applications, including but not limited to your user behavior and trends;
Information about your internet connection, the equipment you use to access our Website, and usage details;
Log data information that may contain data about the nature of access, including originating IP addresses, internet service providers, the files viewed on the Website, operating system versions, device type and/or timestamps; and/or
Information related to payment included billing details, a name, address, email address and financial information corresponding to your selected method of payment (e.g., a credit card number and expiration date or a bank account number and routing number).

We collect this information:

Directly from you when you provide it to us.
Automatically as you navigate through the site. Information collected automatically may include usage details, IP addresses, and information collected through cookies, web beacons, and other tracking technologies.
From third parties, for example, our business partners or subsidiary companies.

In some countries, including countries in the European Economic Area (EEA), the information referenced above in this Privacy Policy may be considered personal information under applicable data protection laws. If you do not want us to collect this information, do not use the Website or the Services.

Information You Provide to Us

The information we collect on or through our Website and/or the Services may include:

Information that you provide to us. This includes information provided through email or OneDrive, or a secure portal of your choosing, or when requesting further services. We may also ask you for information during the term of engagement of the services, or when you report a problem with our Website.
Records and copies of your correspondence (including email addresses), if you contact us.
Details of transactions you carry out through our Website and of the fulfillment our services. You may be required to provide financial information before placing an order through our Website.

Information We Collect Through Automatic Data Collection Technologies

As you navigate through and interact with our Website, we may use automatic data collection technologies to collect certain information about your equipment, browsing actions, and patterns, including:

Details of your visits to our Website, including traffic data, location data, logs, and other communication data and the resources that you access and use on the Website.
Information about your computer and internet connection, including your IP address, operating system, and browser type.

We also may use these technologies to collect information about your online activities over time and across third-party websites or other online services (behavioral tracking). The information we collect automatically may include personal information. It helps us to improve our Website and to deliver a better and more personalized service, including by enabling us to:

Estimate our audience size and usage patterns.
Store information about your preferences, allowing us to customize our Website according to your individual interests.
Speed up your searches.
Recognize you when you return to our Website.

The technologies we use for this automatic data collection may include:

Cookies (or browser cookies). A cookie is a small file placed on the hard drive of your computer. You may refuse to accept browser cookies by activating the appropriate setting on your browser. However, if you select this setting you may be unable to access certain parts of our Website. Unless you have adjusted your browser setting so that it will refuse cookies, our system will issue cookies when you direct your browser to our Website.
Flash Cookies. Certain features of our Website may use local stored objects (or Flash cookies) to collect and store information about your preferences and navigation to, from, and on our Website. Flash cookies are not managed by the same browser settings as are used for browser cookies. For information about managing your privacy and security settings for Flash cookies, see Choices About How We Use and Disclose Your Information.
Web Beacons. Pages of the Website and our e-mails may contain small electronic files known as web beacons (also referred to as clear gifs, pixel tags, and single-pixel gifs) that permit the Company, for example, to count users who have visited those pages or opened an email and for other related website statistics (for example, recording the popularity of certain website content and verifying system and server integrity).

Third-Party Use of Cookies and Other Tracking Technologies

Some content or applications on the Website may be served by third parties, including advertisers, ad networks and servers, content providers, and application providers. These third parties may use cookies alone or in conjunction with web beacons or other tracking technologies to collect information about you when you use our website. The information they collect may be associated with your personal information or they may collect information, including personal information, about your online activities over time and across different websites and other online services.

We do not control these third parties’ tracking technologies or how they may be used. If you have any questions about an advertisement or other targeted content, you should contact the responsible provider directly. For information about how you can opt-out of receiving targeted advertising from many providers, see Choices About How We Use and Disclose Your Information.

How We Use Your Information

We use information that we collect about you or that you provide to us, including any personal information:

To present our Website and its contents to you.
To provide you with information or services that you request from us, including but not limited to the Services, or that we may deem as potentially beneficial for you (e.g., regulatory updates, tax planning strategies, etc.).
To fulfill any other purpose for which you provide it.
To provide you with notices about our services.
To carry out our obligations and enforce our rights arising from any contracts entered into between you and us, including for billing and collection.
To notify you about changes to our Website or any services we offer or provide though it.
To allow you to participate in interactive features on our Website.
In any other way we may describe when you provide the information.
For any other purpose with your consent.

We may use the information we have collected from you to enable us to display advertisements to our advertisers’ target audiences. Even though we do not disclose your personal information for these purposes without your consent, if you click on or otherwise interact with an advertisement, the advertiser may assume that you meet its target criteria.

Disclosure of Your Information

We do not sell or otherwise disclose Personal Information about you, except as described in this Privacy Statement or as you explicitly consent. We may disclose aggregated information about our users, and information that does not identify any individual, without restriction.

We may disclose Personal Information that we collect, or you provide as described in this privacy policy:

To our subsidiaries and affiliates.
To contractors, service providers, and other third parties we use to support our business.
To a buyer or other successor in the event of a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of Fernway Solutions, Inc.’s assets, whether as a going concern or as part of bankruptcy, liquidation, or similar proceeding, in which personal information held by Fernway Solutions, Inc. about our Website users is among the assets transferred.
To fulfill the purpose for which you provide it. For example, if you give us an email address to use the “email a friend” feature of our Website, we will transmit the contents of that email and your email address to the recipients.
For any other purpose disclosed by us when you provide the information.
With your consent.
For the execution of any services you request.
To government or regulatory agencies in connection with the execution of services you request.
As outlined in an executed Engagement Letter.
For marketing or advertising purposes. Disclosure of Personal Information for marketing or advertising purposes shall be limited to a client’s name, logo, geographic location, and industry.

We may also disclose your personal information:

To comply with any court order, law, or legal process, including to respond to any government or regulatory request.
To enforce or apply our Terms of Use and other agreements, including for billing and collection purposes.
If we believe disclosure is necessary or appropriate to protect the rights, property, or safety of Fernway Solutions, Inc., our customers, or others.

Legal Basis for Processing and Retaining Your Data

We collect, process, and retain personal information we collect from you (i) when we have your consent, such as agreeing to this Privacy Policy and our Terms of Use and continuing to use the Website and/or the Services, (ii) when we need the personal information to perform a contract with you, and/or (iii) when we have a legitimate business interest in doing so that is not overridden by your rights, such as to provide the Services and the Website and its services to you when you wish to use it and communicating with you about your usage of the Website.

In some cases, we may also have a legal obligation to collect personal information from you or may otherwise need the personal information to protect your vital interests or those of another person. If we ask you to provide personal information to comply with a legal requirement or to perform a contract with you, we will make this clear at the relevant time and advise you whether the provision of your personal information is mandatory or not, as well as of the possible consequences if you do not provide your personal information. For example, in some circumstances, if you do not provide the personal information requested by the Company, the Company may not be able to provide you with the services that you request.

We retain your information as long as we have your consent and an ongoing legitimate business interest to process your personal information. After this retention period elapses at the reasonable determination of the Company, we will either delete or anonymize it or, if this is not possible (for example, because your personal information has been stored in backup archives), then we will securely store your personal information and isolate it from any further processing until deletion is possible.

Choices About How We Use and Disclose Your Information

We strive to provide you with choices regarding the personal information you provide to us. We have created mechanisms to provide you with the following control over your information:

Tracking Technologies and Advertising. You can set your browser to refuse all or some browser cookies, or to alert you when cookies are being sent. To learn how you can manage your Flash cookie settings, visit the Flash player settings page on Adobe’s website. If you disable or refuse cookies, please note that some parts of this site may then be inaccessible or not function properly.
Promotional Offers from the Company. If you do not wish to have your contact information used by the Company to promote our own or third parties’ products or services, you can opt-out by sending us an email stating your request to youradvisor@fernwaysolutions.com. If we have sent you a promotional email, you may send us a return email asking to be omitted from future email distributions. This opt-out does not apply to information provided to the Company as a result of a service experience or other transaction.

California residents may have additional personal information rights and choices. Please see Your California Privacy Rights for more information.

Accessing and Correcting Your Information

You may also send us an email at youradvisor@fernwaysolutions.com to request access to, correct or delete any personal information that you have provided to us. We may not accommodate a request to change information if we believe the change would violate any law or legal requirement or cause the information to be incorrect.

California residents may have additional personal information rights and choices. Please see Your California Privacy Rights for more information.

Your California Privacy Rights

California’s “Shine the Light” law (Civil Code Section § 1798.83) permits users of our Website that are California residents to request certain information regarding our disclosure of personal information to third parties for their direct marketing purposes. To make such a request, please send an email to youradvisor@fernwaysolutions.com or write us at: 34 Tidal Way, San Mateo, California 94401.

Transferring Your Information

The Company is a worldwide service operated from California. By using the Website and by agreeing to the terms of the Services provided to you, such as by way of an executed Engagement Letter, you authorize us to transfer and store your information outside your home country to other Company offices, employees, contractors, data centers or services in Europe, India or the United States, for the purposes described in this Privacy Policy and/or in the executed Engagement Letter between you and the Company. The privacy protections and the rights of authorities to access your information in these countries may not be the same as in your home country. We take additional measures when information is transferred from the European Economic Area (EEA). This includes having standard clauses approved by the European Commission in our contracts with parties that receive information outside the EEA. We also rely on European Commission adequacy decisions about certain countries, as applicable, for data transfers to countries outside the EEA.

Data Security

We have implemented measures designed to secure your personal information from accidental loss and from unauthorized access, use, alteration, and disclosure. All information you provide to us is stored on our secure servers behind firewalls. Any payment transactions will be encrypted using SSL technology.

The safety and security of your information also depends on you. Where we have given you (or where you have chosen) a password for access to certain parts of our Website, you are responsible for keeping this password confidential. We ask you not to share your password with anyone. We urge you to be careful about giving out information in public areas of the Website like message boards. The information you share in public areas may be viewed by any user of the Website.

Unfortunately, the transmission of information via the internet is not completely secure. Although we do our best to protect your personal information, we cannot guarantee the security of your personal information transmitted to our Website. Any transmission of personal information is at your own risk. We are not responsible for circumvention of any privacy settings or security measures contained on the Website. We cannot control the security measures set by third parties.

Automated Decision-Making

We do not intend to use automated decision-making in relation to the information and data that we have about you.

European Economic Area (EEA) Users

You have options in relation to the information and data that we have about you. To exercise any of the options discussed below, please contact us at youradvisor@fernwaysolutions.com. If you’re an EEA user, you may:

Access the information we have about you. We’ll will make an effort to share this information with you within a reasonable time.
Have your information corrected or deleted.
Object to us processing your information. You can ask us to stop using your information, including when we use your information to send you marketing emails or push notifications. We only send you marketing material if you’ve agreed to it, but if you’d rather we don’t, you can easily unsubscribe at any time by clicking on the “unsubscribe” or “opt-out” link in the marketing emails we send you, or by emailing us at the email address above.
Withdraw your consent for us to collect and process your personal information at any time. Withdrawing your consent will not affect the lawfulness of any processing we conducted prior to your withdrawal, nor will it affect the processing of your personal information conducted in reliance on lawful processing grounds other than consent.
Have the information you provided to us sent to another organization, where we hold this information with your consent or for the performance of a contract with you, where it’s technically feasible.
Complain to a regulator or other supervisory authority. If you’re based in the EEA and think that we haven’t complied with data protection laws, you have a right to lodge a complaint with the Data Protection Commission in Ireland or with your local supervisory authority.

We respond to all requests we receive from individuals wishing to exercise their data protection rights in accordance with applicable data protection laws.

Changes to Our Privacy Policy

It is our policy to post any changes we make to our privacy policy on this page. If we make material changes to how we treat our users’ personal information, we will notify you by email to the primary email address specified in your account or through a notice on the Website home page. The date the privacy policy was last revised is identified at the top of the page. You are responsible for ensuring we have an up-to-date active and deliverable email address for you, and for periodically visiting our Website and this privacy policy to check for any changes.

Contact Information

To ask questions or comment about this privacy policy and our privacy practices, contact us at: youradvisor@fernwaysolutions.com