Archetype Consulting Group & Archetype Capital Partners Privacy Policy

This privacy policy will explain how our organization uses the personal data we collect from you when you use our website and services.

Topics:

  • What data do we collect?

  • How do we collect your data?

  • How will we use your data?

  • How do we store your data?

  • Marketing

  • What are your data protection rights?

  • What are cookies?

  • How do we use cookies?

  • What types of cookies do we use?

  • How to manage your cookies

  • Privacy policies of other websites

  • Changes to our privacy policy

  • How to contact us

  • How to contact the appropriate authorities

How do we collect your data?

When Archetype is engaging in business advisory services with client organizations, the data above, or subsets of data, may be collected to facilitate Archetype products and service offerings to client organizations. Archetype is a business-to-business organization and does not seek to collect the personal information of individuals, but rather from business owners, directors, and management staff members. Collection of such data is performed within online forms that are located within involve.me corporate-branded web pages. At times, client organizations may send emails and attachments to our company that contain the information above in order to process requests for services. Once business operations with clients have been commenced, data sharing between our company and client organizations may take place via email and FileInvite services. Other services such as Google cloud email and drive may also be used, in addition to Involve.me when communicating or processing services for you.

How will we use your data?

Data is used for tax advisory services, insurance claims, and asset valuations, and various business consulting services. All information and attachments provided to us are managed as confidential and not shared with any third party. Archetype enforces policy compliance using systems mapping and intelligence governance, sustaining our efficient, secure, and easy process. Our systems executed confidentiality agreements, and the HIPAA Business Associate Addendum existing between Archetype and our secure server to ensure all information and attachments provided to Archetype are handled in compliance with applicable rules and regulations as well as industry-standard best practices. Archetype reserves the right to contact any person or entity that accepts these terms directly for further information that is needed or any communication that would be reasonable in relation to the purpose of this form.

How do we protect and store your data?

We have implemented appropriate technical and organizational security measures designed to protect your User Information against accidental or unlawful destruction, loss, alteration, unauthorized disclosure, unauthorized access, and other unlawful or unauthorized forms of Processing, in accordance with applicable law. In certain instances, we may use Secure Sockets Layer encryption and/or transfer certain information to provide protection. However, we cannot guarantee there will not be a breach, and we are not responsible for any breach of security or for the actions of any third parties.

Because the internet is an open system, the transmission of information via the internet is not completely secure. Although we will implement reasonable measures to protect your information, we cannot guarantee the security of your data transmitted to us using the internet. Any such transmission is at your own risk and you are responsible for ensuring that any personal information that you send to us are sent securely.

We take reasonable steps to ensure that your information that we process is accurate and, where necessary, kept up to date, and any of your information that we process that you inform us is inaccurate (having regard to the purposes for which they are processed) is erased or rectified. We take every reasonable step to ensure that your information that we process is limited to the information reasonably necessary in connection with the purposes set out in this policy or as required to provide you services or access to the Services.

We take reasonable steps to ensure that your user information is only processed for the minimum period necessary for the purposes set out in this policy. The criteria for determining the duration for which we will keep your information are as follows: we will retain copies of your information in a form that permits identification only for as long as is necessary in connection with the purposes set out in this policy, unless applicable law requires a longer retention period. Unless there is a specific legal requirement for us to keep the information, we plan to retain it for no longer than is necessary to fulfill a legitimate business need.

Archetype has skilled and experienced personnel with hands on knowledge of Federal regulations and guidelines (including National Institute of Standards and Technology [NIST] publications – Guide for the Security Certification and Accreditation of Federal Information Systems standards, Government Information Security Reform Act [GISRA], Office of Management and Budget [OMB] A-130, Computer Security Act, Privacy Act, and Federal Information System Controls Audit Manual [FISCAM]). We perform security assessments of our environment at regular intervals to ensure compliance with applicable laws and regulations and industry standards.

Archetype ensures the confidentiality of its information/data by complying with the applicable laws and regulations and utilizing industry best-practices for security and privacy of information. Availability of our client’s information/data, in an event of a disaster is ensured by utilizing our robust database clustering technologies combined with our state-of-the-art business continuity and disaster recovery program. In addition, we ensure integrity of our client information/data in transit and in rest by leveraging industry best-practices and encryption technologies. Archetype uses managed intrusion prevention and intrusion detection services to detect and prevent any unauthorized activities on our systems.

In addition, we leverage vulnerability scanning to assess our environment at regular intervals to ensure our public systems are secure. 

Archetype will keep your data for as long as allowed by applicable laws and regulations and until business services are discontinued. Once this time period has expired, we will delete your data by performing a secure purge of the data in any and all databases or systems. Since no physical copies are stored, this logical disposal is significantly facilitated.

What data do we collect?

Archetype may collect the following data:

  1. Federal Tax EIN and Social Security Number

  2. Payroll data

  3. Employee ID numbers

  4. Financial statements

  5. Federal and state tax returns

  6. First Name

  7. Last Name

  8. Business Name

  9. Business address and home address

  10. Phone numbers

  11. Personal and business email

  12. Date of Birth

Marketing

Archetype will not share your data for any marketing purposes outside of our organization for marketing purposes.

If you have agreed to receive marketing, you may always opt-out at a later date.

You have the right at any time to stop Archetype from contacting you for marketing purposes or giving your data to other members of the Archetype organization.

If you no longer wish to be contacted for marketing purposes, please contact us at 

Phone:  281-751-3136

Email: info@archetypecg.com

or via regular mail at:

Attention: Archetype Privacy Office

Address: 

Archetype Consulting Group

2300 Green Oak Drive Suite 900

Kingwood, TX 77339

What are your data protection rights?

Archetype would like to make sure you are fully aware of all of your data protection rights. Every user is entitled to the following:

  • The right to access – You have the right to request Archetype for copies of your personal data. We may charge you a small fee for this service.

  • The right to rectification – You have the right to request that Archetype correct any information you believe is inaccurate. You also have the right to request Archetype to complete the information you believe is incomplete.

  • The right to erasure – You have the right to request that Archetype erase your personal data, under certain conditions.

  • The right to restrict processing – You have the right to request that Archetype restrict the processing of your personal data, under certain conditions.

  • The right to object to processing – You have the right to object to Archetype processing of your personal data, under certain conditions.

  • The right to data portability – You have the right to request that Archetype transfer the data that we have collected to another organization, or directly to you, under certain conditions.

  • If you make a request, we have one month to respond to you. If you would like to exercise any of these rights, please contact us at our email: info@archetypecg.com

More information can be found at:

  • European Union and Switzerland residents should visit the European DAA by clicking here.

  • Canadian residents should visit the DAA of Canada by clicking here.

  • U.S. residents and residents of all other countries or territories not listed above can click here for the DAA site to learn more about the use of cookies, your opt-out choices, and more.

Cookies

Cookie collection is not leveraged within our organization for the purposes outlined by this policy.

How do we use cookies?

Cookie collection is not leveraged within our organization for the purposes outlined by this policy.

What types of cookies do we use?

Cookie collection is not leveraged within our organization for the purposes outlined by this policy.

How to manage cookies

You can set your browser not to accept cookies, and the below website tells you how to remove cookies from your browser.

Google Chrome Cookies

IE and Edge

For more information on Cookies, please visit: https://www.allaboutcookies.org/

Privacy policies of other websites

The website contains links to other websites. Our privacy policy applies only to our website, so if you click on a link to another website, you should read their privacy policy.

Changes to our privacy policy

Archetype keeps its privacy policy under regular review and places any updates on this web page. This privacy policy was last updated on 8/26/2022.

How to contact us

If you have any questions about Archetype’s privacy policy, the data we hold on you, or you would like to exercise one of your data protection rights, please do not hesitate to contact us.

Phone:  281-751-3136

Email: info@archetypecg.com

or via regular mail at:

Attention: Archetype Privacy Office

How to contact the appropriate authority

Should you wish to report a complaint or if you feel that Archetype has not addressed your concern in a satisfactory manner, you may contact the Information Commissioner’s Office.

Phone: 0-303-123-1113

Web: https://ico.org.uk/make-a-complaint/your-personal-information-concerns