Privacy Policy
sonivarolentis Financial Management Platform
Last Updated: March 15, 2025
Introduction and Scope
sonivarolentis ("we," "us," or "our") operates a comprehensive financial management platform designed specifically for small businesses across Canada. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you use our services at sonivarolentis.com or interact with our educational programs.
This policy applies to all users of our platform, including individuals who access our financial management tools, participate in our learning programs, or engage with our customer support services. We are committed to protecting your privacy and ensuring compliance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA).
Information We Collect
We collect various types of information to provide and improve our financial management services. The information we gather falls into several categories, each serving specific purposes for platform functionality and user experience enhancement.
Personal Identification
Full name, email address, phone number, business address, and professional titles when you create an account or contact our support team.
Financial Information
Business financial data, transaction records, account balances, and payment processing information necessary for platform functionality.
Business Details
Company name, industry classification, business size, tax identification numbers, and operational information relevant to financial management.
Usage Analytics
Platform interaction data, feature usage patterns, session duration, and technical information about how you navigate our services.
Our platform automatically collects certain technical information when you access our services. This includes IP addresses, browser types, operating system details, device identifiers, and referral URLs. We use cookies and similar tracking technologies to enhance user experience and maintain platform security.
How We Use Your Information
We process your personal information for legitimate business purposes that directly support our financial management services and educational offerings. Each use of your data serves specific operational requirements and user benefit objectives.
- Providing core financial management tools and maintaining account functionality
- Processing transactions and maintaining accurate financial records for your business
- Delivering personalized educational content and learning program materials
- Communicating important account updates, security alerts, and service announcements
- Analyzing platform usage to improve features and develop new financial tools
- Ensuring compliance with Canadian financial regulations and reporting requirements
- Providing customer support and resolving technical or account-related issues
- Detecting and preventing fraudulent activities or unauthorized access attempts
Marketing Communications: We only send promotional materials to users who have explicitly opted in to receive such communications. You can withdraw consent at any time through your account settings or by contacting us directly.
Information Sharing and Disclosure
We maintain strict controls over how your personal information is shared. sonivarolentis does not sell, rent, or trade your personal data to third parties for marketing purposes. We only disclose information in specific circumstances that are necessary for service delivery or legal compliance.
We work with carefully selected third-party service providers who assist in delivering our platform services. These include cloud hosting providers, payment processors, email service providers, and technical support contractors. All service providers are bound by contractual obligations to protect your information and use it only for specified purposes.
We may disclose personal information when required by Canadian law, court orders, or government regulations. This includes compliance with tax reporting requirements, anti-money laundering investigations, or responses to valid legal processes. We will notify affected users when legally permitted to do so.
In the event of a merger, acquisition, or sale of business assets, personal information may be transferred to the acquiring entity. We will provide advance notice of such transfers and ensure that privacy protections continue under new ownership.
Your Privacy Rights
Under Canadian privacy legislation, you have several important rights regarding your personal information. We are committed to facilitating the exercise of these rights through clear processes and reasonable response timeframes.
Access Right
You can request access to all personal information we hold about you. We will provide a comprehensive summary within 30 days, including information sources and usage purposes.
Correction Right
You may request corrections to inaccurate or incomplete personal information. We will update records promptly and notify relevant third parties when necessary.
Deletion Right
You can request deletion of personal information, subject to legal retention requirements. We will explain any limitations and provide alternative privacy controls when full deletion is not possible.
Portability Right
You may request your personal information in a structured, machine-readable format for transfer to another service provider. We will facilitate data portability within reasonable technical limitations.
To exercise any of these rights, please contact our privacy team using the contact information provided below. We may require identity verification to process requests and will respond within the timeframes specified by applicable law.
Data Security Measures
Protecting your personal and financial information is fundamental to our operations. We implement multiple layers of security controls designed to prevent unauthorized access, data breaches, and information misuse.
Our platform employs industry-standard encryption for data transmission and storage. All financial information is encrypted using AES-256 encryption, and we maintain secure databases with access controls and activity monitoring. Regular security audits and penetration testing help identify and address potential vulnerabilities.
Access to personal information is restricted to authorized employees who require such access for their job functions. All staff undergo privacy training and sign confidentiality agreements. We maintain detailed access logs and conduct regular reviews of data handling practices.
Our data centers feature comprehensive physical security measures, including biometric access controls, surveillance systems, and environmental monitoring. We work exclusively with certified cloud providers who maintain rigorous security standards and compliance certifications.
Incident Response: In the unlikely event of a data breach, we maintain a comprehensive incident response plan that includes immediate containment measures, affected user notification, and regulatory reporting as required by Canadian law.
Data Retention Periods
We retain personal information only for as long as necessary to fulfill the purposes for which it was collected, comply with legal obligations, and protect our legitimate business interests. Retention periods vary based on information type and regulatory requirements.
- Account information: Retained for the duration of your relationship with sonivarolentis plus seven years for audit purposes
- Financial transaction data: Maintained for seven years in accordance with Canadian tax and business record requirements
- Communication records: Kept for three years to support customer service and dispute resolution
- Marketing preferences: Stored until you withdraw consent or request deletion
- Technical logs: Automatically deleted after 12 months unless required for security investigations
- Educational progress data: Retained for five years to support ongoing learning program development
When retention periods expire, we securely delete or anonymize personal information unless longer retention is required by law or for the protection of legal rights. You can request early deletion of certain information types, subject to legal and operational constraints.
Cookies and Tracking Technologies
Our platform uses cookies and similar technologies to enhance user experience, maintain security, and analyze platform performance. We employ different types of cookies for various purposes, and you have control over most cookie categories through your browser settings.
These cookies are necessary for basic platform functionality, including user authentication, security features, and core financial management tools. Essential cookies cannot be disabled without significantly impacting platform usability.
We use analytics cookies to understand how users interact with our platform, identify popular features, and detect technical issues. This information helps us improve service quality and develop new financial management tools that better serve your needs.
These cookies remember your platform preferences, including dashboard layouts, notification settings, and display options. Preference cookies enhance usability by maintaining your customized experience across sessions.
International Data Transfers
While sonivarolentis primarily operates within Canada, some of our service providers may process personal information in other countries. When international transfers occur, we ensure appropriate safeguards are in place to protect your privacy rights and maintain data security standards.
We only work with international service providers who demonstrate adequate privacy protections through recognized certification programs or contractual guarantees. All international data transfers comply with Canadian privacy law requirements and include appropriate safeguards for cross-border data protection.
You have the right to obtain information about international transfers affecting your personal data, including details about destination countries and applicable safeguards. Contact our privacy team for specific information about your data's international processing.
Children's Privacy
sonivarolentis's financial management platform is designed for business use and is not intended for individuals under 18 years of age. We do not knowingly collect personal information from minors. If we discover that we have inadvertently collected information from someone under 18, we will promptly delete such information from our systems.
Parents or guardians who believe their child has provided personal information to sonivarolentis should contact us immediately. We will investigate such reports promptly and take appropriate action to remove any collected information while implementing additional safeguards to prevent future unauthorized access.
Policy Updates and Changes
We may update this Privacy Policy periodically to reflect changes in our practices, services, or applicable legal requirements. Material changes will be communicated to users through multiple channels, including email notifications and prominent platform notices.
We encourage you to review this Privacy Policy regularly to stay informed about how we protect your information. The "Last Updated" date at the top of this policy indicates when the most recent changes were made. Continued use of our platform after policy updates constitutes acceptance of the revised terms.
For significant privacy practice changes, we will provide 30 days advance notice and may require explicit consent for new data processing activities that materially affect your privacy rights.
Contact Information
We welcome your questions, concerns, or requests regarding this Privacy Policy and our privacy practices. Our dedicated privacy team is available to assist with privacy-related inquiries and help you exercise your privacy rights.
When contacting us about privacy matters, please include your full name, account information (if applicable), and a detailed description of your inquiry or request. We will acknowledge receipt within 48 hours and provide a substantive response within the timeframes required by applicable privacy legislation.
If you are not satisfied with our response to your privacy concerns, you have the right to file a complaint with the Privacy Commissioner of Canada or your provincial privacy authority. We will cooperate fully with regulatory investigations and work to address any identified privacy compliance issues.