PRIVACY POLICY
This Privacy Policy describes how Squire & Company PC, Squire Technology LLC, and Squire Investment Management Company LLC (collectively, “Squire,” “we,” “us,” or “our”) handle the personal information of individuals who interact with us. This includes interactions through our websites and applications, participation in our services, inquiries about our offerings, and any other situations where we process personal information.
1. Information We Collect
The information we gather varies depending on how you engage with Squire. We only collect what is reasonably necessary for the purposes described in this Policy.
When You Work with Squire or Provide Services to Us
To establish, manage, or fulfill a business relationship, we may collect:
- Identity Details: Name (first and last), title (which may indicate gender and marital status), job role, employer, etc.
- Contact Information: Email address, phone number, and mailing or billing address
- Financial or Transaction Data: Bank accounts or payment details, contact information, order details, payment details, service details, and products provided or received.
- Service-Related Information: Information necessary for us to provide professional services, which may include business, financial, tax, or compliance-related details, as well as information required to satisfy Know Your Customer (KYC), client identification, anti-money-laundering, or other regulatory due-diligence obligations.
- Employment Information: Relevant workplace history or data required to deliver certain services including your current and previous roles, responsibilities, and salary/benefits; date of hire, age, planned/actual retirement date.
When You Otherwise Interact with Us
If you contact Squire, attend our events, or engage with us through referrals or publicly accessible sources (like LinkedIn), we may collect information such as:
- Your name and contact details
- Information about the context or purpose of your interaction
- Any personal information contained within your communications
When Using Squire Websites or Applications
We may collect information that you voluntarily provide, including:
- Name, job title, and company
- Email address, phone number, and communication preferences
We also automatically collect technical information such as:
- Browser and device information
- IP address
- Site usage patterns and navigation behavior
Cookies and Tracking Technologies
With your consent where required, cookies and similar tools may be used to:
- Remember user preferences
- Analyze website usage
- Support marketing or analytics through trusted third parties
Visitors may disable cookies through browser settings, though doing so may affect site functionality.
Do Not Track Signals
Our websites do not currently respond to “Do Not Track” signals except as outlined in this Policy.
If You Apply for Employment at Squire
Job applicants may provide:
- Contact information
- Educational and professional history
- Resume or CV details
- Voluntary demographic or diversity information (kept separate from hiring decisions)
Successful candidates will receive additional privacy notices during onboarding.
2. How We Use Personal Information
We use personal information for operational, administrative, and service-related purposes, such as:
- Responding to your questions and requests
- Managing client or vendor relationships
- Maintaining and improving our websites, applications, and internal systems
- Personalizing communications and sending service-related updates
- Meeting legal, regulatory, and compliance obligations
- Safeguarding our systems, preventing fraud, and ensuring account security
- Conducting internal analytics, research, and business planning
Squire does not use personal information collected through our website for unrelated marketing. However, we may use personal information obtained through our professional engagements with the support of third-party relationship-management and analytics service providers to enhance our client-relationship management, business-development activities, and related operational functions, consistent with this Privacy Policy.
3. When We Share Personal Information
We may share personal information within the Squire group to support internal operations or service delivery. We may also share information with trusted third parties in the following situations:
- Compliance and Legal Reasons: To respond to lawful requests, comply with regulations, or protect our rights and those of others
- Service Providers: Entities that assist us with services such as technology support, payment processing, analytics, marketing, business development, or professional consulting
- Business Transactions: If Squire undergoes a merger, acquisition, restructuring, or asset transfer
- At Your Direction: When you ask or consent to having your information shared
- Other Circumstances Described in This Policy
Third parties that process information on our behalf are required to protect personal information in accordance with applicable privacy standards.
We do not sell personal information or use it for third-party advertising.
4. International Processing and Transfers
Your personal information may be accessed or processed in countries outside your home region, including where Squire maintains operations or engages service providers. Our websites are hosted in the United States, which means information submitted online may be transferred there.
We take reasonable steps to comply with applicable laws governing cross-border data transfers.
5. Links to Other Websites
Squire websites may contain links to external sites that operate independently from us. We are not responsible for the privacy practices of these third parties and encourage reviewing their privacy policies before sharing personal information.
6. Your Choices
Individuals interacting with our websites or services may:
- Update or correct information through applicable account features or by contacting us
- Adjust cookie preferences using browser tools or cookie banners
- Opt out of certain communications following the instructions in those communications
7. How We Protect Information
We use administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, misuse, or loss. Only personnel with a legitimate need are permitted access.
While we employ security measures, no method of transmission or storage is entirely risk-free.
8. Children’s Privacy
Our websites and services are not intended for children under 14. We do not knowingly collect personal information from minors under this age.
9. Updates to This Policy
We may modify this Privacy Policy periodically. When changes occur, we will update the revision date and post the new version on our website. We encourage periodic review to stay informed.
10. Contacting Squire
If you have questions or concerns about this Privacy Policy or how Squire handles personal information, please contact us at info@squire.com or write us at Squire & Company PC, 1329 South 800 East Orem, Utah 84097, Attn: Legal Department.
Jurisdiction-Specific Disclosures
11. California Residents
California residents may request information about how Squire shares personal information for direct marketing. We do not disclose personal information for third-party marketing without your authorization. Requests to withdraw such authorization may be submitted using the contact information above.
12. United Kingdom and EEA Residents (GDPR Notice)
This section applies to individuals located in the United Kingdom (“UK”) or the European Economic Area (“EEA”) and supplements the other terms of this Privacy Policy. Squire acts as a data controller when determining how and why personal information is processed in connection with our services.
Legal Bases for Processing Personal Information
Where the GDPR applies, Squire processes personal information only when a lawful basis exists. Depending on the nature of your relationship with us, we may rely on one or more of the following legal grounds:
- Legitimate Interests: We may process personal information as necessary to operate and improve our business, provide and develop client services, maintain security, manage our relationship with you, and pursue other legitimate business purposes, provided such interests do not override your fundamental rights and freedoms.
- Performance of a Contract: Processing may be required to enter into, administer, or fulfill an agreement with you or your employer, including the provision of professional, advisory, or technology services.
- Legal Obligations: We may process personal information to comply with applicable laws, regulatory requirements, professional standards, anti-money-laundering (“AML”) and Know Your Customer (“KYC”) obligations, tax rules, or other mandatory reporting requirements.
- Consent: In certain limited circumstances—such as where required for specific marketing activities or optional data uses—we may rely on your explicit consent. You may withdraw consent at any time, without affecting processing already carried out prior to withdrawal.
Your Data Protection Rights
If you are accessing our Site from the UK or the EEA, you may have the following rights under applicable data protection laws:
- Access: To request a copy of the personal information we hold about you and related processing details.
- Rectification: To ask us to correct inaccurate or incomplete personal information.
- Erasure: To request deletion of your personal information in circumstances permitted by law.
- Restriction: To request that we limit the processing of your personal information.
- Portability: To receive certain personal information in a portable format or request its transfer to another party.
- Objection: To object to processing based on our legitimate interests and to object to the use of your information for marketing.
- Withdraw Consent: To withdraw consent at any time when processing is based on your consent.
You may exercise these rights by contacting us using the information provided in the “Contacting Squire” section. We aim to respond within one (1) month, with an extension of up to two (2) additional months where permitted. You also have the right to lodge a complaint with a Data Protection Authority in the UK or EEA.
International Data Transfers
Squire may transfer personal information outside the UK or EEA to jurisdictions that may not provide the same level of data protection as those within the UK/EEA. When such transfers occur, we implement appropriate safeguards as required by law, which may include:
- Standard Contractual Clauses approved by the European Commission or UK authorities
- Contractual commitments with third-party service providers
- Other mechanisms recognized under the GDPR for ensuring adequate protection of personal information
You may contact us for additional information about the safeguards we use for international transfers.
13. Canadian Residents
Individuals in Canada may have rights to access, correct, delete (in certain situations), or transfer their personal information, and may withdraw consent subject to legal or contractual restrictions.
Squire retains information only as long as necessary for business, legal, or regulatory purposes.