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DNA Core Management:
Privacy Policy

1. Introduction

DNA Core Management (“we,” “us,” or “our”) is a company that provides outsourced fractional CFO services. We are committed to protecting the privacy and security of your personal information. This Privacy Policy outlines how we collect, use, and safeguard the information you provide to us when you use our website or services.

Personal information is any information that allows you to be identified, directly or indirectly.

By providing us with your personal information, you consent to the collection, use, and disclosure of your information in accordance with this Policy.

We will only collect, use, and disclose your information with your consent, which may be express or implied under certain circumstances, or as otherwise required or permitted under applicable law.

We reserve the right to update this Policy at any time and such modifications will enter into force on the date specified in the update. Please make sure to check for changes to this Policy. We will consider that you have accepted the changes to this Policy if you continue to provide personal information to us once the changes enter into force.

2. Information We Collect

We may collect the following types of personal information from you:

Contact information, such as your name, email address, phone number, and physical address. We may also collect certain financial information from you if you engage us to provide financial consulting services to you.

Website Usage Data

When you visit our website, we may automatically collect certain information, such as your IP address, browser type, operating system, the pages you visit, and the time and date of your visit. This data is collected to help us analyze website traffic and improve user experience.

3. How We Collect Your Information

We collect information through the following methods:

  • Directly from you: When you contact us, fill out forms on our website, or provide us with documents and data as part of our service engagement.
  • Automatically: Through the use of cookies, web beacons, and other tracking technologies when you interact with our website.

4. How We Use Your Information

We use the information we collect for the following purposes:

  • To provide our services: The primary use of your information is to deliver the services you have engaged us for, including fractional CFO services or financial consulting.
  • To communicate with you: We use your contact information to respond to your inquiries, send you service-related communications, and provide updates on our services.
  • To improve our services: We analyze website usage data to understand how our website is used and to make improvements to our services and user experience.
  • For marketing purposes: With your consent, we may use your contact information to send you promotional materials and information about new services. You may opt out of these communications at any time.
  • For legal and security purposes: We may use your information to comply with legal obligations, enforce our Terms of Service, and protect our business and clients from fraudulent or malicious activity.

5. Confidentiality and Data Security

We take the security of your data very seriously. We have implemented a variety of technical, administrative, and physical security measures to protect your information from unauthorized access, use, disclosure, alteration, or destruction. These measures include:

  • Secure data storage: Storing your financial data in encrypted, secure systems.
  • Access controls: Limiting employee access to your data on a strict “need-to-know” basis.
  • Confidentiality agreements: All our employees and contractors are bound by confidentiality obligations.
  • Use of encrypted communication channels for the transmission of sensitive data.

6. Sharing Your Information with Third Parties

We will not sell, rent, or trade your personal or financial information with third parties. We will only share your information in the following limited circumstances:

  • With your consent: When you have given us explicit permission to share your information.
  • With service providers: We may share information with trusted third-party vendors who assist us in providing our services (e.g., cloud storage providers, payment processors). These providers are bound by confidentiality agreements and are prohibited from using your information for any other purpose.
  • As required by law: If we are required to do so by a subpoena, court order, or other legal process.
  • To protect our rights: When we believe it is necessary to investigate, prevent, or take action regarding illegal activities, suspected fraud, or violations of our Terms of Service.
  • If the Company sells its business or assets, in whole or in part, or is involved in a merger, as required by such a transaction, or as part of due diligence

While your information will be stored in Canada, your personal information may be transferred outside Canada, specifically, to the United States, for the purposes described above, including its collection, use, disclosure and storage. Please note that information stored outside Canada will be subject to the laws of that local jurisdiction. If you have any questions about our use of third-party service providers located outside of Canada, please contact our Privacy Officer (contact details ).

7. Data Retention 

We retain the personal information we collect for as long as required to meet identified purposes, as long as it is reasonable to do so for customer service, legal or commercial reasons. The retention period depends on the purposes and the nature of the information. On the expiry of this period, we permanently and securely destroy or anonymize the information in compliance with applicable legislation.

8. Your Rights

Subject to the limits and provisions of applicable laws, you have the right to:

  • Request access your personal information;
  • Request to rectify or update your personal information;
  • Withdraw your consent at any time (the withdrawal of consent is binding on us with regard to the personal information the use of which was based on such consent; the withdrawal of consent will not affect the lawfulness of use based on your consent before its withdrawal);
  • Request the deletion of your personal information if it is outdated or not justified for the purposes it was collected.

If you submit a request to withdraw your consent to use or disclose your personal information, how we handle that request will depend on the situation and reasons:

  • You may withdraw your consent, but we will no longer be able to provide you a service or product that requires such consent; or
  • You may not withdraw your consent because processing your personal information is necessary or mandatory.

In either case, we may be legally required to retain certain personal information.

You may exercise the foregoing rights at any time by contacting our Privacy Officer (see below).

Any such request must contain sufficient details for us to be able to address it. We undertake to respond to any such request within a reasonable period of time, and to the extent possible, within a maximum of thirty (30) days, as set out in the applicable laws. We must, however, first verify the identity of the person making such a request.

We will ensure that your personal information is as accurate, complete and up-to-date as possible for the purposes for which it is used. However, it is your responsibility to advise us of changes to your personal information, such as your contact information.

9. Use of Cookies and Tracking Technologies

Our website uses cookies and similar technologies to enhance your experience. Cookies are small data files stored on your device that help us remember your preferences, analyze website traffic, and track user behavior. You can set your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, some parts of our website may not function properly.

Our website uses Google Analytics, a web analytics service provided by Google LLC. (“Google”). Google Analytics uses “cookies”, which are text files placed on your device, to help us analyze how users use our site.

The information generated by the cookie about your use of the website (including your IP address) will be transmitted to and stored by Google on servers in the United States. Google uses this information to evaluate your use of the website, compile reports on website activity, and provide other services relating to website activity and internet usage.

You can opt out of Google Analytics by installing the browser add-on available at: https://tools.google.com/dlpage/gaoptout.

For more information on Google’s privacy practices, please visit: https://policies.google.com/privacy.

10. Challenging Compliance

If you have any questions, concerns, or wish to complain about our privacy practices, you may contact our Privacy Officer (contact details below). If you are not satisfied with our handling of your concerns, you may contact the Office of the Privacy Commissioner of Canada (federal), toll free at 1-800-282-1376.

11. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact our Privacy Officer at: Email: hello@dnacoremgmt.com.