Huntward Advisors ("we," "us," or "our") respects the privacy of people who interact with our business. This policy explains how we collect, use, disclose, retain, and protect personal information through our website, inquiries, business communications, professional services, recruitment, supplier relationships, and digital tools.
The organization responsible for this information is My Advantage CFO LLC, trading as Huntward Advisors, at 3715 Northside Parkway NW, Suite 400-515, Atlanta, GA 30327. Contact us at: info@huntwardadvisors.com.
Information you provide
When you contact us, request a discovery call, submit a form, or communicate with our team, we collect the information you choose to provide. This may include your name, business email address, phone number, company, role, services of interest, and the content of your messages.
If you engage us for Growth Coaching, FP&A, outsourced accounting, or fractional Controller/CFO services, we may process information about business owners, employees, customers, suppliers, and other people contained in the records needed for the engagement. This may include accounting records, payment details, payroll information, tax information, and other financial or business records. We collect only the information needed for the agreed services. Please avoid submitting confidential financial records or sensitive personal information through general website inquiry forms.
Client information and our responsibilities
When we determine why and how personal information is used, we are responsible for that processing under applicable privacy law. When we process personal information on a client's behalf, we act under the client's instructions and the relevant service agreement. The client may be responsible for providing notices and responding to privacy requests about that information. We will direct requests to the appropriate client where necessary and assist as required by our agreement and applicable law.
This policy does not replace confidentiality obligations, data processing agreements, or any separate privacy notice that applies to a particular engagement or employment relationship.
Website information and cookies
Our website and its service providers may collect technical information such as IP address, browser and device information, referring pages, pages visited, and access times to operate and protect the site. Our website includes Google Tag Manager code and an embedded Microsoft Forms contact form. Google Tag Manager manages website tags; the information collected depends on the tags actually enabled.
You can manage cookies through your browser settings. Where applicable law requires consent, we will seek it before enabling nonessential cookies or similar technologies. Blocking cookies or third-party content may affect some website features.
Recruitment and business contacts
Recruitment
If you apply for a role, we may collect your contact details, resume, qualifications, employment history, interview information, and references. Where permitted and relevant, we may receive information from recruitment services or referees. We use this information to assess suitability and administer recruitment. [Confirm any background checks, interview recordings, and retention of unsuccessful applications before publication.]
Suppliers and business contacts
For suppliers, advisers, and other business contacts, we may collect professional contact details, correspondence, contracts, and payment or tax information needed to manage the relationship.
How we use information
We use personal information to respond to inquiries, arrange meetings, deliver agreed services, manage client and supplier relationships, process payments, maintain business records, assess job applications, and meet legal obligations. We also use information to operate and improve our website and systems, investigate security incidents, and prevent fraud. Where permitted, we may send relevant business updates or marketing communications. You can opt out of marketing emails using an unsubscribe option or by contacting us.
Where a legal basis is required, we rely on the basis appropriate to the activity, such as your consent, performance of a contract, compliance with a legal obligation, or our legitimate interests in operating and protecting our business. We do not treat browsing our website as consent to every form of processing.
Sources and connected services
We receive information directly from you and, where relevant, from clients, their authorized systems, business contacts, recruitment providers, and service providers supporting our operations. If we connect a third-party account or platform, we access information only through the permissions and authorization applicable to that service. We use it for the agreed purpose and comply with the platform's restrictions on use, disclosure, and retention.
When we disclose information
We disclose information to authorized personnel and service providers only where needed for the purposes described in this policy. Providers may support website hosting, forms, communications, scheduling, secure storage, accounting, and application operations. The website contact form is provided through Microsoft Forms.
We may also disclose information where legally required, to professional advisers under appropriate confidentiality obligations, to protect rights and security, or in connection with a business transaction subject to appropriate safeguards.
Data retention and security
We retain personal information only for as long as necessary for its stated purpose, applicable legal obligations, and the resolution of disputes. We consider the nature of the information, the duration of the relationship, legal and contractual requirements, and the need to establish or defend legal claims. We delete or de-identify information when it is no longer needed, subject to lawful retention requirements. Information obtained through third-party platforms is also subject to any shorter retention limits imposed by those platforms.
We use appropriate technical and organizational safeguards to protect personal information. Access is limited to authorized people who need it for their work. No system is completely secure.
International processing
Information may be processed in countries where our team or service providers operate. Where applicable law requires safeguards for international transfers, we use the relevant lawful transfer mechanism.
Your choices and privacy rights
Depending on your location and applicable law, you may have rights to access, correct, delete, or obtain a copy of your personal information, restrict or object to its use, or withdraw consent. Withdrawal does not affect processing that was lawful before consent was withdrawn. You may also have a right to complain to a privacy regulator.
To make a request, contact [confirm privacy contact email]. We may verify your identity and authority before responding. Some information may need to be retained under applicable law or a client agreement. We respond within the period required by applicable law.
Third party services and children
Third party services
Our website may link to LinkedIn, YouTube, and other third-party services. Their own privacy policies govern information they collect directly.
Children
Our website and business services are intended for adults and business users. We do not knowingly collect personal information from children under 13. If you believe a child has provided information, contact us so we can assess and address it.
Changes and contact
We may update this policy to reflect changes in our services, practices, or legal obligations. We will publish the revised policy on our website. Where required, we will provide additional notice or obtain consent for material changes.
For privacy questions or requests, contact Huntward Advisors: at info@huntwardadvisors.com or write to 3715 Northside Parkway NW, Suite 400-515, Atlanta, GA 30327. Website: https://huntwardadvisors.com.
Huntward Advisors Privacy Policy