FORVIS EU-US Privacy Shield Privacy Notice

Last Updated: 08-10-2022

FORVIS, LLP ("FORVIS"), a Delaware Limited Liability Partnership, complies with the EU-U.S. Privacy Shield Framework as set forth by the U.S. Department of Commerce regarding the collection, use, and retention of personal information that is transferred from the European Economic Area ("EEA") to the United States within the scope of its certification.

FORVIS has certified that it adheres to the Privacy Shield Principles of notice, choice, accountability for onward transfer, security, data integrity and purpose limitation, access, recourse, enforcement and liability. If there is any conflict between the terms in this notice and the Privacy Shield Principles, the Principles shall govern.

FORVIS complies with the EU-U.S. Privacy Shield Framework (Privacy Shield) as set forth by the U.S. Department of Commerce regarding the collection, use, and retention of personal information transferred from the European Union and the United Kingdom to the United States in reliance on Privacy Shield. FORVIS has certified to the Department of Commerce that it adheres to the Privacy Shield Principles with respect to such information. If there is any conflict between the terms in this privacy policy and the Privacy Shield Principles, the Privacy Shield Principles shall govern.

To learn more about the Privacy Shield program, and to view our certification, visit https://www.privacyshield.gov.

Personal Information

FORVIS receives and processes personal information from or relating to FORVIS, LLP and other legally separate entities in the context of the provision of products, services, and support to these entities, acting as a data processor with respect to this information. Personal information received by FORVIS will be treated in accordance with their instructions or pursuant to FORVIS contractual arrangements with them, consistent with the Privacy Shield requirements. Instances information can be collected may include:

Contact Information – Information such as name, employer, job title, address, phone number, email address and/or other pertinent information. This information can be collected if provided during marketing efforts, event registration and/or other similar instances.

Client Information – Information of clients engaging FORVIS Assurance, Tax, Advisory or other service lines. This can consist at times of personal information which is related to your client relationship with FORVIS.

Employment/Applicant Information – Information of FORVIS personnel or prospective applicants that can consist of name, email address, physical address, phone and/or qualifications.

Individual Rights

Where appropriate individuals have rights under the Privacy Shield to access their personal information and to request limited use, disclosure, deletions, additions and/or corrections of their personal information. Please contact us using the information below if you wish to exercise these rights and we will refer any requests to relevant data controllers and support them as needed in responding to your request.

Disclosures of Personal Information

FORVIS will disclose personal information only as authorized by the relevant data controller. We may use a limited number of third-party service providers to assist us in providing our services or in meeting internal business operation needs. These third parties will access information only to perform tasks on our behalf.

FORVIS is accountable for the onward transfer of data to third party service providers or agents who assist us in providing services. FORVIS maintains contracts with these third parties in compliance with our Privacy Shield obligations and other obligations and accepts liability if those parties fail to meet these obligations and we are responsible for the event giving rise to the damages.

Personal Information may also be disclosed as part of a corporate transaction such as a sale, divestiture, reorganization, merger or acquisition.

Disclosures of personal information may also be required to law enforcement, regulatory, or other government agencies for purposes of national security, professional bodies or to other third parties, in each case to comply with legal or regulatory obligations or requests and professional standards. FORVIS will notify the applicable data controller of any such request unless prohibited by law.

Data Security

FORVIS strives to maintain industry standard administrative, technical, physical and organizational safeguards. These safeguards implemented to assist in protecting data from unauthorized, accidental or unlawful disclosure, destruction, loss or modification.

Questions and Complaints

In compliance with the Privacy Shield Principles, FORVIS commits to resolve complaints about our collection or use of your personal information. EU and UK individuals with inquiries or complaints regarding our Privacy Shield policy should first contact FORVIS at:

FORVIS Privacy Office
FORVIS, LLP
4350 Congress Street, Suite 900
Charlotte, NC 28209
704.367.7020
Email: privacynotice@FORVIS.com

FORVIS has further committed to refer unresolved Privacy Shield complaints to the American Arbitration Association, an alternative dispute resolution provider located in the United States. If you do not receive timely acknowledgment of your complaint from us, or if we have not addressed your complaint to your satisfaction, please visit https://go.adr.org/privacyshield.html for more information or to file a complaint. The services of the American Arbitration Association are provided at no cost to you. It is also possible, under certain conditions (i.e., those set forth in Annex I of the Privacy Shield Principles), to invoke binding arbitration with regard to Privacy Shield complaints that have not been resolved by other means.

FORVIS has further committed to cooperate with the panel established by the EU data protection authorities (DPAs) with regard to unresolved Privacy Shield complaints concerning human resources data transferred from the EU in the context of the employment relationship and the UK Information Commissioner’s Office (ICO) with regard to unresolved Privacy Shield complaints concerning human resources data transferred from the UK in the context of the employment relationship.

The U.S. Federal Trade Commission has jurisdiction over FORVIS’s compliance with the Privacy Shield Framework. This notice may be amended to be consistent with the requirements of the EU-U.S. Privacy Shield Framework. When we update this Notice, we will also revise the "Last Updated" date at the top of this page.

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