Privacy Policy | BridgePoint Advisors

Effective Date: 08-2025

BridgePoint Advisors Business Consultancy Services (“we,” “our,” or “us”) values your privacy and is committed to protecting your personal information in compliance with the Philippine Data Privacy Act of 2012 (RA 10173), its Implementing Rules and Regulations, and guidelines issued by the National Privacy Commission (NPC).

This Privacy Policy explains how we collect, use, store, protect, and share the personal information you provide to us.

1. Information We Collect

We may collect the following types of personal information:

Identification details: Name, date of birth, government-issued IDs
Contact information: Address, email, phone number
Business registration details: DTI/SEC/CDA certificates, permits
Financial data: Tax Identification Number (TIN), tax filings, receipts, invoices, income and expense records
Other information: Any documents or data you voluntarily provide in connection with our services
Website data: IP address, cookies, and browsing information when you visit our site

2. Lawful Basis for Processing

We process your personal data only under lawful bases:

With your consent
When necessary to perform our contractual obligations (e.g., bookkeeping or tax preparation engagement)
To comply with legal obligations (e.g., BIR, SEC, DTI, LGU requirements)
To pursue our legitimate interests, such as improving services, preventing fraud, and maintaining accurate records

3. How We Use Your Information

We use your personal data for the following purposes:

To process business registrations, permits, bookkeeping, and tax preparation
To comply with regulatory requirements of government agencies (BIR, SEC, DTI, CDA, LGUs)
To maintain accurate financial and compliance records
To communicate updates, service advisories, or notices
To improve our services and client experience

4. Sharing of Information

We may share your information only with:

Relevant government agencies to process registrations, filings, and permits
Third-party service providers (e.g., accredited printers, software platforms like QuickBooks, Taxumo, or Google Workspace) who assist in delivering services
Legal and regulatory authorities when required by law

** We will never sell, trade, or disclose your data to unauthorized third parties.

5. Cross-Border Data Transfers

Some of your data may be stored or processed using cloud-based systems located outside the Philippines (e.g., QuickBooks Online, Google Drive, other SaaS tools). We ensure these providers implement adequate safeguards in compliance with NPC standards.

6. Storage and Retention

Your data will be stored securely in physical and digital form.
Records will be retained for at least 10 years or as required by law.
After the retention period, records will be securely disposed of through shredding, deletion, or anonymization.

7. Data Breach Protocol

In the event of a personal data breach:

We will assess the impact and contain the breach.
We will notify the NPC and affected clients within 72 hours, as required by law.
We will take remedial actions to prevent further risks.

8. Your Rights Under the Data Privacy Act

You have the following rights:

Right to be informed – Know how your data is collected and processed
Right to access – Request a copy of your personal data on file
Right to object – Withdraw or withhold consent at any time
Right to erasure/blocking – Request deletion of data no longer necessary for processing
Right to damages – Seek compensation if misuse of data causes harm
Right to data portability – Obtain and reuse your data across services

9. Security Measures

We adopt organizational, physical, and technical safeguards, including:

Encrypted storage and password-protected systems
Restricted access to authorized personnel only
Secure handling and disposal of documents
Staff training on data privacy and compliance

10. Cookies and Website Tracking

When you visit our website, we may collect limited technical information through cookies:

Purpose: Analytics, improving site performance, enhancing user experience
You may disable cookies in your browser settings, but some features may not function properly

11. Children’s Data

If we process data of minors (e.g., dependents listed on tax or financial records), we require the consent of a parent or legal guardian before collection and processing.

12. Complaint Escalation

If you believe your data privacy rights have been violated, you may escalate your complaint to:
National Privacy Commission (NPC)
Website: https://privacy.gov.ph

13. Data Privacy Officer (DPO)

For any privacy-related concerns, requests, or complaints, you may contact:

Data Privacy Officer
BridgePoint Advisors
📧 Email: dpo@bridgepoint.com

📞 Phone: 0968-539-5967

14. Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on our website with the effective date indicated.

BRIDGEPOINT ADVISORS