Privacy Policy | Butterfield & Patterson

Butterfield & Patterson, PLLC (“Butterfield & Patterson,” “we,” “us,” or “our”) is committed to safeguarding the privacy of visitors to our website (the “Website”), contacts for our clients and prospective clients, contacts for suppliers of goods and services to Butterfield & Patterson, candidates for employment or engagement, and any other individuals about whom we obtain personal information (each, “you”). This document sets forth the principles governing our use of personal information that we may obtain about you, to help you understand how we collect, use, and otherwise process your personal information as well as the rights that you have in relation to our processing of that information (the “Privacy Policy”). In this Privacy Policy, “personal information” means information that (either in isolation or in combination with other information held by us) enables you to be identified or recognized. Butterfield & Patterson does not sell or disclose personally identifiable information about you to unaffiliated third parties except in accordance with this Privacy Policy.

Inapplicability of Certain State Laws

Butterfield & Patterson does not meet the applicability criteria of and is not subject to the California Consumer Privacy Act (“CCPA”), the California Privacy Rights Act (“CPRA”), the Connecticut Data Privacy Act (“CTDPA”), the Colorado Privacy Act (“CPA”), the Delaware Personal Data Privacy Act (“DPDPA”), the Indiana Consumer Data Protection Act (“INCDPA”), the Iowa Consumer Data Protection Act (“IACDPA”), the Kentucky Consumer Data Protection Act (“KCDPA”), the Maryland Online Data Privacy Act (“MODPA”), the Minnesota Consumer Data Privacy Act (“MNCDPA”), the Montana Consumer Data Privacy Act (“MTCDPA”), the Nebraska Data Privacy Act (“NDPA”), the New Hampshire Privacy Act (“NHPA”), the New Jersey Data Privacy Law (“NJDPL”), the Oregon Consumer Privacy Act (“OCPA”), the Rhode Island Data Transparency and Privacy Protection Act (“RI-DTPPA”), the Tennessee Information Protection Act (“TIPA”), the Texas Data Privacy and Security Act (“TDPSA”), the Utah Consumer Privacy Act (“UCPA”), or the Virginia Consumer Data Protection Act (“VCDPA”).

Collection of Information

Although you are not required to provide any personal information on the public areas of our Website, you may choose to do so by completing certain contact or marketing forms. Should you do so, we may, for example, keep a record of your name, email address, and any other information you voluntarily provide to us.

Additionally, we may collect the following categories of personal information from you in the course of business, including through your use of the Website, when you contact or request information from us, when we provide services to you, or when we receive services from you. If you choose not to provide such information, you may not be permitted to access certain Website features, content or services.

Identification Data, such as name, sex, title, job title, or address.
Contact Information, such as phone number, email address, and social media account or handle.
Financial data, such as bank account information and invoicing details.
Event registration or mailing list data, such as dietary requirements (which may reveal information about your health or religious beliefs), preferences and interests, subscriptions, downloads, and usernames and passwords.
Job applicant data, such as identification data, contact information, resumé, and other data provided by you or third parties (e.g., recruiters). This data may be subject to additional local requirements.
Legal and regulatory compliance data, as required for purposes such as know your client, anti-money laundering, and market abuse regulations requirements, or as part of our client onboarding process, which may include passport or other identification data, date of birth, home address, and other due diligence data.
Other service data, such as personal information relevant to the provision or receipt of services and client feedback.
Cookie and device data, such as information about your visit to our website, IP address, the URLs of the websites and pages you visit and the times and dates of such visits, information about the computer hardware and software you use, device identifier, and location and time zone setting. Also, we may place “cookies” on your computer or use other tracking technologies like web beacons and pixels, to access or store information and to recognize you on return visits to enable us to enhance your browsing experience, as well as to collect additional information about you. As further described below, you may adjust your browser settings or use other means to prevent cookies from being placed on your computer, but doing so may result in reduced functionality and a less personalized browsing experience.

Butterfield & Patterson may supplement the information that you provide to us with information that we receive or obtain from other sources, such as from our staff or personnel, clients, professional advisers, partners, agents, third parties with whom we interact, public databases, marketing partners, social media platforms, publicly available sources, or other outside sources.

Use of Information

We may use your personal information for the following purposes:

Provision of legal services. We use personal information that you voluntarily submit to us on the Website or during the course of our engagement, regardless of the media used, such as identification data, contact details, and other service data that we may process in connection with the provision of services. Butterfield & Patterson’s work for you may also involve providing such information to third parties, such as expert witnesses and other professional advisers, in order to represent your interests most effectively. This is necessary for us to perform our contract with you.
Administration of client and vendor relationships. We use identification data, contact details, financial data, and other service data for the processing of invoices, the updating of client records, and the management of our vendor relationships. This is necessary to perform our contract with you.
Addressing client inquiries and feedback. We use identification data, contact details, and other service data to respond to client inquiries and feedback. This process is necessary to perform our contract with you. It may also be necessary for our legitimate interests to establish or maintain a relationship with you. It is also in your interest to receive a response from us when you contact us.
Sending relevant marketing messages and inviting you to events or seminars. We use identification data, contact details, cookie and device data, and mailing list data to communicate with you by way of email alerts and posts to provide you with information about our events, seminars, or services that may be of interest to you. We also may use that data to advertise information to you on other platforms such as Facebook and Instagram and other social media platforms. This processing is necessary for our legitimate interest in sending you tailored marketing messages, client newsletters, and invitations to relevant events and seminars.
Improving our Website. We use cookie and device data to improve the functionality and user-friendliness of our website. This is necessary for our legitimate interests to constantly monitor and improve our online presence and services to you.
Keeping our Website and IT systems and processes safe. We use identification data, contact details, financial data, cookie and device data, and other service data to maintain and secure our Website and other network and computer systems. This is necessary to perform our contract with you and to ensure the security and confidentiality of your data. It is also necessary for our legitimate interests to prevent illegal activities, including fraud, which could harm you and us.
Complying with legal or regulatory inquiries and requests. We use identification data, contact details, financial data, cookie and device data, and legal and regulatory compliance data for legal and regulatory compliance purposes (including for anti-money laundering or fraud detection purposes, statutory returns, and fulfillment of Butterfield & Patterson’s ethical obligations). This is necessary for the purpose of complying with our legal requirements.
Recruitment. Personal information about job applicants is collected and processed for purposes of screening, identifying, and evaluating candidates for positions; record-keeping related to hiring processes; analyzing the hiring process and outcomes; and conducting background checks, where and to the extent permitted by applicable law, which may also be subject to relevant local recruitment privacy policy. If you are hired by Butterfield & Patterson, this data will be transferred to our employee record files for the purpose of your employment. This is necessary in order to take steps at the request of the job applicant in the context of recruitment prior to entering into a contract. In addition, job applicant data and legal and regulatory compliance data may be used as necessary to comply with legal, regulatory, and corporate governance requirements.

Information Sharing

We may share your personal information with the following categories of recipients:

Professional advisers, partners, and agents of Butterfield & Patterson to provide you with local legal services, as required, and to administer our relationship with you;
Vendors that will process your personal information on our behalf and under our instructions to carry out their services during the course of our business, such as IT service providers; financial institutions; customer relationship management databases and other cloud-based solutions; third-party companies providing us with business analytics, statistics, and advertising to assist with our marketing campaigns; and third-party venues in which we may host events and seminars;
Any law enforcement, regulatory, or government agency requesting personal information in connection with any inquiry, subpoena, court order, or other legal or regulatory procedures, with which we would need to comply. We may also share personal information to establish or protect our legal rights, property, or safety, or the rights, property, or safety of others, or to defend against legal claims; and
Any third party connected with business transfers; we may transfer your personal information to third parties in connection with a reorganization, restructuring, merger, acquisition, or transfer of assets of Butterfield & Patterson, provided that the receiving party agrees to treat your personal information in a manner consistent with this Privacy Policy.

We are not responsible for the data policies or procedures or content of any linked websites, including (as just examples) social media companies such as X, LinkedIn, Facebook, and Instagram. We recommend that you check the privacy and security policies of each website you visit.

Transfers of Information

Your personal information may be transferred to or shared across our cloud-based computer networks or service providers that we may engage to host the Website or to provide other services that may not be subject to data protection laws similar to those prevailing in the jurisdiction in which such information is provided to or received by us.

No Sale of Personal Information

Butterfield & Patterson does not sell any personal information.

Security

We have implemented technical and organizational security measures in an effort to safeguard the personal information in our custody and control. Such measures include, for example, limiting access to personal information only to staff and authorized service providers on a need-to-know basis for the purposes described in this Privacy Policy, as well as other administrative, technical, and physical safeguards.

We endeavor to take all reasonable steps to protect your personal information, but cannot guarantee the security of any data you disclose online. Please note that email is not a secure medium and should not be used to send confidential or sensitive information. By providing information online, you accept the inherent security risks of providing information over the Internet and will not hold us responsible for any breach of security, unless it is due to our negligence or willful default.

Cookies

Our website uses certain tags, log files, web beacons, pixels, and similar tracking technologies from third parties (collectively, “cookies”), of which you should be aware.

Cookies are text files containing small amounts of information that can be downloaded to your device when you visit a website. Cookies enable us to analyze how the Website is used and to monitor site performance, so we can create the best user experience. We may also use cookies to provide social media features.

In addition to any cookies used by Butterfield & Patterson and our service providers, some cookies are placed by third parties such as Google Analytics and Facebook, as described below. By using the Website, you agree to the use of cookies for the following purposes:

Essential Cookies. These are essential in order to enable you to move around the Website and use its features, such as accessing secure areas of the website.
Performance and Analytics Cookies. Google Analytics (“Analytics”) is Google’s free web analytics tool that helps us understand how our visitors engage with our website. Analytics collects information anonymously and, much like examining footprints in sand, it reports website trends without identifying individual visitors. Analytics uses its own set of cookies to track visitor interactions. These cookies are used to store information, such as what time the current visit occurred, whether the visitor has been to the site before, and what site referred the visitor to the web page. Google Analytics customers can view a variety of reports about how visitors interact with their website so they can improve their website and how people find it. A different set of cookies is used for each website, and visitors are not tracked across multiple sites. Analytics customers are obliged to notify users of their use of analytics software. To disable this type of cookie, some browsers will indicate when a cookie is being sent and allow you to decline cookies on a case-by-case basis. In addition to declining cookies, you can also install the Google Analytics Opt-out Add-on in your browser, which prevents Google Analytics from collecting information about your website visits. You can also opt out by clicking here.
Advertising, Direct Marketing, and Lead Generation. We use social media platforms to assist us in our advertising and marketing efforts, including Facebook and LinkedIn.
Functionality Cookies. These remember the choices you make on the Website. These cookies help to make your visit more personal.

You can block or disable cookies on your device at any time by indicating this in the preferences or options menus in your browser. You can also delete the cookies that are stored on your device. However, blocking, disabling, or deleting cookies may limit your ability to view all the pages of the Website or use online services that require registration. You may opt out of Google’s use of cookies by visiting their Ad Settings page. You may also opt out of a third-party vendor’s use of cookies at the Network Advertising Initiative opt-out page. You can find more information about cookies at www.allaboutcookies.org and www.youronlinechoices.com.

Additional Services

From time to time, Butterfield & Patterson may offer additional services through the Website. In some cases additional services may be subject to alternative terms of use (as identified by Butterfield & Patterson), and your use of any such services will constitute your acceptance of such alternative terms of use. Unless otherwise stated, such alternative terms of use shall apply to supplement this Privacy Policy; and in the context of any conflicting terms, this Privacy Policy shall govern with respect to the Website content and services, excepting only those services which are expressly covered, and then only to the extent so expressly covered, by such alternative terms.

Sending Information Does Not Form an Attorney-Client Relationship

Transmission of information from this Website does not create an attorney-client relationship between you and Butterfield & Patterson, nor is it intended to do so. The transmission of the Website, in part or in whole, and/or any communication with us via email through this site does not constitute or create an attorney-client relationship between us and any recipients.

Unsubscribe

We may send you direct marketing messages including by way of email alerts and postal mail. If you no longer wish to receive our email alerts, to be part of a mailing list, or to receive any marketing communications, you can opt-out of such communications at any time by clicking on the unsubscribe link in the relevant communication or contacting us at [email protected].

Notification of Changes

We may occasionally update this Privacy Policy as our services and privacy practices change, or as required by applicable legal or regulatory requirements. Where it is practicable, we will notify you by email of any significant changes. However, the last update date is posted below, and we encourage you to review this Privacy Policy periodically to be informed of how we use your personal information.

Effective Date: August 19, 2024