Terms & Conditions

Legacy Awakening Terms & Conditions   Last Updated: [October 2, 2024]

Legal Disclaimer

Legacy Awakening LLC makes no representations about the suitability of

the content of this site for any purpose. All content is provided "as is"

without any warranty of any kind. Legacy Awakening LLC hereby disclaims

all warranties and conditions with regard to the content, including but not

limited to all implied warranties and conditions of merchantability, fitness for

a particular purpose, title, and non-infringement. In no event shall Legacy

Awakening LLC be liable for any special, indirect, exemplary, or

consequential damages or any damages whatsoever, including but not

limited to loss of use, data, or profits, without regard to the form of any

action, including but not limited to contract, negligence, or other tortious

actions, arising out of or in connection with the use, copying, or display of

the content.

Although Legacy Awakening LLC believes the content to be accurate,

complete, and current, Legacy Awakening LLC makes no warranty as to

the accuracy, completeness or currency of the content. It is your

responsibility to verify any information before relying on it. The content of

this site may include technical inaccuracies or typographical errors. From

time to time changes are made to the content herein. Legacy Awakening

LLC may make changes in the products and/or the services described

herein at any time.

None of the information contained herein should be construed as medical

advice, nor are Legacy Awakening LLC consultants engaged in the practice

of medicine. If you need medical advice, please seek the advice of a

licensed physician.

Any opinions expressed herein are solely those of the creators of the

material and are not the opinions of Legacy Awakening LLC or its

management.

Links to Other Sites

Some of the sites listed as links herein are not under the control of Legacy

Awakening LLC. Accordingly, Legacy Awakening LLC makes no

representations whatsoever concerning the content of those sites. The fact

that Legacy Awakening LLC has provided a link to a site is NOT an

endorsement, authorization, sponsorship, or affiliation by Legacy

Awakening LLC with respect to such site, its owners, or its providers.

Legacy Awakening LLC is providing these links only as a convenience to

you. Legacy Awakening LLC has not tested any information, software,

services, or products found on these sites and therefore cannot make any

representations whatsoever with respect thereto. There are risks in using

any information, software, services, or products found on the Internet; and

Legacy Awakening LLC cautions you to make sure that you completely

understand these risks before retrieving, using, relying upon, or purchasing

anything via the Internet.

Information Provided by You

Any information provided by you to Legacy Awakening LLC, including but

not limited to feedback, data, questions, comments, suggestions, or the

like, shall be deemed to be non-confidential; Legacy Awakening LLC shall

have no obligation of any kind with respect to such information and shall be

free to reproduce, use, disclose, and distribute the information to others

without limitation. Additionally, Legacy Awakening LLC shall be free to use

any ideas, concepts, know-how or techniques contained in such

information for any purpose whatsoever, including but not limited to

developing, manufacturing, and marketing products incorporating such

information.

Legacy Awakening LLC Privacy

Notice

 

This Privacy Notice applies to Legacy Awakening LLC, and its affiliates and

subsidiaries (collectively, “we,” “our,” “us,” or “Legacy Awakening”).  

 

In this Privacy Notice, we identify the personal data that we collect about

you and how we use that data. This Privacy Notice applies to any personal

data you provide to Legacy Awakening and any personal data we collect

from other sources, unless you are provided a more specific privacy

statement at the time of data collection.  This Privacy Notice does not apply

to any third-party websites, applications or portals (“Sites”) linked to Legacy

Awakening’s Sites, or to any Legacy Awakening Sites that have their own

privacy notices.  If you provide personal data to us about other people, you

must provide them with a copy of this Privacy Notice and obtain any

consent required for the processing of that person's data in accordance

with this Privacy Notice.

 

If you have any questions about this Privacy Notice, please contact us

using the details set out in the Contact Us section. When using our Sites,

you should read this Privacy Notice alongside the Site’s Terms of Use.

 

The following sections will guide you through our practices for the

collection, usage, disclosure and retention of your personal data:

 

1.   Who we are

2.   How we process your personal data

3.   How we protect your personal data

4.   How we protect your personal data when sending it abroad

5.   Marketing activities

6.   Profiling and automated decision-making

7.   How long we keep your personal data

8.   Your personal data rights

9.   Contact us

10. Updates to this Privacy Notice

 

1. Who we are

We provide a range of professional services including insurance,

(re)insurance brokerage, risk and claims management, employee benefits

and human resources consulting and administration, financial, pension

administration and actuarial services through our various affiliates and

subsidiaries. 

 

2. How we process your personal data

 

2.1 Individuals in scope of this Privacy Notice                  

This Privacy Notice provides information for those individuals whose

personal data we process, including:

·    Business contacts, such as website subscribers, class attendees, group

participants, service providers, suppliers, professional advisors,

conference attendees, visitors to our offices, government officials

and authorities.

·         Users of our Sites.

·         Other individuals, such as those requesting or receiving our marketing

information, making general inquiries, entering competitions or

promotions, or whose images we use in marketing or are captured on

CCTV.

 

2.2 How we collect your personal data

We collect your personal data in a number of ways, which vary based on

how you interact with us and as allowed by applicable law. The following

summarizes our various collection points:

·         Directly from you or your authorized representative, such as when you

provide your personal data to us, including from any of our Sites,

surveys, live events, market research, and other direct

communications and/or solicitations.

·      From our clients and partners, such as commercial clients, network

partners, data/marketing list providers and third-party service

providers.

·     Publicly available sources, such as social media platforms, property

and assets registers, and claims and convictions records.

·         Legacy Awakening affiliate companies.

·         Other third parties.

 

2.3 Personal data we collect

We collect the following types of personal data depending on the purpose

of your interaction with us and as allowed by applicable law:

·         Basic personal and demographic information, such as your name, date

of birth, age, gender and marital status.

·     Contact information, such as your address, telephone number and

email address.

·    Unique identifiers, such as identification numbers issued by

government bodies or agencies (e.g., your national identifier number

or social security number, passport number, ID number, tax

identification number, driver’s license number, birth, death and

marriage certificates, military passbook, and copies of official

documents).

·  Financial information, such as your bank account numbers and

statements, credit card numbers, transaction information, and tax

information.

·         Events or meeting information, such as details about your visits to our

offices (including CCTV), your interest in and attendance at events

or meetings, audio recordings, photographs or videos captured

during meetings, events or calls with you.

·    Lifestyle information, such as travel history and plans and general

health data.

·     Special category data and sensitive personal data, such as data

relating to your health (including protected health information),

genetic or biometric data, sex life, sexual orientation, gender identity,

racial or ethnic origin, political opinions, religious or philosophical

beliefs and trade union membership.

·   Marketing information, such as your consent to or opt out from

receiving marketing communications from us and/or third parties,

your marketing preferences, or your interactions with our marketing

campaigns and surveys, including whether you open or click links in

emails from us or complete our surveys.

·     Site and communication usage information, such as your username,

your password, other information collected by visiting our Sites or

collected through cookies and other tracking technologies as

described in our cookie policy, including your IP address, domain

name, your browser version and operating system, traffic data,

location data, browsing time, and social media information, such as

interactions with our social media presence.

 

2.4 How we use your personal data

Depending on the purpose of your interaction with us we use your personal

data to:

·         Perform services for you or our clients

Provide services and fulfill our contractual obligations.

·         Manage our business operations

o   Create, maintain, customize and secure your account with us.

o   Maintain accounting records, analyze financial results, comply with

internal audit requirements, receive professional advice, apply for

and make claims on our own insurance policies, manage or dispute a

claim and recover a debt.

o   Conduct data analytics, surveys, benchmarking, and risk modeling to

understand risk exposures and experience, for the purposes of

creating de-identified and/or aggregate industry or sector-wide

reports.

·         Communicate and market to you

o   Communicate with you regarding your account or changes to our

policies, terms and conditions, respond to any inquiries you may

have, and send you invitations for events or meetings.

o   Advertise, market and promote our services or the services of others,

including by email, LinkedIn, SMS, post or telephone.

o   Send you newsletters, offers or other information we think may

interest you, as well as offer and administer promotions.

o   Monitor usage of our Sites and personalize your experience with our

Sites and the messages we send you to deliver content, product and

service offerings relevant to your interests, including targeted offers

and ads through our Sites, third-party Sites, and via email, SMS or

text (with your consent, where required by law).

·         Comply with legal obligations

o   Comply with national security or law enforcement requirements,

discovery requests, or where otherwise required or permitted by

applicable laws or regulations, court orders or regulatory authorities.

o Exercise and defend ours, yours or third parties’ legal rights.

·         Monitor and prevent fraud or wrongdoing

o Maintain the safety, security, quality, integrity and availability of our

products, services, systems and data, detect security incidents,

protect against inadvertent data loss, malicious, deceptive,

fraudulent, or illegal activity, and debug or identify and repair errors

that impair existing intended functionality.

o  Monitor and ensure the safety and security of our premises,

property, employees and visitors.

·         Improve our services

o   Develop, enhance, expand or modify our services through research

and development.

o   Monitor, review, assess and improve our technology systems,

including any Sites, and our content on social media platforms.

o   Improve and develop systems and algorithms involving machine

learning and artificial intelligence.

o   Improve quality, training and security (for example, with respect to

recorded calls).

·         Mergers and acquisitions

o   Facilitate commercial transactions, including a reorganization,

merger, sale of all or a portion of our assets, a joint venture,

assignment, transfer, or other disposition of all or any portion of our

business, assets, or stock (including in connection with any

bankruptcy or similar proceedings). Should such a sale or transfer

occur, we will use reasonable efforts to ensure the entity to which we

transfer your personal data agrees to use it in a manner consistent

with this Privacy Notice.

 

If we intend to use your personal data for any other purpose not described

in this Privacy Notice or which is not compatible with the purpose for which

your personal data was collected, we will contact you and let you know of

that purpose, which may include the need to satisfy our legal and

regulatory obligations. Where we require your consent to the processing,

we will request it in advance.

 

2.5 Legal basis for processing personal data

Local law and regulation may require us to have a legal basis to process

your personal data. In most cases, our legal basis for processing your

personal data will be one of the following:

·         Legitimate Business Interest, such as seeking to and entering into or

performing our contractual duties, maintaining our business records,

keeping records of products we place, and analyzing and improving

our business model, services, systems and algorithms. When using

your personal data for these purposes, we ensure our business need

does not conflict with the rights afforded to you under applicable

laws.

·         For the performance of a contract with you or in order to take steps at

your request prior to entering into that contract.

·    Compliance with legal obligations, such as when you exercise your

rights under data protection laws and make requests, for compliance

with legal and regulatory requirements and related disclosures and

for the establishment and defense of legal rights.

·         Fraud detection or prevention.

·      Consent, such as when we have to obtain your consent to process

your personal data.

 

When we process sensitive personal data, sometimes referred to as

special category data, in most cases our legal basis will be one of the

following:

·         As required to establish, exercise or defend legal claims.

·        As necessary for the prevention or detection of an unlawful act

and/or fraud when it is in the substantial public interest, where

applicable under local data protection laws.

·         You have given us your explicit consent - where we receive sensitive

personal data or special category data indirectly, the third party is

responsible for obtaining your explicit consent to enable us to collect

and use your data for the purposes described in this Privacy Notice.

 

2.6 Who we share your personal data with

We share your personal data within P Legacy Awakening for the purpose of

your interaction with us, such as for the provision of our services, general

business operations and controls, marketing, data analytics, systems and

algorithm improvements, surveys, benchmarking, and compliance with

applicable laws.

 

We may also share your personal data with the following third parties for

the purpose of your interaction with us:

·      Service providers, such as IT software, security and cloud suppliers,

finance and payment providers, marketing agencies,  external venue

providers, address tracers, printers, document management

providers, telephony providers, debt collection agencies, background

check and credit reference agencies.

·   Fraud detection agencies and credit bureaus which operate and

maintain fraud detection or credit registers.

·         Industry bodies.

·         Regulators, public authorities and law enforcement agencies, such as

police, judicial bodies, governments, quasi-governmental authorities,

financial and pension regulators, where we are required or requested

to do so by law.

·     Asset purchasers, such as those who may purchase or to whom we

may transfer, our assets and business.

·      Other third parties, where we have your consent or are required by

law.

 

When required by applicable law, we will obtain your explicit consent before

sharing your data with any third parties.  We will also require third parties

(where applicable) to maintain a comparable level of protection of personal

data as set out in this Privacy Notice by the use of contractual requirements

or other means. On request and where required by law, we will confirm the

name of each third party to which your personal data has, or will be,

transferred. To the extent permitted by applicable law, we disclaim all

liability for the use of your personal data by third parties.

 

2.7 Children

Our Sites are not intended for children and we do not knowingly collect,

use, or disclose information about children.  If you are a minor, please do

not provide any personal data even if prompted to do so.  If you believe that

you have inadvertently provided personal data, please ask your parent(s)

or legal guardian(s) to notify us.   In the event that we learn that we have

inadvertently collected personal data via our Sites from a child, we will

delete that information as quickly as possible.

 

3. How we protect your personal data

We use a range of organizational and technical security measures to

protect your personal data, including, but not limited to, the following:

·         Restricted access to those who need to know for the purposes set out

in our underlying agreement or this Privacy Notice, and who are

subject to confidentiality obligations.

·         Firewalls to block unauthorized traffic to servers.

·    Physical servers located in secure locations and accessible only by

authorized personnel.

·    Internal procedures governing the storage, access and disclosure of

your personal data.

·    Additional safeguards as may be required by applicable laws in the

country where we process your personal data.

 

Please note that where we have given you (or you have chosen) a

password, you are responsible for keeping the password confidential.

Please do not share your password with anyone.

 

4. How we protect your personal data when sending it internationally

We operate as a global business and may transmit your personal data

across borders, including our partners and service providers. This sharing

of data allows us to provide you services as set out in our underlying

agreement or as otherwise indicated in this Privacy Notice. When required

by applicable law, we will obtain your explicit consent before transferring

your data.

 

The laws that apply to the country where the data is transferred may not be

equivalent to that in your local country (or in the country in which we

provide the services). Transfers of personal data will comply with applicable

law and be subject to suitable safeguards to ensure an adequate level of

protection, including, where required, the use of standard contractual

clauses approved by the local data protection regulator, that require each

party to ensure that the personal data receives an adequate and consistent

level of protection. Please contact us using the details provided under the

Contact Us section if you would like further information regarding our

international transfers and the steps we take to protect your personal data

when sending it internationally.

 

5. Marketing activities

From time to time, we may provide you with information about our products

or services or those of our partners that we think will be of interest to you.

We may send you this information by email, LinkedIn, SMS, text, post or

we may contact you by telephone. We may also share your personal data

with the Legacy Awakening LLC Group of Companies so that they can

provide you with information about their products and services we believe

will be of interest to you.  We ensure that our marketing activities comply

with all applicable legal requirements. In some cases, this may mean that

we ask for your consent in advance of sending you marketing materials.

 

You can opt out of receiving marketing communications from us at any

time. Please use the "unsubscribe" link in our marketing emails to opt out of

receiving those emails. Alternatively, please contact us using the details

provided under the Contact Us section. In such circumstances, we will

continue to send you service-related communications where necessary.

 

6. Profiling and automated decision-making

Insurance market participants benchmark insured, beneficiary and claimant

attributes and risk factors, and insured event likelihoods in order to

determine insurance limits, insurance premiums and fraud patterns. This

means that we compile and analyze data in respect of insureds,

beneficiaries and claimants to model such likelihoods. In doing so, we use

personal and commercial data in order to create the models and/or match

that data against the models (profiling) to determine both the risk and the

premium price based on similar exposures and risks. We also use this

information to help us advise insurance companies about the typical levels

of insurance coverage that our clients may have in place.

 

We will only make automated decisions about you where:

·         Such decisions are necessary for entering into a contract;

·       Such decisions are required or authorized by law (e.g., fraud

prevention purposes); or

·         You give your consent for us to carry out automated decision-making.

You may withdraw your consent at any time by contacting us.

These automated decisions may have a legal or similar effect on you,

namely, your eligibility for or access to products or services. 

 

We may also make automated decisions based on your personal data or

browsing history to send you personalized offers, discounts or

recommendations, subject to any applicable local laws and regulations.

These automated decisions will not have legal or similar effects for you.

 

Subject to local laws and regulations, you can contact us to request further

information about our automated decision-making, object to our use of

automated decision-making, or request that an automated decision be

reviewed by a human being. 

 

7. How long we keep your personal data

We keep your personal data for as long as reasonably necessary to fulfill

the purposes set out in this Privacy Notice based on our business needs

and legal requirements.

 

When we no longer need your personal data, we de-identify or aggregate

the data or securely destroy it based on our retention policy.  Please note

that de-identified or aggregated data is not treated as personal data under

this Privacy Notice and may be used for analytics purposes.

 

We have a detailed retention policy that governs how long we hold different

types of information. Please contact us using the details provided under the

Contact Us section for further information regarding how long we keep your

personal data.

 

8. Your personal data rights

Based on the country in which you reside, and subject to permitted

exemptions, you may have certain rights in relation to your personal data.

We are committed to respecting your personal data rights.  Please refer to

your country-specific addendum for information on the rights that apply to

individuals in your country.

 

You can exercise your rights by contacting us using the details provided in

the Contact Us section.  We will usually not charge you for processing

these requests. There may be cases where we are unable to comply with

your request (e.g., via a permitted exemption or where the request would

conflict with our obligation to comply with other legal requirements). We will

tell you the reason if we cannot comply with your request and we will

always respond to any request you make.

 

9. Contact us

Please contact us if you have any questions about how we collect and

process your personal data. You may contact us by writing

to  [email protected] . To assist in providing you with an

accurate response, please let us know that your question relates to Legacy

Awakening and the applicable country. 

 

10. Updates to this Privacy Notice

We may update this Privacy Notice from time to time. When we make

updates, we will post the current version on our Sites and will revise the

version date located at the bottom of the Privacy Notice. We encourage

you to review this Privacy Notice periodically so that you will be aware of

our current privacy practices.

 

United States of America Addendum (“Addendum”) to PartnerSource’s

Privacy Notice

 

Updated: 1 July 2024

This United States of America Addendum (“Addendum”)

supplements the terms of PartnerSource’s Privacy Notice and

applies to individuals who are residents of the United States and

who are acting in their individual or household context. For

residents of California, this Addendum also applies to individuals

who are acting in their commercial context.

This Addendum provides you with information about your

privacy rights under applicable United States privacy laws and

regulations, such as, for example the California Consumer

Privacy Act (“CCPA”), the Virginia Consumer Data Protection

Act (“VCDPA”), and similar state or federal laws and regulations,

as enacted or amended from time-to-time. Any terms defined by

the applicable privacy laws and regulations shall have the same

meaning when used in this Addendum.  “Personal data” as used

in this Addendum shall also mean “personal information” as

defined by applicable laws and regulations.    

1)      Personal data we collect

You have a right to know the categories and types of personal

data we collect about you.  We make this information available to

you in the Personal Data We Collect section of our Privacy

Notice. 

 

For residents of California, we collect data that identifies, relates

to, describes, references, is capable of being associated with, or

could reasonably be linked, directly or indirectly, with a particular

California consumer or household (“CCPA Covered Personal

Data” or “personal data”).   CCPA Covered Personal Data does

not include personal data that has been de-identified or

aggregated, or that is publicly available information from

government records. 

 

In particular, we have collected the following categories of CCPA

Covered Personal Data from consumers within the last twelve

(12) months:

 

Category Examples Collected

Yes

A. Identifiers. A real name, alias, postal

address, unique personal

identifier, online identifier,

Internet Protocol address,

email address, account

name, Social Security

number, driver’s license

number, passport number,

or other similar identifiers.

B. Personal data

categories listed

in the

California      

Customer Records

statute (Cal. Civ.

Code §

1798.80(e)).

A name, signature, Social

Security number, physical

characteristics or

description, address,

telephone number,

passport number, driver’s

license or state

identification card number,

insurance policy number,

education, employment,

employment history, bank

account number, credit

card number, debit card

number, medical

information, or health

insurance information.

Some personal data

included in this category

may overlap with other

categories.

Yes

C.

Protect

ed

classif

icatio

n

Age (40 years or older),

race, national origin,

citizenship, religion or

creed, marital status,

medical condition,

physical or mental

Yes

charac

teristi

cs

under

Califo

rnia or

federa

l law.

disability, sex (including

gender, gender identity,

gender expression,

pregnancy or childbirth

and related medical

conditions), sexual

orientation, veteran or

military status.

D.

Comm

ercial

infor

matio

n.

Records of personal

property, products or

services purchased,

obtained, or considered, or

other purchasing or

consuming histories or

tendencies.

Yes

E. Biometric

information.

Genetic, physiological,

behavioral, and biological

characteristics, or activity

patterns used to extract a

template or other identifier

or identifying information,

such as, fingerprints,

faceprints, and voiceprints,

iris or retina scans,

keystroke, gait, or other

physical patterns, and

sleep, health, or exercise

data.

Yes

F. Internet or other

similar network

activity.

Browsing history, search

history, information on

your interaction with a

Site, application, or

advertisement.

Yes

G. Geolocation

data.

Physical location or movements. No

H. Sensory data. Audio, electronic, visual, thermal,

olfactory, or similar information.

Yes

I.

Profes

sional

or

emplo

yment

relate

d

infor

matio

n

Occupation, title, employer

information, current or

past job history or

performance evaluations.

Yes

J. Non-

public

educat

ion

infor

matio

n (per

the

Famil

y

Educa

tional

Rights

and

Privac

y Act

(20

U.S.C

.

Sectio

n

1232g

Education records directly

related to a student

maintained by an

educational institution or

party acting on its behalf,

such as grades, transcripts,

class lists, student

schedules, student

identification codes,

student financial

information, or student

disciplinary records.

No

, 34

C.F.R.

Part

99)).

J.

Inferen

ces

drawn

from

other 

person

al

data.

Profile reflecting a person’s

preferences,

characteristics,

psychological trends,

predispositions, behavior,

attitudes, intelligence,

abilities, and aptitudes.

No

L.

Sensiti

ve

person

al data

Social security, driver’s

license, state identification

or passport numbers;

account log-in, financial

account, debit or credit

card number in

combination with any

required security or access

code, password or

credentials allowing access

to an account; precise

geolocation data; racial or

ethnic origin, religious or

philosophical beliefs or

union membership,

content of mail, email and

text messages unless

business is the intended

recipient; genetic data;

processing of biometric

information for the

purposes of uniquely

Yes

identifying a consumer;

personal data collected and

analysed concerning your

health.

 

2) Categories of sources from which we collect personal data

You have the right to know the categories of sources from which

we collect your personal data.  We make this information

available to you in the How we Collect Your Personal Data

section of our Privacy Notice. 

 

3)      Our processing of your personal data

You have the right to know how we process and use your personal data. 

We make this information available to you in the How We Use Your

Personal Data section of our Privacy Notice.

To the extent that we use or maintain de-identified data, we take

reasonable measures to ensure that de-identified data cannot be

associated with a natural person, we publicly commit to using and

maintaining de-identified data without attempting to re-identify the data,

and we contractually obligate any recipient of de-identified data to

comply with the same obligations.

 

4)      Disclosure of personal data

 

You have the right to know if we share your personal data with

any third parties and the categories of those third parties. If you

reside in Delaware or Oregon, you have the right to request the

specific categories of third parties with whom we have shared

your personal data. We make this information available to you in

the Who we Share Your Personal Data With section of our

Privacy Notice.

5)      We do not sell personal data and we do not share or use

personal data for cross-context behavioural advertising or

targeted advertising

 

We do not sell personal data for monetary or other consideration and do

not sell the personal data of consumers under 16 years of age.

We also do not share personal data for cross-context behavioural

advertising or use your personal data for targeted advertising (as those

terms are defined by applicable state law).  We may send you advertising

in response to your request for information or feedback or based on your

activities with our Sites, including your search queries and visits to our

Sites.  However, we will not send you targeted advertising based on your

activities across non-affiliated Sites to predict your preferences or

interests.

 

6)      Your rights

 

Where we act as the controller/business of your personal data (as

opposed to a processor/service provider as those terms are defined in

your applicable state privacy law), you have the right to submit a request

to us for the following:

Your right to access

You may have the right to know if we process your personal data and

have access to such information and certain details of how we use it.

 

For California residents, you have the right to request that we

disclose the categories of personal data we collected about you,

the categories of sources for the personal data we collected about

you, our business or commercial purpose for collecting your

personal data, the categories of third parties with whom we share

your personal data, and the specific pieces of personal data we

collected about you.  Under California’s “Shine the Light” law

(Civil Code Section § 1798.83), you also have the right to request

certain information regarding our disclosure of personal data to

affiliates and other third parties for their direct marketing

purposes.

Your right to data portability

You may have the right to obtain a copy of your data in a portable, and

to the extent technically feasible, readily usable format that allows you

to transmit the data to a third party.

Your right to delete

You may have the right to request that we delete your personal data

where we act as a controller/business. This right is subject to several

exceptions and we may deny your deletion request if retaining the data is

necessary for us or our processors/service providers to:

1.      Complete the transaction for which we collected the personal data

and take actions reasonably anticipated within the context of our

ongoing business relationship with you or our client;

2.      Detect bugs or errors in our Sites, detect security incidents, protect

against malicious, deceptive, fraudulent, or illegal activity, or

prosecute those responsible for such activities;

3.    Enable solely internal uses that are reasonably aligned with

consumer expectations based on your relationship with us;

4.      Comply with a legal obligation; or

5.      Make other internal and lawful uses of that information as permitted

by law or that are compatible with the context in which we

collected it.

Your right to correct

We take reasonable steps to ensure that data we hold about you is

accurate and complete. However, you have the right to request that we

correct any inaccurate personal data that we have about you. 

 

Your right to non-discrimination and no retaliation

We will not discriminate or retaliate against you for exercising

any of your rights, including but not limited to, by denying you

goods or services, charging you different prices for goods or

services, or providing you a different level or quality of goods or

services.

 

Your right to restriction of processing (opt-out)

You may have the right to opt-out of processing your personal data for

purposes of profiling in furtherance of any automated processing of your

data that produce legal or similarly significant effects concerning you. 

 

Your right to restrict the processing of sensitive personal data  

Unless we are processing your sensitive personal data pursuant to

any of the legal exemptions listed below or as otherwise allowed

by law:

o    For residents of California, we do not use or disclose sensitive

personal data for purposes other than those specified in

section 7027, subsection (m) of the CCPA regulations and we

do not collect or process sensitive personal data for purposes

of inferring characteristics about you.

o    For other residents of the United States, depending on your

applicable state, we will not process your sensitive personal

data without first obtaining your consent or providing you

with notice and an opportunity to opt out.

 

a)      Exercising your rights

You may exercise your rights to know, delete and correct as

described above by submitting a verifiable request to us by either:

·                     Emailing us at [email protected] ;

·                     Completing the Privacy Rights Request Form available at

  https://cloud.info.ajg.com/privacy-rights-request-form ; or

·                     Calling us at 1-833-208-9359.

 

b)      Authentication or verification process

We will use the personal data you provide in a request only for purposes

of authenticating or verifying your identity or authority to make the

request.

 

We will only fulfill requests when we can authenticate or verify your

identify and confirm that you have the authority to make such a request. 

Only you, you as the parent or legal guardian on behalf of your minor

child, or your authorized agent, guardian or conservator may make a

request related to personal data.   If an authorized agent, legal guardian

or conservator submits the request, we may require your written

permission to do so and may require additional information to

authenticate or verify your identity. We may deny a request by an

authorized agent, legal guardian or conservator who does not submit

proof of authorization to act on your behalf.

·    For requests for access to categories of personal data, we will

verify your request to a “reasonable degree of certainty.” This

may include matching at least two data points that you would

need to provide with data points we maintain about you and

that we have determined to be reliable for the purposes of

verification.

·   For requests for specific pieces of personal data (portability

request), we will verify your request to a “reasonably high

degree of certainty.” This may include matching at least three

data points that you would need to provide with the data points

we maintain about you and that we have determined to be

reliable for the purposes of verification. We will also require

you to submit a signed declaration under penalty of perjury

that you are the individual whose personal data is the subject

of the request.

·   For requests to delete, we will verify your request to a

“reasonable degree” or a “reasonably high degree of certainty”

depending on the sensitivity of the personal data and the risk of

harm to you posed by the unauthorized deletion.

 

c)      Response timing and format

 

We will respond to a verifiable or authenticated request within

forty-five (45) days of its receipt, and will notify you within those

forty-five (45) days if we require more time to respond and the

reasons for the additional time. 

 

If you have an account with us, we will deliver our written

response to that account. If you do not have an account with us,

we will deliver our written response by mail or electronically, at

your option.

If we cannot comply with a request or a portion of the request, we will

include the reasons in our response.  For example, in certain states, if we

deny your request on the basis that it is impossible or would involve a

disproportionate effort, we will explain our reasons, such as the data is not

in a searchable or readily accessible format, is maintained for only legal or

compliance purposes, or is not sold or used for any commercial purpose

and our inability to disclose it, delete or correct it would not impact you in

any material manner.  

We do not charge a fee to process or respond to your

authenticated or verifiable request unless it is excessive,

repetitive, or manifestly unfounded. If we determine that the

request warrants a fee, we will tell you why we made that

decision and provide you with a cost estimate before completing

your request.

 

Right to appeal

You have the right to appeal our decision within a reasonable

period of time after receipt of our response. You may appeal our

decision by sending us an email at [email protected]

 

*Please note that in certain cases we may collect your personal

data as a processor/service provider (as opposed to a

controller/business, as those terms are defined in your applicable

state privacy law) pursuant to a contract we have with a

commercial client (the controller/business) to provide a service.

In such a case, we are required to collect and process your data

only based on the instructions received from the

controller/business.  Should you direct your requests to exercise

your rights to us, we may be required to share your request with

the controller/business, who is the party responsible under your

applicable state privacy law for receiving,

authenticating/verifying and responding to your requests, or we

may direct you to make your request directly to the

controller/business.

 

7)      Exemptions

 

This Addendum does not apply to certain data exempt from the

applicable state privacy laws, including but not limited to: protected

health information collected by a covered entity or business associate

and governed by the Health Insurance Portability and Accountability Act

of 1996 (“HIPAA”), or personal data collected, processed, sold, or

disclosed pursuant to certain sector-specific privacy laws, including the

Fair Credit Reporting Act (“FCRA”), the Gramm-Leach-Bliley Act

(“GLBA”), personal data regulated by the Federal Education Rights and

Privacy Act (FERPA) and the California Financial Information Privacy

Act (“FIPA”). This Addendum may also not apply to the extent we may

be a business associate governed by HIPAA, or to the extent we may be

a financial institution subject to the GLBA.