EdgarAgents

file with confidence

PRIVACY POLICY

As of June 01, 2024

Introduction

Thank you for visiting www.edgaragents.com, the Website of EdgarAgents LLC. and its affiliates doing business under the tradename EdgarAgents LLC (“EdgarAgents LLC” “we” or “us”).

To protect your privacy better, EdgarAgents LLC wants our clients, partners, employees, applicants, and other relevant parties to know how we collect personal data, the types of personal data we collect, and how we use and share your personal data. By visiting this Website (the “Site”), or providing your information to us, you are accepting the practices described herein. Note that this Privacy Policy only applies to personal data we collect (1) on our Site, (2) through our client and partner-facing applications and tools, (3) from communications or applications you send us, (4) when you interact with our advertising and applications on third-party websites and services, if they include links to this notice; and (5) through your contractual relationship with us, as applicable. This Privacy Policy does not apply to any other personal data.

Information We Collect

EdgarAgents LLC collects information that may be used to identify, describe, or link to people who visit our Site or request information about our product or the products of third parties. We collect and process personal data mainly from our clients and partners while doing business with them and we collect and receive personal data on this Site and through social networks. The personal data we process consists primarily of business contact information from our clients and partners and information you and our clients provide when using our products or accessing our websites or other applications.

We also collect and collate information (including some personal data) from third-party partners and public sources. We process the personal information to provide our services to our clients, to fulfill our contractual obligations and to improve our products and offerings. For more information on our processing activities, please review the sections below.

1. Personal data that we collect when you use the site

We collect several types of information and personal data, including data:

  • that relates to an identified or identifiable individual, such as name, postal address, email address, telephone number, IP or MAC address, etc. and related information, such as the contents of an email (“personal data”);
  • about your internet connection, the equipment you use to access our Site and usage details (e.g., statistics) regarding our products (“usage information”);
  • about browsing history, search history, information regarding the clients interaction with a website, application, or advertisement; and
  • inferences drawn from any of the information identified above, such as information used to create a profile of client’s preferences.

We collect this information and personal data:

  • directly from you and your employees when you or they provide it to us;
  • automatically as you or your employees navigate through the Site or use our products. Information and personal data collected automatically may include usage information, IP addresses, and information and personal data collected through cookies, collected information from your use of our Site, including search queries, surveys and content clicks, web beacons, and other tracking technologies;
  • from public and third-party sources. Third-party advertisers or their advertising servers, or other third-party service providers may also place cookies on your devices used to access our Site.

Do Not Track (“DNT”) is a privacy preference that users are often able to set in their web browsers. When a user turns on DNT, the browser sends a message to websites requesting that they do not track the user. Please be advised that EdgarAgents LLC does not change its practices, described elsewhere in this Privacy Policy, in response to Do Not Track browser settings or signals. For information about DNT, visit www.allaboutdnt.com.

Third parties may collect personal information about your online activities over time and across different websites, including your use of this Site. This Privacy Policy does not apply to, and we are not responsible for, the practices of third parties that collect your personal information.

1. Personal data you provide to us

You may provide personal data to Us through your use of our Site or services, or when you apply for employment with us. The personal data we collect may include:

  • personal data that you provide by conducting business with us, by filling in forms on our Site or anywhere else we conduct business, by subscribing to newsletters or other communications, or by corresponding with us by phone, e-mail or otherwise using our contact details. This includes personal data provided at the time of requesting information or services, soliciting business, or performing a service. We may also ask you for personal data when you enter a contract with us, or a contest or promotion sponsored by us, and when you report a problem;
  • identifiers, including name, address, unique identifiers, account name, and job title;
  • records and copies of your correspondence (including email addresses);
  • your responses to surveys that we might ask you to complete for research purposes;
  • your search queries on the Site;
  • personal data you provide during the contractual relationship for execution of the partner or client contract;
  • personal data you provide by using our incident management and project management tools and applications;
  • personal data you provide by communicating with our client care teams for error resolving issues, training and support;
  • your usage of our products and related tools and applications.

Typically, the personal data you give us may include name, business affiliation, business address, telephone number, and email address, and any personal details required to conduct business with you or to resolve any inquiries or complaints.

We will indicate to you when personal data is required to enter into a contract with you (such as in anticipation of a services agreement) or to perform a contract with you (such as to provide services at your request), and when failure to provide any personal data may result in our inability to provide requested services or products.

For job applicants, we may collect various types of personal data about you for the purposes described in this Privacy Policy, including:

  • data about you: including but not limited to your forename, surname, gender, nationality, date of birth, home contact details (e.g., address, telephone number, e-mail), immigration and eligibility to work data;
  • data about your employment history and qualifications: qualifications, references, CV and application form, background checks and verification of information from LinkedIn or similar social media profile;
  • data about your application: such as interview notes or assessment results; and
  • legal and criminal records data: legal records data are processed only in compliance with the applicable laws and in specific circumstances (e.g., background checks for senior roles or roles handling sensitive information).

You may give us the personal data described above during the recruitment process, whether through the application forms on our online job portal, on the telephone or at interviews. We partner with certain third-party job sites, such as LinkedIn, and may receive your personal data via these organizations.

  • Personal data we collect through automatic data collection technologies If you navigate through and interact with our Site and some of our products, we may use automatic data collection technologies to collect certain usage information about your equipment, browsing actions, and patterns. Automatic data collection is carried out through the use of cookies and related technologies.

  • Personal data we collect from public sources and third parties In order to provide our content services to our clients, we rely on content provided by third-party partners, as well as content that is made available to the public. Some of that content includes general information about names of directors, registered board members, managers, fund managers and other official persons of companies published on public accessible websites, letterheads, prospects, annual financial statements, invitations to shareholder meetings etc.


During the job recruitment process, we may also receive personal data about you from other third parties; for example, recruiters; references from a previous employer; business partners; background check providers; as well as from publicly available sources such as social media.

Lawful Grounds for Processing

All processing and use of your personal data is justified by a “lawful ground” for processing. In the majority of cases, processing will be justified on the lawful ground that:

  • the processing is necessary to perform a contract with you or take steps to enter into a contract at your request, such as to negotiate a contract with us, to fill an order, or to provide product information that you have requested;
  • the processing is necessary for us to comply with a relevant legal obligation, such as keeping accounting records;
  • the processing is in our legitimate interests, which are not overridden by the interests and rights of the relevant individual whose personal data is collected; and
  • you have consented to the processing.

Where we rely on our legitimate interests to process personal data, those interests are:

  • to use partner, client and website user data to conduct and develop our business activities and improve our services in order to grow our business and profitability, while limiting the use of this personal data to purposes that support the conduct and the development of our business and the improvement of our services;
  • to use third-party partner and publicly available content (which in some instances includes personal data) to provide our content services to clients for their business purposes, which may include, but not be limited to taking investment decisions or compliance with applicable laws and regulations such as insider trading regulations and anti-bribery legislation, but which are for our clients to determine and explain in their privacy notices.

How We Use Your Personal Data

The following is an overview of our purposes for using your personal data. Additional details on how we process your personal data may be provided to you in a separate notice or contract.

We use the personal data we collect to:

  • provide client services, including products and services; to take, verify, process, and deliver orders and returns; to process payments, technical support, or other similar purposes; and to establish and maintain client accounts;
  • address your inquiries associated with the information you provide to us;
  • provide training and after-sales-support on our products and answer to and perform change requests;
  • organize and perform incident management processes;
  • implement projects by working together with clients and their users as part of the project team;
  • communicate with clients and partners, including responding to requests for assistance and to update them about the status of their orders by postal mail, email, telephone, or text message;
  • investigate, prevent or take action regarding unauthorized use of our services, illegal activities, suspected fraud or situations involving potential threats;
  • provide you with underlying tools and applications helping to implement projects and resolve incidents;
  • discuss, carry out and implement change request and further developments of our products;
  • provide our content services to our clients and to report and administer clients’ users’ usage of third-party information products (e.g., real-time data from stock exchanges etc.);
  • administer and manage performance of purchase or sales agreements with our partners and clients;
  • to enhance the experience for our users, we use notes relating to support provided to specific employees, advisors or agents of clients in relation to our products and services for their future use of our services;
  • service your account;
  • to the extent it is lawful to do so, market and promote our products including through email or equivalent electronic means, to send news and newsletters, special offers and promotions, or to otherwise contact clients about products, services or information;
  • process, evaluate and complete certain transactions involving the Site, and more generally transactions involving EdgarAgents LLC products and services;
  • operate, evaluate, maintain, improve and develop the Site (including by monitoring and analyzing trends, tracking user behavior, access to, and, where lawful to do so, use of the Site for advertising and marketing);
  • to the extent it is lawful to do so, engage with you about events, promotions, the Site and EdgarAgents LLC  products and services and send you emails, event notifications, invitations, newsletters, announcements, and other communications regarding matters that may be of interest to you;
  • facilitate your job application process;
  • provide you with documentation or communications which you have requested, or which is part of a product;
  • correspond with users to resolve their queries or complaints;
  • protect the security of the Site, EdgarAgents LLC confidential and proprietary information (which may include personal data), and EdgarAgents LLC employees;
  • manage, protect against and investigate fraud, risk exposure, claims and other liabilities, including but not limited to violation of our contract terms or laws or regulations;
  • share your personal data with third parties in connection with potential or actual sale of our company or any of our assets, or those of any affiliated company, in which case personal data held by us about our users may be one of the transferred assets.
  •  

EdgarAgents LLC will not sell or rent your personal data you provided to us to third parties for their own use; however, we may provide third parties with your personal data where there is a legal requirement to do so or where we need a third party to fulfill our services.

Sharing and Disclosure of Your Personal Data

When you have provided personal data to us, we may disclose personal data to other companies that we have engaged to assist us in providing you goods or services. This may include the following service providers:

  • fulfillment houses;
  • billing services;
  • transaction managers;
  • credit verification services;
  • market researchers; and
  • other third-party service providers.

We do not sell or rent personal data to third parties for their own use but may provide certain usage information to advertisers to help provide you with relevant advertising where we are allowed to do so. Usage information, as used in this policy, is anonymized and aggregated data, which does not identify you in the way Personal Data would.

We may also disclose any of your personal data or usage information to law enforcement or other appropriate third parties in connection with criminal investigations, investigation of fraud, infringement of intellectual property rights, or other suspected illegal activities, as may be required by applicable law, or, as we may deem necessary in our sole discretion, in order to protect our legitimate legal and business interests.

We may also share your personal data in connection with the recruitment or employment application process, including sharing that data with:

  • EdgarAgents LLC affiliates;
  • recruiters;
  • IT service providers;
  • companies providing EdgarAgents LLC background check services; and
  • payroll systems.

If your application for employment with EdgarAgents LLC is successful, you will be provided with a separate notice during your on-boarding process, which will provide you with additional information.

We reserve the right to disclose, share, or otherwise transfer personal data and usage inf