Fiduciary U™

Privacy Policy

Last Updated March 11, 2022.

The protection and privacy of your data, including personal data, is very important to FeeMetri(k)s, LLC, a Maryland limited liability company d/b/a FiduciaryWor(k)s ("us", "we", "our", or “FiduciaryWor(k)s”). This Privacy Policy discloses our privacy practices and the possible uses of the information that we gather on https://www.fiduciaryworks.com/ or any subdomain (the "Sites") or which you otherwise submit to us as part of our platform or service (collectively our "Services").

Consent

By using the Site or Services you consent to the terms of this Privacy Policy. If you do not agree to the terms and conditions of this Privacy Policy, including having your personally identifiable information ("Personal Information" as defined below) used in any of the ways described in this Privacy Policy, you may not be able to use certain parts or features of our Services, and in some instances, this may necessitate the revocation of your subscription.

Consent to Our Terms of Use

This Privacy Policy is part of our Terms of Use, and all other terms of using our Site or Services. Please also visit our Terms of Use establishing your consent to the use, disclaimers, and limitations of liability governing the use of the Site or Services.

Personal Information

"Personal Information" refers to information that tells us specifically who you are, such as your name and email.

By voluntarily providing us with Personal Information you are consenting to our use of your Personal Information in accordance with this Privacy Policy. If you provide Personal Information, your Personal Information and all data related to the Service will be stored within the United States. By using the Service, you consent to the transfer to and storage of your Personal Information within the United States.

You also may provide information to be published or displayed (hereinafter, "posted") on public areas of the Site, or transmitted to other users of the Site or third parties (collectively, "User Contributions"). Your User Contributions are posted on and transmitted to others at your own risk. Although we limit access to certain pages, please be aware that no security measures are perfect or impenetrable. Additionally, we cannot control the actions of other users of the Site with whom you may choose to share your User Contributions. Therefore, we cannot and do not guarantee that your User Contributions will not be viewed by unauthorized persons.

Information Collected

FiduciaryWor(k)s collects Personal Information in various ways, such as, by your voluntary submissions, through use of the Services, from third parties with your consent, and through cookie and other tracking technology. FiduciaryWor(k)s collects the following information:

Submission of Information

• We collect your Personal Information that you voluntarily provide as part of your use of the Site and Services. This Personal Information is limited to your name, email address, telephone number, title, and company name. We will not sell your Personal Information to any third party. We would only share it under circumstances outlined in the "How Information is Shared" section below.
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• For services requiring online payment we do not collect or store billing information directly. We use Stripe, Inc., a third-party billing processor which collects and stores your billing information and processes payments for the Services. You can review Stripe's privacy policy here: https://stripe.com/privacy-center/legal.  

Usage Information

• We also use Google Analytics which collects various actions when you are on our Site or use the Services. We may also collect general, non-personal, statistical information about the use of the Services, such as how many visitors visit a specific page on the Site, how long they stay on that page, and which hyperlinks, if any, they click on.

Cookies

• FiduciaryWor(k)s may automatically collect non-personally identifiable information and data through the use of cookies. Cookies are small text files a website uses to recognize repeat users, facilitate the user's ongoing access to and use of the Site. The use of cookies helps us improve the quality of the Services we provide to you, by identifying information which is most interesting to you or storing information you may want to retrieve on a regular basis. At any time, you may adjust settings on your browser to refuse cookies according to the instructions related to your browser. You may also get cookies from our advertisers or other third parties with links on the Site as described below. We do not directly control these cookies. The use of advertising cookies sent by third party ad servers is standard in the Internet industry.

Do Not Track signals

• Some browsers incorporate a Do Not Track feature that signals to websites you visit that you do not want to have your online activity tracked. Tracking is not the same as using or collecting information in connection with a website. For these purposes, tracking refers to collecting personally identifiable information from consumers who use or visit a website or online service as they move across different websites over time. How browsers communicate the Do Not Track signal is not yet uniform. As a result, this Site is not yet set up to interpret or respond to Do Not Track signals communicated by your browser. Even so, as described in more detail throughout this Policy, we limit our use and collection of your personal information.

How We Use the Information

We use the information we collect for: (1) personalizing your experience; (2) communication and marketing; (3) research and development of features, services and products; (4) safety and security; (5) legal rights and business interest; and (6) where you provide consent for a specific purpose. How we use the information we collect also depends in part on which Standard Services you use, how you use them, and any preferences you have communicated to us.

Below are the specific purposes for which we use the Personal Information we collect about you.

1. To provide the Site and Services and personalize your experience: We use Personal Information to provide a more personalized experience, authenticate you or your device when you log in, to provide customer support and to operate and maintain the Services.
2. Communication: We use your Personal Information to send certain communications via email, including responding to your comments, questions and requests, providing customer support, and sending you technical notices or updates, security alerts, and administrative messages.

We use Outseta LLC to collect emails, manage email subscriber lists and to send emails to our subscribers. When you provide your email or additional information when signing up for our newsletters such Personal Information is sent directly to Outseta. YYou can review Outseta's privacy policy here: https://www.outseta.com/privacy-policy. 

1. You can control whether you want to receive these communications by opting-out whenever you receive such a communication from FiduciaryWor(k)s by using the included opt-out link in any such communication.
2. For research and development: We are always looking for ways to make our Site and Services smarter, faster, better integrated, more secure and useful to you. We use collective learnings about how people use our Site and Services and feedback provided to us to troubleshoot and to identify trends, usage, activity patterns and areas for integration and improvement.
3. For safety and security: We use information about you and your use of the Site and Services to verify accounts and activity, to monitor suspicious or fraudulent activity and to identify violations of our policies.
4. To protect our legitimate business interests and legal rights: Where required by law or where we believe it is necessary to protect our legal rights, interests and the interests of others, we use information about you in connection with legal claims, compliance, regulatory, and audit functions, and disclosures in connection with the acquisition, merger or sale of a business.
5. With your consent: We use information about you where you have given us consent to do so for a specific purpose not listed above. For example, we may publish testimonials or featured customer stories with your permission.

How Information is Shared

We do not disclose Personal Information to third parties, except when one or more of the following conditions is true:

• We have your permission;
• The disclosure assists in fulfilling the purpose for which the personal information was obtained;
• The Personal Information to be disclosed is otherwise publicly available through no fault of FiduciaryWor(k)s;
• The disclosure is reasonably related to the sale or other disposition of all or part of our business or assets;
• The disclosure is for our own marketing purposes; or
• The disclosure is to outside businesses to perform certain services for us, such as maintaining our Services, mailing lists, data analysis, processing orders, and delivering the Services.

The disclosure is, in our sole discretion, desirable for the establishment or maintenance of legal claims or legal compliance, to satisfy any law, regulation, subpoena or government request, or in connection with litigation.

We may also disclose aggregate visitor data in order to describe the use of the Services to our existing or potential business partners or other third parties, or in response to a government request.

Security Measures

We use various service providers to host the Site, host the technology used to provide the Services and store and secure the data we collect. We ensure a variety of security measures are implemented by such service providers, including firewalls, Secure Socket Layer (SSL) technology, encryption and authentication tools, to help protect your information.

Specifically, the following service providers are used for the Site and Services:

• Newsletters and product emails: Data related to our Newsletters is stored in Outseta’s system. ‍
• For services requiring online payment, billing is managed through our integration and use of the Stripe payment platform. We do not collect or store billing information. Your billing information is stored and processed by Stripe. You can learn about Stripes security standards and practices here: https://stripe.com/docs/security/stripe. We also use Outseta LLC, to manage our subscription process. You can review Outseta's privacy policy here: https://www.outseta.com/privacy-policy. 

Third Party Websites and Links

Our Site and Services do not currently contain any third-party links. In the future we may add or the Site and Services may contain links to other sites operated by third parties. FiduciaryWor(k)s does not control such other sites and is not responsible for their content, their privacy policies, or their use of any information. FiduciaryWor(k)s does not support or endorse any third party unless FiduciaryWor(k)s expressly states such support or endorsement. Any information submitted by you to these third parties is subject to that third party's privacy policy. In addition, if you click on links, which take you to third party websites, you may be subject to the third parties' privacy policies. While we support the protection of our customer's privacy on the Internet, FiduciaryWor(k)s expressly disclaims any and all liability for the actions of third parties, including but without limitation to actions relating to the use and/or disclosure of Personal Information by third parties.

Personal Rights

You are, as data-owner and user of the Site and Services, entitled to (i) access your Personal Information and be informed about the way in which your information is treated, (ii) rectify your Personal Information in case it is not up-to-date, it is inaccurate or incomplete, (iii) ask for your data to be removed if you consider that it is not used in accordance with the applicable principles, duties and obligations, and (iv) object to the processing of your Personal Information for specific purposes. These rights are known as "Personal Rights".

How to Exercise Your Personal Rights

If you decide to exercise your Personal Rights, your request should be emailed to [email protected], together with the following information and documentation:

• Your ID information and, if applicable, the information of your legal representative. For legal representative, please attach a copy of his/her power-of-attorney.
• A clear and precise description of the Personal Information about which the Personal Rights are to be exercised, as well as the right or rights that are to be exercised.
• An address where you desire to hear and receive FiduciaryWor(k)s' response and any future communications and/or notifications, or, in its case, your desire to receive our response and/or future notifications or responses via email, providing us with your email address.
• If you prefer to correspond via email, you must expressly state your desire to receive FiduciaryWor(k)s' response through an email communication, specifying the corresponding email address.

FiduciaryWor(k)s will issue a response within a timely manner following receipt of your request, which will be informed to you using your selected method. Once you receive our response you will have a 20-business day period to respond to our communication. In the event you need to speak with us or in the event you disagree with our response please contact us at [email protected] along with a phone number for us to reach you, in order for

FiduciaryWor(k)s to discuss with you any issue. In case you do not reply to our response within the before mentioned period we will understand in good faith that you agree with our conclusion.

If your request refers to your right to access data, FiduciaryWor(k)s will provide you with copies of the information.

FiduciaryWor(k)s may refuse the exercise of your Personal Rights in instances permitted by the laws and regulations of the Territories which are applicable to your use and shall inform you about such decision. The refusal may be partial, in which case FiduciaryWor(k)s will carry out the access, rectification, cancellation, deletion, or objection in the corresponding part.

Revocation of Your Consent to The Treatment of Personal Information

You, as data-owner, can revoke your consent to the treatment of your Personal Information in accordance with the procedure set forth above “How to Exercise your Personal Rights”, in the understanding that once we receive your request to revoke your consent we will issue our response within a five-day period.

Children's Privacy

As set forth in the Terms of Use, the Site and Services are not to be used and are not intended for use by individuals under the age of 18. No one under age 18 may provide any information to or on the Site. We do not knowingly collect personal information from individuals under 18. If you are under 18, do not use or provide any information on this Site or through any of its features, register on the Site, make any purchases through the Site, use any of the interactive or public comment features of the Site, or provide any information about yourself to us, including your name, address, telephone number, email address, or any screen name or user name you may use. If we learn we have collected or received personal information from an individual under 18 without verification of parental consent, we will delete that information. If you believe we might have any information from or about an individual under 18, please contact us at [email protected].

Governing Law

This Privacy Policy and the privacy practices of FiduciaryWor(k)s will be subject exclusively to the laws of the state of Maryland, without reference to its choice of law provisions.

Changes to Privacy Policy

FiduciaryWor(k)s may update this Privacy Policy from time-to-time in our sole discretion. It is your responsibility to review the Privacy Policy for any changes each time that you use the Services and you are bound by such changes. Your use of the Services following us posting a new privacy policy on our Site signifies that you agree to and accept the Privacy Policy as modified.

How to Contact Us

All requests, questions, concerns, or complaints about your Personal Information or this Privacy Policy, please contact us at the following: [email protected].