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Privacy Policy

Agreement Express Inc. takes privacy and data security seriously and is committed to protecting the privacy of all individuals who:

The Websites, the Application and the Platform together constitute our “Services”.

This Privacy Policy describes how we collect, use, disclose and otherwise process your personal information to provide you with our Services. Please review our Privacy Policy periodically for updates to our personal information practices.

Collection and Use of Personal Information

We collect and use personal information for the purposes identified below.

We use this information on behalf of our customers to verify and validate personal information individuals have provided. In addition, personal information is reviewed to satisfy know-your-client and other industry compliance obligations. We also aggregate data from the client registration, onboarding, know-your-client and other compliance review processes to provide our customers with a risk assessment of their clients and to generate insights about their clients and business processes, and to help our customers provide personalized products and services.

Additional Information

We and/or our service providers (including Google Analytics) also collect, process, store and analyze information about you obtained from your browser or through the use of “cookies” or other tools that track, measure and analyze the behaviors and usage patterns of visitors to and users of our Services, including the device type, mobile device identifier, IP (Internet Protocol) addresses and other related information such as page requests, browser type, operating system, geographical region from which you access our Services, and average time spent on our Services. We use this information to help us understand activity on, and to monitor and improve, our Services. For more information about Google Analytics, visit www.google.com/policies/privacy/partners/.

A cookie is a tiny element of data that our Services can send to your browser, which may then be stored on your hard drive so we can recognize you when you return. We use cookies on the pages on our Services where you are prompted to log in or that are customizable. If you have registered with our Services, these cookies (1) may let us know who you are, (2) may be necessary to access your account information (stored on our computers) in order to deliver products and personalized services, and (3) will provide us and our service providers with information that we will use to personalize our Services in accordance with your preferences. You may set your Web browser to notify you when you receive a cookie or to not accept certain cookies. However, if you decide not to accept cookies from our Websites, you may not be able to take advantage of all of the features of our Services.

Sharing of Personal Information

Except as set forth in this Privacy Policy and as required or permitted by law, we do not sell or share your personal information with third parties without your consent.

Service Providers

Your personal information may be transferred (or otherwise made available) to our affiliates and other third parties who provide services on our behalf. For example, we use service providers to assist with our onboarding processing, including verifying and validating the accuracy of personal information; to host and operate our Services; to send email or other communications; and to manage and analyze data. We also partner with third parties where necessary to integrate our Services with our customer’s client onboarding, registration and document management processes, including customer relationship management, payment, and compliance software service providers. Our service providers are given the information they need to perform their designated functions, and are not authorized to use or disclose personal information for their own marketing or other purposes.

Your personal information may be maintained and processed by us, our affiliates and other third-party service providers in the US or other jurisdictions.

Legal and Compliance

We, our affiliates and our Canadian, US and other foreign service providers may provide your personal information in response to a search warrant or other legally valid inquiry or order (which may include disclosure to US or other courts, law enforcement and government authorities in accordance with the laws of those jurisdictions), or to another organization for the purposes of investigating a breach of an agreement or contravention of law or detecting, suppressing or preventing fraud, or as otherwise required or permitted by applicable Canadian, US or other law or legal process. Your personal information may also be disclosed where necessary for the establishment, exercise or defence of legal claims and to investigate or prevent actual or suspect loss or harm to persons or property.

Sale of Business

Personal information may be provided to third parties in connection with a proposed or completed acquisition, merger or sale (including transfers made as part of insolvency or bankruptcy proceedings) involving all or part of Agreement Express or as part of a corporate reorganization or share sale or other change in corporate control, including for the purpose of determining whether to proceed or continue with such transaction or business relationship.

Safeguarding and Retention of Personal Information

We have implemented reasonable administrative, technical and physical measures in an effort to safeguard the personal information in our custody and control against theft, loss and unauthorized access, use, modification and disclosure. We restrict access to your personal information on a need-to-know basis to employees and authorized service providers who require access to fulfill their job requirements.

We have personal information retention processes designed to retain personal information for no longer than necessary for the purposes stated above or to otherwise meet legal requirements.

Access to Personal Information

You have the right to access, update and correct inaccuracies in your personal information in our custody and control, subject to certain exceptions prescribed by law. You may request access, updating and corrections of inaccuracies in other personal information we have in our custody or control by emailing us at the contact information set out below. We may request certain personal information for the purposes of verifying the identity of the individual seeking access to their personal information records.

GDPR and EU Residents

In addition to the foregoing Privacy Policy, European Union individuals have certain rights over their personal data and data controllers are responsible for fulfilling these rights as follows:

If you wish to exercise any of these rights, please send an email to compliance@agreementexpress.com

Third Party Websites

Our Services may contain links to other websites that are not owned or controlled by us, including social media websites. Links to our website may also be featured on third party websites on which we advertise. We provide links to third party websites as a convenience to the user and these links are not intended as an endorsement of or referral to the linked websites. We have no control over, do not review and are not responsible for the privacy policies of or content displayed on such other websites. When you click on such a link, you will leave our Services and go to another site. During this process, another entity may collect personal information from you.

Contact Us

Agreement Express welcomes your comments and questions regarding this Privacy Policy and our personal information practices. If you have questions or concerns about the manner in which we or our service providers treat your personal information or wish to access, update, and/or correct inaccuracies in your personal information, please contact our Privacy Officer:

compliance@agreementexpress.com

625 Howe St.
Suite 900
Vancouver, British Columbia
Canada V6C 2T6

Last Updated: June 29, 2018

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