Pinion Privacy Notice
Information for All Users
KCoe Isom, LLP (“KCoe Isom”) and Pinion, LLC (“Pinion”) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. KCoe Isom is a licensed independent CPA firm that provides attest services to its clients, and Pinion and its subsidiary entities provide tax and business consulting services to their clients. Pinion and its subsidiary entities are not licensed CPA firms. The entities falling under the Pinion brand are independently owned and are not liable for the services provided by any other entity providing services under the Pinion brand.
Our use of the terms “our firm” and “we”, “our” and “us” and terms of similar import denote the alternative practice structure conducted by KCoe Isom and Pinion. This Policy applies to visitors to the www.pinionglobal.com (collectively, the “Site”), except as otherwise noted. We value the privacy of individuals who use our websites and related services (collectively, our “Services”). This Privacy Notice explains how we collect, use, and share the information of users of our Services (“Users” or “you”). By using our Services, you agree to the collection, use, disclosure, and processing of your information as described by this Privacy Notice. Beyond this Privacy Notice, your use of our Services is also subject to our Terms of Use (https://www.pinionglobal.com/terms-of-use/) and any additional agreements you may enter into with us.
If you are a California, Colorado, Connecticut, Utah or Virginia resident, please refer to the state specific addendum below.
Information We Collect
Personal Information. We gather Personal Information about you in order to respond to your requests and provide you with appropriate information about our products, services, and events. For purposes of this Policy, “Personal Information” means any information by which you can be identified, including name, date of birth, postal address, e-mail address, location IP address, government-issued identification number and telephone number. In connection with the application of U.S. Data Protection Laws, this term shall be defined only as broadly as set forth in such laws to the extent applicable to the Site visitor or as otherwise provided in this Policy.
We may collect a variety of information about you or your devices from various sources, as described below.
Information You Provide to Us
Registration Information. If you sign up for an account, register to use our Services, or sign up for emails or other updates, we may ask you for basic contact information, such as username, email, name, phone number, or mailing address.
Communications. If you contact us directly, we may collect additional information from you. For example, when you reach out to our customer support team, we may ask for your name, email address, mailing address, phone number, or other contact information so that we can verify your identity and communicate with you. We may also store the contents of any message or attachments that you send to us, as well as any information you submit through any of our forms or questionnaires.
Events. If you register for an event that we host, whether in-person or online, we may collect relevant information such as your name, address, title, company, phone number, or email address, as well as specific information relevant to the event for which you are registering.
Payment Information. If you make a purchase through the Services, your payment-related information, such as credit card or other financial information, may be collected by our third-party payment processor on our behalf.
Job Applications. If you apply for a job with us, we may collect relevant information such as your name, phone number, email address, position, job history, education history, references, a cover letter, or similar information. Our privacy policy for employment applicants is included through a link at the Career page on the Site.
Information We Collect Automatically When You Use Our Services
Device Information. We may collect information about the devices and software you use to access our Services, such as your IP address, web browser type, operating system version, device identifiers, or similar information.
Usage Information. To help us understand how you use our Services and to help us improve them, we may collect data about your interactions with our Services. This includes information such as crash reports, session lengths and times, the pages or other content you view, and any searches you conduct on our site.
Cookies and Similar Technologies. We and our third-party partners may collect information using cookies, pixel tags, or similar technologies for purposes including recognizing you when you return to the Site, improving the quality of the Site and our services, administering the Site, or communicating with you. Cookies are small text files containing a string of alphanumeric characters. We may also use cookies for tailoring our products, services and advertising to suit your personal interests or show you relevant ads on other sites.
Essential cookies perform activities that help our Site function or help transmit a communication. Non-essential cookies perform activities that are not strictly necessary to help the Site function. Non-essential cookies may include performance cookies to help us understand how visitors use our Site; advertising cookies to help us make advertising more relevant to you; and analytics and research cookies to identify and analyze how visitors use our Site or test different features.
If you are located in the European Economic Area, we may use non-essential cookies only if you consent. You may withdraw your consent at any time. If you do not consent, our Site will not use non-essential cookies and you may continue visiting our Site. Please note that if you do not consent to the use of non-essential cookies, it may affect the convenience of using our Site and we may not be able to provide you the full benefits, features, or services it offers. We ask for user consent before placing non-essential cookies on your device.
We also use log files when you visit our Site. Log files track IP addresses, browser type, Internet Service Provider (ISP) identity, referring/exit pages, platform type, date/time stamp, and number of clicks. We utilize this information in our legitimate interest in administering the Site, preventing fraud, tracking website navigation in the aggregate, and gathering broad demographic information for aggregate use.
During your browsing session, we use “session” cookies to store information and monitor Site function. These session cookies are installed during your browsing session and are deleted when the browsing session has ended.
How We Use the Information We Collect
We may use the information we collect:
- To provide, maintain, improve, and enhance our Services
- To understand and analyze how you use our Services and develop new products, services, features, and functionality
- To facilitate purchases of products or services that you order
- To host events
- To evaluate and process applications for jobs with us
- To communicate with you, provide you with updates and other information relating to our Services, provide information that you request, respond to comments and questions, and otherwise provide User support
- For marketing and advertising purposes, including developing and providing promotional and advertising materials that may be relevant, valuable or otherwise of interest to you
- To detect and prevent fraud, and respond to trust and safety issues that may arise
- For compliance purposes, including enforcing our Terms of Service or other legal rights, or as may be required by applicable laws and regulations or requested by any judicial process or governmental agency
- For other purposes for which we provide specific notice at the time the information is collected
How We Share the Information We Collect
Service Providers. We may share any information we collect with service providers retained in connection with the provision of our Services. These companies are only permitted to use this information to help us provide our Services, not for their own purposes.
Our Affiliates. We may share your information with our affiliates, subsidiaries, and representatives as needed to provide our Services.
Our Partners. We use analytics services to collect and process certain analytics data. We may gather demographic data such as interests, country, city, region, language, age, and gender to provide targeted advertising to suite your interests and preferences. We also work with third-party advertising partners. These services may also collect information about your use of other websites, apps, and online resources. These partners include:
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Partner |
Description |
More Information |
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We use Google’s services to collect and process analytics data and to place ads that we think may interest our users and potential users. |
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We use Facebook’s services to place ads that we think may interest our users and potential users. |
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We may use LinkedIn’s services to place ads that we think may interest our users and potential users, as well as to advertise openings to potential employees. |
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Please note that this table may be updated from time to time to provide you with the latest information. For more information about your choices regarding how these partners use your information, see the Your Choices section below.
As Required by Law and Similar Disclosures. We may access, preserve, and disclose your information if we believe doing so is required or appropriate to: (a) comply with law enforcement requests and legal process, such as a court order or subpoena; (b) respond to your requests; or (c) protect your, our, or others’ rights, property, or safety. In particular, we may disclose relevant information to the appropriate third parties if you post any illegal, threatening, or objectionable content on or through the Services.
Events. We may share your information with event partners or co-sponsors to facilitate the events for which you register.
Merger, Sale, or Other Asset Transfers. We may transfer your information to service providers, advisors, potential transactional partners, or other third parties in connection with the consideration, negotiation, or completion of a corporate transaction in which we are acquired by or merged with another company or in which we sell, liquidate, or transfer all or a portion of our assets. The use of your information following any of these events will be governed by the same general provisions of this Privacy Notice.
Consent. We may also disclose your information with your permission.
Your Choices
Our Communications. From time to time, you may receive marketing or other informational email messages from us. You can unsubscribe from our promotional and informational emails via the link provided in the emails. Users may continue to receive administrative messages from us necessary to service User accounts after opting out of receiving promotional messages from us.
Cookies. Most web browsers allow you to manage cookies through the browser settings. To find out more about cookies, you can visit www.aboutcookies.org or www.allaboutcookies.org.
Our Partners. You can learn more about Google’s privacy practices and your options about how they use your information on Google’s website. You can also install the Google Analytics Opt-out Browser Add-on. Meta, the parent company of Facebook, provides information about how it uses the information it collects through our Services in its Data Policy. You can also learn specifically about Facebook’s advertising practices on its website. Some of our advertising partners are members of the Network Advertising Initiative or the Digital Advertising Alliance. You can visit those organizations’ websites to learn about how you may opt out of receiving web-based personalized ads from their member companies. You can also access any settings offered by your mobile operating system to limit ad tracking. To inquire about your choices regarding our business partners generally, contact us at Dataprivacy@pinionglobal.com.
Third-Party Content
Our Services may contain links to other websites, products, or services that we do not own or operate. We are not responsible for the content provided by, or the privacy practices of, these third parties. Please be aware that this Privacy Notice does not apply to your activities on these third-party services or any information you disclose to these third parties. We encourage you to read their privacy policies before providing any information to them.
Security
We make reasonable efforts to protect your information by using administrative, technological, and physical safeguards designed to improve the security of the information we maintain and protect it from accidental loss, unauthorized access or use, or any other inappropriate or unlawful processing. However, because no information system can be 100% secure, we cannot guarantee the absolute security of your information.
Children’s Privacy
We do not knowingly collect, maintain, or use information from children under 16 years of age, and no part of our Services are directed toward children. If you learn that a child has provided us with information in violation of this Privacy Notice, then you may alert us at Dataprivacy@pinionglobal.com.
International Visitors
Our Services are hosted in the United States and intended for visitors located within the United States. If you choose to use the Services from the European Union or other regions of the world with laws governing data collection and use that may differ from U.S. law, then please note that you are transferring your information outside of those regions to the United States for storage and processing. Also, we may transfer your data from the U.S. to other countries or regions in connection with storage and processing of data, fulfilling your requests, and operating the Services. By using our Services, you consent to the transfer, storage, and processing of your information as described in this Privacy Notice.
Changes to this Privacy Notice
We will post any adjustments to the Privacy Notice on this page, and the revised version will be effective when it is posted. If we make material changes, we may notify you via a notice posted on our website or another method. We encourage you to read this Privacy Notice periodically to stay up to date about our privacy practices.
Contact Us
If you have any questions, comments, or concerns about our processing activities, please email us at Dataprivacy@pinionglobal.com. Or you may write to us at:
Pinion
Attention: Tom Delaney
3030 Cortland Circle
Salina, Kansas 67401
Last updated: January 08, 2024
Pinion, LLC Detailed US Privacy Notice
Information for US Residents
We collect Personal Data from US residents and comply with the consumer privacy laws of California, Colorado, Connecticut, Utah, and Virginia (“US Privacy Laws”). This Detailed US Privacy Notice applies to US residents (“users,” “you,” or “your”).
For the purposes of this Detailed US Privacy Notice, “Personal Data” means information that is linked or reasonably linkable to a particular individual or household. However, the following categories of information are not Personal Data:
- Publicly available information;
- Deidentified or aggregated data; or
- Information otherwise excluded from the scope of US Privacy Laws.
This Privacy Notice provides the following information to US residents:
- Categories of Personal Data we collect;
- Purposes for which we use Personal Data;
- Categories of Personal Data we disclose to third parties;
- Categories of third parties to which we disclose Personal Data; and
- How US residents can exercise their rights under US Privacy Laws:
- The rights to access, correct, or delete Personal Data;
- The right to obtain a portable copy of Personal Data;
- The right to limit the use of sensitive Personal Data in certain circumstances;
- The rights to opt out of targeted advertising, sales of Personal Data, or profiling; and
- The right to appeal our decisions about your requests.
Categories of Non-Sensitive Personal Data
The table below outlines the non-sensitive categories of Personal Data we collect about US residents and whether and how they are disclosed to third parties.
We collect Non-Sensitive Personal Data from the following sources:
- Directly from our users
- From our affiliates (“affiliates” are businesses that share common ownership with Pinion, LLC)
- From our business partners (“business partners” are companies that we have a pre-existing commercial relationship with)
- From our advertising partners
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Category of Personal Data: Identifiers |
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Examples |
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Identifiers may contain the following: real name, alias, postal address, unique personal identifier, online identifier, internet protocol address, email address, account name. |
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Purpose(s) for Collection |
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To enable our affiliates to provide services on our behalf. To process payments, including updating you on the status of your account and delivering the products or services you ordered. Use email addresses you provide to send information about products and services that may be of interest to you. To respond to an inquiry. |
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Targeted Advertising |
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We do not engage in targeted advertising or disclose this information for targeted advertising purposes. |
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Sale |
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This information is not sold to third parties. |
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Other Disclosures |
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This information may be disclosed to Processors and Affiliates. We disclose Identifiers to enable our affiliates to provide services on our behalf, to collect and maintain application information when applying for a job through our Site and to gather data to provide information about products and services that may be of interest to you. |
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Retention Period |
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Only to the extent required by applicable law or for purposes of preventing fraud. |
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Category of Personal Data: Internet/Electronic Activity |
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Examples |
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Internet/Electronic Activity may contain the following: Internet Protocol (IP) address, browser type and language, internet service provider (ISP), referring and exit websites and applications, operating system, date/time stamp, clickstream data, whether you are a first-time or returning users, links clicked on while on the Site and the flow and navigation path through the Site during your visit. |
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Purpose(s) for Collection |
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To send information about products and services that may be of interest to you. To engage in marketing activities, including to help design products and services appropriate for our clients. To communicate with you in social media concerning our products and services. To review, improve, and monitor our Site, applications, online services and overall experience, including to provide customization to meet the specific needs, ensure a consistent experience, and to assess trends, interests, and the demands of clients. |
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Targeted Advertising |
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We do not engage in targeted advertising or disclose this information for targeted advertising purposes. |
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Sale |
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This information is not sold to third parties. |
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Other Disclosures |
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This information is not otherwise disclosed to third parties. |
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Retention Period |
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To learn more about how Google Analytics collects and processes data, please visit “How Google uses data when you use our partners’ Sites or apps”, located at www.google.com/policies/privacy/partners/. To learn about how to opt-out of Google Analytics, please visit http://tools.Google.com/dlpage/gaoptout/. |
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Category of Personal Data: Professional Data |
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Examples |
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Professional Data may contain the following: When you apply for a job through our Site, we will collect employment history along with other identifiers as discussed above. |
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Purpose(s) for Collection |
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To manage our recruiting efforts and employment and workforce relationships. These activities include, for example, sourcing and processing employment applications, onboarding employees and contingent workers, and carrying out a range of employment activities relating to the employment relationship, such as compensation, benefits, promotion, discipline, termination, and certain post termination activities. |
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Targeted Advertising |
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We do not engage in targeted advertising or disclose this information for targeted advertising purposes. |
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Sale |
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This information is not sold to third parties. |
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Other Disclosures |
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This information may be disclosed to Processors. We disclose Professional Data to collect and maintain employment details. |
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Retention Period |
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That information is provided to or partner iCims who collects and maintains that information for us. If you have questions about how iCims handles your data, please refer to their Privacy Policy. |
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Category of Personal Data: Educational Data |
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Examples |
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Educational Data may contain the following: When you apply for a job through our Site, we will collect skills and abilities to include educational records. |
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Purpose(s) for Collection |
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To manage our recruiting efforts and employment and workforce relationships. These activities include, for example, sourcing and processing employment applications, onboarding employees and contingent workers, and carrying out a range of employment activities relating to the employment relationship, such as compensation, benefits, promotion, discipline, termination, and certain post termination activities. |
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Targeted Advertising |
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We do not engage in targeted advertising or disclose this information for targeted advertising purposes. |
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Sale |
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This information is not sold to third parties. |
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Other Disclosures |
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This information may be disclosed to Processors. We disclose Educational Data to collect and maintain employment details. |
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Retention Period |
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That information is provided to or partner iCims who collects and maintains that information for us. If you have questions about how iCims handles your data, please refer to their Privacy Policy. |
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Category of Personal Data: Personal Characteristics |
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Examples |
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Personal Characteristics may contain the following: We use Google Analytics is used in connection with Our Site to gather data such as age, gender and interests. |
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Purpose(s) for Collection |
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To send information about products and services that may be of interest to you. To improve the effectiveness of our websites, operations, mobile experience, or marketing efforts or as described elsewhere in this policy, to prevent fraud and theft, and otherwise to protect our Sites' visitors and our business. |
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Targeted Advertising |
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We do not engage in targeted advertising or disclose this information for targeted advertising purposes. |
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Sale |
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This information is not sold to third parties. |
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Other Disclosures |
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This information is not otherwise disclosed to third parties. |
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Retention Period |
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Only to the extent required by applicable law or for purposes of preventing fraud. To learn more about how Google Analytics collects and processes data, please visit “How Google uses data when you use our partners’ Sites or apps”, located at www.google.com/policies/privacy/partners/. To learn about how to opt-out of Google Analytics, please visit http://tools.Google.com/dlpage/gaoptout/. |
Categories of Sensitive Personal Data
The table below outlines the categories of Sensitive Personal Data we collect about US residents and whether they are disclosed to third parties. We obtain affirmative consent from US residents to process Sensitive Personal Data to the extent required by US Privacy Laws.
We collect Sensitive Personal Data from the following sources:
- Directly from our users
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Category of Sensitive Personal Data: Financial Data |
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Examples |
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Financial Data may contain the following: account log-in, financial account, debit card, or credit card number in combination with any required security or access code, password or credentials allowing access to an account. |
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Purpose(s) for Collection |
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To process the payment transaction for our services on our behalf. |
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Targeted Advertising |
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We do not engage in targeted advertising or disclose this information for targeted advertising purposes. |
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Sale |
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This information is not sold to third parties. |
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Other Disclosures |
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This information may be disclosed to Processors and Affiliates. We disclose Financial Data to process the payment transaction for our services on our behalf. |
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Retention Period |
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As long as necessary to process the payment, then it is deleted from our systems. |
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Category of Sensitive Personal Data: Government ID Data |
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Examples |
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Government ID Data may contain the following: Social Security Number, driver’s license, state identification card or passport number. |
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Purpose(s) for Collection |
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To enable our affiliates to provide services on our behalf. |
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Targeted Advertising |
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We do not engage in targeted advertising or disclose this information for targeted advertising purposes. |
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Sale |
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This information is not sold to third parties. |
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Other Disclosures |
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This information may be disclosed to Affiliates and Processors. We disclose Government ID Data to enable our affiliates to provide services on our behalf. |
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Retention Period |
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Only to the extent required by applicable law or for purposes of preventing fraud. |
Use of Personal Data
We use Personal Data for the purposes described above. Personal Data may also be used or disclosed as otherwise permitted or required by applicable law.
Disclosing Personal Data
We share Personal Data with the following categories of third parties:
- Processors: We use processors to securely handle Personal Data on our behalf and only on our instructions. These companies may not use your Personal Data for their own purposes.
- Affiliates: We may disclose your information to our affiliates, subsidiaries, and representatives as part of providing our services.
- Other Users: Content you post on our systems, such as comments or reviews, may be displayed to other users as appropriate.
- Our Analytics and Advertising Partners: We use analytics services to collect and process certain data and to provide you with relevant advertising. These services may also collect information about your use of certain other websites, apps, and online resources.
- Our Business Partners: We may disclose relevant personal data to our business partners to provide you with exclusive offers for products and services that may interest you.
See the tables above for more details about how different categories of Personal Data are disclosed.
We do not sell Personal Data to anyone.
Exercising Your Personal Data Rights
US residents have the following rights under US Privacy Laws:
- The rights to access, correct, or delete Personal Data;
- The right to obtain a portable copy of Personal Data;
- The right to limit the use of Sensitive Personal Data in certain circumstances;
- The rights to opt out of targeted advertising, sales of personal data, or profiling;
- The right not to receive discriminatory treatment for exercising your privacy rights; and
- The right to appeal our decisions about your requests if you disagree with them.
If you are a US resident, you can submit a request to exercise your personal data rights under US Privacy Laws. If you would like to: access, correct, amend or delete any personal information we have about you, register a complaint, or simply want more information, you may contact our Data Privacy Officer at:
Tom Delaney
3030 Cortland Circle
Salina, KS 67401
Dataprivacy@pinionglobal.com (you can reach through the Site by clicking “Contact” at the top of any page)
1-800-461-4702
To protect your privacy, we may need to authenticate your identity before we respond to your rights request. We will verify your identity by requesting identifying information, such as your full name, address, phone number, email address, amount of your most recent payment, or account number. We will cross-reference the information provided with the data on file to ensure the details match. If you do not complete the verification process, we may be unable to process your request. Any information you provide to authenticate your identity will only be used to process your rights request and not for any other purpose. Please be aware that we do not accept or process rights requests submitted through other means.
We will respond to your rights request within 45 days, though in certain cases we may inform you that we will need up to another 45 days to act on your request. If we suspect fraudulent or malicious activity on or from your account, we will delay taking action on your request until we can appropriately verify your identity and the request as authentic. Also note that each of the rights are subject to certain exceptions.
We reserve the right to decline to process, or charge a reasonable fee for, requests from a US resident that are manifestly unfounded, excessive, or repetitive.
Notice of Right to Limit the Use of Sensitive Personal Information
You have the right to limit some uses of Sensitive Personal Data. In general, you may direct companies not to use Sensitive Personal Data except as necessary to provide goods or services you have requested or other exempt purposes.
However, we only use Sensitive Personal Data for purposes that are exempt from this right, such as to provide you with goods or services you have requested, to detect and prevent security incidents, or verifying the quality of our goods and services. The full list of these exempt purposes is specified in California Code of Regulations, Title 11, Section 7027(m).
Children’s Data
We do not knowingly collect or use the Personal Information of children under 16. If you believe that we have collected the Personal Information of a child under 16, please contact us at Dataprivacy@pinionglobal.com.
Authorized Agent Requests
You may designate an authorized agent to make a rights request on your behalf. Your authorized agent may submit such a request by following the same method described above in the section titled Exercising Your Personal Data Rights. We may require verification of your authorized agent’s authority in addition to the information we require for verification of your identity.
Contact Us
If you have any questions or concerns regarding this Detailed US Privacy Notice, contact us at Dataprivacy@pinionglobal.com.
Last updated: January 08, 2024
