Privacy Policy

Effective Date: 09/03/2024

Legacy Valuations & Forensics respects your privacy. This Privacy Notice describes the
types of personal information we may obtain about individuals, how we may use the
information, with whom we may share it, how we protect it, and the choices available regarding our use of the information. The Privacy Notice also describes how you can contact us about our privacy practices. Other privacy policies could apply depending on how you interact with us, the products or services you may ultimately obtain from us, or the jurisdiction in which we are doing business with you. Multiple Legacy Valuations & Forensics entities may be responsible for the collection and use of your personal information for the purposes described in this Privacy Notice.

Information We Collect

We obtain personal information about individuals in various ways, such as when you
visit our website, as well as other online services that we own or control. The types of
personal information we may obtain include:

On the contact form on our website, we request your name, email address, and phone number, and the content of your message;
If you are given access to a Client Portal, we will ask for additional information to populate your profile in the Client Portal, such as your name, title, email and postal address, and phone number;
When you access a Payment Portal, we will ask for additional information to facilitate your use of the Portals, which may serviced by a third party, such as client ID, engagement information, payment details;
When you use a chat feature, we collect the information you submit in connection with that chat session;
When you subscribe to a newsletter, we request your email address;
When you contact us regarding a career opportunity, we collect the information you submit in connection with that career opportunity, such as contact details, information in your resume and details about your current employment;
In addition, individuals may choose to submit information to us in other ways, such as through emails or other communications, social media pages, surveys, registrations and sign-up forms. We may also obtain information indirectly, for example, information we obtain from third-party business partners and service providers, and other third-party sources.

Information We Collect By Automated Means

When you interact with our websites or open our emails, we may obtain certain
information by automated means, such as pixel tags, server or device logs and other
technologies. A “cookie” is a text file that websites send to a visitor’s computer or other
Internet connected device to uniquely identify the visitor’s browser or to store
information or settings in the browser. A “pixel tag” (also known as a web beacon),
which is a type of technology that is often used in combination with cookies, is placed
on a website or within an email to track certain activity, such as views of a website or
when an email is opened. These technologies help us (1) remember your information so
you will not have to re-enter it; (2) track and understand how you use and interact with
our products and services; and (3) otherwise manage and enhance our products and
services.

We may use these automated technologies to collect information about your device,
browsing actions, and usage patterns. The information we obtain in this manner may
include your device IP address, general location information, unique device identifiers,
device type and model, device characteristics and settings, browser settings and
characteristics, operating system type and version, language and country preferences,
battery and signal strength, usage statistics, referring emails and web addresses, and
other application details. We also may obtain information about your interactions with
our Services, such as pages visited, links clicked, features used, dates and times of
usage, session information, and other information about your use of our Services.
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Your browser may tell you how to be notified about certain types of automated collection
technologies and how to restrict or disable them. Please note, however, that without
these technologies, you may not be able to use all the features of our websites. For
mobile devices, you can manage how your device and browser share certain device
data by adjusting the privacy and security settings on your mobile device.

How We Use the Information We Collect

Overview

We may use the personal information we obtain about you in the following ways:

Provide our products and services to you and manage your accounts;
Personalize your experience with our products and services;
Establish and manage your account and profile;
Advertise and market our products and services;
Manage the contractual relationship we have with your organization;
Process orders and billing inquiries in connection with our products and services and keep you informed about the status of your order;
Communicate with you, respond to inquiries and offer client/customer support;
Operate, evaluate and improve our business (including developing new products and services; improving and analyzing our products and services; managing our communications; and performing accounting, auditing and other internal functions);
Perform analytics and market, trend or statistical research;
Compile, anonymize or aggregate personal data for our business purposes;
Administer participation in surveys, sweepstakes, promotions or other programs;
Maintain and enhance the safety and security of our products and services, prevent misuse and troubleshoot technical issues;
Verify your identity and protect against fraud and other criminal activity, claims and other liabilities;
Exercise our rights and remedies and defend against legal claims;
Communicate with you (including providing you with offers and other communications about our products and services);
Conduct investigations and comply with and enforce applicable legal requirements, relevant industry standards, and our policies and terms.

We also may use the information we collect about you in other ways for which we will
provide notice at the time of collection. For information we collect in connection with a
career opportunity, we may use that information to assess your candidacy and for
recruitment and employment purposes.

Third-Party Analytics Services

We may use third-party analytics services on websites, such as Google Analytics. The
providers of these analytics services use technologies such as cookies and web
beacons to help us analyze your use of the Services. The information collected through
these means may be disclosed to or collected directly by these services. To learn more
about Google Analytics, please visit https://www.google.com/policies/privacy/partners/

Online Tracking and Interest-Based Advertising

You may see our ads on other websites or mobile apps because we use third-party ad
services on our websites. Through these ad services, we can tailor our messaging to
individuals considering demographic data, individuals’ inferred interests and browsing
context. These ad services track information about your online activities over time and
across third-party websites and apps by collecting information through automated
means, including through the use of cookies, web server logs, web beacons and other
similar technologies. These ad services may collect data about your visits to websites
and apps that participate in these services, such as the pages or ads you view and the
actions you take on the websites or apps. This data collection takes place both on our
websites and on third-party websites and apps that participate in the ad services. These
ad services use this information to show you ads that may be tailored to your individual
interests. This process also helps us track the effectiveness of our marketing efforts.
Our websites are not designed to respond to “do not track” signals received from
browsers.

To learn how to opt out of ad network interest-based advertising in the U.S., please
visit http://www.aboutads.info/choices, http://www.networkadvertising.org/choices/,
and http://preferences-mgr.truste.com/.

Information Sharing

We may share the personal information we obtain about you with our parent company,
affiliates, subsidiaries, agents and business partners. We also may share the
information we obtain about you with third-party vendors and other entities to perform
services on our behalf, such as technology and communications providers, payment
processing and billing service providers, advertising and marketing service providers,
and others. We may share your personal information with social media platforms if you
use those services to connect with us.

We may disclose personal information (1) if we are required to do so by law or legal
process (such as a court order or subpoena); (2) to establish, exercise or defend our
legal rights; (3) when we believe disclosure is necessary to fulfill statutory functions or
statutory obligations; (4) in response to requests by government agencies, such as law
enforcement authorities; (5) in connection with an investigation of suspected or actual
illegal activity; or (6) otherwise with your consent or as directed by your representative.
We reserve the right to transfer to relevant third parties the personal information we
have about you in the event of a potential or actual sale or transfer of all or a portion of
our business or assets (including in the event of a merger, acquisition, joint venture,
reorganization, divestiture, dissolution or liquidation) or other business transaction.

Your Choices

We offer you certain choices in connection with the personal information we obtain
about you. You can unsubscribe from our marketing mailing lists by following the
unsubscribe link in our emails. We do need to send you certain communications about
our products and services, and you will not be able to opt out of those communications.
This includes, for example, information about billing.

Other Online Services And Third-Party Features

Our websites may provide links to other online services for your convenience and
information, and may include third-party features such as apps, tools, widgets and plug-
ins (e.g., social media platforms). These online services and third-party features may
operate independently from us. The privacy practices of the relevant third parties,
including details on the information they may collect about you, are subject to the
privacy statements of these parties, which we strongly suggest you review. To the extent
any linked online services or third-party features are not owned or controlled by us, we
are not responsible for these third parties’ information practices.

How We Protect Personal Information

We maintain administrative, technical and physical safeguards designed to protect the
security of your personal information.

Retention Of Personal Information

We will keep your personal information for the period necessary to achieve the
purposes outlined in this Privacy Notice, taking into account applicable statute of
limitation periods and records retention requirements under applicable law.

Children's Privacy

Legacy Valuations & Forensics products and services, including our websites, are
intended for a general audience and are not directed to children. In connection with the
websites, we do not knowingly collect personal information online from children under
the age of 18 without parental consent. If we become aware that we have collected
personal information from a child under such age without parental consent, we will
delete the information from our records. If you believe that a child under age 18 may
have provided us with personal information without parental consent, please contact us
as specified in the How To Contact Us section of this Privacy Policy.

Updates To Our Privacy Notice

This Privacy Notice may be updated periodically and without prior notice to you to
reflect changes in our privacy practices. We will post a notice on the websites to notify
you of significant changes to our Privacy Notice and indicate at the top of the Privacy
Notice when it was most recently updated.