MODERN SALES AI PRIVACY POLICY

At Modern Sales (the “Company”), your privacy is very important. We value transparency and want to be clear about how we collect, use and share information about you.

This policy is here to help you understand:

  • The categories of information we collect
  • How we use information we collect
  • How we share information we collect
  • How we store and secure information we collect
  • Other important privacy information

This Privacy Policy applies to you when you access or use any domains or subdomains of Modern Sales website at https://www.modernsales.ai (the “Site”), download and/or use Modern Sales’ application (the “Application”), or when you access, use, or download any other products, services, features, content, widgets, materials or other tools offered by the Company or its subsidiaries and affiliates, including Modern Share, Inc. (collectively the “Services”). “Modern Share”, “Modern Sales”, “we”, “us”, and “our” refer to the Company together with any of our subsidiaries and corporate affiliates. For more information, see our Terms of Use.

WHAT INFORMATION WE COLLECT ABOUT YOU

We collect the categories of personal information listed below:

  • Directly from you when you provide the information to us,
  • Indirectly from you when you use or access our Services, the Site, or the Application, and
  • From other sources like third-party service providers and partners.

Information you provide to us

We collect information from you when you input it or otherwise provide it directly to us.

Account Information:  We collect information about you when you create an account or sign up for Services. For example, you provide your name, email address, password, or phone number when you create an account. Depending on the Services you select, you may provide different information, such as your address, date of birth, taxpayer ID and/or other information. If you register or use the Services through third-party sites or applications, such as Google, we may gather information from them.

Support Information and Other Communications:  The Services include customer support, where you may choose to submit information or questions concerning a problem you are experiencing with a Service or questions you have about a Service. You may also provide, or be asked to provide, screenshots, documentation or information to help us address your problem or respond to your question.

You may also provide us with feedback and survey responses when using the Service, as well as other information you voluntarily provide to us when communicating with us, such as via email, any chat bots available on the Site and/or the Application, or via other actions you perform when using the Services. You may also provide us with your marketing and email preferences in your account settings.

Information we collect when you use the Services

We collect the following categories of information about you when you use our services, including when visiting the Site or the Application, and taking certain actions within the Services.

Information About Your Use of the Services:  We collect certain information about you when you visit the Site and interact with any of our Services. We collect information about when you use Services, the pages within the Site and/or the Application you visit, the links you click on, the type, size and names of files you upload or download, and the search terms you use. If you invite others to use the Site or Application, we retain information about your referral.

Device and Connection Information:  We collect information about your computer, phone, tablet or other device you use to access the Services. This device information may include your operating system, browser type, IP address, URLs of referring pages, App name and version, and device identifiers.

Cookies, Web Beacons, Pixel Tags and Other Similar Technologies:  Modern Sales and its third-party service providers, such as our analytics and advertising partners, collect certain information using cookies, web beacons, pixel tags and other similar technologies to provide functionality, enable and support security features, recognize you across different devices, improve our offerings, understand how you use and interact with our Services, improve performance of Services, and otherwise manage and enhance Services. “Cookies” are simple text files stored on your device for use by a browser. “Web Beacons” or “pixel tags” are small images, often transparent, on a website or email that are used to observe if you have accessed content. Using cookies, web beacons or pixel tags, or other tracking technologies are standard practices on internet web sites.

Some web browsers transmit “do-not-track” signals to websites. At this time, our Services are not designed to respond to these signals or similar mechanisms from browsers.

We use session cookies to make it easier for you to use our Services and to identify you while you are on the Site or Application. We also use persistent cookies to make it easier for you to navigate the Site and track whether you are logged into the Site. A persistent cookie remains on your device’s hard drive for an extended time. You can remove persistent cookies by following the directions provided in your internet browser’s “help” file. If you reject persistent cookies, you will still be able to view the Site, but your ability to use some areas of the Site, such as automatically-generated recommendations, will be limited.

Information we receive from other sources

We receive information about you from third-party services and business partners.

Third-Party Identity Verification Service Provider:  We receive information about you from a third-party identity verification service provider to help us confirm your identity, prevent fraud, money-laundering and other illegal activity, and to satisfy legal requirements relating to the Services.

Marketing and Advertising Services and Partners:  We receive information about you and your activities on and off the Services from third-party service providers, such as Google, Mixpanel, HotJar, LinkedIn and other advertising, social media and market research partners who provide us with information about you, and/or your engagement with and interest in our Services.

HOW WE USE INFORMATION WE COLLECT

We use the information we collect based on the Services you choose to receive. The specific purposes are described below.

To Provide the Services and Personalize Your Experience:  We use information about you to provide the Services to you, including to process transactions for you, authenticate you when you log in, verify your identity, and, if you are seeking to invest, determine your eligibility for investments. We also use information you provide to validate that information, comply with legal requirements, provide customer support and communicate with you, and operate and maintain the Services. 

We also use information about you to personalize and improve your experience while using the Services and to determine effectiveness of the Services. We also use information about you and your activities to provide an integrated experience, such as allowing you to access the Services from multiple devices.

To Communicate With You About the Services:  We use your contact information to send communications to you (typically via email) about your transactions, including confirming the terms on which you purchase or sell securities, updating you on the status of transactions and related deadlines, responding to your questions or comments, and providing information received from the issuer or, when applicable, other parties to your transactions. If you are eligible to invest through the Site, we send you notifications about potential investment opportunities available through the Site. We also provide tailored communications to you based on actions you take on the Site. For example, if you start the investment process on the Site, we will use your contact information to remind you to come back and complete the investment process. We also send you communications about the Services as part of onboarding to help you understand and use the Services.

If you download and/or use the Application, and if you are a registered user of the Application, we may send push notifications to your device as a way to deliver information, offers, alerts, updates, reminders, news, and other relevant notifications pertaining to Services, including messages, sounds, and hyperlinks to pages within the Application, or hyperlinks to pages on the Site. Push notifications may be controlled from within the Application’s settings and at the device’s operating system “OS” level at any time. For additional information about push notifications, please see our Terms of Use.

For Research and Development:  We strive to make our Services better, smarter, faster, more secure and easier to use. We collect information about how people use the Services and feedback provided directly to us to identify trends and problems, usage and activity patterns, and areas for integrating and improving our Services. We may also test and analyze certain new features with some users before rolling out the features to all users.

To Market, Promote and Drive Engagement With the Services:  We use your contact information and information about how you use the Services to send promotional communications that may be of interest to you, including by email and by displaying our content on other websites and applications, such as on platforms including Google or Facebook. These communications are intended to increase engagement and what you get out of the Services, including information about new features, new content, and events we think may be of interest to you. We also communicate with you about new products and services and promotions.

We do not – and do not plan to – rent or sell personally identifiable information about you to other people or to non-affiliated companies.

For Safety and Security:  We use information about you and your Service use to verify your identity, accounts and activity, to monitor suspicious or fraudulent activity, and to identify violations of Service policies. We also use your information to debug, identify and fix errors that impair how our Services function.

For a Merger, Sale or Other Asset Transfer:  If we are involved in a merger, acquisition, financing due diligence, reorganization, bankruptcy, creation of a trust or other affiliated entity, receivership or sale of Modern Share’s assets, or other corporate transaction affecting Modern Share, your information may be shared, transferred or sold under a duty of confidentiality as part of a transaction as permitted by law or by contract.

Legal Bases for Processing (for EEA users):  If you are an individual residing in the European Economic Area (“EEA”), we collect and process information about you only where we have legal bases for doing so under applicable EU laws, including the General Data Protection Regulation (“GDPR”). The legal bases depend on the Services you use and how you use them. This means we collect and use your information only where:

  • We need it to provide you the Services, including to operate the Services, perform a contract with you, take necessary steps prior to performing a contract or at your request, provide customer support, and to protect the safety and security of the Services;
  • It satisfies a legitimate interest (which is not overridden by your data protection interests), such as for research and development, to market and promote the Services, to personalize services you receive, and to protect our legal rights and interests;
  • You give us consent to do so for a specific purpose; or
  • We need to process your data to comply with a legal requirement.

If you have consented to our use of information about you for a specific purpose, you may change your mind at any time, but this will not affect any processing that has already taken place.  Where we are using your information because we or a third party (e.g. your employer) have a legitimate interest to do so, you may object to that use though, in some cases, this may mean no longer using the Services.

To do so, please email us at support@modernssales.ai.

HOW WE STORE AND SECURE INFORMATION WE COLLECT

We take steps to ensure that your information is treated securely and in accordance with this policy. While we use industry-accepted security principles, practices, and tools, the internet is not 100% secure and we cannot ensure or guarantee the security of data, during transmission through the Internet or while stored on our systems or otherwise in our care. We do not accept liability for unintentional disclosure.

By using the Service or providing personal data to us, you agree that we may communicate with you electronically regarding security, privacy, and administrative issues relating to your use of the Service. If we learn of a security breach, we may attempt to notify you electronically by posting a notice on the Service or sending an email to you. You may have a legal right to receive this notice in writing.

We use a data hosting service provider in the United States to host the information we collect, and we use technical measures to secure your data. We use industry-accepted practices, including 256-bit encryption, to protect customer-related information and also use field-level encryption on highly sensitive data. Information is encrypted at rest and in transit from client to web-to-web server, including proxies, and to the database.

We request third party service providers to agree to keep your information confidential by entering into agreements that limit their use of the information they receive about you for purposes of performing the services for which they are being retained.

If you are outside the United States, by using the Services or visiting the Site, you will transfer data to the United States and are permitting your information to be used in accordance with this Privacy Policy.

OTHER IMPORTANT PRIVACY INFORMATION

You have choices and rights available to you when it comes to your information. They are summarized below.

If You are a European Economic Area Resident:  If you are an EEA data subject, you may review, correct or update the personal data you provide at any time.

If you would like to exercise your GDPR rights, please use one of the submission methods mentioned below under “Submitting Requests Pertaining to Your Information”.

In the event of a data breach, we will endeavor to notify you within 72 hours of detection of a breach that we conclude poses significant risks to your rights and freedoms under the General Data Protection Regulation. You may also lodge a complaint with a supervisor authority in the EEA member state in which you reside.

Access to Your Data and Documents:  You may review, correct or update the personal data you provide at any time. You may access your documents relating to your transactions at any time by logging into your account and navigating to the “Settings” section of the Site or Application. If you need assistance, please contact us at support@modernsales.ai

Unsubscribe Options:  If you chose to use the Services, you will receive periodic emails or other electronic communications from us which, based on the information you provide, may be of interest. If you no longer wish to receive our communications, you may unsubscribe by following the instructions included in each communication.

Children’s Privacy:  The Site and our Services are not directed to any person under the age of 18. If you become aware that your child has provided us with personal data without your consent, please contact us at support@modernsales.ai. We do not knowingly collect or solicit information from, market to, or accept services from children.

Lost or Stolen Information:  You must promptly notify us if you become aware that any information provided by or submitted to the Site is lost, stolen or used without permission.

Changes to this Policy:  Each time you visit the Site, Application or use the Services, the current version of this Privacy Policy will apply. When you use the Site, you should check the date of this Privacy Policy (which appears at the top of the Privacy Policy) and review any changes since the last version. Our business changes frequently and this Privacy Policy is subject to change from time to time. Unless stated otherwise, our current Privacy Policy applies to all information that we have about you. We may require you to affirmatively assent to a revised version of this Privacy Policy as a condition of continuing to use the Site or our Services.

Contact Us:  Your information is controlled by Modern Sales. If you have any questions or concerns about how your information is handled, you may contact us at:

Modern Share, Inc.support@modernsales.ai