Effective Date: February 15, 2023

Who We Are

Fiduciary In A Box, Inc. (“FIAB,” “we,” “our,” or “us”) provides a software platform designed to help businesses establish fiduciary best practices. We are committed to protecting your privacy and ensuring transparency in how we collect, use, and safeguard your data.

This Privacy Policy explains how we handle information collected through our website (www.fiduciaryinabox.com), platform, and related services (collectively, the “Services”). By using our Services, you agree to the practices described in this Privacy Policy.

1. What Data We Collect

We collect the following types of data when you use our Services:

• Personal Information: Your name, email address, phone number, company information, and payment details provided during registration or use.
• Uploaded Content: Documents and responses uploaded to our platform.
• Usage Data: Information about your interactions with our Services, including IP addresses, browser types, and device identifiers.
• Cookies and Tracking Data: Data collected via cookies, analytics, and tracking technologies (e.g., page views, session durations).

2. How We Use Your Data

We process your data to:

• Provide and improve our Services, including analyzing uploaded documents and responses.
• Generate anonymized, aggregated insights for internal use or external reporting.
• Comply with legal obligations, such as financial or data protection regulations.
• Respond to your inquiries and provide support.

Send communications, including updates, security alerts, and marketing (with opt-out options).

3. How We Share Your Data

We may share your data:

• With Service Providers: Trusted third-party vendors who assist with hosting, analytics, payments, and other operational needs.
• For Legal Compliance: When required to comply with laws or enforce our agreements.
• Anonymously: Aggregated, anonymized data may be shared for research, benchmarking, or marketing purposes.

We will never sell your personal data.

4. Data Security

We implement industry-standard security measures to protect your data, including encryption, access controls, and monitoring. While we strive to safeguard your information, no method of transmission or storage is completely secure.

5. Your Rights

Depending on your jurisdiction, you may have rights regarding your data, such as:

• Accessing and obtaining a copy of your data.
• Requesting corrections or deletion.
• Limiting or objecting to data processing.
• Portability of your data in a machine-readable format.

To exercise your rights, contact us at support@fiduciaryinabox.com.

6. Cookies and Tracking Technologies

We use cookies to:

• Enhance user experience.
• Analyze site performance.
• Deliver targeted advertisements (if applicable).
• You can manage cookies through your browser settings or opt out of tracking via tools like Google Analytics’ opt-out browser add-on.

You can manage cookies through your browser settings or opt out of tracking via tools like Google Analytics’ opt-out browser add-on.

7. Data Retention

Uploaded content and personal data are retained as long as necessary to fulfill our contractual and legal obligations.

You may request deletion of your account and associated data at any time, subject to legal and operational requirements.

8. Children’s Privacy

Our Services are not intended for individuals under 18 years of age. We do not knowingly collect data from children.

9. International Users

If you are located outside the United States, your data may be transferred to and processed in the United States. By using our Services, you consent to such transfers.

10. Changes to This Privacy Policy

We may update this Privacy Policy periodically. Material changes will be communicated via email or platform notifications. Continued use of the Services constitutes acceptance of the updated Privacy Policy.

11. Contact Us

If you have questions or concerns about this Privacy Policy, please contact us at:

Email: support@fiduciaryinabox.com

Phone: 888-650-3438

Mail: 286 Broad Street, Red Bank, NJ 07701