At Confluence, we are committed to safeguarding and preserving the privacy of our customers and prospective customers. This Privacy Policy document (the "Policy") explains what happens to any personal data that you provide to us, or that we collect from you, and how we use cookies.

Information That We Collect

We may collect and process the following data about you:

• Information provided voluntarily such as your name, address, email address and other contact details, when you or your firm registers or inquires for information, or licenses our services or solutions.
• Information about your use of our applications accessed via the Internet (“web based applications”) including details of your visits such as pages viewed and the resources that you access. Such information includes traffic data, location data and other communication data.
• Information that you provide when you communicate with us by any means.

Use of Cookies

Cookies provide information regarding the computer you are using when you access our web based applications. Where used, these cookies are downloaded to your computer and stored on the computer’s hard drive. We use cookies to identify you, to deliver information and to provide you with customer and technical support.

Use of Your Information

We use the information that we collect from you to provide our services to you. In addition to this we may use the information for one or more of the following purposes:

• For licensing purposes and to provide client support.
• To enable you to save and retrieve content, to present your recently used or modified content and/or to aggregate content for analysis.
• To provide information to you that you request from us relating to our products or services.
• To provide information to you relating to other products that may be of interest to you.
• To inform you of any changes to our websites, applications or services.

We may provide you with details of similar services or other services that you may be interested in.
We do not provide customer lists to third parties to enable them to provide you with information regarding unrelated goods or services.

Storing Your Personal Data

We do our utmost to ensure that all reasonable steps are taken to make sure that that the data we collect from you is stored securely.
Unfortunately the sending of information via the internet is not totally secure and on occasion such information can be intercepted. We cannot guarantee the security of data that you choose to send us electronically, sending such information is entirely at your own risk.

Disclosing Your Information

We will not disclose your personal information to any other party other than in accordance with this Privacy Policy and in the circumstances detailed below:

• In the event that we sell any or all of our business to the buyer.
• Where we are legally required by law to disclose your personal information.
• To further fraud protection and reduce the risk of fraud.

Third Party Links

Where we provide a link to third parties, it does not mean that we endorse or approve that site’s policy towards visitor privacy. You should review their privacy policy before sending them any personal data.

Use by Minors

InvestWorks is for investment professional use only and is not for use by anyone under the age of eighteen (18).

Discontinue or Opt Out

You may discontinue or opt out of receiving promotional materials from Confluence. To discontinue, please send an email to unsubscribe@invmetrics.com with “Opt Out” in the subject line.

Updates

We may update this Privacy Policy at any time. Your continued use of Confluence website or solutions constitutes acceptance of the revised Privacy Policy.

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