Jacobi Privacy Policy

Last Updated: 19 May 2022

Jacobi, Inc. and its affiliates ("Jacobi," "we," "our," and/or "us") values the privacy of individuals who use our websites (including www.jacobistrategies.com) or services that link to this Privacy Policy (collectively, our "Services"). This privacy policy (the "Privacy Policy") explains how we collect, use, and disclose information from users of our Services. As used in this Privacy Policy, "Personal Information" means any information relating to an identified or identifiable individual. By using our Services, you agree to the collection, use, and disclosure of your Personal Information as described in this Privacy Policy.

INFORMATION WE COLLECT

We may collect a variety of information from or about you or your devices from various sources, as described below.

If you do not provide your information when requested, you may not be able to use our Services if that information is necessary to provide you with our Services or if we are legally required to collect it.

A. Information You Provide to Us

Registration. When you register for an account to use our Services, we ask you for your Personal Information, including your name, email address, and password.

Request a Demo. If you schedule a demo of our Services, we will collect your Personal Information, including your name, email address, company name, phone number, country, and any additional information you choose to provide.

Communications. If you contact us directly, we may receive additional Personal Information about you. For example, when you contact us for support, we will receive your name, email address, and any additional information you choose to provide. If you subscribe to our newsletter, we will receive your name and email address.

Careers. If you decide to apply for a job with us, you may submit your contact information and your resume online. We will collect the Personal Information you choose to provide us as part of your job application, such as your contact information, current employment information, and other information you choose to submit with your application and on your resume. If you apply for a job with us through a third-party platform (such as Glassdoor or LinkedIn), we will collect any information you make available to us through such third-party platform.

B. Information We Collect When You Use Our Services

Location Information. When you use our Services, we may infer your general location information. For example, your IP address may indicate your general geographic region.

Device Information. We receive information about the device and software you use to access our Services, including internet protocol (IP) address, web browser type, operating system version, and device identifiers.

Usage Information. To help us understand how you use our Services and to help us improve them, we automatically receive information about your interactions with our Services, such as the pages or other content you view, the searches you conduct, telemetry data, and the dates and times of your visits.

Analytics Partners. We use analytics services such as Google Analytics to collect and process certain analytics data. These services may also collect information about your use of other websites, apps, and online resources. You can learn about Google's practices by going to https://www.google.com/policies/privacy/partners/ and opt out of them by downloading the Google Analytics Opt-out Browser Add-on, available at https://tools.google.com/dlpage/gaoptout.

Information from Cookies and Similar Technologies. We and our third-party partners may collect Personal Information using Cookies. Cookies are small files of letters and numbers that we store on your browser or the hard drive of your computer. They contain information that is transferred to your computer's hard drive. We use cookies, beacons, invisible tags, and similar technologies (collectively "Cookies") to collect information about your browsing activities and to distinguish you from other users on the Services. This aids your experience when you use the Services and also allows us to improve the functionality of the Services. Cookies can be used for performance management, collecting information on how the Services are being used for analytics purposes. They can also be used for functionality management, enabling us to make your visit more efficient by, for example, remembering language preferences, passwords and log-in details. We may also use pixel tags and web beacons on the Services. These are tiny graphic images placed on web pages or in our emails that allow us to determine whether you have performed a specific action. Below is an overview of the types of Cookies we and third parties may use to collect Personal Information.

Provider Cookie Type Name Description Expires
Google LLC Analytical or performance cookies _ga Used by Google Analytics to distinguish users. 2 years
Google LLC Analytical or performance cookies _gat_gtag_UA_66023228_1 Used to throttle request rate. 1 minute
Google LLC Analytical or performance cookies _gid Used by Google Analytics to distinguish users. 24 hours
Hotjar Ltd Analytical or performance cookies _hjSessionUser_2688509 Set when a user first lands on a page. Persists the Hotjar User ID which is unique to that site. Ensures data from subsequent visits to the same site are attributed to the same user ID. 365 days
Hotjar Ltd Analytical or performance cookies _hjAbsoluteSessionInProgress Used to detect the first pageview session of a user. 30mins
Hotjar Ltd Analytical or performance cookies _hjIncludedInPageviewSample Set to determine if a user is included in the data sampling defined by your site's pageview limit. 30mins
Hotjar Ltd Analytical or performance cookies _hjSession_2688509 Holds current session data. Ensures subsequent requests in the session window are attributed to the same session. 30 mins
Hotjar Ltd Analytical or performance cookies _hjFirstSeen Identifies a new user's first session. session
Hotjar Ltd Analytical or performance cookies _hjIncludedInSessionSample Set to determine if a user is included in the data sampling defined by your site's daily session limit. 30 minutes
Hubspot Inc Analytical or performance cookies __cf_bm This cookie is set by HubSpot's CDN provider and is a necessary cookie for bot protection. 30mins
Hubspot Inc Analytical or performance cookies __hstc The main cookie for tracking visitors. 6 months
Hubspot Inc Analytical or performance cookies __hssrc Whenever HubSpot changes the session cookie, this cookie is also set to determine if the visitor has restarted their browser. session
Hubspot Inc Analytical or performance cookies __hssc This cookie keeps track of sessions. 30 minutes
Hubspot Inc Analytical or performance cookies hubspotutk This cookie keeps track of a visitor's identity. It is passed to HubSpot on form submission and used when deduplicating contacts. 6 months
LinkedIn Analytical or performance cookies AnalyticsSyncHistory Used to store information about the time a sync took place with the lms_analytics cookie 30 days
LinkedIn Analytical or performance cookies lidc To facilitate data center selection 24 hours
Google LLC Advertising NID The purpose of this cookie is to store information about your preferences. 6 months
Google LLC Advertising 1P_JAR To provide ad delivery or retargeting. 1 month
LinkedIn Advertising UserMatchHistory LinkedIn Ads ID syncing 30 days
LinkedIn Advertising li_sugr Used to make a probabilistic match of a user's identity outside the Designated Countries 90 days
LinkedIn Advertising bcookie Browser Identifier cookie to uniquely indentify devices accessing LinkedIn to detect abust on the platform 2 years
LinkedIn Advertising lang Used to remember a user's language setting to ensure LinkedIn.com displays in the language selected by the user in their settings session

Where required by applicable law, we will obtain your consent to use Cookies. You can find more information about your rights and choices, and how to block the use of certain Cookies in the section Your Rights and Choices below.

Please review your web browser's "Help" file to learn the proper way to modify your cookie settings. Please note that if you delete or choose not to accept cookies from the Services, you may not be able to utilize the features of the Services to their fullest potential.

C. Information We Receive from Third Parties

Partners. We may receive Personal Information about you from third parties such as data or marketing partners and combine it with other information we have about you.

HOW WE USE THE INFORMATION WE COLLECT

We use the Personal Information we collect:

LEGAL BASES FOR PROCESSING EUROPEAN INFORMATION

If you are located in the European Economic Area ("EEA") or the United Kingdom ("UK"), we only process your Personal Information when we have a valid "legal basis", including as set forth below.,

HOW WE SHARE THE INFORMATION WE COLLECT

We do not share or otherwise disclose Personal Information we collect from you except as described below or otherwise disclosed to you at the time of the collection.

Affiliates. We may share any information we receive with our affiliates for any of the purposes described in this Privacy Policy.

Vendors and Service Providers. We may share any Personal Information we receive with vendors and service providers retained in connection with the provision of our Services.

Marketing. We do not rent, sell, or share information about you with nonaffiliated companies for their direct marketing purposes unless we have your permission.

Analytics Partners. We use analytics services such as Google Analytics to collect and process certain analytics data. These services may also collect Personal Information about your use of other websites, apps, and online resources. You can learn about Google's practices by going to https://www.google.com/policies/privacy/partners/ and opt out of them by downloading the Google Analytics Opt-out Browser Add-on, available at https://tools.google.com/dlpage/gaoptout.

As Required by Law and Similar Disclosures. We may access, preserve, and disclose your Personal Information if we believe doing so is required or appropriate to: (i) comply with law enforcement requests and legal process, such as a court order or subpoena; (ii) respond to your requests; or (iii) protect your, our, or others' rights, property, or safety.

Merger, Sale, or Other Asset Transfers. We may disclose and transfer your Personal 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 we sell, liquidate, or transfer all or a portion of our business or assets.

Consent. We may also disclose Personal Information from or about you or your devices with your permission.

YOUR RIGHTS AND CHOICES

Marketing Communications. You can unsubscribe from our promotional emails via the link provided in the emails. Even if you opt out of receiving promotional messages from us, if you are a registered user you will continue to receive administrative messages from us.

Do Not Track. There is no accepted standard on how to respond to Do Not Track signals, and we do not respond to such signals.

If you choose not to provide us with the information we collect, some features of our Services may not work as intended.

How to Block Cookies. You can block Cookies by setting your internet browser to block some or all Cookies. However, if you use your browser settings to block all Cookies (including essential Cookies) you may not be able to access all or parts of the Services. By using the Services, you consent to our use of Cookies and our processing of Personal Information collected through such Cookies, in accordance with this Privacy Policy. You can withdraw your consent at any time by deleting placed Cookies and disabling Cookies in your browser, or as explained below. You can change your browser settings to block or notify you when you receive a Cookie, delete Cookies or browse the Services using your browser's anonymous usage setting. Please refer to your browser instructions or help screen to learn more about how to adjust or modify your browser settings. If you do not agree to our use of Cookies or similar technologies which store information on your device, you should change your browser settings accordingly. You should understand that some features of the Services may not function properly if you do not accept Cookies or these technologies. Where required by applicable law, you will be asked to consent to certain Cookies and similar technologies before we use or install them on your computer or other device.

Your European Privacy Rights. If you are located in the EEA or the UK, you have the additional rights described below:

You may exercise these rights by contacting us using the contact details at the end of this Privacy Policy. Before fulfilling your request, we may ask you to provide reasonable information to verify your identity. Please note that there are exceptions and limitations to each of these rights, and that while any changes you make will be reflected in active user databases instantly or within a reasonable period of time, we may retain Personal Information for backups, archiving, prevention of fraud and abuse, analytics, satisfaction of legal obligations, or where we otherwise reasonably believe that we have a legitimate reason to do so.

THIRD PARTIES

Our Services may contain links to other websites, products, or services that we do not own or operate ("Third-Party Services"). We are not responsible for the privacy practices of these Third-Party Services. Please be aware that this Privacy Policy does not apply to your activities on these Third-Party Services or any information you disclose to these Third-Party Services. We encourage you to read the privacy policies of these Third-Party Services before you provide them with your Personal Information.

RETENTION

We take measures to delete your Personal Information or keep it in a form that does not permit identifying you when your Personal Information is no longer necessary for the purposes for which we process it unless we are required by law to keep your Personal Information for a longer period. When determining the specific retention period, we consider various factors, such as the type of service provided to you, the nature and length of our relationship with you, and mandatory retention periods provided by law and the statute of limitations.

SECURITY

We make reasonable efforts to protect your Personal Information by using physical and electronic safeguards designed to improve the security of the Personal Information we maintain. However, as no electronic transmission or storage of information can be entirely secure, we can make no guarantees as to the security or privacy of your Personal Information.

INTERNATIONAL VISITORS

Our Services are hosted in Australia, Europe, the United Kingdom, and the United States ("U.S."). L aws governing data collection and use may differ from one another. If you choose to use our Services, then please note that you may be transferring your Personal Information outside of one of these regions to another for storage and processing. We may transfer Personal Information from the EEA or the UK to the U.S. and other third countries based on European Commission-approved Standard Contractual Clauses, as needed to perform our services that you have requested from us, or with your consent. 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 providing any information, including Personal Information, on or to our Services, you consent to such transfer, storage, and processing.

CHILDREN'S PRIVACY

We do not knowingly collect, maintain, or use Personal Information from children under 13 years of age, and no parts of our Services are directed to children. If you learn that a child has provided us with information in violation of this Privacy Policy, please alert us privacy@jacobistrategies.com.

CHANGES TO THIS PRIVACY POLICY

We will post any adjustments to the Privacy Policy on this page, and the revised version will be effective when it is posted. If we materially change the ways in which we use or share Personal Information previously collected from you through the Services, we will attempt to notify you through the Services, by email, or by other means.

CONTACT INFORMATION

If you have any questions, comments, or concerns about our processing activities, please email us at privacy@jacobistrategies.com or write to us at:

Jacobi, Inc.

44 Montgomery Street

San Francisco, CA 94104