“Agent” means any third party that processes Personal Information pursuant to the instructions of, and solely for the benefit of, PlanSwift, or to which PlanSwift discloses Personal Information for processing on PlanSwift’s behalf. Examples of Agents that PlanSwift may use include customer support providers, payment processing providers (such as banks), IT providers, credit card processors, and providers that assist PlanSwift in managing and maintaining data relating to employees.
“Employee Information” means Personal Information of individuals employed in the EEA by PlanSwift or affiliates or subsidiaries of PlanSwift.
“Personal Information” means any information that identifies or could be used to identify an individual. Personal Information does not include anonymized information, aggregate information (to the extent an individual’s identity cannot reasonably be derived from such information), or publicly available information that has not been combined with non-public Personal Information.
“Sensitive Personal Information” means Personal Information that reveals a natural person’s race, ethnic origin, political opinions, religious or philosophical beliefs, trade union membership, or that concerns a natural person’s sex life or health.
“PlanSwift” means Planswift Software LLC, its successors, subsidiaries, divisions and groups in the United States.
Safe Harbor Principles
PlanSwift will allow individuals to choose (opt-out) whether their Personal Information will be (1) disclosed to a third party that is not an Agent, or (2) used for a purpose other than the purpose for which it was originally collected or subsequently authorized by the individual. PlanSwift will permit Sensitive Personal Information to be (1) disclosed to a third party that is not an Agent, or (2) used for a purpose other than the purpose for which it was originally collected or subsequently authorized only if the individual to whom such Sensitive Personal Information relates affirmatively and explicitly consents (opts-in) to such disclosure or use. These provisions do not apply to public record information or publicly available information except in certain situations as defined by the Safe Harbor program.
Onward Transfer (Transfers to Third Parties)
This provision does not apply to public record information or publicly available information except in certain situations as defined by the Safe Harbor program.
Upon an individual’s request, PlanSwift will offer such individual reasonable access to Personal Information that it holds about that individual and will take reasonable steps to permit such individual a reasonable opportunity to correct, amend, or delete information that is demonstrated to be inaccurate or incomplete.
If you would like to access Personal Information maintained by PlanSwift, you should contact PlanSwift using the information set forth in the “Contact Information” section below. For security purposes, you may need to provide PlanSwift with various pieces of Personal Information to process the request.Any access request may be subject to a reasonable fee to meet PlanSwift’s costs in providing you with Personal Information PlanSwift holds about you. PlanSwift may also limit or deny access to Personal Information, or charge an additional fee, where providing such access would be unreasonably burdensome or expensive under the circumstances or as otherwise permitted by the Safe Harbor Principles.
PlanSwift will take reasonable measures to protect Personal Information in its possession from loss, misuse, and unauthorized access, disclosure, alteration, and destruction.
PlanSwift will take reasonable steps to ensure that the Personal Information it processes is reliable for its intended use, accurate, complete, current, and relevant for the purposes for which it is to be used.
PlanSwift Legal Department
Planswift Software LLC
1551 S Renaissance Town Dr
bountiful, UT 84010