Egeria Insights Privacy Policy

Introduction

Egeria Insights LLC is dedicated to safeguarding the privacy of our clients, their employees, and visitors to our websites. We collect, use, and share information only for authorized purposes, and we comply with all relevant local, national, and international data protection laws. In the course of delivering our services, we may obtain personally identifiable information (“personal data”) from clients or visitors. Most of the time, this information is processed at the instruction of our clients. When we handle personal data on our own behalf, we follow widely accepted privacy principles such as transparency, choice, fairness, consent, and accountability, in accordance with applicable legal and industry standards.

Scope of Policy

Egeria Insights is a consulting firm providing business services to organizations (“Services”). This Privacy Policy applies to all of our activities, including our websites, and reflects our commitment to protecting the information of both clients and site visitors.
For data collected through our websites, Egeria Insights acts as the “data controller” under applicable laws. When personal data is gathered in connection with our Services, the controller will be the Egeria Insights entity providing those Services.

Information We Collect

When you visit our websites, our servers automatically record technical details such as your domain name and Internet Protocol (IP) address. This information does not personally identify you beyond your connection point. We may analyze aggregated traffic data to improve website performance and user experience.

We do not sell, rent, or disclose your email address to third parties for marketing purposes. However, we do collect and store certain personal and business details, which may include:

• Names, job titles, company names, addresses, phone/fax numbers, and email addresses
• Business-related information such as service preferences, website addresses, and billing details
• Contact information obtained through meetings, professional directories, and networking events

In the course of providing Services, we may also request personal data related to employees, customers, or third parties when necessary to fulfill our contractual obligations.

Cookies

Cookies are small text files placed on your device by a website server. They allow us to recognize returning visitors and improve your experience. Cookies cannot install programs or spread viruses. You may delete or block cookies at any time through your browser settings, though some website features may not function properly if you do so.

Our sites use different types of cookies:

• Strictly necessary cookies – Required to perform basic site functions (e.g., login recognition).
• Performance cookies – Help us analyze site usage and identify areas for improvement, collected anonymously.
• Functionality cookies – Enhance personalization and remember user preferences.

Third parties may also provide certain cookies to support additional website functionality. By continuing to use our websites, you consent to our use of cookies as described.

How We Use Personal Information

We process personal information in line with privacy laws. The legal grounds for processing typically include:

• Your consent
• Contractual necessity
• Compliance with legal obligations
• Legitimate business interests balanced with your rights

We use collected data to:

• Deliver Services to clients
• Maintain and improve website quality
• Customize site content and functionality
• Enable subscriptions, newsletters, and other requested Services
• Respond to inquiries and complaints
• Manage client relationships and marketing communications
• Fulfill regulatory and legal requirements

Disclosure of Information

We do not share personal data with outside parties except:

1. Contractors engaged on client-specific projects, bound by confidentiality agreements.
2. Mailing or service providers who manage Egeria Insights communications, also under confidentiality obligations.

We remain responsible for personal data handled by third-party partners on our behalf, unless we can demonstrate non-responsibility for an incident. Exceptions to our non-disclosure policy may apply where permitted or required by law, including (but not limited to) the EU GDPR, UK Data Protection Act, US Financial Services Modernization Act, Canada’s PIPEDA, and Australia’s Privacy Act. This includes disclosures made in connection with fraud prevention, risk control, law enforcement, litigation, or national security requirements.

Marketing Communications

Where permitted, we may send updates about our Services, events, and industry developments. If you prefer not to receive such communications, please contact us (see “Contact Information” below).

Security Measures

We use technical and organizational safeguards to protect personal information from unauthorized access, alteration, or destruction. Data is stored on secure servers, and transmissions within the Egeria Insights domain are encrypted where possible. However, no system is completely secure, and we cannot guarantee absolute protection against all breaches.

Data Retention

We retain personal data only for as long as necessary to fulfill the purposes for which it was collected. In certain cases, we may keep records longer to comply with legal, tax, or accounting obligations, or to address disputes and claims.

External Links

Our websites may contain links to third-party websites. Information provided to those sites is not governed by this Privacy Policy, and we encourage users to review the privacy notices of any external sites they visit.

Your Rights

Depending on applicable law, you may have the following rights regarding your personal data:

• Access and obtain a copy of your data
• Correct inaccurate or incomplete information
• Request deletion of data (under limited circumstances)
• Restrict processing where certain conditions apply
• Object to processing based on legitimate interest or marketing purposes
• Withdraw consent at any time where applicable
• Challenge automated decision-making or profiling
• Request details of safeguards for international data transfers

We may require proof of identity to process requests and may charge a fee where legally permitted (e.g., if requests are excessive). We will respond within legal time limits.

Updates to this Policy

We may update this Privacy Policy periodically to reflect changes in law, business practices, or user feedback. We encourage regular review to stay informed about how we protect your information.

Contact Information

If you have questions, concerns, or complaints about this Privacy Policy, or if you wish to exercise your rights, please contact us at:

Egeria Insights LLC
Email: A.Scharf@EgeriaInsights.com

We aim to respond to all inquiries within 45 days.