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 * Platform
   * Platform
     * PLATFORM
     * AI Sales Forecasting
     * RevOps Dashboards
     * Interactive Reporting
     * Activity Capture
     * Conversational Intelligence
     * Guided Selling
     * Advanced Sales Math
   * Solutions
     * SOLUTIONS
     * Sales
     * Marketing
     * Customer Success
     * Staffing
   * CTA1
 * Pricing
 * Customers
 * Resources
   * Resources
     * RESOURCE LIBRARY
     * Ebooks & Research
     * Webinars & Events
     * Blog
     * Press Releases
     * Free Apps
   * CTA2
 * Company
   * COMPANY
     * COMPANY
     * About Us
     * Team
     * Partners
     * Careers
     * Contact Us
   * CTA3
 * DEMO
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   * Platform
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INSIGHTSQUARED PRIVACY POLICY



 

This Privacy Policy (“Policy”) describes the manner in which how InsightSquared
collects, use, store, share, transfer, and handles personal information
collected from individuals (“you” or “users”) by InsightSquared through its
website (www.insightsquared.com) or in connection with InsightSquared’s delivery
of services to its customers through InsightSquared as well as your rights in
determining what we do with the personal information that we collect or hold
about you. In this Policy, the term “personal information” refers to information
relating to an identified or identifiable natural person.

Our website includes links to other websites whose privacy practices may differ
from those of InsightSquared. Please refer to the privacy policies of any linked
third-party website to learn how the operators of those websites collect and use
information that is gathered through those websites. If you submit personal
information to any of those websites, your information is governed by their
privacy policies. We encourage you to carefully read the privacy policy of any
website you visit.


EU-U.S. PRIVACY SHIELD AND SWISS-U.S. PRIVACY SHIELD

InsightSquared participates in and has certified its compliance with the EU-U.S.
Privacy Shield Framework and the Swiss-U.S. Privacy Shield Framework. We are
committed to subjecting all personal data received from EU member countries and
Switzerland, respectively, in reliance on each Privacy Shield Framework, to the
Framework’s applicable Principles. To learn more about the Privacy Shield
Framework, and to view our certification, visit the U.S. Department of
Commerce’s Privacy Shield List: https://www.privacyshield.gov/list

InsightSquared is responsible for the processing of personal data it receives,
under Privacy Shield Framework, and subsequently transfers to a third party
acting as an agent on its behalf. InsightSquared complies with the Privacy
Shield Principles for all onward transfers of personal data from the EU and
Switzerland, including the onward transfer liability provisions.

With respect to personal data received or transferred pursuant to the Privacy
Shield Frameworks, InsightSquared is subject to the regulatory enforcement
powers of the U.S. Federal Trade Commission. In certain situations, we may be
required to disclose personal data in response to lawful requests by public
authorities, including to meet national security or law enforcement
requirements.

If you have an unresolved privacy or data use concern that we have not addressed
satisfactorily, please contact our U.S.-based third party dispute resolution
provider (free of charge) at https://feedback-form.truste.com/watchdog/request. 

Under certain conditions, more fully described on the Privacy Shield website
https://www.privacyshield.gov/article?id=How-to-Submit-a-Complaint, you may
invoke binding arbitration when other dispute resolution procedures have been
exhausted.


HOW TO ACCESS & CONTROL YOUR PERSONAL DATA

Reviewing, Correcting, and Removing Your Personal Information

You have the following data protection rights:

 * You can request access, correction, updates, or deletion of your personal
   information.
 * You can object to processing of your personal information, ask us to restrict
   processing of your personal information, or request portability of your
   personal information.
 * If we have collected and process your personal information with your consent,
   then you can withdraw your consent at any time. Withdrawing your consent will
   not affect the lawfulness of any processing we conducted prior to your
   withdrawal, nor will it affect processing of your personal information
   conducted in reliance on lawful processing grounds other than consent.

To exercise any of these rights, please contact us
at support@insightsquared.com or by mail to InsightSquared, Inc., 1 Center
Plaza, Suite 300, Boston, MA 02108, Attention: Privacy. We will respond to your
request to change, correct, or delete your information within 30 days and notify
you of the action we have taken.

If you have an unresolved privacy or data use concern that we have not addressed
satisfactorily, please contact our U.S.-based third-party dispute resolution
provider (free of charge) at https://feedback-form.truste.com/watchdog/request.

Under certain conditions, more fully described on the Privacy Shield website
(https://www.privacyshield.gov/article?id=How-to-Submit-a-Complaint), you may be
entitled to invoke binding arbitration when other dispute resolution procedures
have been exhausted.


INFORMATION RELATED TO DATA COLLECTED FOR OUR CLIENTS


Service Provider Collection and Use

InsightSquared collects information under the direction of its clients, and has
no direct relationship with the individuals whose personal data it processes.

Choice

We collect information for our clients; if you are a customer of one of our
clients and would no longer like to be contacted by one of our clients that use
our service, please contact the client that you interact with directly. If you
are a client and would like to update your account please contact us
at support@insightsquared.com.

We may transfer personal information to companies that help us provide our
service. Transfers to subsequent third parties are covered by the provisions in
this Policy regarding notice and choice and the service agreements with our
clients.

Access to Data Controlled by our Clients

InsightSquared acknowledges that you have the right to access your personal
information. InsightSquared has no direct relationship with the individuals
whose personal data it processes. An individual who seeks access, or who seeks
to correct, amend, or delete inaccurate data should direct his query to the
InsightSquared’s client (the Data Controller). If the client requests
InsightSquared to remove the data, we will respond to their request within 30
business days.

Data Retention

InsightSquared will retain personal data we process on behalf of our clients for
as long as needed provide services to our client, subject to any limitations
imposed by our agreements with those clients. InsightSquared will retain and use
this personal information as necessary to comply with our legal obligations,
resolve disputes, and enforce our agreements.


INFORMATION COLLECTED FROM YOU AND USED BY INSIGHTSQUARED

Notice

InsightSquared will notify you about the purposes for which it collects and uses
information about you, how to contact InsightSquared with inquiries or
complaints, the types of third parties to whom it discloses personal
information, and the choices and means the organization offers individuals for
limiting its disclosure. This notice will be provided by this Policy, which is
available from InsightSquared’s homepage so that you may review it before you
disclose personal information to InsightSquared.

Choice

InsightSquared provides you with the right to opt out whether your personal
information is disclosed to a third party, or used for a purpose that is
incompatible with the purpose for which it was originally collected or
subsequently authorized by you. This Policy clearly describes the ways that
InsightSquared uses and discloses your personal information.  If you wish to opt
out at any time, you may do so by contacting us at support@insightsquared.com.
If you no longer wish to receive newsletters or other promotional email
communications from us you may also follow the unsubscribe instructions
contained in each of the emails you receive.

Personal Information Gathered

The InsightSquared website has various features which allow those interested in
InsightSquared and its services to obtain more information about
InsightSquared.  InsightSquared asks those requesting information about
InsightSquared to provide InsightSquared with certain personal contact
information that InsightSquared may use to follow up with those interested in
its services. The information InsightSquared may collect through the
InsightSquared service includes but is not limited to first and last name,
company or organization, title or position within the company or organization,
phone number, and email address. InsightSquared stores this information and uses
this information to respond to requests for information regarding our services
and provide support to its customers as well as for InsightSquared’s own
marketing purposes. InsightSquared’s use of personal information may include
developing aggregated data that (once aggregated) no longer constitutes personal
information.

Refer a Customer

If you choose to use our referral service to tell an individual about our
service, we will ask you for that individual’s name, company name, and email
address. InsightSquared stores this information for the sole purpose of
encouraging your referral to evaluate our service, and tracking the success of
our referral program. Those individuals may contact us
at support@insightsquared.com to request that we remove their information from
our database.

Tracking Technologies

Insightsquared and its partners use cookies or similar technologies to analyze
trends, administer the website, track users’ movements around the website, and
to gather demographic information about our user base as a whole. You can
control the use of cookies at the individual browser level, but if you choose to
disable cookies, it may limit your use of certain features or functions on our
website or service.

As is true of most websites, we gather certain information automatically and
store it in log files. This information may include internet protocol (IP)
addresses, browser type, internet service provider (ISP), referring/exit pages,
operating system, date/time stamp, and/or clickstream data. We may combine this
automatically collected log information with other information we collect about
you. We do this to improve services we offer you, to improve marketing,
analytics, and site functionality.

We partner with third parties to either display advertising on our website or to
manage our advertising on other sites. Our third-party partner may use
technologies such as cookies to gather information about your activities on this
site and other sites in order to provide you advertising based upon your
browsing activities and interests. If  you wish to not have this information
used for the purpose of serving you interest-based ads, you may elect to turn
off cookies or use your browser’s privacy settings to mask your identity, or you
may opt-out by the following consumer choice mechanisms.

Please visit:

Digital Advertising Alliance (DAA)’s self-regulatory opt-out page
(http://optout.aboutads.info/) and mobile application-based “AppChoices”
download page (https://youradchoices.com/appchoices)

European Interactive Digital Advertising Alliance (EDAA)’s consumer opt-out page
(http://youronlinechoices.eu)

Network Advertising Initiative (NAI)’s self-regulatory opt-out page
(http://optout.networkadvertising.org/).

Please note this does not opt you out of being served ads. You will continue to
receive generic ads.

Onward Transfer

InsightSquared does not disclose personal information submitted to
InsightSquared to any third party, except as follows and as otherwise outlined
in this Policy:

InsightSquared may disclose personal information to subcontractors engaged by
InsightSquared to perform services on its behalf and to any other third party
such as fulfillment houses that send marketing information on InsightSquared’s
behalf, an email service provider to send out emails on our behalf. We use live
chat software to assist you if you have questions while using our site or when
requesting additional information about our services. Any subcontractors to whom
personal information is disclosed are subject to written agreements of
confidentiality. We do not sell your personal information to third parties.
These companies are authorized to use your personal information only as
necessary to provide these services to us. Any subcontractor that receives any
personal information of individuals resident in the EU is either itself subject
to EU data privacy law, subscribes to the Safe Harbor Principles or another
adequacy finding, or has entered into a written agreement with InsightSquared
requiring that such third party provide at least the same level of privacy
protection as the Safe Harbor standards. Transfers to subsequent third parties
are covered by the provisions in this Policy regarding notice and choice and the
service agreements with our Clients.

InsightSquared reserves the right to disclose personal information to third
parties as part of co-marketing efforts, for example InsightSquared may share
the names of registrants with the co-host of a jointly-produced educational
webinar. If Individual wishes to opt out of such co-marketing efforts, he/she
may request such removal from support@insightsquared.com.

 * InsightSquared reserves the right to disclose personal information if
   required by law enforcement authorities, subpoena or other court order, or
   other governmental authority, and (to the extent permitted by law and the
   Safe Harbor principles) to the extent necessary to protect the legal rights
   and personal safety of InsightSquared and its employees and agents.
 * In certain situations, InsightSquared may be required to disclose personal
   data in response to lawful requests by public authorities, including to meet
   national security or law enforcement requirements.

If InsightSquared is involved in a merger, acquisition, or sale of all or a
portion of its assets, your personal information may be disclosed to the
successor or acquirer of InsightSquared’s business. You will be notified via
email and/or a prominent notice on our website of any change in ownership or
uses of your personal information, as well as any choices you may have regarding
your personal information.

Security

InsightSquared maintains reasonable precautions designed to ensure the security
of personal information covered by this Policy, and to protect such personal
information from loss, misuse or unauthorized access, alteration, destruction,
or disclosure. When you enter sensitive information (such as login credentials)
we encrypt the transmission of that information using secure socket layer
technology (SSL). InsightSquared has a written data security policy that
describes the policies and procedures by which data security is to be
maintained. Although InsightSquared makes every effort to ensure security of its
customer information, no data transmission over the Internet can be guaranteed
to be 100% secure. If you have any questions about security on our website, you
can contact us at support@insightsquared.com.

Data Integrity

InsightSquared takes reasonable steps to ensure that personal information it
collects is reliable for its intended use, accurate, complete, and current.
InsightSquared does not use personal information in ways that are incompatible
with the purposes for which the information was disclosed.

User Access to Personal Information

Upon request InsightSquared will provide you with information about whether we
hold, or process on behalf of a third party, any of your personal information.
To request this information please contact us at support@insightsquared.com.

InsightSquared allows you access to personal information held about you and
allows you to correct, amend, or delete that information if inaccurate or if you
no longer desire our service subject to contractual commitments you may have
entered into with InsightSquared, except where the burden or expense of
providing access would be disproportionate to the risks to your privacy. If you
have submitted personal information to InsightSquared, and you wish to obtain
access to such information in order to review, amend, or delete that
information, you should contact InsightSquared by emailing us
at support@insightsquared.com. InsightSquared reserves the right to confirm your
identity before providing access. We will respond to your request for access
within 30 days.

We will retain your information for as long as your account is active or as
needed to provide you services or to comply with the restrictions of separate
agreements we may have signed with you. We will retain and use your information
as necessary to comply with our legal obligations, resolve disputes, and enforce
our agreements.


GENERAL PROVISIONS

Single Sign-On

You can log in to our site using sign-in services such as an Open ID provider.
These services will authenticate your identity and provide you the option to
share certain personal information with us such as your name and email address
to pre-populate our sign up form. Services like Facebook Connect give you the
option to post information about your activities on this website to your profile
page to share with others within your network.

Social Media Features

Our website includes social media features, such as the Facebook Like button.
These features may collect your IP address, which page you are visiting on our
site, and may set a cookie to enable the feature to function properly. Social
media features are either hosted by a third party or hosted directly on our
site. Your interactions with these features are governed by the privacy policy
of the company providing it.

Testimonials

We display personal testimonials of satisfied customers on our site in addition
to other endorsements. With your consent we may post your testimonial along with
your name. If you wish to update or delete your testimonial, you can contact us
at support@insightsquared.com.

Public Forums

Our website offers publicly-accessible blogs or community forums. You should be
aware that any information you provide in these areas may be read, collected,
and used by others who access them. To request removal of your personal
information from our blog or community forum, contact us
at support@insightsquared.com. In some cases, we may not be able to remove your
personal information, in which case we will let you know if we are unable to do
so and why.

Enforcement of This Policy

If you have a question, comment or complaint about this Policy or enforcement of
this Policy, please address your concern to InsightSquared
at support@insightsquared.com or by mail to InsightSquared, Inc., 1 Center
Plaza, Suite 300, Boston, MA 02108, Attention: Privacy. InsightSquared will
investigate your concerns promptly, and will respond to your correspondence
within thirty days after we receive it. InsightSquared will provide you with a
clear explanation of any decisions made with respect to your request.

Verification

InsightSquared conducts an annual self-assessment to verify that this Policy is
accurate, comprehensive, prominently displayed, completely implemented and
accessible, and to confirm that employee training and appropriate compliance
procedures are in place.

Changes to This Policy

Changes to this Policy will be posted in this section. If we make any material
changes we will notify you by email (sent to the email address specified in your
account) or by means of a notice on this website prior to the change becoming
effective. This way you will always have a clear understanding of what
information is collected online and offline, how it is used, and the choices you
have. Your personal information will only be used in accordance with the version
of the Policy that is in place at the time that you provided your information,
unless you provide your consent to do otherwise. We encourage you to
periodically review this page for the latest information on our privacy
practices.

General Data Protection Regulation

General Data Protection Regulation (GDPR) is a European Union regulation that
establishes a new framework for handling and protecting the personal data of
EU-based residents. It is the most comprehensive EU data privacy law in decades
and became effective on May 25, 2018.

Besides strengthening and standardizing user data privacy across the EU nations,
it will require new or additional obligations on all organizations that handle
EU citizens’ personal data, regardless of where the organizations themselves are
located.

GDPR is intended to offer protections for you or any identifiable natural person
(the “Data Subject”) regarding your information (your “Personal Data”, “data”).
You, as a Data Subject, have broad rights.

YOUR RIGHTS UNDER GDPR

Consent

Under GDPR, you opt in to have an organization (the “Data Controller”) collect
your Personal Data.

Special Categories of Data

Unless specifically authorized, GDPR prohibits processing of certain special
categories of data such as race, ethnicity, political and religious beliefs,
sexual orientation, genetic, and biometric data. InsightSquared does not acquire
or process any data belonging to these categories.

Right of Access

If you consented to a Data Controller processing your Personal Data, you may
then request the following:

 * A copy of your Personal Data undergoing processing
 * Purpose of processing
 * Categories of data processed (e.g., name, address, online browsing behavior)
 * Any third-party recipients of your Personal Data, both backward or forward
   looking, especially recipients in third-party countries (i.e. countries
   outside of the EU)
 * Any third-party sources of your Personal Data (i.e. not collected from the
   Data Subject directly, for instance by purchasing said data from another
   source that previously collected the data directly)
 * How long such Personal Data would be stored, or if that is not determinable,
   how the length of this period would be determined
 * Data rectification
 * Data erasure
 * Restriction of data processing
 * Objection to data processing

Right to Rectification

You, as a Data Subject, have the right to have any errors or inaccuracies of
Personal Data corrected. The Data Controller will implement requests without
undue delay.

Right of Erasure

You, as a Data Subject, have the right to have your Personal Data erased or
forgotten. The Data Controller will remove your Personal Data and confirm
deletion via a notification to you. Data Controllers are also required to
maintain these transactions.

Right to Data Portability

You, as a Data Subject, have the right to have your Personal Data exported and
provided to you in complete form.

Breach Notification

In the event of a data breach and your Personal Data is compromised, your Data
Controller is required to notify you within 72 hours.

OUR COMMITMENT TO PROTECTING YOUR PERSONAL DATA

We are committed to partnering with customers and users to ensure that we are
fully compliant with the requirements of GDPR. We recognize your rights under
GDPR, and will ensure that these rights are honored and your Personal Data is
protected.

Measures to achieve this include:

 * A new Data Processing Addendum depending on our relationship with you and the
   country in which you are domiciled
 * Additional investments in our security infrastructure
 * Appointment of a Data Security Officer
 * Support and maintenance of our Privacy Shield self-certification
 * New clarity on procedures for consent, data portability and privacy
   preference enquiries

We will continue to monitor the guidance around GDPR compliance from
privacy-related regulatory agencies and services, and adjust our plans
accordingly if that guidance changes.

International Data Transfers: Privacy Shield and Contractual Terms

In the event of a data breach and your Personal Data is compromised, your Data
Controller is required to notify you within 72 hours.

To comply with EU data protection laws around international data transfer
mechanisms, we self-certify under the EU-U.S. Privacy Shield and the Swiss-U.S.
Privacy Shield. These frameworks were developed to establish a way for companies
to comply with data protection requirements when transferring personal data from
the EU and Switzerland to the United States.

In addition, we offer European Union Model Clauses, also known as Standard
Contractual Clauses, to meet adequacy and security requirements for our
customers who operate in the EU.

DATA CONTROLLER VERSUS DATA PROCESSOR

Your Personal Data may enter our processing scope in multiple ways. We are
either a Data Controller or a Data Processor under the GDPR. The way in which
your Personal Data is obtained, who has control over that data, and who has
the responsibility for protecting and administering your rights, determines
whether we are a Data Controller or a Data Processor. This section describes our
role as both a Data Controller and Data Processor, and explains how you can
interact with us in either role.

Role of a Data Controller

When you interact with InsightSquared via our marketing and sales development
outreach programs as a website visitor, webinar participant, or asset downloads,
we act as the primary Data Controller from a GDPR perspective. In these cases,
we are responsible for obtaining your consent and providing means for exercising
your data rights.

Personal Data

 * Personal Data you submit during registration, such as your name, email, phone
   number, and address.

Consent

 * When you interact with web forms and similar registration pages at our
   website (or partners that we collaborate with), we will request explicit
   consent prior to you submitting your Personal Data.
 * When we contact you and you provide information to us, and you consent to us
   for using the information we obtained from you.
 * When your colleague from your organization volunteers your Personal Data to
   us via email, or other information channels. We will follow up to obtain
   consent using the email provided to us, or we will indicate in our email
   communication that we do not yet have consent but request that you provide us
   consent to continue our use of your personal data.

We ensure that any data we procure from third-party services is obtained by that
third party after obtaining your consent.

If you had previously provided consent to collect your Personal Data, you may
choose to withdraw that consent at a later point. Please send an email request
to GDPR@insightsquared.com and we will implement the request, and provide a
confirmation of your consent withdrawal via a reply email to your email address.
The acknowledgement email will also provide you consequences of withdrawing your
consent.

Onward Transfers

We do not sell Personal Data to any other third-party organization. We do not
transfer rights to Personal Data to any party or use the data other than for the
original purpose it was obtained. Any transfer to a third party is solely
intended for the processing of data and InsightSquared has secured agreements
with downstream Data Processors to protect Personal Data and enforce GDPR data
rights for you.

Data Access

As part of GDPR you have the right to request your Personal Data be made
available to you. We will provide:

 * All Personal Data that we have on record
 * How and when we obtained the data
 * Our use of your data
 * Whether any data was transferred to any other third party

To request this data, please contact GDPR@insightsquared.com and we will respond
within 30 days of your request.

Data Erasure, Accuracy, and Portability

You may submit a request via GDPR@insightsquared.com to delete all data about
you. We will comply with this request, but will use your email to send a
confirmation notice that we performed the requested action.

You may submit a request via GDPR@insightsquared.com to update Personal Data
that we have about you. We will perform this, and will use your email to send a
confirmation notice that we performed the requested action.

You may submit a request via GDPR@insightsquared.com to obtain an export of all
your data for data portability. We will provide this information via a CSV or
JSON file. Such a report will include meta-data such as when particular data was
added, any updates to the data. This will include an audit trail of the data.

Data Breach Notification

We will notify you by email if your Personal Data was compromised via a
breach within 72 hours. This includes any breach that was caused by a Data
Processor that we have authorized to process your data.

Filing a Complaint

In the event that you are not satisfied with our resolution of your requests,
you have the right to file a complaint. Please submit a request
via GDPR@insightsquared.com to file a complaint. You also have a right to file a
similar complaint with a supervisory authority for the jurisdiction you are in
and seek appropriate remediation.

Role of a Data Processor

To request your Personal Data, please send a request to GDPR@insightsquared.com.
For data processed by us, we will forward your request to your employer or the
organization to which you provided the data (the Data Controller), who will then
initiate a request to provide that information. Since our role is only that of a
Data Processor, we will not be able to provide your Personal Data directly.

Consent

When we process and display your Personal Data, that data was acquired from your
employer or our customer that you interact with. If it is Personal Data that you
submitted to your employer, you provided consent to your employer to use that
data for their business purposes. If it is Personal Data that our customer
obtained in the process of conducting business with you or your employer, they
rely on your consent to use the data for business purposes. To withdraw an
earlier consent that you provided, contact your employer or the organization to
which you provided the original Personal Data. We will not be able to alter your
consent, as we are the Data Processor.

Data Breach Notification

In the event of a data breach, InsightSquared, as a Data Processor, is required
to notify your employer/organization that there was a data breach. Your
organization will then notify you regarding the breach, its impact, and
potential remedies. We will not notify you directly.

Data Erasure, Accuracy, and Portability

To request an export or erasure or update of Personal Data held by
InsightSquared, please send a request to GDPR@insightsquared.com. We will
forward your request to your employer/organization, who will then initiate a
request us to complete the request. Since our role is only that of a Data
Processor, we will not be able to perform these actions directly.

LIST OF SUB-PROCESSORS

InsightSquared as a Data Processor has engaged the services of the following
sub- processors. Some or all of your Personal Data may be transferred to them.
All such transfers are governed by Master Service Agreements that establish the
scope of processing as well as legal basis for such processing. We require
sub-processors to perform the specified processing only for the purposes of
delivering the services that are part of the agreement. To learn more about the
GDPR initiatives of our sub-processors, please visit the web pages listed here.

Sales Analytics Sub-Processors

 * Amazon Web Services, Inc. – Hosting
 * SingleHop LLC. – Hosting
 * SendGrid – Email Notifications
 * Gainsight – Product Usage Statistics
 * Zendesk – Support & Customer Documentation

Platform Sub-Processors

 * Amazon Web Services, Inc. – Hosting
 * Intercom.com – Support & Customer Documentation
 * Postmarkapp – Email Notifications
 * Gainsight – Product Usage Statistics
 * Datadog – Infrastructure Monitoring

RESOURCES

 * InsightSquared Terms and Conditions
 * InsightSquared Privacy Policy
 * EU-U.S. and Swiss-U.S. Privacy Shield
 * Full text of the GDPR

InsightSquared’s use and transfer to any other app of information received from
Google APIs will adhere to Google API Services User Data Policy, including the
Limited Use requirements.

Effective Date of Policy: 7/16/2021







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