Privacy Policy

Privacy Policy for Form Policy, LLC

Effective Date: January 8, 2026
Last Updated: January 8, 2026

Form Policy, LLC (“Form Policy”, “we”, “us”, or “our”) respects your privacy and is committed to protecting the personal information that we collect, use, and share about individuals who interact with our websites, services, products, analytics platforms, events and communications (collectively, the Services).

This Privacy Policy describes:

1. What information we collect,
2. How we use that information,
3. With whom we may share it,
4. Your choices about how information is used, and
5. How we protect your information.

By accessing or using our Services, you accept the practices described in this policy.

1. Information We Collect

We may collect information about you directly from you, from your use of the Services, and from third parties, including:

a. Information You Provide:

• Contact details (e.g., name, email, phone, company)
• Professional information (role, organization, service preferences)
• Responses to surveys, inquiries, demo requests
• Content you submit in communications, support requests, or forms

b. Usage and Technical Information:

• IP address, browser type and version, operating system
• Device identifiers, session data, analytics data
• Pages visited, interaction times, referral sources

c. Service-Related Information:

• Data you connect or share for analytics or journey-mapping purposes
• Performance metrics, engagement signals, event outcomes

We do not knowingly collect information from children under 16. If we become aware we have collected such information, we will take steps to delete it.

2. How We Use Your Information

We use personal information for legitimate business purposes, including to:

• Provide and improve the Services you use
• Personalize communications and support
• Analyze usage trends and performance
• Conduct marketing and outreach
• Administer events and user accounts
• Comply with legal obligations

We also may use de-identified or aggregated data for analytics, benchmarking and product improvement.

3. Cookies and Tracking Technologies

Like many digital services, we use cookies, pixels, tags and similar tracking technologies to:

• Remember preferences and settings
• Understand how you interact with our Services
• Measure and improve functionality
• Deliver relevant content and communications

You may choose to disable or delete cookies through your web browser; doing so may impact functionality.

4. With Whom We Share Your Information

We may share your information with:

a. Service Providers:
Third parties who perform services on our behalf (e.g., hosting, analytics, CRM, event platforms).
They are contractually obligated to protect your data and may use it only to perform services for us.

b. Business Partners:
Selected partners with whom we jointly offer services or events.

c. Legal and Safety:
Law enforcement, government agencies, or other parties when required by law, to enforce our rights, or to protect safety.

d. Corporate Transactions:
In connection with a sale, merger, reorganization, financing, or acquisition of some or all of our assets.

We do not sell personal information to third parties for marketing purposes.

5. Your Choices and Rights

You have choices regarding your information:

a. Access and Correction:
You may request a copy of the personal information we hold about you and ask us to correct inaccuracies.

b. Opt-Out of Communications:
You may opt-out of promotional emails by following opt-out instructions included in those messages.

c. California Privacy Rights:
If you are a California resident, you may have additional rights under the California Consumer Privacy Act (“CCPA”) and related regulations, including:

• Right to know what personal data we collect, use, and share
• Right to access your data
• Right to request deletion of your personal data
• Right to opt-out of certain data practices

To exercise your rights, please contact us using the contact information below.

6. Security

We implement reasonable technical, administrative and physical safeguards designed to protect your information from unauthorized access, disclosure, or destruction. No system is completely secure; however, we regularly evaluate our practices to enhance protection.

7. Changes to This Policy

We may update this Privacy Policy from time to time. The “Effective Date” at the top will reflect when changes take effect. Continued use of our Services after posting of changes constitutes acceptance of the updated policy.

8. Contact Us

If you have questions, requests, or concerns about this Privacy Policy or how we handle your information, please contact:

Form Policy, LLC
Email: privacy@formpolicy.com
Address: 181 Harry S. Truman Parkway, Suite 200, Annapolis, MD 21401

California Privacy Rights (CCPA / CPRA)

Effective Date: January 8, 2026

This section applies solely to individuals who reside in the State of California and supplements the Form Policy, LLC Privacy Policy.

Under the California Consumer Privacy Act, as amended by the California Privacy Rights Act (“CCPA/CPRA”), California residents have specific rights regarding their personal information.

1. Categories of Personal Information Collected

In the past 12 months, Form Policy, LLC may have collected the following categories of personal information:

• Identifiers (e.g., name, email address, IP address)
• Professional or business information
• Internet or electronic activity information
• Analytics and engagement data
• Inferences drawn to improve services and communications

We collect this information directly from you, from your interactions with our Services, and from trusted service providers.

2. Purposes for Collection and Use

We collect and use personal information for business purposes including:

• Providing and improving our services
• Communicating with clients and partners
• Analytics and performance measurement
• Event administration
• Legal and compliance obligations

3. Disclosure of Personal Information

We may disclose personal information to service providers and partners who perform services on our behalf, subject to contractual confidentiality and security obligations.

Form Policy, LLC does not sell personal information and does not share personal information for cross-context behavioral advertising as defined under CPRA.

4. Your California Privacy Rights

California residents have the right to:

• Right to Know: Request disclosure of the categories and specific pieces of personal information we have collected, used, and disclosed.
• Right to Access: Receive a copy of your personal information.
• Right to Correct: Request correction of inaccurate personal information.
• Right to Delete: Request deletion of personal information, subject to legal exceptions.
• Right to Limit Use of Sensitive Personal Information: Where applicable.
• Right to Non-Discrimination: We will not discriminate against you for exercising your privacy rights.

5. How to Exercise Your Rights

You may submit a privacy request by:

• Emailing: privacy@formpolicy.com
• Using the subject line: “California Privacy Request”

We will verify your request using reasonable methods and respond within the timeframes required by law.

6. Authorized Agents

You may designate an authorized agent to make a request on your behalf. Proof of authorization may be required.

7. Data Retention

We retain personal information only for as long as reasonably necessary to fulfill the purposes described in our Privacy Policy or as required by law.

8. Updates to This Notice

This California Privacy Rights notice may be updated periodically. The effective date will reflect the most recent version.