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Privacy Policy

Last updated: September 14, 2021

This Privacy Policy explains how we collect, use and disclose personal information and other information about you in connection with your use of https://catchlight.ai (this “Website”) and CatchlightSM and any other applications, products and services (collectively, “Services”) that may be available to you on this Website. This Website and the Services are intended for use only for business purposes by persons located in the United States. They are not intended to be used by persons that are not located in the United States or for personal, family or household purposes.

This Privacy Policy applies only to this Website and the Services. If you use other websites and/or other products or services offered by us or any of our affiliated entities, please review the applicable privacy policy (or policies) associated with those websites, products and service.

This Website contains links to third party websites, such as a link to the website of a third party that you or your firm may use to remit payments to us for you or your firm’s use of the Service. Please note that these third-party websites are not subject to this privacy policy. We are not affiliated with, nor do we control, any of these third parties. Your use of any such third-party website, and such website’s collection, processing or use of your personal information, is subject to the privacy policy and other terms and conditions associated with such website. Please review the privacy policy and other terms and conditions associated with such website for information about the third party’s privacy practices. We are not responsible for any aspect of any such other website, including, without limitation, its privacy practices, your account on such service or the content of such website.

Who we are

This Website and the Services are made available to you by Catchlight Insights LLC (referred to in this Privacy Policy as “Catchlight”, “we” and “us”), a wholly-owned subsidiary of FMR LLC, the parent company of Fidelity Investments. In this Privacy Policy, FMR LLC and all other subsidiaries and affiliates of FMR LLC are referred to as “Affiliated Companies”.

How and why we obtain information

We and our service providers may collect personal information and other information about you when you use this Website or any of the Services, and when you interact with us or our service providers regarding this Website or any of the Services. Personal Information means personally identifiable information such as your name, postal and email addresses, and telephone, fax and mobile numbers.

We may use the information we or our service providers collect:

  • to allow you to use this Website and the Services, and to facilitate and personalize your interactions and experiences with us;
  • to service, maintain, and protect your user account associated with this Website or any of the Services, including verifying your identity;
  • to respond to inquiries from you and fulfill requests from you;
  • to market and communicate to you and your firm;
  • to provide and improve this Website and the Services, and develop, offer and deliver other products and services;
  • for our and other Affiliated Companies’ respective business purposes, such as reporting, planning and analytical purposes, and training and quality control purposes;
  • to detect and prevent fraudulent, malicious or illegal activity, for risk control and mitigation purposes, and to fulfill legal, judicial, contractual and regulatory requirements;
  • in connection with corporate business transactions, such as a merger, joint venture, corporate reorganization or sale of a business; and
  • To enable integrations with third party products and platforms that you elect to use.

We or our service providers may collect certain information from any of the following sources, and the information we or they receive from a particular source may be linked or combined with information from other sources:

  • You, on applications or forms or in your user profile associated with this Website or any of the Services (for example, name and business contact information);
  • You, from your interactions (whether via online or other means) with us or our service providers (for example, communications with customer service staff, or information you enter into this Website or when using any of the Services);
  • You, regarding your preferences (for example, managing your communication preferences or for any customizable features of this Website or any of the Services);
  • Through the software (e.g., web browsers) and devices that you use to access this Website or any of the Services or other electronic communications from us (for example, device type, browser type, internet protocol address, pages visited on this Website, and time spent on this Website or using the Services);
  • Other Fidelity Companies;
  • Third parties that perform services for us or on our behalf; and
  • Publicly available sources.

How we protect information about you

We employ physical, electronic and procedural controls to protect personal information and we regularly adapt these controls to respond to changing requirements and advances in technology. We use firewall barriers, encryption techniques and authentication procedures, among other controls, to maintain the security of your online session with this Website, protect our systems and guard against unauthorized access to your account associated with this Website.

How we share information about you with our affiliates

We may share information about you, including personal information, with various other Affiliated Companies that are providing services to us, such as administrative, business and data processing services. In addition, we may share information about you with other Affiliated Companies for use in their businesses, including developing, marketing, offering and delivering their products and services.

How we share information about you with third parties

We do not share information we collect about you with unaffiliated third parties for their use in marketing their products and services. We may share certain information with the following entities:

  • Unaffiliated service providers and other third parties with which we or other Affiliated Companies have a business relationship;
  • Government agencies, other regulatory bodies and law enforcement;
  • Other organizations conducting research or performing academic or similar activities;
  • Other third parties, as directed by you;
  • Other organizations as permitted or required by law (for example, for fraud prevention or to respond to a subpoena); and
  • The investment firm(s) you are affiliated with.

Our unaffiliated service providers are obligated to keep the personal information we share with them confidential and use it only to provide the services specified by us.

Cookies and similar technologies

We and our third-party service providers may use cookies and similar technologies to support the operation of this Website and the Services. Cookies are small amounts of data that a website or online service exchanges with a web browser or application on a visitor’s device (for example, computer, tablet, or mobile phone). Cookies help us to collect information about users of this Website and the Services, such as the date and time of visits, the pages viewed, the amount of time spent using this Website and the Services, and general information about the device used to access this Website and the Services. We also use cookies and similar technologies for security purposes and to personalize your experience when using this Website and the Services.

You can refuse or delete cookies. Most browsers and mobile devices offer their own settings to manage cookies. If you refuse a cookie, or if you delete cookies from your device, you may experience some inconvenience in your use of this Website and the Services, and in some cases you may not be able to use this Website or some or all of the Services. For example, you may not be able to sign in and access your account on this Website or use certain Services, or we may not be able to recognize you, your device, or your online preferences.

Updates

We may change this Privacy Policy at any time, and without notice to you, by posting an updated Privacy Policy on this Website or otherwise providing you with a copy of the updated Privacy Policy. When we make changes to this Privacy Policy, we will change the “Last Updated” date specified at the beginning of this Privacy Policy. All changes shall be effective from the date the updated Privacy Policy is published, unless otherwise specifically stated in the updated Privacy Policy. We encourage you to review this Privacy Policy on a regular basis so that you will be aware of any changes to it.

Additional information

If you have questions or concerns about this Privacy Policy, please contact us at hello@catchlight.ai.

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CatchlightSM is offered by Catchlight Insights LLC. This content does not constitute an offer or recommendation of any securities or investment, tax, legal or other advice. Catchlight and its affiliates are not responsible for the accuracy of any information provided or for the outcomes of any interactions with existing or prospective clients entered into in reliance on the information provided or for any securities or investment advice provided to any existing or prospective client. All information about prospects provided by Catchlight is derived from publicly available and/or third party sources. Catchlight is not a consumer reporting agency and the services and information we provide do not constitute a ‘consumer report’ as that term is defined in the Fair Credit Reporting Act (“FCRA”). You will not use information made available through our services, in whole or in part, for the purpose of serving as a factor in establishing a consumer’s eligibility for credit or insurance to be used primarily for personal, family or household purposes, for employment purposes or for any other purpose authorized under the FCRA, or to take an adverse action, as such term is defined in the FCRA.

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© 2021 Catchlight Insights LLC. All rights reserved.

This is for persons in the U.S. only.

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