Collected

Lawful, fair and transparent data processing in relation to individuals:

A real name, alias, postal address, firm name, online identifier, unique personal identifier, internet protocol address, email address, or other similar identifiers.

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Collected

Personal

A name, signature, physical characteristics or description, address, telephone number, education, employment, employment history. Some personal information included in this category may overlap with other categories.

Not Collected

Personal

Finpace's onboarding and other custom modules clearly identify required data from prospects and clients.

We also make it easy to completely purge data from Finpace, simply reach out and we’ll do it for you IF you meet guidelines for legal disposal AND you are an approved compliance officer/firm admin with express permission to complete such request.

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Not Collected

Protected Under California or Federal Law

Age (40 years or older), race, color, ancestry, national origin, citizenship, religion or creed, marital status, medical condition, physical or mental disability, sex (including gender, gender identity, gender expression, pregnancy or childbirth and related medical conditions), sexual orientation, veteran or military status, genetic information (including familial genetic information).

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Not Collected

Commercial

Records of personal property, products or services purchased, obtained, or considered, or other purchasing or consuming histories or tendencies.

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Not Collected

Biometric

Genetic, physiological, behavioral, and biological characteristics, or activity patterns used to extract a template or other identifier or identifying information, such as, fingerprints, faceprints, and voiceprints, iris or retina scans, keystroke, gait, or other physical patterns, and sleep, health, or exercise data.

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Not Collected

Internet

Browsing history, search history, information on a consumer’s interaction with a website, application, or advertisement.

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Collected

Geolocation

A real name, alias, postal address, unique personal identifier, online identifier, Internet Protocol address, email address, account name or other similar identifiers.

Not Collected

Geolocation

Social Security number, driver’s license number, passport number. Physical location or movements.

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Not Collected

Sensory

Audio, electronic, visual, thermal, olfactory, or similar information.

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Collected

Professional

Current or past job history or performance evaluations.

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Not Collected

Non-Public

Non-public education information (per the Family Educational Rights and Privacy Act (20 U.S.C. Section 1232g, 34 C.F.R. Part 99)).

Education records directly related to a student maintained by an educational institution or party acting on its behalf, such as grades, transcripts, class lists, student schedules, student identification codes, student financial information, or student disciplinary records.

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Not Collected

Inferences

Non-public education information (per the Family Educational Rights and Privacy Act (20 U.S.C. Section 1232g, 34 C.F.R. Part 99)).

Profile reflecting a person’s preferences, characteristics, psychological trends, predispositions, behavior, attitudes, intelligence, abilities, and aptitudes.

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