- Personal information collected and used in connection with Serve & Co. employment activities, including activities related to job applicants.
Serve & Co. Privacy
The Personal Information
Serve & Co. potentially collects the following categories of personal information:
Identifiers: Examples of the types of identifiers that Serve & Co. may collect include real names, nicknames, postal addresses, online identifiers, Internet Protocol addresses, email addresses, and account numbers.
Sensitive Information: Examples of the types of sensitive information that Serve & Co. may collect includes social security, driver’s license, state identification card, and passport numbers, and usernames and passwords for accounts connected to serveandcompany.com
Biometric information: With your consent, Serve & Co. may work with Stripe to use technology to verify your identity by comparing a digital image of your face to the picture on the government identification you provide.
Characteristics protected under some laws: Examples of the types of characteristics that Serve & Co. may collect include age, national origin, citizenship, marital status, medical information, sex, and veteran or military status. Serve & Co. does not use this type of information to analyze your health, sex, gender identity, or sexual orientation.
Commercial information: Examples of the types of commercial information that Serve & Co. may collect includes records of business and other property owned, products or services purchased, obtained, or considered from Serve & Co. or our partners, and other purchasing or consuming histories or tendencies.
Internet information: Examples of the types of internet activity information that Serve & Co. may collect includes browsing history, search history, information about the device used to access our website or applications, and information regarding your interaction with websites, applications, or advertisements. We may also collect information from visitors to our website, such as browser settings, operating systems, referring/exit pages, and clickstream data. When we send you an email, Serve & Co. may also collect information, including about how you interact with that email.
Geolocation information: Serve & Co. may collect information about where a consumer resides or is otherwise located.
Audio and visual information: Serve & Co. may make audio recordings of telephone calls. We may make visual recordings if you agree that we may videotape or photograph you. We may also collect visual images of you in connection with legal requirements, security purposes, or when required for providing certain products.
Professional and employment-related information: Examples of the types of professional and employment-related information Serve & Co. may collect includes information about professional status and affiliations, employment history, salary, and employment status.
Other types of information: Examples of other types of information include physical characteristics or descriptions of you, telephone number, insurance policy number, financial information including bank account, credit card, and debit card numbers, and health insurance information. It also includes additional information provided to Serve & Co. directly by you, such as when you complete a questionnaire, answer a survey, or receive a financial consultation. This category includes information identified as personal information in California Civil Code Section 1798.80(e) that is not otherwise categorized above.
Where We Collect Personal Information
Customers: Much of the personal information that Serve & Co. collects comes directly or indirectly from our customers and prospective customers. Information that is collected directly from you is information that you provide when you complete a form online, use a chat feature, or speak to us on the phone. We may also collect information indirectly about you when you interact with our website, using cookies and other tracking technologies.
Related Parties: We may collect information about you from someone you know. For instance, if you are a shareholder in a business that is formed through Serve & Co., we may be given information about you by that business to complete the formation.
Affiliates and Subsidiaries: We may receive information about you from our affiliates and subsidiaries. For example, if we acquire an ownership interest in a company, we may receive information about you as part of that acquisition if you have previously done business with them.
Publicly/Commercially Available Information: We may collect information about you from publicly available sources of information, including government records, social media sites, and other commercially available sources of personal information. Examples of the type of information we may collect from publicly available sources are whether your entity is in good standing with a Secretary of State or whether you have recently expressed interest in purchasing a product that Serve & Co. sells.
Unrelated Parties: We may receive information related to you from people and entities with whom Serve & Co. does not have a direct relationship. An example of the type of information that we may receive from unrelated third parties are documents that we receive on your behalf in our role as your Registered Agent.
How We Use the Personal Information We Collect
If we decide to use the personal information we have collected for additional purposes that are inconsistent with what is described below, we will let you know of our plans and give you information about your legal rights regarding your personal information.
Providing Products and Services: We use personal information to provide and support our products and services. Examples of these uses include producing and delivering documents purchased by customers, administering the Serve & Co. website, and displaying content based on customer preferences.
Security: We use personal information to ensure we maintain appropriate security over computer networks and our physical facilities, as well as detecting fraud or other suspicious activities.
Product Development: We use personal information for product development, including improving our existing products and developing new ones.
Analytics: We use personal information for various types of analytics. For example, Serve & Co. uses personal information to analyze how visitors arrive at and interact with our website, and to gain insight into the types of customers that may be interested in our products and services. We may also use the information to develop inferences from the information we collect regarding customer preferences, characteristics, predispositions, behaviors, and attitudes.
Operational Purposes: We use personal information for operational purposes, and the operational purposes of our service providers, business partners, affiliates, and subsidiaries. For instance, Serve & Co. may use the information to maintain our website and other infrastructure, training, quality assurance, for conducting surveys or sweepstakes, to promote our brand, and to use in connection with our relationships with service providers and business partners.
Financial Reporting: We use personal information in connection with various types of financial reporting and other similar internal uses. Examples of the types of financial reporting that Serve & Co. may use personal information includes internal budgets and projections, compensation calculations, and public reporting.
Meeting Legal Requirements: We use personal information to meet our legal obligations, such as performing customer due diligence, maintaining records as required in our role as a Registered Agent, or responding to subpoenas for information.
How We Disclose Personal Information
Service Providers: We may share personal information with our service providers who assist us with running our business. These companies are not authorized to use the information we share with them for any purpose other than providing services to Serve & Co. or to you.
Businesses Providing Services: Serve & Co. may disclose personal information with other businesses to provide you with products and services. Personal information disclosed to other businesses will be subject to those third parties’ privacy practices. For instance, we may use FedEx, the United States Postal Service, or other shipping providers to deliver physical products you have purchased. Similarly, we may use Stripe for purposes of processing payments or providing identity verification services. In doing so, Stripe may collect and process personal information for its uses, including improving its services and for fraud detection and prevention.
Professionals (including attorneys and Tax Experts): We may share personal information with attorneys and Tax Experts whose services can be accessed through products such as our legal plans and attorney-assisted products.
- If you express interest in an offer presented to you either by Serve & Co. on behalf of a business partner or by a business partner on behalf of Serve & Co., we may provide information about you to that business partner.
- If you purchase a Serve & Co. product that is bundled with a product offered by one of our business partners, we will share information about you with that business partner.
Related Parties: In limited circumstances, we may provide information about you to someone you know. For instance, we may provide information connected to your Serve & Co. account with your authorized contacts.
Public Disclosures: Serve & Co. may publicly disclose personal information in limited circumstances.
- We may share information publicly when it is necessary to fulfill a product that has been purchased by a customer. For example, in some states, fictitious business names, including the name and address of the business owner, must be published in a newspaper.
- We may display testimonials and reviews received through email surveys on our website or other marketing or that are posted to publicly available websites.
- When you post content in any forum or comment area on our website, these posts may be publicly available. You should use caution when deciding whether to disclose your personal information in public areas of our website.
- When we collect publicly available information, we may share that information on our website.
Registered Agent Requests: If you designate a person or company other than Serve & Co. to serve as the registered agent for your business entity, Serve & Co. may provide your name and contact information to that party, if the designee requests.
Required by Law: Serve & Co. may disclose personal information as required by law, such as in response to a subpoena or a lawful request by a public authority, including to meet national security or law enforcement requirements, or similar legal processes. We may also disclose personal information when we believe in good faith that disclosure is necessary to protect our rights, protect your safety or the safety of others, investigate fraud, or respond to a legitimate request from a government entity.
Related Parties: Serve & Co. may disclose personal information with businesses controlling, controlled by, or under common control with Serve & Co. If Serve & Co. is merged, acquired, or sold, or if some or all of our assets or equity are transferred, we may disclose or transfer consumer data in connection with the associated transactions.
In addition to the tools provided by Serve & Co., you may also use tools provided by the Networking Advertising Initiative, the Digital Advertising Alliance, and Google Analytics’ Ad Settings to control how these types of Cookies are used when you are on the internet, even when you are not on Serve & Co. website.
Your Options Regarding Personal Information Collected by Serve & Co.
This section describes how you can access and control the information that Serve & Co. may have about you. It applies to all consumers worldwide, including individuals who have purchased goods or services from Serve & Co. or who believe that information about them may have been provided to us by a third party. Depending on where you reside, you may have additional rights beyond what is described in this section. If you are a resident of California, Virginia, the European Union, or the United Kingdom, please review the sections “Information for California and Virginia Residents” or “Information for EU and UK Customers and Visitors” for more information about your rights.
Confirmation of Possession of Information Related to You. Upon a verified request, subject to the privacy interests of others and technical limitations, Serve & Co. will provide you with information about whether we hold any information related to you. At Serve & Co. sole discretion, unless otherwise required by law, we may, in some instances, correct or delete information upon a verified request. Please note, however, that in certain circumstances, we may be required by law to retain your personal information or may need to retain your personal information in order to continue providing a product or service to you or another customer.
If you would like to submit a request about your data, you may do so by completing the form located here, or by calling us at (800) 773-0888. After you submit the request, you will be asked to verify your email address and may also be asked to provide additional information to verify your identity.
User and Authorized Contact Access to Order Information. Serve & Co. will give you, or anyone listed as an authorized contact for your account, information about your order. This may include information about the nature and status of your order, the information you provided to process your order, payment information, and contact information. If you want someone to have access to your order, you must list them as an authorized contact, or they may not obtain such information. You can confirm who is listed as an authorized contact for your account, add new authorized contacts, or remove authorized contacts by clicking first on “My Account”, and then on “Account Information.” We may send a confirmation email to your authorized contact(s) alerting them that they have been added as an authorized contact. For some products, we may provide information about your order to other individuals named in the order, such as executors named in a last will or additional named individuals in a trademark application. For product-specific information about who may request information about your order, please contact Customer Care at firstname.lastname@example.org.
Opting Out of Promotional Email. You can opt-out of promotional emails by using the “Unsubscribe” link and following the unsubscribe instructions in an email you receive from us or by emailing us at email@example.com. We may also send service-related or transactional communications, which are not promotional. Generally, you may not opt-out of these communications. If you do not wish to receive service-related communications, you may terminate your account by contacting us at firstname.lastname@example.org.
Opting Out of Marketing Calls. If you wish to be placed on Serve & Co. internal “Do Not Call” list, you can tell us either while speaking to us on the phone or by emailing us at email@example.com.
Opting Out of SMS/Text Messages. If you wish to stop receiving SMS or text messages from Serve & Co., you can reply STOP to any SMS/text that you receive from us. You may also let us know by emailing or calling us at firstname.lastname@example.org.
Serve & Co. Security and Identity Verification Practices
Serve & Co. is committed to protecting the personal information that we collect and ensuring our products and services are provided in a secure manner. We have implemented security measures designed to protect the personal information that we maintain. This includes implementing physical, technical, and administrative safeguards to secure the information we collect. We use industry-standard SSL/TLS to transmit payment card information. We also regularly monitor our systems for possible vulnerabilities and attacks.
Regardless of the measures and efforts that Serve & Co. takes to protect personal information, we cannot guarantee absolute protection and security of your personal information. For instance, when we transmit documents to you via mail delivery services or electronically, there remains the possibility that this information may be misdirected, misdelivered, or intercepted.
We encourage you to take precautions in protecting the information that you share with Serve & Co.. For example, we encourage you to set strong passwords on your account and avoid sharing your password with anyone. Where available, we encourage, and may at times require, you to utilize multi-factor authentication to further ensure access to your account is restricted.
If you believe that you have discovered a security vulnerability in our website or services, you may let us know at email@example.com If you believe that someone has accessed your personal information or that your personal information has been misused, please let us know immediately by submitting your concerns through our online Privacy Form.
Information for California and Virginia Residents.
If you are a resident of California or Virginia, this section provides information regarding your rights, and Serve & Co. responsibilities, regarding your personal information.
California and Virginia Residents’ Rights
If you live in California or Virginia, you have certain rights regarding your personal information. This includes the right to request:
- Specific information about what information Serve & Co. has collected about you,
- A copy of your personal information,
- Corrections to inaccuracies in the personal information Serve & Co. maintains about you, and
- The deletion of your personal information.
If you choose to exercise your privacy rights, we will not charge you different prices or provide a different quality of services unless those differences are related to your personal information.
How to Submit a Request for Access, Correction, or Deletion of Personal Information
If you would like to submit a request about your personal information, we encourage you to do so by completing the form located here. You can also submit a request by emailing serveandcompany.com.
After you submit the request, you will be asked to verify your email address and may also be asked to provide additional information to verify your identity. Serve & Co. will attempt to verify your identity by asking for information that correlates with the information that we have previously collected about you. If this is not possible, Serve & Co. may request you submit additional information for verification, such as proof of residency or redacted government-issued identification.
You may also designate an authorized agent to make a request on your behalf. To designate an authorized agent, you must provide Serve & Co. with written permission for the agent to make the request on your behalf or provide us with an executed power of attorney. You will also be required to submit both your and the authorized agent’s valid government-issued identification.
Selling, Sharing, and Use of Personal Information for Targeted Advertising
Serve & Co. does engage in online marketing activities, including activities that may involve us sharing your information for purposes of showing you targeted advertising. If you would like to opt-out of the use of your personal information for these purposes, you can submit this request through the link at the bottom of our homepage called “My Information Sharing Settings.”
Information for EU and UK Customers and Visitors.
If you are located in the European Union (“EU”) or the United Kingdom (“UK”), this section provides information regarding your rights and Serve & Co. responsibilities, and additional information regarding the processing of your personal data.
Lawful Basis of Processing
Serve & Co. processes the personal data of persons in the EU and UK based on the lawful basis outlined below.
Where multiple bases are provided, the basis that Serve & Co. relies on for any particular processing will be context dependent.
|Purpose of Processing(Described in the section above entitled “How We Use the Personal Information We Collect”)||Legal Basis for Processing|
|Providing Products and Services||Performance of Contract, Consent, Legitimate Interest|
|Security||Legitimate Interest, Compliance with Legal Obligation|
|Marketing and Advertising||Consent, Legitimate Interest|
|Product Development||Legitimate Interest|
|Operational Purposes||Consent, Legitimate Interest, Compliance with Legal Obligations|
|Financial Reporting||Legitimate Interest, Compliance with Legal Obligation|
|Meeting Legal Requirements||Compliance with Legal Obligation|
|Business Transfers||Legitimate Interest, Compliance with Legal Obligation|
EU and UK User Rights
If you are located in the EU or the UK, you have the following rights with respect to how Serve & Co. processes your personal data.
- You have the right to request a copy of the personal data that Serve & Co. has about you,
- You have the right to request that Serve & Co. correct the information about you if you believe it to be inaccurate, and
- You have the right to request that Serve & Co. erase or refrain from using your personal data. This is not an absolute right, and, in some circumstances, Serve & Co. may decline to erase or limit its usage of your data, such as when Serve & Co. has an ongoing business relationship with you or we are legally required to retain the information. If Serve & Co. cannot honor your request, Serve & Co. will inform you of this fact as well as the reasons for Serve & Co. decision.
To exercise any of these rights, please contact Customer Care at firstname.lastname@example.org
If you are located in the EU or the UK, you also have the right to raise any objections regarding the processing of your personal data and to raise any concerns you may have about Serve & Co. processing of your personal data. You may make an objection or raise any other concerns by submitting your concerns through the form located here or by contacting Customer Care at contact2serveandcompany.com
You may also choose to contact Serve & Co. with any objections or other concerns through our UK or EU Representatives.
For our UK Representative: For our EU Representative:
Executive Director Adam Borgen
Serveandco LTD Instant EU GDPR Representative Ltd.
130 Old Street 69 Esker Woods Drive
London EC1V 9BD Lucan Co. Dublin Ireland
While we hope that Serve & Co. can resolve any of your privacy concerns to your satisfaction after you contact us directly, you also have the right to file a complaint regarding Serve & Co. handling of your personal data with the EU data protection authorities (DPAs) and/or the Information Commissioner’s Office (the UK’s Data Protection Authority).
Changes To This Policy.
Updated: December 18, 2022