Client Privacy Disclosure Statement

CLIENT PRIVACY DISCLOSURE STATEMENT

Client Name:     Service Provider:

Client Address:

RECITALS

WHEREAS, the Client engages the Service Provider to perform professional services that require the collection, storage, or processing of personal information and sensitive client data; and

WHEREAS, the Service Provider maintains policies and technical measures to protect personal information and must disclose to the Client the categories, purposes, and rights related to such information as required by applicable privacy obligations; and

NOW, THEREFORE, the parties set forth their respective disclosures, obligations, and acknowledgements in this Client Privacy Disclosure Statement, which is incorporated into and made part of any underlying services agreement between the parties.

SCOPE OF WORK

Describe the services, project scope, or categories of engagement that will involve Client personal information. Include deliverables, activities that process data, and expected outcomes.

DATA COLLECTION, USE, AND CATEGORIES

The Service Provider may collect and process the following categories of Client personal information for the purposes described below. The Client acknowledges receipt of this disclosure and understands the categories and purposes.

Name and identifiers (legal name, date of birth)
Contact information (email, phone, postal address)
Financial and billing information (payment account details, invoices)
Health or regulated data (only if applicable and with explicit consent)
Other (specify):

Purposes for collection and use: performance of services; billing and collections; quality assurance; regulatory compliance; security, fraud prevention and investigation; and other legitimate business purposes disclosed to the Client.

THIRD-PARTY SHARING AND DISCLOSURES

The Service Provider will not sell Client personal information. The Service Provider may share personal information with service providers, subcontractors, affiliates, professional advisors, or as required by law. Where permitted, such recipients will be contractually bound to protect privacy consistent with this disclosure.

Client expressly consents to sharing personal information with the categories of third parties described above.

RETENTION, DELETION, AND SECURITY

Retention: Personal information will be retained for the period necessary to fulfill the purposes set out in this disclosure, to satisfy legal obligations, resolve disputes, and enforce agreements. At the end of the retention period the Service Provider will securely delete or anonymize data unless retention is required by law.

Security measures: The Service Provider implements administrative, technical, and physical safeguards appropriate to the sensitivity of the information, including access controls, encryption where feasible, and personnel training. No method of transmission or storage is completely secure; in the event of an unauthorized disclosure the Service Provider will notify the Client in accordance with applicable law.

CLIENT RIGHTS

Subject to applicable law, the Client may have rights to access, correct, restrict processing, request portability, or request deletion of personal information. To exercise rights or raise privacy inquiries, contact the Service Provider privacy contact below.

PAYMENT TERMS

Fees for services that involve processing of personal information are set forth below. The Client agrees to pay invoices in accordance with the schedule herein.

If any amount is not paid when due, the Service Provider may suspend provision of services until payment is made, in addition to pursuing any other remedies available at law or equity.

TERM AND TERMINATION

Effective Date:

Termination Date (if applicable):

Either party may terminate for material breach if such breach is not cured within the notice period above. Termination shall be without prejudice to accrued rights and obligations. Confidentiality and data retention provisions survive termination.

CONFIDENTIALITY

Definition: "Confidential Information" means any non-public information disclosed by the Client to the Service Provider, whether oral, written, or electronic, including personal data, trade secrets, business information, and any other information designated as confidential.

Obligations: The Service Provider shall (i) use Confidential Information solely to perform its obligations under this Statement and any underlying agreement; (ii) implement industry-standard safeguards to prevent unauthorized access, use, or disclosure; and (iii) restrict access to personnel who have a legitimate need to know and who are bound by confidentiality obligations at least as protective as those contained herein.

Permitted Disclosures: Confidential Information may be disclosed to third parties only as required by law or with the Client's prior written consent. Where permitted, the Service Provider will require recipients to protect Confidential Information to a standard substantially similar to that required of the Service Provider.

Remedies: Because monetary damages may be an inadequate remedy for breach of confidentiality obligations, the Client shall be entitled to injunctive relief in addition to any other remedies available at law or equity.

GOVERNING LAW AND ENTIRE AGREEMENT

This Client Privacy Disclosure Statement is governed by the laws of the jurisdiction set forth above without regard to conflicts of law principles. This Statement, together with any underlying services agreement, constitutes the entire agreement between the parties regarding privacy and supersedes all prior statements and understandings, whether written or oral, relating to the subject matter herein.

ACKNOWLEDGMENT

By signing below, the undersigned acknowledges receipt of this Client Privacy Disclosure Statement, confirms that they are authorized to consent on behalf of the Client or Service Provider as indicated, and agrees to be bound by its terms.

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