Privacy Policy

Last Reviewed on: November 23, 2024

South Shore Agents, its subsidiaries, affiliates, marketing agencies, and affiliated contractors (collectively “South Shore” “we” or “us”), appreciate your business and we take your privacy very seriously. Our Services (defined below) are designed to afford the strongest privacy protections permitted under applicable law. We will never, ever sell client data to marketing firms, and we limit the sharing of all data with third-parties to its absolute minimum, as outlined further below. Because this Privacy Policy is part of our Terms of Service, it governs your use of our services and products (“Services”) and, by using our Services, you accept the terms of this Privacy Policy. If you have a disability that is making it difficult for you to read or understand this Privacy Policy in its current format, please reach out to us at the contact information provided below so that we may provide you with assistance.  

Accordingly, we’ve developed the following privacy policy (“Privacy Policy”) to describe the type of information we collect from you, and how we protect and use it, which you may provide to us during any in-person meetings, over the phone, email, or when you visit the website owned and operated by us, specifically including southsoreagents.com (the “Website”)  and any of our affiliate websites, and inform you of your rights as they pertain to our collection and use of your information.

To comply with legal requirements and/or to meet our changing business needs, this Privacy Policy may change over time. We reserve the right to amend the Privacy Policy at any time and for any reason. The date of the last revision to the Privacy Policy will be indicated by the “Last Reviewed” date at the top of this page, which will also be the “Effective Date” for the Agreement created between you and us hereunder. Your continued use of this Website after the Last Reviewed date is deemed to be acceptance of any changes, so please check periodically for updates.

We encourage you to read this Privacy Policy carefully so that you understand what personal information we may collect from you through our Website and our in-person meetings, how we may use or share this information, and what steps you may take to control our use or sharing of such information. By accessing this Website, you acknowledge and promise that you have read all of the terms and conditions governing your information as set forth in this Privacy Policy and agree to be bound by them. IF YOU DO NOT AGREE WITH OUR POLICIES AND PRACTICES AS SET FORTH BELOW, YOU MUST NOT USE THIS WEBSITE.

1.     INFORMATION WE COLLECT

We collect the information you affirmatively choose to provide us, whether online, in-person, by phone, email, or by paper or electronic communication that identifies you (collectively, “Personal Information”), such as when you enroll in our services, create an account, fill out a survey, participate in promotional activities, or otherwise interact with us or our Website. The types of Personal Information collected by us may include but is not limited to your:

·      Name

·      Email Address

·      Home or Business Address

·      Telephone Number

·      Credit Card and Billing Information

·      Username and Password

We may share Personal Information with agents, affiliates, partners or other third parties that perform functions on our behalf, such as analytics, credit card processing, etc. These entities have access to the personal information needed to perform their functions and are obligated to maintain the confidentiality and security of that personal information. Service providers are not authorized to use the information we share with them for any purpose other than providing services to us or to you.

We also collect your information through the use of cookies. Cookies are pieces of data your web browser stores on your hard drive to allow our Website to provide you with enhanced services. We don’t receive reports, forecasts, or other materials from our website host that contains information concerning your Use Data. To clarify, cookies may log certain types of information automatically, which we call “Use Data”, and as used in this Privacy Policy, Use Data may include but is not limited to: website usage, whether you are a new or returning user, what website pages you accessed prior to our, Website, browser information, computer or mobile device type, the Operating System of your computer or mobile device, and potentially your IP address.

If you wish, you can set your browser settings to refuse cookies. However, keep in mind that cookies may be required to enroll in our Services online and for other user-friendly Website functions, so blocking cookies may negatively impact your Website experience. Should you wish to block cookies through your web browser, you may still enroll in and use our services in-person by contacting info@southshoreagents.com.

A.   WHAT IF I NEED TO CHANGE THE INFORMATION PROVIDED?

You can review, modify, and change your Personal Information by sending us an email at info@southshoreagents.com to request access to, correct or delete any Personal Information that you have provided to us. We cannot delete your personal information except by also deleting your entire user account. We may not accommodate a request to change information if we believe the change would violate any law or legal requirement or cause the information to be incorrect.

B.    WHAT IF YOU’RE REQUIRED TO SHARE MY PERSONAL INFORMATION?

This has never happened. But, if this is the case, we may need to disclose certain information as required by law, such as in response to a subpoena, a lawful request by a public authority, including to meet national security or law enforcement requirements, or similar legal process, and 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 legal request.

2.     LINKS AND THIRD PARTIES

Our Website may contain links to other websites, which are not under our control. We provide these links as a customer convenience and to allow advertisers to promote their own sites or products, and do not endorse those sites, companies or their products or services. Also, when you link to our Website from another site, the originating site may collect information about you. We do not review, control, or monitor the practices, information, or materials on any other websites, and are not responsible or liable for the communications, practices, information, content, or materials from any of those sites. You are responsible for understanding and adhering to any other website’s terms and conditions.

3.     WHERE YOUR INFORMATION IS COLLECTED FROM

By You. The majority of information that we collect will come directly from you when you complete a form online or speak to us in person, or on the phone, or via email.

By Related People or Entities. We may also collect information about you from another party. For example, if you are a member or manager of a limited liability company that is formed through our Website, we may be given information about you in order to complete the formation.

By Service Providers. We may collect information about you from our service providers. Service providers are entities that we have contracted with to provide us with services to help fulfill our business needs.

By Business Partners and other Affiliates. We may collect information about you from our business partners and affiliates. For example, we may receive information that you are interested in a Service that we offer.

Information You chose to upload Elsewhere. We may collect information related to you from publicly available sources of information, including government records. For example, we may collect information about whether your legal entity is in good standing with a certain State.

4.     HOW WE USE THE INFORMATION WE COLLECT

We use information we collect to help us personalize and continually improve your experience with our Website and our Services. We may also use the information in the following ways:

We collect information to send you email or postal mail, perform tasks required to complete a purchase transaction, provide customer support, or provide other types of customer relationship management and fulfillment. We may also use your information to optimize or improve our Services and operations.

Additionally, we collect information in order to fulfill our legal obligations. Examples of this may include satisfying regulatory screening requirements in connection with entity formations, responding to subpoenas and other legal requests for information, and maintaining records as required in our role as Registered Agent. We may also collect information for the purpose of detecting fraud or other suspicious activity.

5.     WHAT STEPS WE TAKE TO KEEP PERSONAL INFORMATION SECURE

The security of your personal information is of the utmost importance to us. Personal Information collected by the Website is stored in operating environments that are not available to the public. Our security procedures mean that we may occasionally request proof of identity before we disclose your personal information to you. In certain telephone and in person transactions, we may ask for certain client identifiers or other information to verify your identity before conducting the transactions you have requested. Please understand that while we try our best to safeguard your Personal Information once we receive it, no transmission of data over the Internet or any other public network can be guaranteed to be One Hundred Percent (100%) secure. Thus, and despite our efforts, we cannot guarantee the security of any information you transmit to us, or to or from our online services. Accordingly, WE  EXPRESSLY DISCLAIM ANY REPRESENTATION OR WARRANTY, WHETHER EXPRESS OR IMPLIED, WITH RESPECT TO ENSURING, GUARANTEEING OR OTHERWISE OFFERING ANY DEFINITIVE PROMISE OF SECURITY IN CONNECTION WITH YOUR PERSONAL INFORMATION OR USE OF THIS WEBSITE. If you have questions or concerns regarding the security of your Personal Information, please contact us at info@southshoreagents.com.

6.     CHILDREN UNDER EIGHTEEN

Our Services are not intended for use by children under the age of 18 and we do not knowingly collect Personal Information from children under the age of 18.

7.     INFORMATION FOR CALIFORNIA AND TEXAS RESIDENTS

The State of California passed California Consumer Protection Act of 2018 (“CCPA”) followed by the California Privacy Rights Act of 2020 (“CPRA”).

The State of Texas passed the Texas Data Privacy and Security Act (“TDPSA”) in 2023.

The CCPA. CPRA and TDPSA grant consumers rights concerning digital privacy and personal data, including the right to review any personal information collected by businesses, opt out of personal data sales, and request that a business delete personal information. Additionally, consumers have the right to receive equal treatment and pricing when exercising these rights. Certain exemptions may apply which will decrease or eliminate our obligations under the CCPA, CPRA and TDPSA.

We do not, and will not, sell or share your information to third-parties (as defined in the CPRA and TDPSA). WE DO NOT share your personal information that is intended to or result in targeted advertising.

We already limit the use of any sensitive Personal Information we gather from you to that which is necessary to perform the Services and/or goods you hired us to perform but you have the right to request us to “Limit the use of sensitive Personal Information.” Sensitive Personal Information includes: a social security number, account log in information, financial information, geo-location, racial or ethnic origin, religious beliefs, sexual orientation, health information, bio-metrics, and the contents of communications to us, unless we were the intended recipient of the communication. This is not an absolute right, and we may decline to limit the use of sensitive Personal Information under a qualifying exemption. YOU HAVE THE RIGHT TO REQUEST COPIES OF YOUR PERSONAL DATA. YOU HAVE THE RIGHT TO REQUEST THAT ANY INFORMATION YOU BELIEVE IS INCOMPLETE OR INACCURATE TO BE CORRECTED.

If you exercise your rights under the California Consumer Privacy Act of 2018 (CCPA), California Privacy Rights Act of 2020 (CPRA), Texas Data Privacy and Security Act (TDPSA) or the General Data Protection Regulation (GDPR), we will not provide discriminatory treatment to you.

If you would like to submit a request about your data, obtain additional information, or appeal our denial of a request, you may do so by emailing info@southshoreagents.com. After you submit the request, you will be asked to verify your email address and you may also be asked to provide additional information in order to verify your identity. We will attempt to verify your identity by asking for information that matches the information that we have previously collected about you. Where this is not possible, we may request that you submit additional documentation for verification. Please note that, in accordance with the CCPA, CPRA and or TDPSA we will not be able to satisfy your request until we have verified your identity.

You may designate an authorized agent to make a request on your behalf. In order to designate an authorized agent to make a request, you must provide us with your written permission for the agent to make the request on your behalf, or provide us with a signed power of attorney. We will also need to verify valid government issued identification for both you and the agent.

8.     NOTICE TO NON U.S. USERS

If you are located outside of the United States of America, you should be aware that your Personal Information will be transferred to the United States of America, the laws of which may differ from the laws of your country. If you are located in a country outside of the United States of America and voluntarily submit Personal Information to us, you thereby consent to the general use of such information as provided in this Privacy Policy and to the transfer of that information to, and/or storage or processing of that information in, the United States of America and you understand that your information may be available to government authorities under lawful orders and laws applicable there. By requesting our Services, you consent to the transfer of information to countries outside of your country of residence, including the United States, which may have different data protection rules than those of your country.

9.     RETENTION PERIOD

At a minimum, we will retain your information for as long as needed to provide you Services, and as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements. We may maintain some or all of this information in our archives even after it has been removed from the site.

10.  GOVERNING LAW

This Website is intended for use in the United States of America. We attempt to protect the Personal Information of all users of our Website and we attempt to comply with local data protection laws to the extent they apply to our Services, but our Website is targeted to United States citizens and our policies are directed at compliance with those laws.

As such, All matters relating to the Website, and any dispute or claim arising therefrom or related thereto (in each case, including non-contractual disputes or claims), shall be governed by and construed in accordance with the internal laws of the State of California without giving effect to any choice or conflict of law provision or rule (whether of the State of California or any other jurisdiction). Any legal suit, action or proceeding arising out of or related to these Terms or the Website shall be instituted exclusively in the federal courts of the United States or the courts of the State of California, in each case located in the City of San Diego and County of San Diego, although we retain the right to bring any suit, action or proceeding against you for breach of these Terms in your country of residence or any other relevant country. You waive any and all objections to the exercise of jurisdiction over you by such courts and to venue in such courts, including objections that the case is brought in an inconvenient forum.

11.  CONTACT US

We take your privacy seriously. If you have any questions or concerns about this Privacy Policy, your rights under this Privacy Policy, our policies, or our practices concerning your use of this generally, please contact South Shore Agents by email at info@southshoreagents.com.