This Privacy Policy describes Trademark Plan's approach to Privacy and provides information about how Trademark Plan collects, uses, processes, and discloses personal information.
If you have questions about this Privacy Policy or would like to exercise any of your privacy rights, you can may contact Customer Care at info@trademarkplan.com or +1-213-205-1608.
What This Privacy Policy Covers
This Privacy Policy describes how trademarkplan.com, Inc. uses personal information in connection with the services sold by Trademark Plan and the use of the trademarkplan.com website unless otherwise listed below.
Activities not covered by this Privacy Policy are:
Trademark Plan's Approach to Privacy
Trademark Plan takes your privacy seriously and is mindful of potential concerns about how we use the personal information we collect from and about you. In addition to this Privacy Policy, we have internal policies and practices designed to keep your personal information secure and to ensure that information about you is only used consistent with this Privacy Policy. We apply principles of Privacy-by-Design and have privacy and security teams that are committed to ensuring that your personal information is safe and handled properly.
The Personal Information We Collect
In this section of the Privacy Policy, we explain the types of personal information we may collect. The specific information that we may collect about you depends on the type of interaction and the types of products considered or purchased.
Trademark Plan potentially collects the following categories of personal information:
Identifiers: Examples of the types of identifiers that Trademark Plan may collect include real names, nicknames, signatures, postal addresses, online identifiers, and email addresses.
Sensitive Information: Examples of the types of sensitive information that Trademark Plan may collect includes social security, driver's license, state identification card, and passport numbers, and usernames and passwords for accounts connected to trademarkplan.com.
Biometric information: With your consent, Trademark Plan may work with payment merchants 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 Trademark Plan may collect include age, national origin, citizenship, marital status, medical information, sex, and veteran or military status. Trademark Plan 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 Trademark Plan may collect includes records of business and other property owned, products or services purchased, obtained, or considered from Trademark Plan or our partners, and other purchasing or consuming histories or tendencies.
Internet information: Examples of the types of internet activity information that Trademark Plan 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, Trademark Plan may also collect information, including about how you interact with that email.
Geolocation information: Trademark Plan may collect information about where a consumer resides or is otherwise located.
Audio and visual information: Trademark Plan 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 services.
Professional and employment-related information: Examples of the types of professional and employment-related information Trademark Plan 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 telephone number, financial information including bank account, credit card, and debit card numbers, and health insurance information. It also includes additional information provided to Trademark Plan directly by you, such as when you complete a questionnaire, upload a document, 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
In this section of the Privacy Policy, we explain where and how we collect personal information.
Customers: Much of the personal information that Trademark Plan 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, upload a document, 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.
Service Providers: We may collect information about you from our Service Providers or other companies that we work with to deliver services to you. As used in this Privacy Policy, Service Providers means entities that Trademark Plan has contracted with to provide us with services to help fulfill our business needs. An example of the type of information that we may receive from a Service Provider is information about whether any Legal Mail has been received as part of our Registered Agent services. Service Providers may also assist us in collecting information both directly and indirectly from you.
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 Trademark Plan sells.
Unrelated Parties: We may receive information related to you from people and entities with whom Trademark Plan 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
In this section of the Privacy Policy, we explain our commercial and business purposes for collecting information. Trademark Plan uses the information that it collects for the purposes listed below. We use technology, including automated processing, AI, and human review to accomplish these purposes. We may also combine information that we have collected from multiple sources.
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 services. Examples of these uses include producing and delivering documents purchased by customers, administering the Trademark Plan 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.
Marketing and Advertising: We use personal information for marketing to current and prospective customers.
Product Development: We use personal information for product development, including improving our existing offerings and developing new products and services, including machine learning or Artificial Intelligence ("AI") technologies.
Analytics: We use personal information for various types of analytics. For example, Trademark Plan 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, Trademark Plan 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 Trademark Plan may use personal information in connection with 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
In this section of the Privacy Policy, we explain to whom we disclose personal information and under what circumstances we may make a disclosure.
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 Trademark Plan or to you.
Businesses Providing Services: Trademark Plan may disclose personal information with other businesses in order to provide you with products and services that you have purchased from Trademark Plan. 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 payment merchants for purposes of processing payments or providing identity verification services. In doing so, these companies may collect and process personal information for their own 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.
Government Entities: Trademark Plan may share information about customers with government entities to fulfill the products purchased by our customers. Certain personal information becomes public record when documents are filed with the federal or a state government, or with a court. For example, a corporation's name, business address, and registered agent name becomes public information when its articles of incorporation are filed. A Secretary of State may publish this information to its website or provide this information to third parties. The U.S. Patent and Trademark Office publishes the names and addresses of trademark registrants. This Privacy Policy does not cover these or similar third-party actions.
Public Disclosures: Trademark Plan may publicly disclose personal information in limited circumstances.
Registered Agent Requests: If you designate a person or company other than Trademark Plan to serve as the registered agent for your business entity, Trademark Plan may provide your name and contact information to that party, if the designee requests.
Required by Law: Trademark Plan 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.
Parties Related to Trademark Plan: Trademark Plan may disclose personal information with businesses controlling, controlled by, or under common control with Trademark Plan. If Trademark Plan 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.
How Long We Retain Your Personal Information
Trademark Plan retains your personal information for at least as long as it is necessary to fulfill the purposes for which we collected the data, to provide you with services and products, to comply with our data retention obligations, and to successfully run our business
Trademark Plan's Use of Cookies and Similar Technology, and Your Choices
Like all online companies, Trademark Plan uses a range of technologies in connection with your use of our website, mobile application, and when you engage with emails that we send you. The types of technologies that we may use include cookies, web beacons, tags, scripts, local shared objects such as HTML5, advertising identifiers (including mobile identifiers such as Apple's Identifier for Advertisers (“IDFA”) or Google's Advertising ID (“GAID”)), and similar technologies, which for purposes of this Privacy Policy we refer to as “Cookies.”
We use Cookies for a variety of purposes. Depending on the purpose, you have different options regarding whether and how we use Cookies to collect your personal information.
In addition to the tools provided by Trademark Plan, you may also use tools provided by 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 Trademark Plan's website.
Your Options Regarding Personal Information Collected by Trademark Plan
This section describes how you can access and control the information that Trademark Plan may have about you. It applies to all consumers worldwide, including individuals who have purchased goods or services from Trademark Plan 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 U.S. resident of a state with a comprehensive privacy law, the European Union, or the United Kingdom, please review the sections "Information for U.S. Residents of States with Comprehensive Privacy Laws" 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, Trademark Plan will provide you with information about whether we hold any information related to you. At Trademark Plan's 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 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 calling us at +1-213-205-1608. 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. Trademark Plan 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 signing into your Trademark Plan account and navigating to the "authorized contacts" section. 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.
User Access to and Ability to Update Personal Information through MyAccount. You may visit your personal account profile at any time by signing in to the customer area URL provided to you upon registration. Through your customer area, you may: (i) review and update basic information about yourself, (ii) complete pending orders, and (iii) begin new orders.
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 info@trademarkplan.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 info@trademarkplan.com or calling us at +1-213-205-1608.
Opting Out of Marketing Calls. If you wish to be placed on Trademark Plan's internal “Do Not Call” list, you can tell us either while speaking to us on the phone or by emailing us at info@trademarkplan.com.
Opting Out of SMS/Text Messages. If you wish to stop receiving SMS or text messages from Trademark Plan, 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 info@trademarkplan.com or +1-213-205-1608.
Trademark Plan's Security and Identity Verification Practices
Trademark Plan 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 Trademark Plan 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 Trademark Plan. 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.
Information for U.S. Residents of States with Comprehensive Privacy Laws.
If you are a U.S. resident of a state with a comprehensive privacy law, this section provides information regarding your rights, and Trademark Plan's responsibilities, regarding your personal information.
Your Rights
Certain states have privacy laws that provide consumers with rights regarding their personal information, such as the right to request:
These rights are not absolute, and in some circumstances, Trademark Plan may decline to satisfy your request. For example, if we are unable to verify your identity or if your request impacts other people's privacy rights, we may deny your request to exercise these rights. We may also deny your request when Trademark Plan has the legal right to do so, such as when we have an ongoing business relationship with you, an ongoing need to use the information for purposes outlined in this Privacy Policy, or we are legally required to retain your personal information. If Trademark Plan denies your request to exercise your privacy rights, we will tell you why we are denying the request and provide you with information about how to appeal this decision.
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 emailing us at info@trademarkplan.com or by calling our toll-free number at +1-213-205-1608.
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. Trademark Plan 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, Trademark Plan 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 Trademark Plan 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.
How to Appeal a Denial of a Request for Access, Correction, or Deletion of Personal Information
If Trademark Plan denies your request about your personal information, you may submit an appeal of the decision by emailing info@trademarkplan.com. After you submit the request, you will be asked to verify your email address.
Once an appeal is submitted and your email is verified, the request and Trademark Plan's response will be reviewed. In connection with this review, Trademark Plan may request that you submit additional information regarding your request. We will notify you of the outcome of the appeal within 60 days.
Selling, Sharing, and Use of Personal Information for Targeted Advertising
Trademark Plan does not "sell" this information for money. However, we engage in routine online activities with third parties in ways that could be considered a "sale" or "sharing" as defined under applicable law.
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