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PLAN Privacy Policy

Effective May 9, 2025

We at Plan (hereinafter “we”, “us” and “our” for the purposes of this Privacy Policy) know you care about your privacy, and so do we. We have developed this Privacy Policy to describe the types of Personal Information we may collect, how we may use and share that information, our lawful basis for processing it, what rights you have in relation to your Personal Information and how we protect it. Please read this Privacy Policy carefully to understand how we will treat your Personal Information in connection with our applications, products/services, and/or websites (the “Plan Offerings”). We are not in the business of selling Personal Information about you to advertisers or spammers.

This Privacy Policy applies to processing undertaken where we (as the “controller” under applicable privacy law) are the organization which determines why and how your Personal Information is processed and is otherwise required under applicable law to provide notice of any processing undertaken.

“Personal Information” is any information that relates to you, and which, alone or in combination with other information, could reasonably be used to identify you. It does not include data where the identity has been removed (anonymous data).

We may make changes to this Privacy Policy from time to time, so please review it frequently. We will indicate at the top of the policy when it was most recently updated and, if the changes are significant, we will provide more prominent notice.

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Our Services

In addition to, and included in, the Plan Offerings or on our website, Plan provides intelligent features (which include the Plan AI), as part of a service that is hosted by Plan. If enabled by the user or our customer, Plan provides these intelligent features to recommend and/or provide targeted content regarding our products and services. These tools may use artificial intelligence, machine learning, or other technology to process your questions or queries. Plan’s intelligent features, including Auto, our AI assistant, exclusively rely on data from within the Plan Offerings. Plan does not use any of your inputs, chat history, or other communications to train Plan’s or third-party artificial intelligence models. Further, Plan intelligent features do not store or retain conversation histories past the active user session.

We may collect or receive Personal Information about you in various ways, depending on which of our applications and websites you use and how you interact with us, please see below for more information.

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How We Collect Information
Information you provide to us

You may choose to submit Personal Information and other information to us by purchasing or interacting with the Plan Offerings. Examples of this include, when you create and manage a user account via our website, join or connect with a network, request technical support services, request information or support from us, communicate with us by email, telephone, or online chat, upload information through the Plan Offerings, subscribe to newsletters or other subscription services, register for training, educational programs, webinars or conferences, purchase products and services, submit job applications, request marketing to be sent to you, visit one of our sites, or participate in surveys.

For certain of the Plan Offerings or when you visit one of our sites, we may ask you to provide information including:

  • Basic personal details (e.g., your name, title, and gender);

  • Contact details (e.g., your corporate email address, postal address, including country and state, and phone number);

  • Professional details (e.g., your job title, your company or organization name and any professional organization memberships);

  • Usernames or URLs;

  • Payment details (e.g., credit card information, bank account, etc.)

  • Your photo (in connection with A Plan Company World, events where you are a speaker or where you upload your photo in connection with Badge)and

  • Any other Personal Information you choose to provide us (e.g., in communications with technical support services, marketing teams, or during the provision of products/services).

Some of the information is necessary for us to provide particular Plan Offerings, or for security clearance, and our ability to deliver the Plan Offerings or allow access to our site(s) may be affected by your not providing certain information.

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Information that we collect

When you access or use Plan Offerings, we may also collect certain information about your device and your use of the Plan Offerings. Such information may include:

  • information, including version information, about the web browser or application you are using;

  • products/services you purchased, with related pricing;

  • if you are using a mobile device, the model of the device and its operating system;

  • crash data;

  • a unique identifier we assign to you;

  • your IP address;

  • information about your usage of the Plan Offerings, including what functions or pages you use, the frequency of your use, links that you click on, and how often you log in;

  • cookies (please see our Cookies Policy here); and

  • video images and audio recording where you have interacted with us on Zoom.

For certain of the Plan Offerings, including Plan web or mobile applications, we do not collect any Personal Information about you. Please refer to specific application privacy practices posted on the relevant application webstores for a list of personal information each application may collect.

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Cookies

You can set your browser to refuse all or some browser cookies, or to alert you when websites set or access cookies. If you disable or refuse cookies, please note that some parts of this website may become inaccessible or not function properly. For more information about the cookies we use, please see our Cookies Policy.

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Information We Collect From Other Sources

We may also collect these categories of information from sources other than directly from you. In particular, we collect this information from publicly available sources (such as your employer's website or professional social networks such as LinkedIn), and may obtain Personal Information from third party data. Other users of the Plan Offerings may provide information about you when they submit content through the Plan Offerings. For example, you may be mentioned in a technical support case opened by someone else. Similarly, an administrator may provide your Personal Information such as when they designate you as the billing or technical contact on your company's account. We may also receive information from analytics providers.

Please note that we may also have access to information about you that our customers may upload to our cloud services.

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Location Information

To provide certain of the Plan Offerings, we may request your permission to access location information from your device. Some functions of the Plan Offerings may not work if you choose not to allow access to this location information. If you initially consent to sharing your location information through one of our applications or websites, you can subsequently stop the collection of this information by changing the settings of your device or by uninstalling the applications. Where you have not enabled location services for the applications or websites, we may derive general usage information (such as time zone) from your use of the applications or websites, including from your Bluetooth signal (where this is switched on when using Identity.

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Video/ Audio

To provide certain of the Plan Offerings we employ the use of video conferencing services, which include the likes of companies such as Microsoft (Teams) and Zoom, to interact with you and answer your queries or provide technical support. Plan may record this meeting and process some or all recorded data (including personal data) for provision of services, quality control, training purposes and to improve our services. Depending on your jurisdiction, we mainly rely on legitimate interest as our legal basis for processing.

This recording may include video images, and audio and written transcripts or summaries may be generated if certain features (e.g. Copilot in Teams or Zoom AI Companion) have been enabled. Please note that when the recording sign is on the call is being recorded. In some instances, if it is required by applicable data protection law, we will obtain your explicit consent for video recording or use of AI features, which we will obtain at the point of collecting the data from you and which may be refused or revoked at any time.

Please see the Microsoft Teams Privacy Notice and Zoom Privacy Policy for more information on how Teams and Zoom work and process Personal Information.

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Our Lawful Bases for Processing

We will only process your Personal Information if we have a lawful basis for doing so. Lawful bases for processing include, depending on the applicable law, consent, contractual necessity, and our “legitimate interests” or the legitimate interest of others, as further described below.

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Consent

Depending on your jurisdiction, some activities may require your consent, for example where we collect your personal data at events for our direct marketing communications so that we can provide further information and marketing to you. If applicable law requires your consent to process data in a certain way, then we will obtain it before carrying out that activity. When we process Personal Information based on your consent, it will be expressly indicated to you at the point and time of collection.

Where consent is not required, we will process your Personal Information because either it is necessary for our legitimate interests, is necessary to enable us to perform the contract or provide our services to you, or it is necessary for us to comply with our legal obligations.

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Necessary to comply with a Legal/ Regulatory Obligation

From time to time, we may also need to process Personal Information to comply with a legal or regulatory obligation. We rely on this lawful basis when processing any data subject rights requests in accordance with applicable data protection laws and for activities relating to the prevention, detection and investigation of any crime. We also rely on it to comply with our financial reporting obligations and compliance with subpoenas or similar court orders.

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Vital Interests/ tasks carried out in public interest

We may also need to process Personal Information if it is necessary to protect the vital interests of you or other data subjects, or if it is necessary for a task carried out in the public interest.

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Necessary to fulfill a contract

Other activities are carried out to fulfill a contract or agreement (for example, to comply with contractual obligations we have to you, including when we provide Plan Offerings to you in accordance with the applicable terms and conditions, or when we process payments and purchases you make). If a contract or account is in place, then we will process your Personal Information on the basis that it is necessary to perform our contractual commitments to you.

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Legitimate Interests

In addition to the uses set out above, we may also process the Personal Information we collect for our legitimate business interests when that is an available legal basis under applicable law. “Legitimate Interests” means the interests of our company in conducting and managing our business to enable us to give you the best service and products and the most secure experience. For example, we have an interest in making sure our marketing is relevant for you, so we may process your information to send you marketing that is tailored to your interests. Our legitimate interests can also apply to processing that is in your interests as well. For example, we may process your information to ensure our websites and systems are secure. Specifically, we may also process the Personal Information we collect on the basis of the following legitimate business interests:

  • where the processing enables us to enhance, modify, personalize or otherwise improve our services and communications for the benefit of our customers;

  • to enhance the security of our network and information systems;

  • to better understand how people interact with our websites;

  • to review and update the information we hold on you, to ensure it is accurate and up to date;

  • to assess your purchasing history and build a business profile on you (in your professional/business role);

  • for analysis and research in connection with product offerings and development;

  • for training and the (further) development of AI applications;

  • promoting our products and services; and

  • for direct marketing purposes (where this is permitted) and to determine the effectiveness of promotional campaigns and advertising.

When we process your personal information for our legitimate interests, we consider 3 questions: is there a legitimate interest behind the use of your Personal Information? Is our use necessary for that purpose and do your rights override our legitimate interest? We always keep your rights in high regard and we take steps to ensure your Personal Information is not used in ways other than those you would expect. We will not use your Personal Information for activities where our interests are overridden by the impact on you (unless we have your consent or are otherwise required or permitted to by applicable data protection law).

Where legitimate interest, or one of the other legal basis referred to above, isn’t available under applicable data protection law for the processing described under that subheading , then we will apply another alternative legal basis to enable us to carry out that data processing, or adjust the processing undertaken accordingly.

If you have any concerns about us using your Personal Information as outlined above, you have the right to object using the contact details contained in this Privacy Policy.

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For California Residents and Residents of Certain Other U.S. States

The personal Information about you that we collect includes information within the below categories of data. These categories also represent the categories of Personal Information that we have collected over the past 12 months. Note that the categories listed below are defined by California state law. Inclusion of a category in the list below indicates only that, depending on the services and products we provide you, we may collect some information within that category. It does not necessarily mean that we collect all information listed in a particular category for all of our customers.

With the exception of recording of sales calls (and biometric information, which we do not collect or receive a copy of), we disclose the below categories of information with our affiliates and service providers.

We do not sell your Personal Information. We also do not share your Personal Information for cross context behavioral advertising.

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