Confidentiality and Privacy Agreement
Effective Date: January 1st, 2024

This Confidentiality and Privacy Agreement (“Agreement”) is entered into by and between Carlgeorge Advisory (“Company”), with its principal website located at https://carlgeorgeadvisory.com/, and the individual or entity (“Recipient”) accessing or utilizing the Company’s website and/or its services. By accessing or using the website, Recipient agrees to the terms and conditions of this Agreement.

1. Definitions
   Confidential Information: All non-public information disclosed by the Company to the Recipient, whether written, oral, electronic, or in any other form, including but not limited to business strategies, financial information, technical data, customer information, and any proprietary materials.
   Personal Data: Any information relating to an identified or identifiable natural person, as defined under applicable data protection laws.
   Services: Any products, consultations, or information provided by the Company via its website or otherwise.
2. Confidentiality Obligations
   Non-Disclosure: Recipient agrees to hold all Confidential Information in strict confidence and not disclose, publish, or disseminate such information to any third party without the prior written consent of the Company.
   Usage Limitation: Recipient shall use Confidential Information solely for the purpose of evaluating or engaging in a potential business relationship with the Company, and not for any competitive or other unauthorized purpose.
   Protection Measures: Recipient agrees to implement reasonable security measures to protect the confidentiality of the information in accordance with industry standards.
3. Exclusions from Confidential Information
   Confidential Information does not include information that:

Was in the possession of the Recipient without an obligation of confidentiality prior to its disclosure by the Company;
Is or becomes publicly available through no breach of this Agreement;
Is received from a third party without any breach of confidentiality obligations; or
Is independently developed by the Recipient without reference to the Company’s Confidential Information.

4. Privacy Policy
   Data Collection: The Company collects and processes Personal Data in accordance with applicable data protection laws. Details of such practices are outlined in the Company’s Privacy Policy, which is incorporated herein by reference.
   Usage of Personal Data: Personal Data may be used for purposes including, but not limited to, improving services, providing customer support, and communicating updates about services. The Company commits to not sell or rent Personal Data to third parties.
   Security: The Company employs industry-standard security measures to protect Personal Data from unauthorized access, disclosure, alteration, or destruction.
   Rights: Recipients have rights regarding their Personal Data as defined by applicable law, including the right to access, correct, or request deletion of their data. Requests should be directed to the contact details provided in the Privacy Policy.
5. Permitted Disclosures
   Legal Obligations: In the event that disclosure is required by law or a governmental authority, the Recipient may disclose Confidential Information only after providing prompt written notice to the Company, allowing the Company the opportunity to seek protective measures.
   Third-Party Service Providers: Disclosure may be made to trusted third-party service providers engaged by the Company for business operations, provided such parties are bound by confidentiality obligations no less restrictive than those contained herein.
6. Term and Termination
   Duration: This Agreement shall remain in effect from the Effective Date until terminated by either party with thirty (30) days’ written notice.
   Survival: Obligations regarding the protection of Confidential Information shall survive the termination of this Agreement for a period of five (5) years, or as otherwise required by applicable law.
7. Governing Law
   This Agreement shall be governed by and construed in accordance with the laws of the jurisdiction in which the Company is incorporated, without regard to conflict of law principles.
8. Amendments
   The Company reserves the right to modify this Agreement at any time. Any changes will be posted on the Company’s website, and continued use of the services after such modifications shall constitute acceptance of the revised terms.

By accessing or using https://carlgeorgeadvisory.com/, you acknowledge that you have read, understood, and agree to be bound by the terms and conditions of this Confidentiality and Privacy Agreement.