Privacy Policy

Board Smart® Privacy Policy

This Privacy Policy applies to visitors to the Board Smart® website (“Visitors”) or users (as defined below) of the Board Smart platform, website, or any other website or application of Board Smart that links to this Privacy Policy (collectively, the “Services”). By visiting the website or using the Services, you acknowledge you have read this Privacy Policy and understand that your personal information shall be processed in accordance with this Privacy Policy. We promise to limit the use of your personal information collected through the Services to the purposes described in this Privacy Policy.

Welcome to Board Smart!

Board Smart is provided by Board Smart LLC.  “Board Smart” is located at 1945 Tarpon Rd. Naples, FL. 34102. We are committed to protecting your personal information and satisfying all applicable legal requirements through our compliance with this Privacy Policy. We agree to comply with all applicable laws concerning our collection and use of your personal information. If any translated version of this policy conflicts with the English version, the English version shall prevail.

For purposes of this Privacy Policy:

“Users Personal Information” means information that may, alone or in combination with other available information, be reasonably used to identify a current or former User and shall be referred to as “User Personal Information.”    

How We Collect Information

We will only collect, use, maintain and share your information in a manner allowed by applicable law.

Information Provided by Retirement Systems and Individual Users 

Individual users may provide the following User Personal Information:

User ID, First Name, Last Name, Gender, Position, Years of Experience

User email address, as an optional part of the account creation process

We may collect the following information from a retirement system or Authorized Administrator to set up and administer User accounts:

Authorized Administrator contact information as well as information about his/her Organization to purchasing and setting up accounts such as name, address, billing address, and number of Users.

Support requests and any other information submitted by an Organization or Authorized Administrators.

Information Provided by Users

With the Services, Users discover the unique pathway that’s right for them using a self-guided learning process. Given the purpose of the Services, Users may provide a variety of information including certain User Personal Information in the Services.  Users may provide information such as email address, phone number, mailing address, personal avatar, and any other information or User Content that Users choose to provide.

Information Provided by Visitors

We may collect the following information directly from Visitors:

Requests for Information: If you submit a request for information or otherwise contact us, we collect your request and your identifying contact information (including name, email address, phone number and address).

Support Requests: If you submit a support request or question, we receive your request/question and your associated identifying contact information.

Automatically Collected Information

When a User uses the Services or a Visitor visits the Board Smart® website, we collect information about how such individuals interact with the Services (e.g., the pages viewed, the links clicked, and other actions taken on the Services) and usage of the Services over time. Our servers automatically collect other information about Users or Visitors that may include web request, Internet Protocol (“IP”) address, browser type, and mobile device information. We may also collect analytics data, or use third-party analytics tools, to help us measure traffic and usage trends for the Services. We do not allow any third-party advertising networks to collect information about Users of the Services.

How We Use Information

We use the information we collect, including User Personal Information and User Content.

Specifically, we use such information to:

provide, improve and analyze the Services;

respond to questions, comments, and requests for information or provide customer support;

comply with applicable law or legal process.

administer, troubleshoot and secure the Services;

as directed by an Organization or System that has licensed the Services.

We do not sell or rent User Personal Information or the User Content provided in the Services. Nor do we disclose or provide any of the User Personal Information or User Content provided to third parties for any purpose except as described in this Privacy Policy or directed by the Organization.

In addition, we do not use, sell, or rent User Personal Information or User Content for the purpose of advertising.

We use and share de-identified and aggregate information for a variety of purposes including improving the design, features, and functionality of the Services, for marketing purposes, for general business purposes, and for administrative purposes.

In addition to the above, we use Retirement System or User information to send information about features on the Services or changes to our policies and communicate with Users, including your account, transactions with us and security alerts.

How We Share Information

We may permit certain trusted third parties to track usage, as well as analyze information such as the source address that a page request is coming from, your IP address or domain name, the date and time of the page request, the referring website (if any), and other parameters in the URL. This is collected in order to better understand usage of our website and the Services and enhance the performance of and maintain and operate the Services. We may also use trusted third parties to host portions of the Services infrastructure, operate various features of the Services, store content, send emails, and store data on our behalf.

We may also disclose personal information in certain special cases, including the following:

We are required to do so by law or as ordered by a court.

To resolve a technical problem or secure the Services.

As directed by an Organization or retirement system that has licensed Board Smart.

We may also share personal information or User Content in connection with a merger, financing, acquisition, bankruptcy, dissolution, transaction, or proceeding involving sale, transfer, divestiture, or disclosure of all or a portion of our business or assets to another company. In these circumstances, we will only share such information with a company that has agreed to data privacy standards no less stringent than our own and after providing advanced notice to you with an opportunity to opt out of our sharing of such information.

How We Protect Information

We are committed to protecting personal information, including User Personal Information, and User Content submitted to the Services. We have numerous systems in place to safeguard against security breaches, denial of service attacks, and destruction of data. These measures include physical security and backups, employee restriction to data, and a comprehensive security breach policy.

All traffic transmitted to and from the Services is safely encrypted using Secure Socket Layers (SSL). We use industry-standard hashing mechanisms for sensitive data, such as passwords, and all backups are securely encrypted. Network infrastructure is monitored 24/7 by an intrusion detection system, while all servers use virus protection with full antivirus pattern updates. We maintain a detailed, and frequently tested, disaster recovery plan that includes multiple layers of redundancy in addition to a robust backup strategy.

Your Choices

Information Provided by Retirement Systems and Users 

Information provided by Retirement Systems and Users is controlled by such Organization. If you have any questions about reviewing, modifying, or deleting the personal information they have provided us, please contact your Organization.

Information Provided by Users

The Services offer a robust set of tools and features which allow Users to edit or delete User Personal Information and User Content that they have added.

Users may also request changes or deletions to User Personal Information and User Content provided by emailing us at rmiller@boardsmart.com. We will respond to your request, when permitted by law, within 30 days.

Users can update their individual notification preferences for the Services to control certain service-related messaging. Other service-related messaging (such as password reset communication) cannot be disabled.

Data Retention

Following termination or deactivation of a Retirement System’s account, we will retain personal information and User Content for a period of 90 days. Should the Retirement System decide to renew their contract within this 90-day period, your account and all related information will be restored. At the end of 90 days, or earlier at the request of the Retirement System, we will delete or transfer (and direct any subcontractors to delete or transfer)  with rights in the information: User Personal Information and User Content in our or our subcontractor’s possession. Notwithstanding the foregoing, we may retain any such information as required by or to demonstrate compliance with applicable law.

At any time upon termination of an agreement or otherwise at their discretion, a Retirement System can request we delete all User Personal Information and User Content. We will follow these instructions within 30 days of receipt.

Changes to Our Privacy Policy

We may modify or update this Privacy Policy from time to time, so you should review this page periodically. If we make a material change to this Privacy Policy with respect to how we collect and use personal information, we will provide at least 30 days’ prior written notice Retirement System and Users by email to the email address specified in the applicable account. Retirement Systems are responsible for ensuring that we have an up-to-date, active, and deliverable email address to provide such notice to the Retirement System and for periodically visiting this Privacy Policy to check for any changes. Similarly, Retirement Systems that license the Services for their User Members will be notified by email of material changes to our Privacy Policy at least 30 days prior to any changes.

How to Contact Us

If you have any questions regarding this Privacy Policy, please email us at rmiller@boardsmart.com