Privacy Policy

Please remember: This is a template and not legal advice. You must have this policy reviewed and customized by a qualified legal professional familiar with privacy laws applicable to your business operations (including New Zealand's Privacy Act 2020, GDPR if you serve European users, CCPA/CPRA if you serve Californian users, and others depending on your customer base) before publishing it.

Effective Date: April 17, 2025 ([Update with actual launch date]) Last Updated: April 17, 2025 ([Update with actual launch date])

1. Introduction

Welcome to Forecast 5. This Privacy Policy describes how [Company Legal Name] ("Forecast 5," "we," "us," or "our") collects, uses, processes, and discloses your information, including personal data, in conjunction with your access to and use of the Forecast 5 website (https://forecast5.com) (the "Site") and our services, including any software trials or demos requested through the Site (collectively, the "Services").  


We are committed to protecting your privacy and handling your personal data in an open and transparent manner. Please read this policy carefully to understand our practices regarding your personal data.

2. Data Controller

[Company Legal Name] is the data controller responsible for your personal data collected through the Site and Services.

Our contact details are: [Company Full Address] [Contact Email Address for Privacy Matters] [Contact Phone Number, Optional]

3. Information We Collect

We collect different types of information from and about users of our Site and Services:

Personal Data You Provide Directly:

Contact Information: Such as your name, email address, phone number, job title, and company name when you fill out forms (e.g., contact us, request a demo, sign up for a free trial, subscribe to our blog/newsletter).

Account Information: If you register for an account or trial, we may collect username, password, and other details necessary for account setup and access.

Communication Data: Information you provide when you contact us for support, provide feedback, or otherwise communicate with us.

Information Collected Automatically:

Usage Details: Information about your access to and use of the Site, including traffic data, logs, browser type, operating system, IP address, pages visited, time spent on pages, and referring/exit pages.

Cookies and Tracking Technologies: We use cookies, web beacons, and similar technologies to collect information about your Browse activities over time and across different websites. See Section 9 (Cookies and Tracking Technologies) for more details.  

Information from Third Parties:

We may receive information about you from third-party sources, such as business partners, marketing list providers, or social media platforms, in accordance with their privacy policies. [If applicable, provide more specific examples, e.g., data enrichment services, lead generation partners].

4. How We Use Your Information

We use the information we collect for various purposes, including:

To Provide and Manage Services: To operate and maintain our Site, provide the requested Services (like demos and trials), manage your account, and fulfill our contractual obligations.

To Improve Our Services: To understand how users interact with our Site and Services, analyze trends, troubleshoot issues, improve functionality, and develop new products or features.

To Communicate With You: To respond to your inquiries, provide customer support, send administrative information (like updates to terms or policies), and provide service-related notifications.

For Marketing and Advertising: To send you marketing communications, newsletters, promotions, and offers about our Services that may be of interest to you, where permitted by law and based on your preferences (including opt-out options). [Specify if consent is the basis, especially for GDPR].

For Security and Compliance: To protect the security and integrity of our Site and Services, prevent fraud, enforce our terms and conditions, and comply with legal obligations, court orders, or governmental requests.

For Analytics: To perform data analysis and research to understand user behavior and market trends.

5. Legal Basis for Processing (Primarily for GDPR)

If you are located in the European Economic Area (EEA), UK, or Switzerland, our legal basis for collecting and using the personal data described above will depend on the personal data concerned and the specific context in which we collect it. We normally collect personal data from you only:  


Where we need the personal data to perform a contract with you (e.g., to provide the Services you requested).  

Where the processing is in our legitimate interests and not overridden by your data protection interests or fundamental rights and freedoms (e.g., for marketing, security, service improvement).  

Where we have your consent to do so (e.g., for certain marketing communications).

Where we need to comply with a legal obligation.

6. Data Sharing and Disclosure

We do not sell your personal data. We may share your information in the following circumstances:

Service Providers: With third-party vendors, consultants, and other service providers who perform services on our behalf (e.g., hosting providers, CRM systems, marketing platforms, analytics providers, payment processors). These providers are obligated to protect your data and use it only for the purposes for which it was disclosed. [List types of service providers specifically].  

Business Transfers: In connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business by another company.  

Legal Requirements: If required to do so by law or in response to valid requests by public authorities (e.g., a court or a government agency), or if we believe in good faith that disclosure is necessary to protect our rights, protect your safety or the safety of others, investigate fraud, or comply with a legal process.  

With Your Consent: We may share your information for other purposes with your explicit consent.

7. International Data Transfers

Your information, including personal data, may be transferred to — and maintained on — computers located outside of your state, province, country, or other governmental jurisdiction where the data protection laws may differ from those in your jurisdiction. If you are located outside [Specify Forecast 5's primary country of operation, e.g., New Zealand] and choose to provide information to us, please note that we transfer the data, including personal data, to [Specify country/countries, e.g., New Zealand, Australia, USA] and process it there. We will take appropriate safeguards to ensure that your personal data remains protected in accordance with this Privacy Policy and applicable law (e.g., using Standard Contractual Clauses for transfers from the EEA/UK).  


8. Data Security

We implement reasonable administrative, technical, and physical security measures designed to protect the security of any personal information we process. However, please remember that no method of transmission over the Internet or method of electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your personal data, we cannot guarantee its absolute security.  


9. Data Retention

We will retain your personal data only for as long as is necessary for the purposes set out in this Privacy Policy, unless a longer retention period is required or permitted by law (such as tax, accounting, or other legal requirements). We will retain your information for as long as your account is active or as needed to provide you Services, comply with our legal obligations, resolve disputes, and enforce our agreements. [Consider adding specific retention period examples or criteria, e.g., "Contact form submissions retained for X months", "Trial account data deleted Y days after trial expiry"].  


10. Your Data Protection Rights

Depending on your location and applicable law (e.g., GDPR, CCPA/CPRA, NZ Privacy Act 2020), you may have the following rights regarding your personal data:

Right to Access: To request access to the personal data we hold about you.

Right to Rectification: To request correction of inaccurate or incomplete personal data.  

Right to Erasure (Right to be Forgotten): To request deletion of your personal data under certain conditions.

Right to Restrict Processing: To request the restriction of processing of your personal data under certain conditions.

Right to Data Portability: To request the transfer of your personal data to another organization, or directly to you, under certain conditions.

Right to Object: To object to the processing of your personal data under certain conditions (e.g., for direct marketing).  

Right to Withdraw Consent: If we rely on your consent to process your personal data, you have the right to withdraw that consent at any time.  

Right to Non-Discrimination: (Especially under CCPA/CPRA) You have the right not to be discriminated against for exercising your privacy rights.

Right to Lodge a Complaint: To lodge a complaint with a supervisory authority (like the Office of the Privacy Commissioner in New Zealand or relevant EU data protection authorities).

To exercise any of these rights, please contact us at [Contact Email Address for Privacy Matters]. We will respond to your request in accordanceance with applicable laws. We may need to verify your identity before processing your request.

11. Cookies and Tracking Technologies

We use cookies and similar tracking technologies (like web beacons and pixels) to track activity on our Site and hold certain information. Cookies are small data files stored on your device.

Types of Cookies: We use session cookies (expire when you close your browser) and persistent cookies (remain on your device for a set period or until deleted). We use essential cookies (necessary for site function), performance/analytics cookies (help us understand site usage), functionality cookies (remember choices you make), and marketing/targeting cookies (deliver relevant ads).

Your Choices: Most web browsers allow you to control cookies through their settings preferences. You can typically set your browser to refuse cookies or alert you when cookies are being sent. However, if you disable cookies, some parts of our Site may not function properly.  

Analytics: We may use third-party analytics services like Google Analytics. You can learn about Google’s practices by going towww.google.com/policies/privacy/partners/, and opt-out of them by downloading the Google Analytics opt-out browser add-on, available athttps://tools.google.com/dlpage/gaoptout. [List other specific analytics or tracking tools used].  

[Consider adding a link to a separate Cookie Policy if detailed information is provided there].

12. Children's Privacy

Our Site and Services are not intended for individuals under the age of 16 ([Adjust age if necessary based on regulations, e.g., 13 under COPPA in US, or 18]). We do not knowingly collect personal data from children under this age. If we become aware that we have collected personal data from a child without verification of parental consent, we take steps to remove that information from our servers.  


13. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date at the top. You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page. For material changes, we may provide more prominent notice (such as by email).  


14. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:

[Company Legal Name] [Company Full Address] [Contact Email Address for Privacy Matters]


Disclaimer Reminder: This draft is for informational purposes only and does not constitute legal advice. Consult with a qualified legal professional to ensure compliance with all applicable laws and regulations before publishing this policy on your website. You need to fill in the bracketed placeholders [...] with your specific company details.  


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