1.1 Socii Book Pty Ltd (ACN 690 364 731) (trading as Socii) (we, us or our) operates a software platform accessible at sociibook.com and via the Socii application (together, the Platform).
1.2 We are committed to managing personal information in accordance with the Australian Privacy Principles (APPs) under the Privacy Act 1988 (Cth) (Privacy Act).
1.3 This document sets out our policies for managing your personal information and is referred to as our Privacy Policy.
1.4 In this Privacy Policy, you and your refers to any individual about whom we collect personal information.
1.5 If you have any queries about this Privacy Policy or the way we handle your personal information, please contact us using the details set out in section 19.
2.1 The Platform provides infrastructure for storing, tracking and managing referral relationships and related agreements. The Platform enables users to create business profiles, connect with other users, record and track introductions, and store referral agreements.
2.2 We are not a party to any referral agreement or arrangement between users of the Platform.
3.1 The Platform requires users to register an account and provide accurate business and contact details in order to access and use the Platform.
3.2 It is not practicable for us to allow you to deal with us anonymously or using a pseudonym. This is because the Platform is designed to facilitate business-to-business referral relationships, which require users to identify themselves and their businesses to other users.
3.3 If you do not wish to provide personal information to us, you will be unable to use the Platform.
4.1 The types of personal information we collect will depend on the circumstances of collection and your interaction with the Platform.
Account Registration
4.2 When you register for an account on the Platform, we collect:
Business Profile
4.3 When you create and maintain a business profile, we collect:
Connection and Relationship Data
4.4 When you use the Platform to connect with other users, we collect information about:
Introduction and Lead Data
4.5 When you record introductions or leads on the Platform, we collect:
Agreement Data
4.6 When you upload agreement documents to the Platform, we store those documents, which may contain personal information of the parties to the agreement.
Usage Data
4.7 When you use the Platform, we automatically collect:
Communications
4.8 We collect information contained in support requests, feedback and other communications you send to us.
Sensitive Information
4.9 We do not intentionally collect sensitive information (as defined in the Privacy Act) through the Platform. Sensitive information includes information about racial or ethnic origin, political opinions, religious beliefs, sexual orientation and health information.
4.10 If you upload documents to the Platform that contain sensitive information, you are responsible for ensuring you have appropriate consent or authorisation to do so.
5.1 We collect personal information:
6.1 From time to time, we may receive personal information that we have not requested or solicited. This may occur, for example, when a user uploads an agreement or records an introduction that contains personal information about a third party.
6.2 Where we receive unsolicited personal information, we will determine whether we could have collected the information under the APPs. If so, we will handle that information in accordance with this Privacy Policy. If not, we will destroy or de-identify the information (provided it is lawful and reasonable to do so).
7.1 We collect and use personal information for the following purposes:
8.1 We may use your personal information to send you marketing communications about our products, services, events and promotions that may be of interest to you.
8.2 You may opt out of receiving marketing communications from us at any time by:
8.3 If you opt out of receiving marketing communications, we may still contact you in relation to your account, transactions, and other non-marketing matters relating to the Platform.
8.4 We do not sell your personal information to third parties for their marketing purposes.
9.1 We may disclose your personal information to:
9.2 Lead contact details are not shared beyond the relevant partner relationship on the Platform.
10.1 Some of our service providers, including cloud hosting providers, may be located overseas or may store data on servers located overseas.
10.2 Where we disclose your personal information to overseas recipients, we take reasonable steps to ensure that the overseas recipient does not breach the APPs in relation to your personal information, or that an exception under the APPs applies.
11.1 We take reasonable steps to protect your personal information from misuse, interference and loss, and from unauthorised access, modification or disclosure.
11.2 Our security measures include:
11.3 However, no data transmission over the internet or data storage system can be guaranteed to be completely secure. We cannot guarantee the absolute security of your personal information.
11.4 You are responsible for maintaining the confidentiality of your account credentials and for any activity that occurs under your account.
12.1 We have procedures in place to respond to suspected or actual data breaches.
12.2 If we experience a data breach that is likely to result in serious harm to any individual whose personal information is involved, we will:
13.1 We retain your personal information for as long as your account is active or as needed to provide you with the Platform and our services.
13.2 Following closure of your account, we will retain your personal information for a period of 7 years for the purposes of complying with our legal obligations, resolving disputes and enforcing our agreements.
13.3 After the expiry of the retention period, we will delete or anonymise your personal information.
13.4 Agreement documents uploaded to the Platform will be retained in accordance with the same retention periods set out above.
14.1 You may access and update certain personal information we hold about you through your account settings on the Platform.
14.2 You may request access to any personal information we hold about you by contacting us using the details set out in section 19.
14.3 We will respond to your request within 30 days. We may require verification of your identity before providing access to your personal information.
14.4 You will not be charged for making an access request, but we may charge a reasonable fee for the time and expense of providing access if your request requires substantial effort.
14.5 If you believe that personal information we hold about you is inaccurate, out of date, incomplete, irrelevant or misleading, you may request that we correct that information. We will take reasonable steps to correct the information upon receiving such a request.
14.6 We may refuse a request for access or correction in circumstances permitted by the APPs. If we refuse a request, we will provide you with written reasons for the refusal.
15.1 The Platform uses cookies and similar technologies. A cookie is a small file stored on your device that assists in managing customised settings and delivering content.
15.2 We use the following types of cookies:
15.3 We use third-party analytics services (such as Google Analytics) to collect information about your use of the Platform. This information is used to compile reports and help us improve the Platform.
15.4 You can manage your cookie preferences through your browser settings. However, disabling cookies may affect the functionality of the Platform.
Third-Party Links
16.1 The Platform may contain links to third-party websites, applications or services.
16.2 We are not responsible for the privacy practices of any third party. We encourage you to review the privacy policies of any third-party websites you visit.
Children’s Privacy
16.3 The Platform is not intended for persons under the age of 18.
16.4 We do not knowingly collect personal information from children under 18. If we become aware that we have collected personal information from a child under 18, we will take steps to delete that information.
17.1 We may update this Privacy Policy from time to time.
17.2 We will notify you of any material changes by email or through a notice on the Platform.
17.3 Your continued use of the Platform following notification of changes constitutes your acceptance of the updated Privacy Policy.
17.4 The date of the most recent update is displayed at the top of this Privacy Policy.
18.1 If you have any concerns about this Privacy Policy or the way we have handled your personal information, you may lodge a complaint with us.
18.2 Complaints should be directed to our Privacy Officer using the contact details set out in section 19.
18.3 We will acknowledge receipt of your complaint within 5 business days.
18.4 We will investigate your complaint and will use reasonable efforts to respond within 30 days. If we require additional time to investigate your complaint, we will notify you.
18.5 If you are not satisfied with our response to your complaint, or you consider that we may have breached the APPs or the Privacy Act, you may make a complaint to the Office of the Australian Information Commissioner (OAIC). The OAIC can be contacted:
19.1 If you have any questions about this Privacy Policy or wish to make an access or correction request, please contact our Privacy Officer:
Socii
Socii Privacy Officer
Email: hello@sociibook.com
Website: sociibook.com