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Privacy & Cookies Policy

Effective date: June 17th 2022
We recognize that your privacy is very important and take it seriously.
This Privacy & Cookies Policy describes Sam’s List's policies and procedures on the collection, use and disclosure of your information when you use the services, websites, and applications offered by Sam's List (the “Services”) and tells you about your privacy rights and how the law protects you. By using the Services, you consent to our use of your information in accordance with this Privacy & Cookies Policy. We will not use or share your personal information with anyone except as described in this Privacy & Cookies Policy. Third-party websites hosted by Sam's List through its Ship service are subject to the Terms of Service and Privacy Policies of such third party unless otherwise indicated on such page. Capitalized terms that are not defined in this Privacy & Cookies Policy have the meaning given them in our Terms of Service.

With that in mind, this Privacy and Cookies Policy is designed to describe:
  • Who we are and how to contact us
  • Your rights relating to your Personal Data
  • Marketing communications preferences
  • What Personal Data we collect
  • How we use your Personal Data and why
  • How we use cookies and other tracking or profiling technologies
  • Who we share your Personal Data with
  • How long we store your Personal Data
  • Where we store your Personal Data
  • How we protect your Personal Data
  • Our policy on children’s privacy
  • Links to other websites
  • Changes to our privacy & cookies policy

This Privacy & Cookies Policy is intended to meet our duties of transparency under the “General Data Protection Regulation” or “GDPR”, as well as the California Consumer Protection Act or “CCPA”.

We will post any modifications or changes to this Privacy & Cookies Policy on this page.

Who We Are and How to Contact Us
Who we are. Sam's List, Inc. is the Controller (for the purposes of the GDPR) of your Personal Data (referred to as either “Sam's List”, “we”, “us” or “our” in this Privacy & Cookies Policy).

How to contact us. If you have any questions about our practices or this Privacy & Cookies Policy, please contact us at legal@samslist.co.

Your Rights Relating To Your Personal Data
You have the right under this Privacy and Cookies Policy, and by law if you are within the EU, to:

Request access to your Personal Data. If you are within the EU, this enables you to receive a copy of the Personal Data we hold about you and to check that we are lawfully processing it.
Request correction of the Personal Data that we hold about you. This enables you to have any incomplete or inaccurate information we hold about you corrected.

Request erasure of your Personal Data. This enables you to ask us to delete or remove Personal Data where there is no good reason for us continuing to process it. You also have the right if you are within the EU to ask us to delete or remove your Personal Data where you have exercised your right to object to processing (see below).

Object to processing of your Personal Data. This right exists where we are relying on a legitimate interest as the legal basis for our processing and there is something about your particular situation, which makes you want to object to the processing of your Personal Data on this ground. You also have the right to object where we are processing your Personal Data for direct marketing purposes.

Request the restriction of processing of your Personal Data. This enables you to ask us to suspend the processing of Personal Data about you, for example if you want us to establish its accuracy or the reason for processing it.

Request the transfer of your Personal Data. If you are within the EU, we will provide to you, or a third party you have chosen, your Personal Data in a structured, commonly used, machine-readable format. Note that this right only applies to automated information which you initially provided consent for us to use or where we used the information to perform a contract with you.
Withdraw consent. This right only exists where we are relying on consent to process your Personal Data (“Consent Withdrawal”). If you withdraw your consent, we may not be able to provide you with access to certain specific functionalities of our Site. We will advise you if this is the case at the time you withdraw your consent.

How to exercise your rights. If you want to exercise any of the rights described above, please contact us using the contact details in Who We Are and How to Contact Us.

Typically, you will not have to pay a fee to access your Personal Data (or to exercise any of the other rights). However, except in relation to Consent Withdrawal, we may charge a reasonable fee if your request is clearly unfounded, repetitive or excessive, or, we may refuse to comply with your request in these circumstances.

We may need to request specific information from you to help us confirm your identity and ensure your right to access your Personal Data (or to exercise any of your other rights). This is a security measure to ensure that Personal Data is not disclosed to any person who has no right to receive it. We may also contact you to ask you for further information in relation to your request to speed up our response.

We try to respond to all legitimate requests within one month. Occasionally it may take us longer than a month if your request is particularly complex or you have made a number of requests. In this case, we will notify you and keep you updated.
Complaints

If you would like to submit a complaint regarding this Privacy Policy or our practices in relation to your Personal Data, please contact us at: legal@samslist.co. We will reply to your complaint as soon as we can.

If you feel that your complaint has not been adequately resolved, please note that if you are in the EU the GDPR gives you the right to contact your local data protection supervisory authority, which for the UK, is the Information Commissioner’s Office.

Marketing Communications Preferences
You can ask us to stop sending you marketing messages or modify your email preferences at any time through any of the following methods:
  • by following the opt-out links on any marketing message sent to you;
  • by contacting us at any time using the contact details in Who We Are and How to Contact Us.

Where you opt out of receiving these marketing messages, this will not apply to Personal Data provided to us as a result of emails relating to existing or pending hires, purchases or subscriptions using the Services or consent to direct marketing communications.

What Personal Data we collect
We use Personal Data we collect to provide the Services, personalize content, remember information to help you efficiently access your account, analyze how the Services are used, diagnose service or technical problems, maintain security, monitor aggregate metrics such as total number of visitors, traffic, and demographic patterns, and track user content and users as necessary to comply with the Digital Millennium Copyright Act and other applicable laws.
Information You Directly Provide to Us. There are many occasions when you provide information that may enable us to identify you personally (“Personal Data”) while using the Services. The Personal Data we may collect from you is outlined in the table below.
  • Category of Personal Data collected
  • What this means
  • Identity Data
  • First name, surname, maiden name, last name, username or similar identifier, password, marital status, title, date of birth and gender, picture.
  • Contact Data
  • Your email address, home address, work address, billing address and telephone numbers.
  • Professional Background Data
  • Educational and professional history, interests and accomplishments, projects completed.
  • Online Presence Data
  • Links to your public account pages at social media websites, links to personal websites, your log-in credentials for Twitter or other third party sites and other online materials related to you.
  • Financial Data
  • Your bank account and payment card details.
  • Transaction Data
  • Any details about payments to and from you and other details of subscriptions and services you have purchased from us. Data in respect of your transactions with third parties (including your credit history).
  • Content Data
  • Any content you post to the Services not already included in another category, including without limitation, your profiles, preferences, settings, questions, answers, messages, comments, and other contributions on the Services, and metadata about them (such as when you posted them) ("Content").
  • Marketing and Communications Data
  • Your preferences in receiving marketing from us and our third parties and your communication preferences. If you correspond with us by email or messaging through the Services, we may retain the content of such messages and our responses.
  • Behavioral Data
  • Inferred or assumed information relating to your behavior and interests, based on your online activity. This is most often collated and grouped into “segments”.
  • Technical Data
  • Internet protocol (IP) address, your login data, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform and other technology on the devices you use to access this website or use our services.

Personal Data from Third Party Sources. In addition to the Personal Data that we collect directly from you (as described in the section immediately above this one), we may also collect certain of your Personal Data from third party sources, some of which may not be publicly available.

Aggregated Data. We may also collect, use and share “Aggregated Data” such as statistical or demographic data for any purpose. Aggregated Data may be derived from your Personal Data, but once in aggregated form it will not constitute Personal Data for the purposes of the GDPR or CCPA as this data does not directly or indirectly reveal your identity. However, if we combine or connect Aggregated Data with your Personal Data so that it can directly or indirectly identify you, we treat the combined data as Personal Data which will be used in accordance with this Privacy & Cookies Policy.

No Special Categories of Personal Data. We do not collect any “Special Categories of Personal Data” about you (this includes details about your race or ethnicity, religious or philosophical beliefs, sexual orientation, political opinions, trade union membership, information about your health and genetic and biometric data). Nor do we collect any information about criminal convictions and offences.

How We Use Your Personal Data and Why?
We generally use Personal Data for the following: to deliver and improve our Services; to manage your account and provide you with customer support; to deliver messages to other users at your request, to perform research and analysis about your use of the Services; to develop, display, and track Content and advertising tailored to your interests on the Services and other sites, including, potentially, providing our advertisements to you when you visit other sites; website or mobile application analytics; to diagnose or fix technology problems; to automatically update the Services on your device; to verify your identify and prevent fraud or other unauthorized or illegal activity; to enforce or exercise any rights in our Terms of Use (including to enforce rules related to the content of any private messages); and to perform functions or services as otherwise described to you at the time of collection. A more detailed list of the purposes for which we collect Personal Data is provided below. We will only use your Personal Data for these purposes unless we reasonably consider that we need to use it for another reason which is compatible with the original purpose. If we need to use your Personal Data for an unrelated purpose, we will update this Privacy Policy and we will explain the “legal basis” which allows us to do so.

In respect of each of the purposes for which we use your Personal Data, the GDPR requires us to ensure that we have a legal basis for that use if you are within the EU. The legal bases depend on the Services you use and how you use them. This means we collect and use your Personal Data only where:

We need it to provide you the Services, including to operate the Services, provide customer support and personalized features and to protect the safety and security of the Services;
It satisfies a legitimate interest (which is not overridden by your data protection interests), such as for research and development, to market and promote the Services and to protect our legal rights and interests; or

We need to process your data to comply with a legal or regulatory obligation.
We may also rely on your consent as a legal basis for using your Personal Data where we have expressly sought it for a specific purpose. If we do rely on your consent to a use of your Personal Data, you have the right to change your mind at any time (but this will not affect any processing that has already taken place).

This Privacy & Cookies Policy applies only to the Services. The Services may contain links to other websites not operated or controlled by Sam's List. We are not responsible for the content, accuracy or opinions expressed in such websites, and such websites are not investigated, monitored or checked for accuracy or completeness by us. Please remember that when you use a link to go from the Services to another website, our Privacy & Cookies Policy is no longer in effect. Your browsing and interaction on any other website, including those that have a link on our Site, is subject to that website’s own rules and policies. Such third parties may use their own cookies or other methods to collect information about you.

Changes to Our Privacy & Cookies Policy
We reserve the right, in our sole discretion, to change, modify, add, or remove portions of this Privacy & Cookies Policy at any time. Any changes or updates will be effective immediately upon posting to this page. You should review this Privacy & Cookies Policy regularly for changes. You can determine if changes have been made by checking the Effective Date below. Your continued use of our Site following the posting of any changes to this Privacy & Cookies Policy means you consent to such changes.
Integration
Sam's List's use and transfer of information received from Google APIs to any other app will adhere toGoogle API Services User Data Policy, including the Limited Use requirements.

Privacy Policy

Last Updated: February 24, 2025

Sam’s List, operated by Samslist LLC ("we," "us," or "our"), is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and disclose your information when you use our services, websites, and applications (the “Services”). By using the Services, you consent to the practices outlined in this policy.

Who we are and how to contact us

Sam’s List is a technology platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors.

If you have any questions about our privacy practices, please contact us at:contact@samslist.co

Your rights relating to your personal data

You have the right to:
  • Request access to your personal data.
  • Request correction of inaccurate or incomplete information.
  • Request erasure of your data where no legal reason exists for us to keep it.
  • Object to processing of your data where we rely on legitimate interests.
  • Request restriction of processing.
  • Request data portability.
  • Withdraw consent where we rely on consent to process personal data.


To exercise these rights, contact us atcontact@samslist.co.

What personal data we collect

We collect different types of personal data, including:
  • Contact data – Email address and phone number (if provided).
  • Professional data – If a user leaves a client review and connects their LinkedIn or Twitter, we may collect publicly available professional data via API.
  • Financial data – We collect payment information only from vendors who purchase packages via Stripe.
  • Transaction data – Records of payments and subscriptions.
  • Marketing preferences – If users opt in to receive marketing emails.

How we use your personal data

We use personal data to:
  • Provide, personalize, and improve our Services.
  • Manage user accounts and provide customer support.
  • Conduct research and analytics.
  • Facilitate payments and transactions.
  • Ensure platform security and prevent fraud.
  • Comply with legal and regulatory obligations.

We rely on legitimate interests, user consent, and contractual obligations to process data.
Third-party services & data collection

We use third-party services to process payments, manage data, and analyze site traffic. These services may collect and process data independently under their own privacy policies. Sam’s List does not control how these third parties handle user data, and we encourage users to review their privacy policies.

Aggregated data

We may collect aggregated data, such as statistical or demographic data, which does not identify individuals. However, if aggregated data is combined with personal data that can identify you, we treat it as personal data.

How we protect your personal data

We use industry-standard security measures to safeguard user data from unauthorized access, alteration, disclosure, or destruction. Despite these protections, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

Data retention policy

We retain personal data only for as long as necessary to fulfill the purposes outlined in this policy or as required by law. When no longer needed, we securely delete or anonymize user data.

Children’s privacy

Sam’s List does not knowingly collect personal data from children under 16. If we learn that we have collected such data, we will delete it immediately. If you believe a child has provided us with personal data, contact us atcontact@samslist.co.

Cookies & tracking technologies

We use cookies and similar tracking technologies to enhance user experience, analyze trends, and manage platform performance. Users can control cookie preferences through their browser settings.

Links to other websites

Our Services may contain links to external websites. We are not responsible for their content, privacy policies, or data practices.

Changes to this privacy policy

We reserve the right to update this Privacy Policy at any time. Changes take effect upon posting. Users will be notified of material updates.

Compliance with Google API Services User Data Policy

Sam's List’s use and transfer of information received from Google APIs to any other app will adhere to Google API Services User Data Policy, including the Limited Use requirements.

For any privacy-related concerns, contact us atcontact@samslist.co.

Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
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