Privacy Policy

Effective Date: 20.07.2026

SmarterIR Technologies Inc. ("SmarterIR," "we," "our," or "us") respects your privacy and is committed to protecting the personal information entrusted to us. This Privacy Policy explains how we collect, use, disclose, store, and safeguard information when you visit our website, contact our team, request a demonstration, or use our investor relations platform and related services.

SmarterIR develops software solutions for public companies, investor relations professionals, and corporate communications teams. Depending on how our services are used, we may process information either as the organization providing the service or on behalf of our customers under contractual agreements.

When a customer uses SmarterIR to manage investor communications, analyze engagement, organize contacts, or automate workflows, that customer remains responsible for the personal information it provides to our platform and for complying with applicable privacy laws.

1. Information We Collect

The types of information we collect depend on how you interact with SmarterIR.

Information You Provide

This may include:

Your name, employer, job title, business email address, telephone number, and other contact details.
Information submitted through forms, demo requests, support tickets, surveys, or communications with our staff.
Account credentials and workspace information necessary to access our services.
Billing information, subscription details, and related commercial records.

Information Generated Through Use of Our Services

When you use our website or platform, we may automatically collect:

IP address and approximate geographic location.
Browser type, operating system, device identifiers, and technical information.
Pages viewed, session activity, timestamps, and feature usage.
Diagnostic logs and security-related information.

Customer Data

Customers may upload or connect information to the platform, including:

Investor contact records.
Press releases and public disclosures.
Presentation materials and website content.
CRM notes and communications.
Documents, files, and workflow instructions.
Other business information necessary to provide our services.

AI and Platform Activity

If AI-powered features are used, we may process:

User prompts and requests.
Generated summaries or draft content.
Approval decisions and workflow actions.
Conversation history within the platform.
Operational information required to improve reliability and service performance.

2. How We Use Personal Information

We use personal information for legitimate business purposes, including to:

Deliver, maintain, and improve our software and services.
Create and manage customer accounts.
Authenticate users and maintain platform security.
Respond to inquiries and provide customer support.
Schedule demonstrations and communicate with prospective customers.
Process subscriptions, invoices, and contractual obligations.
Operate AI-assisted workflows and generate customer-requested content.
Monitor service performance and develop new functionality.
Detect fraud, misuse, unauthorized access, or other security concerns.
Meet legal, regulatory, contractual, and compliance obligations.
Send service announcements and, where permitted, marketing communications. Marketing emails may be unsubscribed from at any time.

3. Legal Grounds for Processing

Where required by applicable privacy legislation, SmarterIR processes personal information based on one or more of the following:

Performance of a contract.
Legitimate business interests.
Compliance with legal obligations.
Protection of vital interests.
Individual consent, where required.

When we process information solely on behalf of customers, those customers determine the legal basis for processing the data they submit.

4. Sharing Personal Information

SmarterIR does not sell personal information.

We may share information with:

Cloud hosting providers and infrastructure partners.
Customer support, communications, analytics, scheduling, payment, and technology vendors.
AI service providers where necessary to deliver requested functionality.
Professional advisers, auditors, insurers, or legal counsel.
Government authorities or regulators when legally required.
Third parties involved in mergers, acquisitions, financing, restructuring, or similar corporate transactions.
Other parties where you have provided consent or directed us to do so.

5. AI Services and Customer Content

Certain features of SmarterIR incorporate artificial intelligence to assist with drafting communications, organizing information, generating summaries, and supporting investor relations workflows.

AI-generated responses should always be reviewed by authorized users before being relied upon for regulatory filings, public disclosures, investor communications, or other external purposes.

Unless expressly agreed in writing, customers should avoid uploading highly sensitive personal information or regulated categories of data into AI-enabled workflows.

6. Cookies and Similar Technologies

Our website may use cookies, local storage, pixels, and similar technologies to improve functionality, maintain security, remember user preferences, and analyze website performance.

Some third-party services integrated into our website—such as scheduling or payment providers—may place their own cookies in accordance with their respective privacy policies.

7. International Data Transfers

SmarterIR may process information in Canada, the United States, or other jurisdictions where our employees, affiliates, or service providers operate.

Where cross-border transfers occur, we implement reasonable contractual and technical safeguards intended to protect personal information in accordance with applicable privacy laws.

8. Data Retention

We retain personal information only for as long as reasonably necessary to:

Deliver our services.
Fulfill contractual commitments.
Maintain business and financial records.
Resolve disputes.
Meet legal and regulatory obligations.
Protect our legal rights.

Where possible, information may be anonymized or aggregated for statistical and analytical purposes.

9. Security

SmarterIR maintains administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, alteration, or destruction.

While we employ commercially reasonable security measures, no system or method of electronic transmission can be guaranteed to be completely secure.

Customers are responsible for managing user permissions, account credentials, and the information submitted to their workspaces.

10. Your Privacy Rights

Depending on your jurisdiction, you may have rights relating to your personal information, including the right to:

Access your information.
Request corrections.
Request deletion where permitted.
Receive a copy of your data.
Object to or restrict certain processing.
Withdraw consent where processing is based on consent.
Opt out of marketing communications.

Requests may be submitted using the contact information below.

If SmarterIR processes information solely on behalf of one of its customers, we may direct your request to that customer, who controls the relevant personal information.

11. Children's Privacy

SmarterIR's products and services are intended for businesses and professionals and are not designed for children under the age of 16.

We do not knowingly collect personal information from children. If we become aware that such information has been provided, we will take reasonable steps to delete it.

12. Updates to This Privacy Policy

We may revise this Privacy Policy periodically to reflect changes in our business practices, legal requirements, or services.

Any updates will be posted on this page together with the revised effective date. Material changes may also be communicated through additional notices where appropriate.

13. Contact Information

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact:

SmarterIR Technologies Inc.

Email: info@smarterir.com

Address: 1122 Mainland St #228, Vancouver, BC V6B 5L1, Canada