ROUND TABLE GROUP PRIVACY POLICY

Effective Date: January 14, 2019
Last Updated July 1, 2024

This Privacy Policy (“Policy”) describes how United Expert Holdings, LLC d/b/a Round Table Group (“RTG,” “we,” “our” or “us”) uses and discloses the Personal Information we collect via the website, https://www.roundtablegroup.com, and any related online services owned and/or operated by RTG that have posted this Policy (all together, the “Website”). For purposes of this Policy, “Personal Information” means any information that identifies or could be used to identify an individual living person. Your use of the Website constitutes your acknowledgment and/or consent to the practices described in this Policy, which is incorporated into our Terms of Use (https://www.roundtablegroup.com/terms/)

TYPES OF INFORMATION WE COLLECT

RTG collects Personal Information from you and about you, including:

• Account Information, such as your login ID and password, account preferences and settings;  

• Contact Information, such as your name, mailing address, telephone numbers and email address;  

• Education and Employment Information, such as your educational history, curriculum vitae, professional licenses, current and previous employers, and/or other information related to your expert experience; 

• Demographic Information, such as your birthdate, age, and gender and zip code, as well as your hobbies or interests; 

• Device and Usage Information, such as your device identifier, mobile operating system, the browser you are using, hardware and software settings and configurations, the dates and times that you visit, access, or use our Website, what site you came from, or what site you visit when you leave us; and 

• Location Information, such as your Internet Protocol (“IP”) address. 

HOW WE COLLECT YOUR INFORMATION

In connection with your interaction with the Website, we may collect your Personal Information in one or more of the following ways:

• Directly From You, including, for example, when you communicate with us, register for an event, subscribe to marketing or other communications, upload information to your account; ask to become an expert witness, submit a request to our support team, or interact with RTG and its affiliates’   social media pages. 

• Automatically, including, for example, when you browse the Website, access your account on any device, or click on sponsored links or third-party advertisement. 

COOKIES AND OTHER DATA TRACKING TECHNOLOGY

We may use cookies (small text files that are stored on browsers or devices by websites, apps, online media, and advertisements) and other automated data collection technologies (e.g., web beacons, pixels), and electronically gather information about your use of the Website. We use cookies and similar technologies for purposes such as remembering user preferences and settings, determining the popularity of content, delivering and measuring the effectiveness of advertising campaigns, and analyzing traffic to our Website. You may be able to decline our cookies through your browser settings; however, this may interfere with your ability to use the Website or certain features of the Website. We may also use Google Analytics or a similar service that uses cookies to help us analyze how users use the Website.

HOW WE USE YOUR INFORMATION

The information we collect from and about you enables us to operate, provide, analyze, and improve the Website and our services, consistent with our commitments in this Policy. These activities may include, but are not limited to, the following:

• To Provide Our Services. This may include fulfilling our clients’ requests for experts with certain education or experience, matching our experts with appropriate clients, creating or updating experts’ account, processing orders, or processing payments. 

• To Improve Our Services. We may use your Personal Information to understand how you use the Website and our services and what opportunities interest you so that we can improve. 

• To Communicate With You. We may use your Personal Information to communicate with you about the Website, your account, and/or any of our services.  

• To Assess Your Eligibility. If you are an expert, we may use your Personal Information to verify your identity or determine your suitability for certain opportunities with our clients. 

• To Manage Our Website. We may use your Personal Information in connection with necessary operations to maintain the Website, including troubleshooting software bugs and operational problems; to conduct data analysis, testing, and research; and to monitor and analyze usage and activity trends. 

• For Marketing Communications. We may use your Personal Information to send you electronic communications including through email, phone, or social media messaging about our services. For more information about your choices related to these marketing communications, please see the Choices section below. 

• For Security Purposes. We may use your Personal Information to help ensure the safety and security of our clients, experts, employees, and other third parties. 

• To Fulfil Our Legal Obligations. We may use Personal Information to investigate or address claims or disputes relating to use of our Website or services, to satisfy requirements under applicable laws, regulations, or operating licenses or agreements, and pursuant to legal process or governmental request, including from law enforcement. 

• As Otherwise Permitted By Law or As We May Notify You. We may also aggregate, anonymize, or otherwise use your Personal Information without identifying you for any purpose permitted by applicable law. 

HOW WE DISCLOSE YOUR INFORMATION

We may disclose your Personal Information with the following recipients.

• With Our Vendors and Service Providers. We may share your Personal Information with third parties who perform services on our behalf. For example, this may include cloud storage providers, advertising and analytics platforms and payment processors. It may also include companies that send emails on our behalf or help us run our Website.

• With Our Business Partners and Clients. For example, this may include clients who are interested in retaining your services.  

• With Any Successors to All or Part of Our Business or One of Our Brands. For example, if we merge with, acquire or are acquired, or sell a brand or part of our business to another business entity. This may include an asset sale, corporate reorganization or other change of control, or in the unlikely event of a bankruptcy. This may also include selling databases that contain your Personal Information as a standalone asset. 

• To Fulfil Our Legal Obligations or Defend Our Rights. We may share your Personal Information in response to a court order or subpoena, or at the demand of a government agency or other investigatory body. We may also share your Personal Information with consultants, lawyers, accountants, or other professional service providers. 

MINORS

The Website is intended for use by individuals over 18. We do not knowingly collect Personal Information from individuals under the age of 18. If you are under the age of 18, please do not use or access the Website. If you are a parent or guardian and discover that your child under the age of 13 has provided us with Personal Information without your consent, please contact us using the contact information below to request that we delete the information from our systems. You can also write to us at the address listed at the end of this Policy.

CHOICES

Your preferences about how we use your information are important to us and, when possible, we aim to honor them. As described below, you may have certain choices regarding the Personal information.

• Account Details. If you have registered for an account in connection with the Services, you may access your account at any time to review and edit your Personal Information, subject to our Terms of Use. 

• Marketing Communications. You can opt out of receiving our marketing communications. Note that you will still receive transactional messages from us, including Personal Information about your account and responses to your inquiries. If you wish to opt out of our marketing communications, you can follow the instructions contained in our communications. You may also contact us using the information listed below in the How to Contact Us section. 

• Cookies and other Data Collection Technologies. You can manage or limit how we and our vendors use cookies and other data collection technologies through your browser settings. 

DO NOT TRACK SIGNALS

Your browser and other mechanisms may permit you to send do-not-track signals or other similar signals via your browser settings to express your preferences regarding online tracking. Due to the lack of any standard for how do-not-track should work on commercial websites, we do not currently respond to such signals.

SECURITY

We take measures designed to protect the confidentiality and security of your Personal Information. Please note, however, that we cannot guarantee the security of your Personal Information and other information or the appropriateness of the measures we use to safeguard such information. Please keep in mind that no information system can be 100% secure and any Personal Information you share online can potentially be collected and used by parties other than the intended recipient.

VISITORS FROM OUTSIDE THE UNITED STATES

If you are located from outside of the United States, please be advised that (1) any Personal Information you provide to us or that we automatically collect will be received in the United States; (2) that by using our Services or submitting Personal Information, you explicitly authorize its processing in the United States; and (3) that U.S. law may not offer the same privacy protections as the law of your jurisdiction.

THIRD PARTY LINKS

The Website may contain links to other websites operated by organizations not affiliated with RTG. We do not review or endorse, and are not responsible for, the privacy policies and/or practices of other websites. By accessing any third party websites through Website, you are consenting to the terms of use and privacy policies of those websites. We do not accept any responsibility or liability for their policies whatsoever as we have no control over them. Please be sure to review third party privacy policies and terms of use to understand how such third parties collect and disclose your information.

HOW TO CONTACT US

If you have any questions, comments or concerns with respect to our privacy practices or this Policy, or wish to update your information, please feel free to contact us at info@roundtablegroup.com or by telephone at 1-202-908-4500. You may also write to us at the following address:

United Expert Holdings, LLC
909 W. Euclid Ave.
Box 1687
Arlington Heights, IL 60006
Re: Privacy Policy

CHANGES IN POLICY

From time to time, we may change our Policy. We will notify you of any material changes to our Policy to the extent required by law. We will also post an updated copy on our Website. Please check our Website periodically for updates.

 

RTG CALIFORNIA PRIVACY NOTICE

Last Updated: July 1, 2024

This privacy notice for California residents (this “CA Privacy Notice”) is provided in addition to any other privacy notice provided by Round Table Group (“RTG,” “we,” “our,” or “us”), including the RTG Website Privacy Policy (www.roundtablegroup.com/privacy/), and explains RTG’s online and offline collection, use, and disclosure of Personal Information relating to residents of the State of California (“consumers”, “you” or “your”) covered by the California Consumer Privacy Act of 2018, as amended by the California Privacy Rights Act of 2020 (together, the “CCPA”) and provides information regarding how such California residents can exercise their rights under the CCPA. This CA Privacy Notice is only relevant to you if you are a resident of California as determined in accordance with the CCPA.

Please note that RTG acts as a business subject to the CCPA only where we collect and use Personal Information for our internal commercial and business purposes, as described in this CA Privacy Notice. Where RTG acts in its capacity as a service provider to our clients, we may receive Personal Information from or on behalf of our clients, solely for purpose of providing those services. If we have collected your Personal Information on behalf of one or more of our clients and you have questions regarding how to exercise your rights regarding your Personal Information with them, please contact that organization directly.

I. OUR COLLECTION, USE, RETENTION AND DISCLOSURE OF PERSONAL INFORMATION

1. Sales and Sharing of Personal Information. We do not and have not sold any categories of Personal Information to third parties or shared any categories of Personal Information for the purpose of cross-context behavioral advertising purposes.
   


2. Collection, Sources and Use of Personal Information. We have collected and used the following categories of Personal Information from the following sources and for the following business purposes during the 12-month period prior to the “last updated” date of this CA Privacy Notice:
   



Categories of Personal Information	Sources	Business Purposes
Identifiers, including name, contact details (including address, telephone number, email address and Internet Protocol address); cookies, beacons, pixel tags, mobile ad identifiers and similar technology, and other online identifiers.	Directly from you, including through your use of our services and the website, when you communicate with us, upload information to your account, sign up to receive communications from us, submit a request to our sales and support teams, and interact with our social media pages. From our clients, in order for us to provide services to them. From our experts in connection with assessing and placing them in engagements. From automated tracking technology, such as cookies, that track your use of our website and other online services. From recruiting sources, such as agencies, social media networks, our sponsorships, presentations, CLEs and publicly available sources. From data aggregators, including databases and sources that combine and share your data.	Providing services to our clients in connection with the sourcing and placement of expert witnesses; Identifying and assessing expert witnesses, in order to improve and provide our services; Auditing and verifications, including but not limited to assessing the quality and effectiveness of services and compliance; Short-term, transient uses such as in relation to cookies and similar technology; Protecting our systems, including detecting security incidents, protecting against malicious, fraudulent, or illegal activity; debugging to identify and repair errors that may impair intended functionality; In connection with marketing activities, including to send you information about opportunities, events, or services.
Other records, including signature, physical characteristics or description; bank account number, other financial information (including accounts, banking information, taxpayer ID numbers and transactions with other institutions); driver’s license or other state ID card number, or passport number; and verification documentation (including tax status, income and assets).	Directly from you.	Providing services; identifying and assessing expert witnesses; auditing and verifications; protecting our systems; payment processing; and in connection with marketing activities.
Protected classifications under California or federal law, including race, color, national origin, religion, age, sex, gender, gender identity, gender expression, sexual orientation, marital status, medical condition, ancestry, disability, citizenship status, and military and veteran status.	Directly from you; from our clients; from our experts; from recruiting sources; and from data aggregators.	Providing services; identifying and assessing expert witnesses; auditing and verifications; protecting our systems; and in connection with marketing activities.
Commercial information, including services you purchase, obtain, or consider, and other purchase histories or tendencies.	Directly from you; and from automated tracking technology.	Providing services; identifying and assessing expert witnesses; auditing and verifications; protecting our systems; and in connection with marketing activities.
Online activity, including your browsing history, search history, and information regarding your interaction with our website.	Directly from you; from automated tracking technology; and from recruiting sources.	Providing services; identifying and assessing expert witnesses; auditing and verifications; short-term transient uses; protecting our systems; and in connection with marketing activities.
Employment information, including your professional or employment history and current title and employer.	Directly from you; from our clients; from our experts; from recruiting sources; and from data aggregators.	Providing services; identifying and assessing expert witnesses; auditing and verifications; protecting our systems; and in connection with marketing activities.
Inferences drawn from other personal information.	Directly from you; from our clients; from our experts; from automated tracking technology; from recruiting sources; and from data aggregators.	Providing services; identifying and assessing expert witnesses; and in connection with marketing activities.
Other information you create or provide to us, including the content of your communications with us.	Directly from you; from automated tracking technology; and from recruiting sources.	Providing services; identifying and assessing expert witnesses; auditing and verifications; protecting our systems; and in connection with marketing activities.

We do not knowingly collect or solicit any categories of Personal Information from any individual under the age of eighteen (18).

3. Sensitive Personal Information. Sensitive Personal Information may include social security numbers, driver’s license numbers, or passport numbers; account credentials; precise geolocation; racial or ethnic origin; religious beliefs; biometric data; personal information concerning a consumer’s health or sex life or sexual orientation; as well as contents of a consumer’s mail, email and text messages. To the extent we collect your Sensitive Personal Information, we will not use or disclose such information for purposes other than (i) to perform services/goods that you reasonably expect from us; (ii) to prevent, detect and investigate security incidents; (iii) to resist illegal actions directed at the business and prosecute defend our rights; (iv) to ensure the physical safety of others; (v) for short-term, transient use; (vi) to perform services necessary for the business; (vii) to verify and maintain the quality and safety of our product or services; and (viii) generally for purposes that do not infer characteristics about you.


4. Retention of Personal Information. We retain Personal Information for as long as is reasonably necessary in connection with the purposes for which the Personal Information was collected. For additional information on how we store your Personal Information, please refer to Section 5 of the RTG Website Privacy Policy (www.roundtablegroup.com/privacy/).


5. Disclosures of Personal Information for Business Purposes. We have disclosed for the following business purposes the following categories of Personal Information to the following categories of recipients, during the 12-month period prior to the “last updated’ date of this CA Privacy Notice:



Business Purposes	Categories of Personal Information	Categories of Recipients
Providing services.	Identifiers; other records; protected classifications; commercial information; online activity; employment information; inferences; and other information.	Clients and prospective clients. Experts and prospective experts. Service providers and contractors who provide services to us or on our behalf.
Identifying and assessing expert witnesses.	Identifiers; other records; protected classifications; commercial information; online activity; employment information; inferences; and other information.	Clients; service providers.
Auditing and verifications.	Identifiers; other records; protected classifications; commercial information; online activity; employment information; inferences; and other information.	Service providers.
Protecting our systems.	Identifiers; other records; protected classifications; commercial information; online activity; employment information; inferences; and other information.	Service providers. Government entities, including regulatory agencies and law enforcement. Professional advisors such as legal counsel, IT advisors and accountants.
In connection with marketing activities.	Identifiers; other records; online activity; employment information; and other information.	Service providers.
To comply with legal obligations such as in connection with a valid court order, judicial subpoena or regulatory inquiry, and as required by law enforcement agencies, federal or state regulatory agencies, or self-regulatory organizations.	Identifiers; other records; protected classifications; commercial information; online activity; employment information; inferences; and other information.	Government entities. Professional advisors. Counterparties and intermediaries.




II. YOUR CALIFORNIA PRIVACY RIGHTS

1. Your CCPA Privacy Rights. You have certain choices regarding our use and disclosure of your Personal Information, as described below.


1. Know: You have the right to request, twice in a 12-month period: (1) information about the (i) the categories of Personal Information we have collected about you; (ii) the categories of sources from which the Personal Information is collected; (iii) the business or commercial purpose for collecting your Personal Information; and (iv) the categories of third parties with whom we have shared your Personal Information; and/or (2) the specific pieces of your Personal Information we have collected, used, and disclosed during the past 12 months.


2. Deletion: You have the right to request that we delete certain Personal Information we have collected from you and to tell our service providers to do the same.


3. Correction: You have the right to request that we correct or amend certain Personal Information we maintain about you if it is inaccurate or incomplete.


4. Limit: You have the right to request that we limit the use and disclosure of Sensitive Personal Information we have collected. If RTG collects any sensitive personal information, it will use it only for purposes listed above in Section I(c). As such, any sensitive personal information that we collect does not come within this right to limit use.


5. Opt-out: You have the right to opt out of the sale of your Personal Information to third parties and/or the sharing of your Personal Information for certain purposes. RTG does not sell or share Personal Information within the meaning given to those terms by the CCPA. As such, this right is not applicable.


6. Non-Discrimination: You have the right to not to experience discriminatory treatment and we will not discriminate against you because you have exercised any California consumer privacy rights. We do not use the fact that you have exercised or requested to exercise any CCPA rights for any purpose other than facilitating a response to your request.


2. How to Submit a Request. You may submit a request by using one of the following methods.




3. Verifying Your Requests. To help protect your privacy and maintain security, we will take steps to verify your identity before granting you access to your Personal Information or complying with your request. If we are successful in validating your identity, we will respond to your request within the time and in the manner required by CCPA. If we are unable to verify your identity, we will need to deny your request. We reserve the right to deny requests in certain circumstances, such as where we have a reasonable belief that the request is fraudulent.


1. Consumer Verification. If you request to know, access, delete, and/or correct your Personal Information, we may require you to provide any of the following information: address, date of birth, state or country of residence, telephone number, email address, or details of a transaction. In addition, if you ask us to provide you with specific pieces of Personal Information, we may require you to sign a declaration under penalty of perjury that you are the consumer whose Personal Information is the subject of the request. We will use the information you submit and the information we have in our systems to try to verify your identity and to match the Personal Information we have collected about you, if any, to your identity.


2. Authorized Agent. If you designate an authorized agent to make an access or deletion request on your behalf, we may require you to (1) provide the authorized agent written permission (e.g., via a notarized letter) to do so, and (2) verify your own identity directly with us (as described above), and confirm with us that you provided the authorized agent permission to submit the request.


4. Additional California Privacy Disclosures


1. Do Not Track Signals. Your browser and other mechanisms may permit you to send do-not-track signals or other similar signals via your browser settings to express your preferences regarding online tracking. Due to the lack of any standard for how do-not-track should work on commercial websites, we do not currently respond to such signals.


2. Shine the Light Notice. California residents may request and obtain from us, once a year and free of charge, information about categories of Personal Information (if any) we disclosed to third parties for direct marketing purposes and the names and addresses of all third parties with which we shared personal information in the immediately preceding calendar year. If you are a California resident and would like to make such a request, please submit your request in writing to us using the contact information provided in Section II(b), above.