Effective Date: JULY 15, 2025

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This document outlines how World Class Research Equity Valuation LLC (“we,” “our,” or “the firm”) gathers, applies, safeguards, and manages personal and professional inputs you provide through our website, communications, and services. By interacting with our firm, you agree to the practices and protocols detailed in this document.

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1. What We Gather

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We collect the following categories of records when you visit our site or submit requests:

• Identity and contact details: Name, business name, professional title, email address, phone number, business address

• Service-related specifics: Sector focus, company analysis interests, or services you inquire about

• Technical identifiers: IP address, browser version, operating system, device details, and referral links

• Site usage history: Pages accessed, session duration, forms submitted, and messages sent

• Payment method references: Billing details provided at checkout. While credit cards, debit cards, or bank wire transfers may be used, we do not store or retain full payment credentials. All payments are handled securely via recognized third-party platforms (e.g. banking institutions)

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2. How We Gather It

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We obtain this input in the following ways:

• Direct input from you via site forms, emails, or when you place an order

• Automatically using site tools like cookies and secure logging systems

• Through secure verification from trusted platforms during checkout

• From professional interactions associated with documentation, service quotes, or requests

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3. Purpose of Collection

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We request and use your records for specific, legitimate uses only:

• To respond to formal inquiries

• To create and send billing notices, confirmations, and supporting service material

• To fulfill requested services and track firm activities

• To keep website function stable and usable

• To meet all governing legal, tax, and administrative standards

• To protect our platform from unauthorized access, misuse, or threats

• To analyze general trends for internal refinement

 

We limit collection to what is relevant and aligned with the goals above.

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4. How It’s Applied

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We apply this material to:

• Support professional client communication

• Build records such as research reports, invoices, and agreements

• Confirm submitted orders and uphold commitments

• Maintain accurate archives aligned with firm operations

• Enhance loading speed, access paths, and technical consistency of our website

• Provide follow-up relevant to earlier submitted inquiries

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We do not trade, lease, or disclose any personal or business identifiers for unrelated purposes.

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5. Controlled Access

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We may permit limited and secure access to your information only under specific circumstances, as outlined below:

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• Authorized Service Providers: Information may be accessed by verified third parties such as secure payment processors, legal professionals, or compliance experts, strictly for fulfilling necessary services related to your request or account.

• Legal Compliance: If required by law, regulation, court order, audit, or legitimate governmental inquiry, we will comply only to the extent required.

• Structural Business Changes: In the event of a merger, acquisition, reorganization, or similar structural event, your information may be part of the assets reviewed or transferred — but always under enforceable confidentiality obligations.

• Restricted Use Requirement: All external parties permitted access must agree in writing to use the information solely for their specific role and for no other purpose.

 

Such access is reviewed periodically to ensure continued compliance with firm standards

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6. Retention Timeline

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We hold only what is required:

• Client records and related documentation are retained for a minimum of seven (7) years, or longer if U.S. regulations require

• Visitor logs and technical metrics are held for up to 2 years

• Records associated with one-time form use may be deleted after one year unless laws require longer archival

 

Where applicable laws permit, you may request access to, correction of, or removal of your data.”​

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7. Your Rights

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Where permitted by your region, including the U.S. and European Union (GDPR standards), you may:

• Ask for a summary of what we retain

• Request changes to ensure accuracy

• Request limited removal

• Request limited handling or use of certain details

• Express concerns with regulatory bodies if needed

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Contact us directly to exercise any of these rights.

 

8. International Transfers

 

We are headquartered in the United States and serve global clients. If you are based outside the U.S., including in the European Economic Area (EEA) or United Kingdom, please note:

• Your material may be routed to and stored using U.S.-based servers

• We use industry-standard encryption, contractual safeguards, and lawful handling practices consistent with U.S. federal privacy protections and the General Data Protection Regulation (GDPR)

• Cross-border access is protected through secure layers and structured architecture

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9. Cookies and Usage Tools

 

Our website uses basic online tracking technologies to:

• Evaluate performance and user experience

• Ensure continuous session security

• Resolve loading issues and improve access

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We do not use tracking for commercial advertising. You may limit or disable cookies via your browser settings at any time.

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10. How We Keep It Protected

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To secure this material, we use the following measures:

• SSL encryption on all communication that occurs through our website

• Use of payment systems that are certified under the Payment Card Industry Data Security Standard (commonly known as the standard for handling cardholder data), operated by independent and qualified third-party platforms

• Technical safeguards including monitored firewalls and login access controls

• Access restricted exclusively to approved members of the firm

• Ongoing internal reviews, data backups, and regular security audits

 

If any unauthorized access or compromise of confidentiality occurs, all impacted parties will be informed as required under applicable legal frameworks.

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11. Revisions

 

This document may be revised periodically to reflect legal changes or business developments. Any changes reflect in the effective date noted above. The latest version remains accessible through our website.