Effective Date: May 1, 2026

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Captivate Benefits (“we”, “our”, or “us”) is committed to protecting your privacy. We handle your personal information with care, transparency, and respect. 

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This policy explains how we collect, use, and protect your information when you interact with us - whether through our website, forms, or social media platforms. 

 

INFORMATION WE COLLECT

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We may collect personal information when you: 

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• Fill out a form  

• Request information  

• Engage with our content or services  

 

This may include: 

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• Name  

• Email address  

• Phone number  

• Company name  

• Job title or role  

• Company size or related details  

 

We may also automatically collect some information when you visit our website, such as: 

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• IP address  

• Browser type  

• Pages visited and actions taken  

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HOW WE USE YOUR INFORMATION

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We use your information to: 

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• Respond to your inquiries  

• Provide information about our services  

• Assess whether we’re a good fit to work together  

• Follow up on requests or conversations  

• Improve our website, marketing, and client experience  

 

We do not sell your personal information. 

 

 

CONSENT

 

By providing your information, you consent to its collection and use as outlined in this policy. 

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Where appropriate, we will ask for your explicit consent (for example, when submitting a form) before collecting or using your personal information. You can withdraw your consent at any time, subject to legal or contractual limitations. 

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To withdraw consent, simply contact us via email at shannon@captivatebenefits.com.  

 

 

COOKIES & TRACKING TECHNOLOGIES

 

We use tools such as cookies and tracking technologies (including the Meta Pixel) to better understand how people use our website and to improve our advertising. 

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These tools may collect information such as: 

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• Pages visited  

• Actions taken on our site  

• Device and browser information  

 

This helps us: 

• Measure the effectiveness of our ads  

• Show relevant content and offers  

 

You can adjust your browser settings to refuse cookies if you prefer. 

 

 

THIRD-PARTY SERVICES

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We may use trusted third-party providers to support our operations, such as: 

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• Advertising platforms (e.g., Facebook, Instagram)  

• Email and communication tools  

• Customer relationship management systems  

 

These providers may process your information on our behalf and are expected to protect it appropriately. 

 

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INTERNATIONAL DATA TRANSFERS

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We prioritize keeping your information secure and, where possible, stored within Canada. Many of the tools we use to deliver our services - such as internal systems, document storage, and client workflows - are intentionally selected to ensure data is hosted on Canadian servers.

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However, some third-party platforms we use for marketing, analytics, or communication (such as advertising platforms or website tracking tools) may store or process data outside of Canada. This means that, in some cases, your information may be subject to the laws of other jurisdictions.

 

Where this applies, we take care to work with reputable providers and ensure appropriate safeguards are in place to protect your information.

 

If you have questions about where your data is stored or how it is handled, we’re always happy to provide more detail.

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DATA RETENTION

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We keep personal information only as long as necessary to fulfil the purposes outlined in this policy, unless a longer period is required or permitted by law. 

 

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YOUR RIGHTS

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You have the right to: 

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• Request access to your personal information  

• Request corrections to inaccurate information  

• Request deletion of your information (where applicable)  

 

To make a request, contact us using the details below. 

 

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SECURITY

 

We take reasonable steps to protect your personal information from loss, misuse, unauthorized access, or disclosure. 

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PRIVACY OFFICER & CONTACT INFORMATION

 

If you have questions, concerns, or requests related to your personal information, please contact: 

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Privacy Officer 
Captivate Benefits – Shannon Hughes 
Email: shannon@captivatebenefits.com 

 

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CONCERNS OR COMPLAINTS 

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If you’re not satisfied with how we’ve handled your information, you can contact us directly. 

You also have the right to contact the Office of the Privacy Commissioner of Canada. 

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SCOPE OF THIS POLICY

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This policy applies to all personal information collected through our website, communications, and lead forms, including those used in advertising on social media platforms.