Investor Portal Software Solution | PE Front Office (2024)

Introduction

Sumantra Tech offers suite of integrated apps that are used by our customers to seamlessly manage their business decisions. This privacy policy applies to all our customers as well as website visitors.

Services

It is Sumantra Tech’s policy to respect your privacy regarding any information we may collect while using our software applications and websites, collectively called the Services.

This Privacy Policy applies when you use our Services. For our customers and their employees / third parties, a link to privacy policy is also available in “My Preferences” section of the application.

Sumantra Tech operates a suite of web based applications (PE Front Office) collective called Sumantra Tech applications. All such products, applications, websites are collectively called “Services”.

Data Controller and Data Processor

We process two main types of personal data.

1. Customer Data – Personal data that forms part of data that is provided by our customers and their end-users for processing.
2. Other Data – Personal data about our customers, visitors and other individuals that is collected and processed directly by us.

Our Customers are the controller of Customer Data. Sumantra Tech is the processor of Customer Data and is also the Controller of Other Data.

Domains and Websites for this Policy

For the purposes of this Policy, the term, “Websites”, shall refer collectively to www.pefrontoffice.com as well as the other websites that the Sumantra Tech Group operates and that link to this Policy.

Information We Collect

Customer Data

As customers, you provide data to us for processing as part of usage of our Sumantra Tech applications.

Customer Data may be processed by us as a result of customer’s use of the Services when our customers, or their end-users, input or upload information into the Service. For example, customers who use our Sumantra Tech application may upload Customer Data about themselves or their employees.

This data includes name, email address, phone number, landline number, job title for your employees. We collect billing details for invoice purposes.

Other Data

Customers provide data that is necessary to create user accounts.

For creation of user accounts, you provide your name, email address, password, telephone number and correspondence address. You also provide billing details for invoicing purposes.

We also collect data when you use our applications and websites.

• Log Data– Our servers automatically collect information when you access or use our applications and services. This data is recorded in log files. Examples of such data include IP Address.
• Mobile Application – When you download and use our Services, we automatically collect information on the type of device you use, and operating system version.
• Subscription Data – You provide personal data to us as part of signing up for our newsletter on our websites. We may also collect personal information from you when you use interactive features of the Websites, promotions, requesting customer support, or otherwise communicating with us.
• Contact Us Data – When you enquire about our products and services, we collect and store this data to communicate with you and respond to your enquiry.

Data from Others

Sumantra Tech may receive your data from sources other than from you, such as Linkedin and other public websites.

Cookies

We collect data through cookies.

Sumantra Tech uses cookies to help Sumantra Tech identify and track visitors, their usage of Sumantra Tech website, and their website access preferences. Sumantra Tech visitors can control cookies through your browser settings.

For more details about how we use these technologies, please see our Cookie Policy.

How We Use Your Data

How we use your personal data will depend on which Services you use and how you use those Services.

Customer Data will be used by Sumantra Tech in accordance with Customer’s instructions, including any applicable terms in the Customer Agreement and as required by applicable law. Sumantra Tech is a processor of Customer Data and Customer is the controller.

Other Data is used by us to provide our services, send our newsletters and to communicate with you by responding to your requests, comments and questions.

Lawful bases for processing

We have lawful bases to process your personal data. We also use your consent as bases for lawfully processing your personal data.

We process your personal data only when we have a lawful basis. Presently, we use the Performance of Contract (i.e. to deliver the services to our customers) and consent as the lawful basis for processing. For certain processing, such as specific direct marketing, we may also use legitimate interests as provided under the Data Protection Regulations.

In some cases, we may also have a legal obligation to collect personal information from you or may otherwise need the personal information to protect your vital interests or those of another person.

Where you have consented to a particular processing, you have a right to withdraw the consent at any time.

How we use Customer data

We use your data to authenticate you and authorize access to our services

We only process Customer Data on behalf of our customers and in accordance with their instructions provided in the applicable Services agreement with us. We use the data that we have about you to provide our services and provide support to you. In each case, Sumantra Tech collects such information only in so far as is necessary or appropriate to fulfil the purpose of the interaction with our services.

• To send emails and other communications.– We may send you service, technical and other administrative emails, messages and other types of communications. We may also contact you to inform you about changes in our Services and our Services offerings. These communications are considered part of the Services and you may not opt out of them.
• Customer Support. – If you send us a request (for example via a support email or via one of our feedback mechanisms), we respond to your request or to help your issues. We may also gain access to the personal data stored within PE Front Office as a result of the support.
• For any other purpose as provided for in the Services Agreement between us and the customer, or as otherwise authorized by the customer;
• In accordance with or as may be required by law.

How we use Other data

We may send you service related messages or marketing / promotional materials. You may choose to restrict the collection or use of your personal information

We will update you with improvements in our services, new features and from time to time also carry out direct marketing of our products and services. Direct marketing is carried out only if you consent to receiving such communications from us or we have a legitimate purpose for doing so.

Users under 16 years of age

The Sites and Services do not knowingly collect personal information from users under the age of 16

If you are under the age of 16, you are not permitted to use the Sites and Services or to disclose Personal Information. If we learn we have collected or received Personal Information from a child under 16, we will delete that information. If you believe we might have any information from or about a child under 16, please contact us.

Data Retention Policy

We will retain your personal information for as long as is needed to fulfil the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law (such as tax, accounting or other legal requirements).

Customer Data – We retain your information for as long as you have an active Services account. We may also retain your personal information for extended period under applicable statutory laws.

Sumantra Tech will retain Customer Data in accordance with a Customer’s instructions, including any applicable terms in the Customer Agreement and as required by applicable law. When you decide to close your account, we delete all personal information about you within a specific period.

Other Data – We retain your information for as long as necessary for the purposes that we have described in this privacy policy

Sumantra Tech may retain Other Information pertaining to you for as long as necessary for the purposes described in this Privacy Policy

Your Rights

You can request to access, update or correct your personal information. You also have the right to object to direct marketing.

You may have additional rights pursuant to your local law applicable to the processing. For example, if the processing of your personal information is subject to the EU General Data Protection Regulation (“GDPR”), and your personal information is processed based on legitimate interests, you have the right to object to the processing on grounds relating to your specific situation. Under GDPR you may also have the right to request to have your personal information deleted or restricted and ask for portability of your personal information.

Your Rights to Control Data

Whenever you use our services, we aim to provide you easy means to access, modify, delete, object to or restrict use of your personal information

We strive to give you ways to access, update/modify your data quickly or to delete it unless we have to keep that information for legal purposes. Some rights can be access from within the Sumantra Tech application. For visitors, these rights can be exercised by contacting us with your specific request.

• Change or Correct Data:– You can edit some of your personal data through your account. You can also ask us to change, update or fix your data in certain cases, particularly if it’s inaccurate.
• Delete Data: – You can ask us to erase or delete all or some of your personal data (e.g. if it is no longer necessary to provide Services to you).
• Object to, or Limit or Restrict, Use of Data:
  You can ask us to stop using all or some of your personal data (e.g. if we have no legal right to keep using it) or to limit our use of it (e.g. if your personal data is inaccurate or unlawfully held).
• Right to Access and/or Take Your Data:You can ask us for a copy of your personal data and can ask for a copy of personal data you provided in machine readable form.

Account Closure

We keep some personal data even after account closure

Once you choose to close your account, we generally delete your personal information within 30 days of closure of your account. Some information that is necessary for statutory obligations such as records of payment processing, invoicing data will be retained as necessary.

Your information shared with others

Recipients of your data

Your data will be shared with other recipients in order to provide you with services.

While we aim to limit the sharing of your data, at times, it is necessary to share your data with certain service providers. Examples of when and for what purpose your data is shared include data center / hosting services, email marketing services, etc.

The following categories of recipient will most likely receive your data in order for us to provide services to you

• AWS as third Party Data Center Services
• Vtiger for Sales / CRM purposes
• Syncplicity for cloud storage accounts for internal documents
• Outlook and Google connectors are used to push/pull data from your email applications
• Other modules of Sumantra Tech applications to which you may or may not have subscribed to
• MS Office (specifically) Outlook 365 for email communications

To Comply with Laws. – If we receive a request for information, we may disclose if we reasonably believe disclosure is in accordance with or required by any applicable law, regulation or legal process.

Cross-Border Data Transfers

Your data will be stored and processed in multiple countries including outside of the European Union (EU) Region

Since we are an international company, your data will be processed in the region of your choice e.g. the EU region or US region. Your data will be processed within Third Party Data Centers in that specific region. Some countries where we process data may not have as protective laws as your own country and there are risks associated with such transfer.

Sumantra Tech offers European Union Model Clauses, also known as Standard Contractual Clauses, to meet the adequacy and security requirements for our Customers that operate in the European Union, and other international transfers of Customer Data. These clauses are contractual commitments between parties transferring personal data (for example, between Sumantra Tech and its Clients, suppliers or data processors outside the EU), binding them to protect the privacy and security of the data.

Security Measures to Protect your Data

Security Measures

We implement security controls to prevent breaches and unauthorised access to your data.

We maintain reasonable and appropriate security measures to protect Customer Data and Other Data from loss, misuse, and unauthorized access, disclosure, alteration, and destruction.

Examples of security measures include physical access controls, HTTPS, restricted access to data, monitoring for threats and vulnerabilities etc.

We also subject our services to internationally recognised certification and attestation standards. Details about our security measures are available at our website.

Protection of personal information

Our Sites and Services uses commercial efforts to maintain safeguards for protection of your Personal Information

Sumantra Tech takes all measures reasonably necessary to protect against the unauthorized access, use, alteration or destruction of potentially personally-identifying and personally-identifying information.

Other Information

Contact Information

You can contact us about this privacy policy or use of our services.

If you have questions or complaints regarding this Policy, you may contact us through email at [emailprotected] or through phone at +91 124 405 4474. You may contact us at our mailing address below

Sumantra Tech Services Pvt Ltd
312, Vipul Trade Centre
Sector 48
Sohna Road
Gurgaon-122018
Haryana, India

If you are a resident of the European Economic Area and we maintain your Personal Data within the scope of the General Data Protection Regulation (GDPR), you have additional rights. If you are not satisfied with the resolution, you can also lodge a complaint with the Supervisory Authority in the country of your residence.

Privacy policy change

Sumantra Tech may change this Privacy Policy from time to time, at our sole discretion.

Sumantra Tech encourages visitors and customers to frequently check this page for any changes to its Privacy Policy. We will notify you of material changes in advance by email or by notice when you log in to the Sites and Services or both. You confirm that your continued use of our services after any change in this Privacy Policy will constitute your acceptance of such changes and agree to be subject to the revised privacy policy.

Read License

This software is a collective work consisting of the following major Open Source components: Apache software, MySQL server, PHP, SugarCRM, ADOdb, Smarty, PHPMailer, phpSysinfo, MagpieRSS, vTiger and others, each licensed under a separate Open Source License. sumantratech.com is not affiliated with nor endorsed by any of the above providers.