Last Revised April 2020
Thank you for visiting www.factset.com, the Website of FactSet Research Systems Inc. and its affiliates (“FactSet” or “we”). FactSet is a provider of integrated financial information and analytical applications to the global investment community. To protect your privacy better, FactSet wants our customers, suppliers and other relevant parties to know how we collect personal data, the types of personal data we collect, and how we use and share your personal data when we act as the controller of that personal data that is subject to the EU General Data Protection Regulation (GDPR). Hence this notice only applies to personal data which is subject to GDPR and which we collect:
It does not apply to any other personal data, and notably personal data collected by:
We collect and process personal data mainly from our customers and suppliers while doing business with them and we collect and receive personal data on this Website and through social networks (see more information under section 3). The personal data we process is mainly business contact information from our clients and suppliers and also information you and our customers provide when using our products or accessing our websites or other applications (see more information under sections 4 and 5). We also collect and collate information (including some personal data) from third party suppliers and public sources to make available to our customers as part of the services we offer to them (see more information under section 6). We mainly process the personal information in order to provide our services and to fulfill our contractual obligations and to improve our products and offerings (see more information under sections 7 and 8). We do not sell such personal data to third parties for their own use but we might share it with third parties when there is a legal requirement to do so or where we need a third party to fulfill our services (see more information under section 9). We transfer personal data within our group based on an Intragroup-Data-Transfer-Agreement which subject to the GDPR (see more information under section 10). You can learn more about where and how we use cookies related to our Website and services by reading our Cookie Policy which you will find under this link. This notice informs you also about our retention policy (section 11). You have rights in respect of your personal data. To learn more about those rights, please read section 13. You will also find our contact information at the end of this notice under section 16.
We collect several types of information and personal data:
We collect this information and personal data:
The personal data we collect may include:
Typically, the personal data you give us may include name, business affiliation, business address, telephone number, and email address, and any personal details required to conduct business with you or to resolve any enquiries or complaints.
We will indicate to you when personal data is required to enter into a contract with you (such as in anticipation of a services agreement) or to perform a contract with you (such as to provide services at your request), and failure to provide any personal data may result in our inability to provide requested services or products.
If you navigate through and interact with our Website and some of our products, we may use automatic data collection technologies to collect certain usage information about your equipment, browsing actions, and patterns. Automatic data collection is carried out through the use of cookies and related technologies. For more information, please see our Cookie Policy which can be accessed here.
In order to provide our content services to our customers, we rely on content provided by third party suppliers, as well as content that is available to the public. Some of that content includes general information about names of directors, registered board members, managers, fund managers and other official persons of companies published on public accessible websites, letterheads, prospects, annual financial statements, invitations to shareholder meetings etc.
All processing and use of your personal data is justified by a "lawful ground" for processing. In the majority of cases, processing will be justified on the lawful ground that:
Where we rely on our legitimate interests to process personal data, those interests are:
The following is an overview of our purposes for using your personal data. Additional details on how we process your personal data may be provided to you in a separate notice or contract.
We use the personal data we collect to:
FactSet will not sell or rent your personal data you provided to us to third parties.
When you have provided personal data to us, we may disclose such personal data to other companies that we have engaged to assist us in providing you goods or services. This may include, but is not limited to, fulfillment houses, billing services, transaction managers, credit verification services, and other third-party service providers. We also may disclose your personal data to third party service providers that assist us in conducting market research for our own purposes. We do not sell personal data to third parties for their own use but may provide certain usage information to advertisers to help provide you with relevant advertising.
We may also disclose any of your personal data or usage information to law enforcement or other appropriate third parties in connection with criminal investigations, investigation of fraud, infringement of intellectual property rights, or other suspected illegal activities, as may be required by applicable law, or, as we may deem necessary in our sole discretion, in order to protect our legitimate legal and business interests.
We reserve the right to disclose, share and/or otherwise transfer personal data and usage information in connection with a proposed or actual corporate merger, acquisition, consolidation, the sale of a portion of our business or the sale of substantially all of our assets, or other fundamental corporate change, whatever form it may take. You will be notified via a prominent notice on our website prior to a change of ownership or control of your personal data or usage information.
FactSet is a global organization headquartered in the United States, and we may need to transfer your personal data to third party suppliers and to our affiliates for the purposes described above. If your personal data is subject to the GDPR and is transferred outside the EU to other FactSet affiliates or to third party service providers, we will take steps to ensure that your personal data receives the same level of protection as if it remained within the EU, including by entering into data transfer agreements using the European Commission approved Standard Contractual Clauses, or by relying on certification schemes such as the EU – US Privacy Shield. For transfers of personal data among FactSet affiliates we have put in place European Commission-approved Standard Contractual Clauses and have entered into an Intragroup data transfer agreement. You have a right to obtain details of the mechanism under which your personal data is transferred outside of the EU, although please note that we may need to redact copies of transfer agreements for reasons of commercial confidentiality, provided that you can retain access to the relevant safeguards.
FactSet reserves the right to share any information that you provide which is not deemed personal data or is not otherwise subject to contractual restrictions.
We keep personal data only for as long as required to fulfill the purposes for which it was collected. In general, we retain personal data for a period of time corresponding to a statute of limitation, for example to maintain an accurate record of customer and supplier dealings. However, in some circumstances we may retain personal data for other periods of time, for instance where we are required to do so in accordance with legal, tax or accounting requirements, or if required to do so by a legal process, legal authority, or other governmental entity having authority to make the request, for so long as required in accordance with our document retention policy.
We will take steps in accordance with applicable legislation to keep personal data accurate, complete and up to date. You are entitled to have any inadequate, incomplete or incorrect personal data corrected (that is, rectified). You also have the right to request access to your personal data as well as to obtain additional personal data about the processing. In the event the lawful ground (see Lawful Grounds for Processing above) for processing your personal data is your consent, you have the right to withdraw consent at any time, without affecting the lawfulness of processing before withdrawal. Further, you are entitled to object to the processing of your personal data or to have your personal data erased, under certain circumstances.
As from 25 May 2018, the following rights also apply solely to processing of personal data which is subject to the GDPR. Each right may only apply in certain circumstances, and subject to exemptions under either EU or Member State law:
Please contact us as indicated in How To Contact Us or using the email-address: DataPrivacy@Factset.com if you wish to exercise any of your rights, or if you have any enquiries or complaints regarding the processing of your personal data.
FactSet takes reasonable precautions to protect personal data from loss, misuse, unauthorized access, disclosure, altercation, and destruction. Unfortunately, while we work hard to ensure the security of your personal data while it is on our systems, no security measures are perfect, and data transmitted over the Internet cannot be guaranteed to be 100% secure. We cannot and do not ensure or warrant the security of any personal data you transmit, and you do so at your own risk.
Our Websites may provide links to other websites for your convenience and information. These websites may operate independently from FactSet. Linked websites may have their own privacy notices or policies, which we strongly suggest you review if you visit any linked websites. To the extent any linked websites you visit are not owned or controlled by FactSet, we are not responsible for the websites’ content, any use of the websites, or the privacy practices of the websites.
This Privacy Notice may be amended from time to time. Please review it periodically. Changes to this Notice will be announced on this Website in advance.
If you have any questions or comments about this Privacy Notice, FactSet's privacy practices or if you would like us to update information or preferences you provided to us, please write to us at:
Global Compliance Officer
FactSet Research Systems Inc.
45 Glover Avenue
7th Floor
Norwalk, CT 06850
USA
January 1, 2020
This Privacy Notice for California residents and addresses the requirements of the California Consumer Privacy Act of 2018 (“CCPA”). Defined terms in the CCPA have the same meaning in this statement.
FactSet collects information that may be used to identify, describe or link to people who visit our website and/or request information about our product or the products of third parties. The CCPA identifies categories of personal information that may be collected. The table below indicates whether FactSet has collected such personal information in the last 12 months, the source of that information, and whether it has been shared with a third party for a business purpose in the last 12 months:
|
Information Category |
Examples |
Collected in last 12 months? |
Source of Information |
Information Shared in the last 12 months? |
|
Identifiers |
Name, address, unique personal identifier, internet protocol (IP) address, email address, phone number, account name, job title, industry, employer [social security number, driver’s license] |
YES, excluding bracketed information |
You provide this information to us via forms you fill out and submit online; contact information you provide to sales representatives when making inquiries about our products and services via phone, email or other forms of correspondence; tracking technologies such as cookies collect IP addresses. |
Yes, to the extent you have consented to our sharing this information with third party providers on our OpenFactSet.com website. |
|
Categories of personal information listed in the California Customer Records Statute (Cal. Civ. Code § 1798.80(e)) |
Name, address, telephone, education, employment, employment history [signature, social security number, physical characteristics or description, number, passport number, driver’s license, or state identification number, insurance policy number, bank account number, financial information, medical information, health insurance information] |
YES, excluding bracketed information |
You provide this information to us via forms you fill out and submit to us online or through other contacts in conjunction with asking for information about our products and services or when you apply for a job on our website. |
Yes, to the extent you have consented to our sharing this information with third party providers on our OpenFactSet.com website. |
|
Protected class characteristics under California or federal law |
Age, race, color, ethnicity, ancestry, national origin, citizenship, religion, marital status, medical condition, physical or mental disability, sex (including gender, gender identify, gender expression), sexual orientation, veteran or military status, genetic information (including familial information) |
NO |
N/A |
N/A |
|
Commercial Information |
Personal property records, products or services purchased, obtained, or considered, or other purchasing or consuming histories or tendencies |
NO |
N/A |
N/A |
|
Biometric Information |
Genetic, physiological, behavioral, or biological characteristics, eye scans, face prints, finger prints, sleep, health or exercise data |
NO |
N/A |
N/A |
|
Internet or other electronic network activity information |
Browsing history, search history, information regarding the consumers interaction with a website, application or advertisement |
YES |
Tracking technologies such as cookies collect information from your use of our website, including search queries, surveys and content clicks. Third party advertisers or their advertising servers, or other third-party service providers may also place cookies on your devices used to access our site. |
NO |
|
Geolocation data |
Physical location or movements |
NO |
N/A |
N/A |
|
Sensory data |
Audio, electronic, visual, thermal, olfactory information |
NO |
N/A |
N/A |
|
Professional or employment-related information |
Current or past job history or performance evaluations |
NO |
N/A |
N/A |
|
Nonpublic education information as defined in the Family Education Rights and Privacy Act |
Education records related to a student maintained by an educational institution or party acting on its behalf, such as student grades, transcripts, class lists, schedule, identification codes, financial information or disciplinary records. |
NO |
N/A |
N/A |
|
Inferences drawn from any of the information identified above |
Information is used to create a profile of consumer’s preferences, [characteristics, psychological trends behavior, attitudes, intelligence, abilities, and aptitudes] |
YES, excluding bracketed information |
As you click through our website, tracking technologies such as cookies track your clicks so that we can build a profile of your interests in order to recommend similar content and products that may be of interest to you |
NO |
Personal information collected from you may be used for one or more of the following business purposes:
FactSet does not sell the personal information we collect from you. On our OpenFactSet platform, FactSet may share your personal information with third party providers in order to provide you with information consistent with your requests and interests. You are asked to consent to this sharing of personal information. We may choose to sell your personal data in the future.
You have specific rights regarding how your personal data is collected and used.
We will respond to your verifiable request to disclose and or delete your personal information within 45 days, providing you with an electronic copy of your information; however, if we up to an additional 90 days as permitted under the CCPA to respond, we will inform you within 45 days of your request.
In the event you request deletion, FactSet will be unable to do so, as permitted by the CCPA, in event the personal information is necessary to:
You can submit your request for disclosure, copies or deletions of your personal information to FactSet by contacting us (or contact us with your questions regarding our collection, use and sharing of your personal information):
The CCPA restricts you to two verifiable requests within a 12-month period. Only you or a person registered with the California Secret of State that you authorize to act on your behalf may make a verifiable request regarding your personal information. FactSet cannot respond to a request if we are unable to verify your identity or authority to make the request on behalf of another. Please provide information sufficient to confirm your identify or your authority to make the request on behalf of another, and describe your request with sufficient detail that allows us to understand and respond to your request. We will endeavor to respond to your request within 45 days of receipt. If more time is required (up to 90 days), we will inform you of the reason and extension of time required. There is no fee charged for processing your request.
FactSet reserves it rights with regard to any verifiable request, its evaluation of what is necessary to comply with the CCPA, and to amend this notice at any time within FactSet’s discretion.
The following terms and conditions govern your use of this web site and all content, services and products available on or through the website (taken together, the "Site"). The Site is owned and operated by FactSet Research Systems Inc. and its affiliates (together, “FactSet”) as a service to its clients and investors and may be used for informational purposes only. Access to and use of the Site is subject to your acceptance without modification of all the terms and conditions contained herein, and all other operating rules, policies, and terms on this Site and any applicable written agreements with FactSet (which, in the event of a conflict with this terms and conditions, shall govern). Single copies of material contained on this Site may be downloaded for non-commercial, personal use subject to the provisions below and provided that you also retain all copyright and other proprietary notices contained on the materials. If you do not agree to these terms, do not use the Site or download any materials from it. If you do not agree to the terms, or if you cannot remain in compliance with such terms, you may not access or use the Site.
FactSet may revise these terms at any time by updating this posting. You should visit this page from time to time to review the then-current terms because they are binding on you. Certain provisions of these terms may be superseded by expressly designated legal notices or terms located on particular pages at this Site.
ACCOUNT RESPONSIBILITY: You are responsible for maintaining the security and confidentiality of your account and password, and you are fully responsible for all activities that occur under your account, whether by you or anyone else. You may not create or use an account for anyone other than yourself. You must immediately notify FactSet of any unauthorized uses of your account or any other breaches of security. FactSet will not be liable for any acts or omissions by you, including any damages of any kind incurred as a result of such acts or omissions. FactSet will not be liable for any loss that you or any other third party may incur as a result of someone else’s use of your account or password, either with or without your knowledge. FactSet may hold you liable for any losses incurred by FactSet or any other party due to someone else’s use of your account or password.
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You acknowledge and agree that the contents of this Site, including FactSet’s Intellectual Property and Third Party Intellectual Property, are protected by the copyright laws of the United States and other foreign jurisdictions.
No portion may be reproduced in any form, or by any means, without the prior written consent of FactSet. To obtain reproduction consent, send an e-mail to marketing@factset.com.
As FactSet asks others to respect its intellectual property rights, it respects the intellectual property rights of others (please see Acceptable Use Policy below). If you believe that material located on the Site violates your copyright, you are encouraged to notify FactSet at compliance@factset.com. FactSet will respond to all such notices, including as required or appropriate by removing the infringing material or disabling all links to the infringing material. FactSet will, to the extent it is able, terminate a user’s access to and use of the Site if, under appropriate circumstances, the user is determined to be a repeat infringer of the copyrights or other intellectual property rights of FactSet or others.
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IN NO EVENT SHALL FACTSET OR ITS SUPPLIERS BE LIABLE FOR ANY DAMAGES WHATSOEVER (INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF PROFITS, BUSINESS INTERRUPTION OR LOSS OF INFORMATION) ARISING OUT OF THE USE OR INABILITY TO USE THIS SITE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
FactSet assumes no responsibility, and shall not be liable for, any such damages to or viruses that may infect your computer equipment, software, data or other property on account of your access to, use of, or browsing in the Site or your downloading of any materials, data, text, images, video or audio from the Site or any linked sites. FactSet and its suppliers further do not warrant the accuracy or completeness of the information, text, graphics, links or other items contained within the materials posted, set forth, downloadable or linked to this Site. FactSet may make changes to or discontinue any or all of these materials, or the products described therein, at any time without notice. FactSet makes no commitment to update the information on this Site.
THE ABOVE LIMITATION OR EXCLUSION MAY NOT APPLY TO YOU TO THE EXTENT PROHIBITED BY APLICABLE LAW.
USER SUBMISSIONS: Any content, material, information or other communication, including, without limitation, data, questions, comments, feedback, suggestions or the like (collectively, the "Communications"), that you transmit or post to this Site will be considered non-confidential and non-proprietary. If you transmit or post any Communications to this Site, you hereby grant FactSet a world-wide, royalty free, fully paid, perpetual, irrevocable, and fully assignable, transferable and sublicensable right to use, reproduce, modify, adapt, publish, perform, translate, create derivative works from, distribute, display and otherwise exploit such Communications throughout the world in any form, media or technology, whether now known or hereafter devised or developed. FactSet will have no obligations in connection with any of the Communications, including but not limited to any obligation to retain or provide you with copies of your Communications or to guarantee any confidentiality with respect to your Communications. FactSet cannot prevent the "harvesting" of information from this Site, and you may be contacted by FactSet or unrelated third parties, by e-mail or otherwise, within or outside of this Site. Furthermore, at the sole discretion of FactSet, the Communications, including all data, images, sounds, text and other things embodied therein, may be edited by or on behalf of FactSet, may or may not be posted to this Site and may be used by FactSet for any purpose, including, reproduction, disclosure, distribution, transmission, publication, broadcast and posting. The Communications may be used by FactSet for any and all commercial or non-commercial purposes including, but not limited to, developing, manufacturing and marketing products using such information.
ACCEPTABLE USE POLICY: You are prohibited from:
FactSet has the right (but not the obligation) to monitor activity on the Site and investigate any violation of this Agreement or misuse of the Site. If you become aware of any violation of this Agreement or misuse of the Site, you must immediately notify us and provide us with assistance, as requested, to stop or remedy such violation. FactSet hereby notifies you that it will cooperate fully with any law enforcement authorities or court order requesting or directing FactSet to disclose the identity of or help identify or locate anyone posting any such information or materials. FactSet further has the right (but not the obligation) to refuse or remove any Communications from this Site or terminate or deny access to and use of the Site for any reason. FactSet is under no obligation to enforce these terms on your behalf against another user. FactSet reserves the right to take appropriate action in its sole discretion.
You hereby represent and warrant that (a) your use of the Site will not infringe the proprietary rights of any third party; (b) your use of the Site will be in strict accordance with these and any other applicable terms and with all applicable laws and regulations; (c) that any Communication you post or transmit to the Site is accurate.
USER RESPONSIBILITY: FactSet has not reviewed, and cannot review, all of the Communications and material posted to the Site, and therefore cannot be responsible for its content, use or effects. By operating the Site, FactSet does not represent or imply that it endorses the material there posted, or that it believes such material to be accurate, useful, lawful or non-harmful. Neither FactSet nor any of this third party suppliers guarantees, endorses, or is otherwise responsible or liable for the accuracy, completeness, timeliness, reliability, availability, or usefulness of any Communications and material accessible through the Site. The information provided on this Site by FactSet speaks only as of the respective dates on which the information was first created. This information can become out-of-date. FactSet makes no commitment, and disclaims any duty, to update any of this information, except as expressly stated on this Site. You use this Site at your own risk and are responsible for taking precautions as necessary to protect yourself and your computer systems.
USE OF PERSONALLY IDENTIFIABLE INFORMATION: Information submitted to FactSet on this Site is governed according to FactSet's Online Privacy Policy.
LINKS TO OTHER MATERIALS: The linked sites are not under the control of FactSet, and FactSet is not responsible for the content, including, without limitation, the truthfulness or accuracy of any statement or other content, of any linked site or any link contained in a linked site. FactSet reserves the right to terminate any link or linking program at any time. FactSet has not reviewed all the information contained in the linked sites and does not endorse the companies, products or sites to which it links and reserves the right to note as such throughout the Site. If you decide to access any of the third-party sites linked to our Site, you do this entirely at your own risk.
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APPLICABLE LAWS: This site is controlled by FactSet from its offices located in the State of Connecticut within the United States of America. FactSet does not make any representation that materials at this Site are appropriate or available for use outside the United States, and access to them from territories where the content of this Site is illegal is prohibited. While this Site may be viewed internationally and may contain references to products and services not available in all countries, such references do not imply that FactSet intends to make such products or services available in such countries. You may neither use, export or re-export the materials at this Site, nor may you use any copy or adaptation of such materials, in each case, in violation of any applicable laws or regulations, including, without limitation, United States export laws and regulations. Except to the extent applicable law provides otherwise, these terms, any access to or use of the Site, will be governed by the laws of the State of Connecticut within the United States of America, excluding its conflict of law provisions, and the proper venue for any disputes arising out of or relating to any of the same will be the state and federal course located in Connecticut.
GENERAL: If any part of these terms is held invalid or unenforceable, that part will be construed to reflect the parties’ original intent, and the remaining portions will remain in full force and effect. A waiver by either party of any term or condition of these terms or any breach thereof, in any one instance, will not waive such term or condition or any subsequent breach thereof. You may not assign or otherwise transfer your rights under this Agreement to any party, including by operation of law. FactSet may assign or otherwise transfer its rights under this Agreement without condition. This Agreement will be binding upon and will inure the benefit of the parties, their successors and permitted assigns.
These terms were last updated October 16, 2018.
Last Revised April, 2020
Thank you for visiting www.factset.com, the Website of FactSet Research Systems Inc. and its affiliates (“FactSet” or “we”). FactSet is a provider of integrated financial information and analytical applications to the global investment community. To protect your privacy better, FactSet wants our customers, suppliers and other relevant parties to know how we collect personal data, the types of personal data we collect, and how we use and share your personal data when we act as the controller of that personal data that is subject to the EU General Data Protection Regulation (GDPR). Hence this notice only applies to personal data which is subject to GDPR and which we collect:
It does not apply to any other personal data, and notably personal data collected by:
We collect and process personal data mainly from our customers and suppliers while doing business with them and we collect and receive personal data on this Website and through social networks (see more information under section 3). The personal data we process is mainly business contact information from our clients and suppliers and also information you and our customers provide when using our products or accessing our websites or other applications (see more information under sections 4 and 5). We also collect and collate information (including some personal data) from third party suppliers and public sources to make available to our customers as part of the services we offer to them (see more information under section 6). We mainly process the personal information in order to provide our services and to fulfill our contractual obligations and to improve our products and offerings (see more information under sections 7 and 8). We do not sell such personal data to third parties for their own use but we might share it with third parties when there is a legal requirement to do so or where we need a third party to fulfill our services (see more information under section 9). We transfer personal data within our group based on an Intragroup-Data-Transfer-Agreement which subject to the GDPR (see more information under section 10). You can learn more about where and how we use cookies related to our Website and services by reading our Cookie Policy which you will find under this link. This notice informs you also about our retention policy (section 11). You have rights in respect of your personal data. To learn more about those rights, please read section 13. You will also find our contact information at the end of this notice under section 16.
We collect several types of information and personal data:
We collect this information and personal data:
The personal data we collect may include:
Typically, the personal data you give us may include name, business affiliation, business address, telephone number, and email address, and any personal details required to conduct business with you or to resolve any enquiries or complaints.
We will indicate to you when personal data is required to enter into a contract with you (such as in anticipation of a services agreement) or to perform a contract with you (such as to provide services at your request), and failure to provide any personal data may result in our inability to provide requested services or products.
If you navigate through and interact with our Website and some of our products, we may use automatic data collection technologies to collect certain usage information about your equipment, browsing actions, and patterns. Automatic data collection is carried out through the use of cookies and related technologies. For more information, please see our Cookie Policy which can be accessed here.
In order to provide our content services to our customers, we rely on content provided by third party suppliers, as well as content that is available to the public. Some of that content includes general information about names of directors, registered board members, managers, fund managers and other official persons of companies published on public accessible websites, letterheads, prospects, annual financial statements, invitations to shareholder meetings etc.
All processing and use of your personal data is justified by a "lawful ground" for processing. In the majority of cases, processing will be justified on the lawful ground that:
Where we rely on our legitimate interests to process personal data, those interests are:
The following is an overview of our purposes for using your personal data. Additional details on how we process your personal data may be provided to you in a separate notice or contract.
We use the personal data we collect to:
FactSet will not sell or rent your personal data you provided to us to third parties.
When you have provided personal data to us, we may disclose such personal data to other companies that we have engaged to assist us in providing you goods or services. This may include, but is not limited to, fulfillment houses, billing services, transaction managers, credit verification services, and other third-party service providers. We also may disclose your personal data to third party service providers that assist us in conducting market research for our own purposes. We do not sell personal data to third parties for their own use but may provide certain usage information to advertisers to help provide you with relevant advertising.
We may also disclose any of your personal data or usage information to law enforcement or other appropriate third parties in connection with criminal investigations, investigation of fraud, infringement of intellectual property rights, or other suspected illegal activities, as may be required by applicable law, or, as we may deem necessary in our sole discretion, in order to protect our legitimate legal and business interests.
We reserve the right to disclose, share and/or otherwise transfer personal data and usage information in connection with a proposed or actual corporate merger, acquisition, consolidation, the sale of a portion of our business or the sale of substantially all of our assets, or other fundamental corporate change, whatever form it may take. You will be notified via a prominent notice on our website prior to a change of ownership or control of your personal data or usage information.
FactSet is a global organization headquartered in the United States, and we may need to transfer your personal data to third party suppliers and to our affiliates for the purposes described above. If your personal data is subject to the GDPR and is transferred outside the EU to other FactSet affiliates or to third party service providers, we will take steps to ensure that your personal data receives the same level of protection as if it remained within the EU, including by entering into data transfer agreements using the European Commission approved Standard Contractual Clauses, or by relying on certification schemes such as the EU – US Privacy Shield. For transfers of personal data among FactSet affiliates we have put in place European Commission-approved Standard Contractual Clauses and have entered into an Intragroup data transfer agreement. You have a right to obtain details of the mechanism under which your personal data is transferred outside of the EU, although please note that we may need to redact copies of transfer agreements for reasons of commercial confidentiality, provided that you can retain access to the relevant safeguards.
FactSet reserves the right to share any information that you provide which is not deemed personal data or is not otherwise subject to contractual restrictions.
We keep personal data only for as long as required to fulfill the purposes for which it was collected. In general, we retain personal data for a period of time corresponding to a statute of limitation, for example to maintain an accurate record of customer and supplier dealings. However, in some circumstances we may retain personal data for other periods of time, for instance where we are required to do so in accordance with legal, tax or accounting requirements, or if required to do so by a legal process, legal authority, or other governmental entity having authority to make the request, for so long as required in accordance with our document retention policy.
We will take steps in accordance with applicable legislation to keep personal data accurate, complete and up to date. You are entitled to have any inadequate, incomplete or incorrect personal data corrected (that is, rectified). You also have the right to request access to your personal data as well as to obtain additional personal data about the processing. In the event the lawful ground (see Lawful Grounds for Processing above) for processing your personal data is your consent, you have the right to withdraw consent at any time, without affecting the lawfulness of processing before withdrawal. Further, you are entitled to object to the processing of your personal data or to have your personal data erased, under certain circumstances.
As from 25 May 2018, the following rights also apply solely to processing of personal data which is subject to the GDPR. Each right may only apply in certain circumstances, and subject to exemptions under either EU or Member State law:
Please contact us as indicated in How To Contact Us or using the email-address: DataPrivacy@Factset.com if you wish to exercise any of your rights, or if you have any enquiries or complaints regarding the processing of your personal data.
FactSet takes reasonable precautions to protect personal data from loss, misuse, unauthorized access, disclosure, altercation, and destruction. Unfortunately, while we work hard to ensure the security of your personal data while it is on our systems, no security measures are perfect, and data transmitted over the Internet cannot be guaranteed to be 100% secure. We cannot and do not ensure or warrant the security of any personal data you transmit, and you do so at your own risk.
Our Websites may provide links to other websites for your convenience and information. These websites may operate independently from FactSet. Linked websites may have their own privacy notices or policies, which we strongly suggest you review if you visit any linked websites. To the extent any linked websites you visit are not owned or controlled by FactSet, we are not responsible for the websites’ content, any use of the websites, or the privacy practices of the websites.
This Privacy Notice may be amended from time to time. Please review it periodically. Changes to this Notice will be announced on this Website in advance.
To exercise any of your rights described at Your Rights or to contact us please use the email-address: DataPrivacy@factset.com or if you have any questions or comments about this Privacy Notice, FactSet's privacy practices, or if you would like us to update personal data or preferences you provided to us, please write to us at:
In the US:
Global Compliance Officer
FactSet Research Systems Inc.
45 Glover Avenue
7th Floor
Norwalk, CT 06850
USA
In Europe:
FactSet UK Limited
Broadgate Quarter
1 Snowden Street
London EC2A 2DQ, UK
For activities related to Germany and the Philippines, we have a data protection officer in each of these countries:
Germany DPO:
KINAST Rechtsanwaltsgesellschaft mbH
Herr Rechtsanwalt Dr. Karsten Kinast, LLM.
Hohenzollernring 54
D-50672 Köln
Telephone: +49 221 - 222 183 0
E-mail: mail@kinast.eu
Web: www.kinast.eu
The Philippines DPO:
Allan Ong
FactSet Philippines,Inc.
8/F Commerce and Industry Plaza,McKinley
Town Center Taguig City Metro
Manila 1364
Telephone: +632-908-2600
E-mail: DataPrivacy@FactSet.com
This statement is made pursuant to section 54(1) of the United Kingdom Modern Slavery Act of 2015 and constitutes FactSet’s group slavery and human trafficking statement for the financial year ending 31 August 2018.
As a major software and solutions provider globally, we recognise that our company must act responsibly and thus are committed to improving our practices to combat slavery and human trafficking. Employees are expected to report concerns, using the appropriate reporting channels, and management are expected to act upon them. We are proud of the corporate social responsibility work we carry out in our local communities. As we expand into new markets, we ensure that corporate social responsibility is a key part of our business strategic development plans.
We are a major supplier of online-integrated financial and economic information to the investment management and banking industries. FactSet Research Systems Inc. is the parent company of all our global subsidiaries, including our businesses in the United Kingdom (“FactSet”). FactSet has 9,500 employees worldwide in 64 office locations in 24 countries.
FactSet is not in an industry with a high risk of modern slavery or human trafficking. Our supply chains include suppliers based throughout the world that provide a range of services and products, from third party data providers to IT infrastructure and local food service. FactSet is committed to high professional standards and ethics and we expect the same from all our suppliers. All suppliers are expected to comply with all local and national laws and regulations.
Part of our values and culture is that we are an inclusive community, working together as a team and staying connected to our clients and each other. We are committed to ensuring that there is no modern slavery or human trafficking in our supply chains or in any part of our business. We are currently exploring implementing supplier policies to support our commitment to act ethically and with integrity in all our business relationships. We seek to implement and enforce effective systems and controls to ensure slavery and human trafficking is not taking place anywhere in our supply chains.
Giving back to our communities is an integral part of our culture. FactSet employees have always driven our corporate social responsibility efforts, embracing volunteerism, giving, and sustainability initiatives. We have established a globally consistent programme grounded in four Pillars of Service – ‘Inspiring Tomorrow’s Engineers’, ‘Elevate to Educate’, ‘Alleviating Food Insecurity’ and ‘Protecting our Environment’. We developed dozens of new community partnerships and established CSR Committees led by 150 employees across 26 offices who are engaging our colleagues in service projects within our pillars that are both highly impactful for our communities and engage our employees in meaningful volunteer opportunities.
Our employees served more than 13,000 volunteer hours in FY17. Increased number of volunteer events by 77% from FY17. Examples of the volunteer work include: FactSet’s Global Hunger Awareness Week 2018 which through our financial support and volunteerism, provided over 145,600 meals for people in need, helping to meet basic human needs; launching our first global Season of Service in FY18, engaging more than 2,000 employees who served more than 6,200 volunteer hours across our four pillars; mentoring young future science and technology leaders; introducing young people to coding and computer science; supporting financial literacy programmes for school children and adults; providing books and desks to rural school children in India; supporting food banks and food rescue programmes in many of our offices globally; and working with conservation organisations to contribute to biodiversity studies and clean up green spaces in the communities in which we operate.
Our Corporate Social Responsibility Report is available on our public website and details how we manage our global business through our fair and transparent governance processes and equip our staff to uphold the highest standards of ethics.
Our Code of Conduct and Ethics guides our employees and is available on our public website and our intranet site. If employees have any concerns about any wrongdoing or breaches of law, these can be raised through appropriate channels. In situations where employees prefer to place an anonymous or confidential report, they are encouraged to use FactSet’s Ethics Action Line which is accessible on our intranet site.
We will continue to review the effectiveness of the steps we have taken to ensure that there is no slavery or human trafficking in our supply chains, and assess emergent risks, if any arise, regarding slavery and human trafficking in our supply chains. We will also explore developing a supplier code of conduct for suppliers, setting out our standards and commitment to anti-slavery and human trafficking laws, as well other standards.
This statement was approved by the board of FactSet Research Systems Inc., FactSet Europe Limited and FactSet UK Limited.
Phil Snow
Chief Executive Officer
Date: March 27, 2019
Financial year ending August 31, 2018
FactSet Research Systems Inc. (the “Company” or “FactSet”) is a multinational company headquartered in Norwalk, Connecticut, United States with operations across 23 countries. FactSet was founded in 1978 and provides integrated financial information and analytical applications for the global investment community.
FactSet has substantial local operations and presence in the UK. FactSet is committed to conduct its tax affairs in accordance with the following objectives:
FactSet believes that it is important to pay the correct amount of tax at the right time, under all relevant laws and regulations. We are committed to provide transparent and accessible information to tax administrators in order to facilitate an understanding of our tax strategy and the underlying business models. We operate an effective tax control framework to identify key tax risks and to manage those risks through appropriately designed and operated controls, polices and processes.
Generally, FactSet’s tax strategy and strategic objectives are intended to establish a clear and unequivocal approach to all aspects of tax reporting and compliance.
Our strategy is focused on ensuring that taxes (and tax risks) are managed to provide outcomes consistent with commercial reality and are within the parameters of our strategic objectives. The strategy also requires that all tax obligations are complied with in the UK and all other relevant jurisdictions.
With the tax landscape constantly changing, FactSet’s tax affairs and tax risk management procedures are regularly reviewed to ensure that processes and measures are up-to-date so that we are able to identify, assess, manage and mitigate tax risk as well as remain aligned with FactSet’s business strategy and governance framework.
We aim for certainty on the tax positions we adopt, so diligent professional care and judgment is employed to assess tax risks arising from our commercial operations. We seek to reduce the level of tax risk arising from operations as far as is practically reasonable through an ongoing commitment to improving internal control effectiveness and by ensuring that all tax or tax-related processes are allocated to appropriately qualified owners.
FactSet’s level of acceptable risk is low, and we structure our affairs based on sound commercial principles and in accordance with company policy and relevant tax legislation. FactSet will consider different tax outcomes when considering how to undertake commercially motivated transactions, but does not participate in aggressive tax planning for the purposes of tax avoidance or engage in tax schemes that go against the intention of the legislative authority.
It is FactSet’s general policy to be transparent and proactive in all interactions with HMRC.
We have an open, honest and positive working relationship with HMRC. We are committed to prompt disclosure and transparency in all tax matters with HMRC. We recognize that there will be areas of differing legal interpretations between ourselves and HMRC and where this occurs we will engage in proactive discussion to bring matters to as rapid a conclusion as possible.
FactSet endeavors to make https://www.factset.com/careers accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact Kristen Panichella, Global Director, Talent Acquisition at Recruiting2@factset.com. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
FactSet is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. For our EEO Policy Statement, please click here. If you’d like more information on your EEO rights under the law, please click here. For the EEO Commission, please click here.
FactSet (the "Company profile ") ("we", "our" or "us") collects and processes information that identifies you ("Personal Data") in connection with your application for a job with the Company. This Job Candidate Privacy Notice ("Notice") provides important information about our use of your Personal Data.
The FactSet entity with whom you are applying for a role is the main controller of your Personal Data, other companies within the FactSet group may also need to process your Personal Data in order to make decisions about the hiring process.
This Notice does not constitute an offer of employment, does not form part of any contract and does not confer any contractual right on you, or place any contractual obligation on us.
1. Summary
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We collect and use personal details which you provide as part of the recruitment process, and may also obtain details from third parties (such as referees (references) or background checks). We may retain your application for a limited period for future opportunities. Your data may be stored in systems based around the world, and may be processed by third party service providers acting on our behalf. You have certain rights in respect of your personal data, which you can exercise using the contact information set out below. |
2. Personal Data
We may collect various types of Personal Data about you for the purposes described in this Notice, including:
3. Sources of Personal Data
You may give us the Personal Data described above during the recruitment process, whether through the application forms on our online job portal, on the telephone or at interviews. We partner with certain third party jobsites, such as LinkedIn or JobCentre Plus, and may receive your Personal Data via these organisations.
We may also receive Personal Data about you from other third parties; for example, recruiters; references from a previous employer; business partners; background check providers; as well as from publicly available sources such as social media.
4. Why we process your Personal Data
The Personal Data requested from you during the recruitment process is required by us in order to:
If you do not provide some or all of this Personal Data it may affect our ability to process your application, and in some cases, it may mean that we are unable to continue with your application as the Company will not have the Personal Data we believe to be necessary for the effective and efficient management of the recruitment process.
We process your Personal Data on one of the following legal bases:
The processing of legal or criminal records data will be undertaken where permitted by applicable laws, national collecting bargaining agreements and binding resolutions of the relevant Supervisory Authority for data protection.
5. Disclosure and transfer of Personal Data
For the purposes listed under section 4 above, we may share your Personal Data with other members of the FactSet group (including in countries outside EU/EEA, such as the United States of America, India and the Philippines). For example, some of our recruitment and applicant testing applications are hosted in the U.S., and some hiring decisions involve input or review from other FactSet group companies. FactSet has adopted an Intra-Group Data Transfer Agreement to ensure your Personal Data receives an adequate level of protection wherever it is processed within the FactSet group.
Your Personal Data may also be accessed by third parties who provide us with services, such as recruiters, and companies hosting, supporting and maintaining the IT systems supporting our recruitment system and those undertaking background checking or vetting on our behalf.
If your application for employment with the Company is successful, your Personal Data may also be shared with certain interconnecting systems (such as HR information, payroll and benefits systems). More information will be provided to you in a separate notice during your on-boarding.
Certain third parties may be located outside of the EU/EEA, and in these cases we will use legally acceptable mechanisms, such as standard contractual clauses and from time to time other mechanisms provided for under applicable data protection laws, to ensure an adequate level of protection for your Personal Data. You are entitled to, upon request, a copy of documentation showing that appropriate safeguards have been taken to protect your Personal Data during such transfer.
6. Security of Personal Data
We implement what we determine to be reasonable physical, technical and administrative security standards designed to protect your Personal Data from loss, misuse, alteration, destruction or damage.
Where we have given you (or where you have chosen) a password which enables you to access certain parts of our jobsites, you are responsible for keeping this password confidential. We ask you not to share a password with anyone.
Unfortunately, the transmission of information via the internet is not completely secure. Although we will do our best to protect your Personal Data, we cannot guarantee the security of your Personal Data transmitted to our site; any transmission is at your own risk.
7. Retention of your Personal Data
Our general approach is to retain your application for a period of 6 months or, where you consent to a longer period of retention, for up to 2 years following the closure of the recruitment process for the role you applied for.
Otherwise, you should note that, in certain cases, legal or regulatory obligations require us to retain specific records for a set period of time.
If you accept employment with FactSet, your Personal Data will be held on the basis set out in our Employee Data Privacy Notice which will be shared with you.
8. Your rights
The Company aims to ensure that all Personal Data are correct. You have the right to request correction of any inaccurate Personal Data relating to you, but you also have a responsibility to ensure that changes in personal circumstances are notified to the Company so that we can ensure that your Personal Data is up-to-date. In many cases, you will be able to "self-serve" corrections to your Personal Data through our jobsites or by contacting us by email.
Access. You have the right to request access to any of your Personal Data that the Company may hold.
Withdrawal of consent. You have the right to withdraw any consents at any time, for example if you are no longer happy for us to retain your unsuccessful application for an extended period of up to 2 years.
Restriction. You also have the right to restrict our processing of your Personal Data where:
Where your Personal Data is subject to restriction in this way we will only process it with your consent or for the establishment, exercise or defence of legal claims.
Right to object. Where we are relying upon legitimate interest to process your Personal Data (see section 4), then you have the right to object to that processing. Where we rely upon legitimate interest as a basis for processing we believe that we can demonstrate compelling legitimate grounds which permit us to continue the processing, but we will consider each case on an individual basis.
Erasure. You have the right to have your Personal Data erased under certain circumstances, such as when it is no longer needed by us for a lawful purpose.
You also have the right to lodge a complaint with a supervisory authority if you consider that the processing of your Personal Data infringes applicable law with the relevant local data protection authorities. In the UK, the supervisory authority is the Information Commissioner's Office (ICO).
For further information regarding your rights, to exercise any of your rights, or if you have any questions regarding the processing of your Personal Data please contact recruiting@factset.com.
9. Changes to this Notice
Any changes we may make to this Notice in the future will be posted on this page. Please check back frequently to see any updates or changes to this Privacy Notice.
FactSet Research Systems, Inc. has been and will continue to be an equal opportunity employer. To assure full implementation of this equal employment policy, we will take steps to assure that:
I have appointed Kristen A. Panichella to take on the responsibilities of EEO Coordinator. The EEO Coordinator will be responsible for the day to day implementation and monitoring of the Company’s Affirmative Action Plan. As part of that responsibility, the EEO Coordinator will periodically analyze the Company's personnel actions and their effects to ensure compliance with our equal employment policy and administer the audit and reporting system.
If you, as one of our employees or as an applicant for employment, have any questions about this policy or would like to view portions of the Affirmative Action Plan, please contact Leonard F. Johnson during regular business hours. This is also a reminder that employees may update their disability status at any time by contacting Kristen A. Panichella.
I have reviewed and fully endorse our Affirmative Action and Equal Employment Opportunity program. In closing, I ask the continued assistance and support of all of the Company's personnel to attain our objective of equal employment opportunity for all.
Sincerely,
Philip Snow
Chief Executive Officer
FactSet Research Systems Inc.’s External Referral Award Program (the “Program”) offers a one-time referral award to unaffiliated persons to help FactSet attract top talent at our offices located throughout the United States. To make a referral or learn more about the Program, please visit our External Referral Award Program webpage . Referrals are valid for 12 months from the date of submittal.
Please read the below carefully. By submitting a resume via email, You (as defined below) agree to the following terms and conditions:
External Referrer (“You” or “Your”):
Your Referral Candidate:
If our team feels that Your referred candidate appears to be a match to our job requirements, we will reach out to them directly. The referred person must acknowledge that You referred them and we will ask the Referral Candidate to then apply directly on the Careers page of our website.
Payment Terms
If You are eligible to participate in the Program, FactSet shall pay You a one-time referral award in the form of an electronic gift card from one of FactSet’s preapproved retailers (“Award”) in the following (gross) amounts:
FactSet will process the Award approximately 8-10 weeks after the referred employee is successfully hired and is actively employed by FactSet at the time the Award is to be paid. You are solely responsible for any appropriate state and federal taxes associated with the receipt of the Award.
In the event of a duplicate or competing submission of a referral candidate, payment will be made for the first referral candidate received by FactSet. Any Award payment is at FactSet’s sole discretion.
Recruiters and Placement Agencies
FactSet does not accept unsolicited resumes from recruiters or placement agencies. Please do not forward unsolicited resumes to our website or to any of our employees. FactSet will not pay any fees to any third-party agency or firm and will not be responsible for any fees associated with any unsolicited resume.
Additional Information
You can agree or disagree to accept any cookies in general by activating the appropriate setting on the cookie banner displayed on our website. However, if you select “I decline” you may be unable to access certain parts or several functions of our website, and we cannot guarantee that our website will function properly. Otherwise our system will issue cookies when you direct your browser to our website.
How to manage cookies
You can change your browser settings so that you receive a warning before certain cookies are stored. You can also adjust your settings so that your browser refuses most of our cookies or only certain cookies from third parties. You can also withdraw your consent to cookies by deleting the cookies that have already been stored.
Please note that you will have to change your settings for each browser and device you use. Moreover, such methods will not work with respect to certain non-cookie online tracking technologies.
The procedures for changing your settings and cookies differ from browser to browser. If necessary, use the help function on your browser or click on one of the links below to go directly to the user manual for your browser.
There are also software products available that can manage cookies for you. You can also use www.ghostery.com to accept or refuse each cookie used on our website.
Description of Cookies and the way we use them
Our website uses cookies to keep the website operating as smoothly as possible and to provide web services and functionalities for each visitor. Cookies are used for a variety of purposes. For example, they calculate web statistics, provide online advertising and improve a visitor's experience on our website. As your privacy is important to us, we would like to inform you about which cookies are used on our website, as well as why we use them. We operate the following cookies on our website:
We refer to cookies, flash cookies and web beacons as "cookies".
We may collect personal data automatically, and we may tie this personal data to personal data about you that we collect from other sources or you provide to us. Our cookies are used in the following way and for the following purposes:
Partners we share Cookies with
We share cookies with the following partners. Please follow the links to their privacy policies:
To find out more about cookies, including how to see what cookies have been set and how to manage or delete them, visit www.allaboutcookies.org.
