Privacy Policy

1. Introduction

SBC Advisory ("we," "our," or "us") operates the TP DOC GEN AI platform. This Privacy Policy describes how we collect, use, store, and protect your personal information when you use our website and services. By accessing or using TP DOC GEN AI, you agree to the terms outlined in this policy.

2. Information We Collect

We may collect the following types of information:

• Personal Information: Name, email address, phone number, company name, job title, and billing details provided during registration or demo requests.
• Entity & Financial Data: Transfer pricing documentation, financial statements, entity details, and intercompany transaction data uploaded to the platform.
• Usage Data: Browser type, IP address, pages visited, time spent on pages, and interaction patterns collected automatically through cookies and analytics tools.
• Communication Data: Records of correspondence when you contact us via email, forms, or the AI chatbot.

3. How We Use Your Information

• To provide, maintain, and improve the TP DOC GEN AI platform and its features.
• To process benchmarking analyses, generate transfer pricing documentation, and deliver AI-powered insights.
• To communicate with you regarding your account, service updates, and support requests.
• To ensure compliance with applicable tax regulations and transfer pricing guidelines.
• To analyze usage patterns and improve user experience and platform performance.
• To send marketing communications (with your consent) about new features, pricing updates, and industry insights.

4. Data Storage & Security

All data is stored on secure, encrypted servers with enterprise-grade security measures. We implement industry-standard safeguards including SSL/TLS encryption, role-based access controls, regular security audits, and automated backups. Financial and entity data is processed in compliance with applicable data protection regulations, and we do not share client-specific data with third parties without explicit authorization.

5. Data Sharing & Third Parties

We do not sell your personal data. We may share information with:

• Service Providers: Cloud hosting, analytics, and payment processing partners who assist in operating the platform under strict data processing agreements.
• API Partners: TP Catalyst API for benchmarking data retrieval, subject to their own privacy policies.
• Legal Requirements: When required by law, regulation, or legal process.

6. Cookies & Tracking

We use cookies and similar tracking technologies to enhance your experience, analyze site traffic, and understand usage patterns. You can manage cookie preferences through your browser settings. Essential cookies required for platform functionality cannot be disabled.

7. Your Rights

Depending on your jurisdiction, you may have the right to:

• Access, correct, or delete your personal data.
• Object to or restrict certain data processing activities.
• Withdraw consent for marketing communications at any time.
• Request a copy of your data in a portable format.
• Lodge a complaint with a relevant data protection authority.

8. Data Retention

We retain personal data for as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, and resolve disputes. Entity and financial data associated with active engagements is retained for the duration of the subscription and a reasonable period thereafter for audit and compliance purposes.

9. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. We will notify registered users of material changes via email or platform notification. Your continued use of the platform after changes constitutes acceptance of the updated policy.

10. Contact Us

For questions, concerns, or requests regarding this Privacy Policy or your personal data, please contact us at: