Privacy Policy

Information we collect

Account details: your name, company, work email and, if you choose Google sign-in, the basic profile Google shares with us.

Questionnaire answers: details about your business, such as spending, currencies, payments and banking, used to build your Treasi score.

Quote requests and enquiries: the contact details and notes you submit when you ask a provider for a quote or contact us as a partner.

Usage information: basic technical data such as pages visited and device type, used to keep the site working and improve it.

How we use it

To create your account, calculate your Treasi score and show matched providers.

To send your quote requests to the providers you choose, only with your explicit agreement.

To send product updates or alerts if you opted in. You can opt out at any time.

To keep Treasi secure and improve our service.

Who we share it with

Providers you request a quote from receive the details you agreed to share.

Service providers that host and run Treasi process data on our behalf under appropriate safeguards.

We do not sell your personal information.

Where it is stored

Your information may be stored and processed outside your country, including in Canada, the United States or the European Union, with protections consistent with applicable privacy laws.

How long we keep it

We keep your information while your account is active and as long as needed for the purposes above or to meet legal obligations. You can ask us to delete your account at any time.

Your rights

Depending on where you are, including under Canada’s PIPEDA, UK GDPR and US state laws, you may have the right to access, correct or delete your information, or to withdraw consent. To make a request, contact us through the Treasi site.

Security

We use access controls and encryption in transit to protect your information. Only you can see your questionnaire answers and quote requests.

Changes

We may update this policy. If we make significant changes, we will let account holders know.