Privacy Policy

We at Overlap (Overlap Associates Inc.) are committed to protecting your privacy. This Privacy Policy governs our data collection, processing, and usage practices. It also describes your choices regarding use, access, and correction of your personal information.

In the event we need to modify our Privacy Policy, we will post the revised statement here, with an updated revision date. We encourage you to review this Privacy Policy regularly. If we make significant changes to our Privacy Policy that materially alter our privacy practices, we may also notify you by other means, such as sending an email or posting a notice on our corporate website and/or social media channels prior to the changes taking effect.

If you have any question about this Privacy Policy or our treatment of the information you provide us, please write to us by email at info@overlapassociates.com or by mail to:

Overlap Associates
305 King Street West, Suite 1002
Kitchener, Ontario, Canada
N2G 1B9


1. Legal Processing

2. What We Collect

3. How We Collect It

4. Why We Collect It

5. How We Protect What We Collect

6. How Long We Keep It

7. What Are Your Rights

1. Legal Processing

Data protection law states there are several legal reasons why a company may collect and process personal data.

Contract – We will process your personal data to fulfil an order, deliver a service, essentially comply with our contractual obligations.

Legal Compliance – If the law or government requires us to, we may need to collect and process your data. An example might be passing on details of fraud to law enforcement.

Legitimate Interest – In cases, we require personal data to pursue our legitimate interests in a way which might reasonably be expected as part of running our business. This does not impact your freedom or rights. Examples might be using your postal or email details to send direct marketing information on content, products and services that we think might interest you with the aim of raising awareness of our business with yours and you, as an employee of that business. We may also use your browsing or purchase history to send you or make available personalized offers.

2. What We Collect

  • Contact details at the company which you work for such as email address and phone number.
  • Details of your interactions with us through phone contact, email, or online.
  • Details of your visits to our websites, and which site you came from to ours.
  • Information gathered by the use of cookies in your web browser.
  • Technical information about your internet connection and browser as well as the country and telephone code where your computer is located, the web pages viewed during your visit, the advertisements you clicked on, and any search terms you entered.
  • Your social media username, if you interact with us through those channels, to help us respond to your comments, questions, or feedback.

3. How We Collect It

  • When you visit any of our websites or speak with us on the phone.
  • When you purchase a product or service, or enter into negotiations to do so.
  • When you engage with us on social media.
  • When you contact us by any means with queries, complaints etc.
  • When you book any kind of appointment with us or book to attend an event, for example a meeting to discuss an opportunity.
  • When you choose to complete any surveys we send you.
  • Any individual may access personal data related to them, including opinions. So if your comment or review includes information about the Partner who provided that service, it may be passed on to them if requested.
  • When you’ve given a third party permission to share with us the information they hold about you.
  • We may collect data from publicly-available sources where you have given your consent for them to share information publicly, such as online directories or LinkedIn.

Website Specific

Our website does not collect specific, detailed information about you as a visitor to our site.

Where information is gathered, we will inform you of this along with the explanation of why it is required. This information will be for purposes such as responding to an enquiry made and we will ask for this information in order for us to get in touch and provide the relevant information which has been requested from you.

What information is retained?

Cookies and tracking software are used on a temporary basis and expire when the site has been left. These are used for purposes such as website improvement. Google Analytics is also used for the same reason of website improvement and understanding how you use it. This information is not shared with anyone.

By using the website, you are consenting to the use of cookies to retain session information for the purposes listed above. This information is held in your web browser and is removed at the end of your session.

The personal information we collect and hold via Tracking software is the following:

  • Browser used (Bing, Chrome, Internet Explorer etc.)
  • Location (based on IP address)
  • Gender
  • Age group
  • Site searches
  • Device(s) used
  • Frequency on Site
  • Session duration (time spent on the site)
  • Page(s) visited
  • Page session duration (time spent on specific page)
  • Web Surfing Behaviours

We currently use the following companies that may process your personal data through website usage: Facebook, Twitter, LinkedIn, Google, Instagram, and HubSpot.

4. Why We Collect It

We want to give you the best possible experience. One way to achieve that is to get the richest picture we can of who you are by combining the data we have about you. We then use this to offer you content, products, and services that are most likely to interest you.

The data privacy law allows this as part of our legitimate interest in understanding our customers and potential customer, and providing the highest levels of service.

Of course, if you wish to change how we use your data, you’ll find details in the ‘What Are My Rights?’ section below.

Remember, if you choose not to share your personal data with us, or refuse certain contact permissions, we might not be able to provide the best experience.

Here’s how we’ll use your personal data and why:

  • To process any orders or hold negotiations that you make by using our sales. If we don’t collect your personal data during negotiations or ordering, we won’t be able to process your order and comply with our legal obligations. We would then keep those details for a reasonable period afterwards in order to fulfil contractual obligations.
  • To respond to your queries. Handling the information you sent enables us to respond. We may also keep a record of these to inform any future communication with us and to demonstrate how we communicated with you throughout. We do this on the basis of our contractual obligations to you, our legal obligations, and our legitimate interests in providing you with the best service and understanding how we can improve our service based on your experience.
  • To protect our business and yours from fraud and other illegal activities. We’ll also monitor your browsing activity with us to quickly identify and resolve any problems to protect the integrity of our websites. We’ll do all of this as part of our legitimate interest.
  • To market our products and services to you. We will use your personal data, preferences, and details of your transactions to keep you informed by email, web, and telephone about relevant content, products and services including:
    • information,
    • tailored offers,
    • discounts,
    • promotions,
    • events,
    • competitions, etc.
  • We market on the basis of legitimate interest and in a way which might reasonably be expected as part of running our business. This does not impact your freedom or rights. Our marketing will follow best practice laid out by the ICO when dealing with corporate subscribers under the PECR.
  • To send you relevant, personalized communications by post or email in relation to updates, content, offers, services, and products. We’ll do this on the basis of our legitimate business interest.
  • To send you communications required by law or which are necessary to inform you about our changes to the services we provide you. For example, updates to this Privacy Policy, marketing data misuse issues, and legally required information relating to your orders. These service messages will not include any promotional content and do not require prior consent when sent by email or text message. If we do not use your personal data for these purposes, we would be unable to comply with our legal obligations.
  • To develop, test, and improve the systems, services, and products we provide to you. We’ll do this on the basis of our legitimate business interests.
  • To comply with our contractual or legal obligations to share data with law enforcement.
  • To send your survey and feedback requests to help improve our services. These messages will not include any promotional content and do not require prior consent when sent by email or text message. We have a legitimate interest to do so as this helps make our products or services more relevant to you.

Of course, you are free to opt out of receiving these requests and communications from us at any time.

5. How We Protect What We Collect

We will treat your data with the utmost care and take all appropriate steps to protect it. We secure access to our websites and apps using ‘https’ technology. Access to your personal data is password-protected, and sensitive data is secured by SSL encryption. We regularly monitor our system to identify ways to further strengthen security.

6. How Long We Keep It

We hold information about customers/ enquirers as it is necessary for us to conduct our business activities.

What personal information is held?

The personal information we collect and hold is the following:

  • Full Name
  • Company Name
  • Company Address
  • Company Website Address
  • Email Address
  • Phone Number
  • Initial Requirement

This information may be linked together with what has already been gathered (as stated in the “What We Collect” section) via Tracking Software.

How is this information gathered?

We gather this information through lead generation forms on our website and tracking software as mentioned in the “What We Collect” section, as well as over the phone when relevant.

How long will the data be kept for?

For a reasonable period of time after you have stopped being an active customer, we may continue to contact you with information relating to our products and services. We deem a reasonable period of time to be three years after an order has been completed, or a relevant license period has expired. After this time, the data we hold will either be deleted, anonymized, or retained providing you have asked us to do so.

Who will the data be passed to?

This information will not be passed on to anyone other than authorized employees of Overlap Associates and relevant processors, for example a company managing marketing on behalf of Overlap Associates.

Additionally, if a legal matter were to arise, then we may need to provide this information for those purposes.In this instance, we provide only the information required to perform the service. The data will only be used for that exact purpose. Partners are required to protect and respect your privacy. If we stop using a partner’s service, your data will be deleted or rendered anonymous.

Examples of third parties we work with are:

  • Direct marketing companies who help us manage electronic communications and telemarketing.
  • Google/Facebook/LinkedIn/Instagram to show products that might interest you. This is based on consent or your acceptance of cookies on our website.
  • Data Insight companies to ensure your details are up to date and accurate.
  • IT Companies who support our website and business systems.

What is the reason for holding/using the information held?

While you are a customer of Overlap Associates, the basis for processing your data is ‘contract’. When you are not or no longer an active customer of Overlap Associates the basis is ‘legitimate interest’ as we would like you order products/services from us.

We may use your details for the purpose of creating a profile to gauge decision making and for direct marketing purposes. For example, using information held, we may create profiles based on the following:

  • Email Address
  • Telephone Number
  • Geographic Location
  • Job Title/Job Role

7. What Are Your Rights

You have the following data protection rights:

  • You can request access, correction, updates, or deletion of your personal information.
  • You can object to processing of your personal information, ask us to restrict processing of your personal information or request portability of your personal information.
  • If we have collected and processed your personal information with your consent, then you can withdraw your consent at any time. Withdrawing your consent will not affect the lawfulness of any processing we conducted prior to your withdrawal, nor will it affect processing of your personal information conducted in reliance on lawful processing ground other than consent.
  • You have the right to complain to a data protection authority about our collection and use of your personal information.
  • To exercise any of these rights, please contact us at info@overlapassociates.com or by mail to:
    • Overlap Associates
    • Attention: Privacy
    • 305 King Street West, Suite 1002
    • Kitchener, Ontario Canada
    • N2G 1B9

We will respond to your request to change, correct, or delete your information within a reasonable timeframe and notify you of the action we have taken.

To Unsubscribe From Our Communications

You may unsubscribe from our marketing communications by clicking on the “unsubscribe” link located on the bottom of our emails, updating your communication preferences, or by sending us an email at info@overlapassociates.com or by mail to:

Overlap Associates
Attention: Privacy
305 King Street West, Suite 1002
Kitchener, Ontario Canada
N2G 1B9

Customers cannot opt out of receiving transactional emails related to their account with us.


Overlap Associates
305 King Street West, Suite 1002
Kitchener, Ontario Canada
N2G 1B9