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PRIVACY AND LEGAL
PRIVACY POLICY
Last Revised April 2020
Introduction
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:
Summary
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.
Personal Data that we collect
We collect several types of information and personal data:
that relates to an identified or identifiable individual, such as name, postal address, email address, telephone number, IP or MAC address etc. and related information, such as the contents of an email ("personal data");
about your internet connection, the equipment you use to access our Website and usage details (e.g. statistics) regarding our products (“usage information”).
We collect this information and personal data:
Personal Data You Provide to Us
The personal data we collect may include:
personal data that you provide by conducting business with us, by filling in forms on our Website, or at a trade show, or anywhere else we conduct business, by subscribing to newsletters or other communications, or by corresponding with us by phone, e-mail or otherwise using our contact details. This includes personal data provided at the time of requesting information or services, soliciting business or performing a service. We may also ask you for personal data when you enter a contract with us, or a contest or promotion sponsored by us, and when you report a problem;
records and copies of your correspondence (including email addresses);
your responses to surveys that we might ask you to complete for research purposes;
your search queries on the Website;
during the contractual relationship for execution of the supplier or customer contract;
by using our incident management and project management tools and applications;
by communicating with our customer care teams for error resolving issues, training and support;
Your usage of our products and relating tools and applications.
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.
Personal Data We Collect Through Automatic Data Collection Technologies
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.
Personal Data We Collect From Public Sources and Third Parties
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.
Lawful Grounds for Processing
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:
to use supplier, customer and website user data to conduct and develop our business activities and improve our services in order to grow our business and profitability, while limiting the use of their personal data to purposes that support the conduct and the development of our business and the improvement of our services;
to use third party supplier and publicly available content (which in some instances includes personal data) in order to provide our content services to customers for their business purposes, which may include, but not be limited to taking investment decisions or compliance with applicable laws and regulations such as insider trading regulations and anti-bribery legislation, but which are for our customers to determine and explain in their privacy notices).
Why We Collect Personal Data
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:
provide customer services, including products and services; to take, verify, process, and deliver orders and returns; to process payments, technical support, or other similar purposes; and to establish and maintain customer accounts;
to provide training and after-sales-support on our products and answer to and perform change requests;
to organize and perform incident management processes;
to implement projects by working together with customers and their users as part of the project team;
communicate with customers and suppliers, including responding to requests for assistance and to update them about the status of their orders by postal mail, email, telephone, and/or text message;
investigate, prevent or take action regarding unauthorized use of our services, illegal activities, suspected fraud or situations involving potential threats;
to provide you with underlying tools and applications helping to implement projects and solving incidents;
to discuss, carry out and implement change request and further developments of our products;
to provide our content services to our customers and to report and administer customers’ users’ usage of third-party information products (e.g. real-time data from stock exchanges etc.);
administer and manage performance of purchase or sales agreements with our suppliers and customers;
to enhance the experience for our users, we use notes relating to support provided to specific employees, advisors or agents of customers in relation to our products and services for their future use of our services;
service your account;
market and promote our products including through email or equivalent electronic means, to send news and newsletters, special offers and promotions, or to otherwise contact customers about products, services or information;
process, evaluate and complete certain transactions involving the website, and more generally transactions involving FactSet's products and services;
operate, evaluate, maintain, improve and develop the Website (including by monitoring and analyzing trends, tracking user behavior, access to, and use of the website for advertising and marketing);
engage with you about events, promotions, the Website and FactSet's products and services;
provide you with documentation or communications which you have requested, or which is part of a product;
correspond with users to resolve their queries or complaints;
send you marketing communications, where it is lawful for us to do so;
protect the security of the Website, FactSet confidential and proprietary information (which may include personal data), and FactSet employees;
manage, protect against and investigate fraud, risk exposure, claims and other liabilities, including but not limited to violation of our contract terms or laws or regulations;
share your personal data with third parties in connection with potential or actual sale of our company or any of our assets, or those of any affiliated company, in which case personal data held by us about our users may be one of the transferred assets.
FactSet will not sell or rent your personal data you provided to us to third parties.
Sharing Your Personal Data
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.
Transferring Personal Data
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.
Retention of Your Personal Data
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.
Your Rights
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.
Data Security
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.
Links to Other Websites
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.
Changes to Our Privacy Notice
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.
How to Contact Us
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
FACTSET’S CALIFORNIA CONSUMER PRIVACY ACT STATEMENT
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.
Information Collected
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 CategoryExamplesCollected in last 12 months?Source of InformationInformation Shared in the last 12 months?
IdentifiersName, 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 informationYou 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 informationYou 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 lawAge, 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)NON/AN/A
Commercial InformationPersonal property records, products or services purchased, obtained, or considered, or other purchasing or consuming histories or tendenciesNON/AN/A
Biometric InformationGenetic, physiological, behavioral, or biological characteristics, eye scans, face prints, finger prints, sleep, health or exercise dataNON/AN/A
Internet or other electronic network activity informationBrowsing history, search history, information regarding the consumers interaction with a website, application or advertisementYESTracking 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 dataPhysical location or movementsNON/AN/A
Sensory dataAudio, electronic, visual, thermal, olfactory informationNON/AN/A
Professional or employment-related informationCurrent or past job history or performance evaluationsNON/AN/A
Nonpublic education information as defined in the Family Education Rights and Privacy ActEducation 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.NON/AN/A
Inferences drawn from any of the information identified aboveInformation is used to create a profile of consumer’s preferences, [characteristics, psychological trends behavior, attitudes, intelligence, abilities, and aptitudes]YES, excluding bracketed informationAs 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 youNO
 
FactSet’s Use of your Personal Information
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.
California Residents’ Rights under the CCPA
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:
How to Contact FactSet to Exercise Your Rights
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.
Reservation of Rights
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. 
LEGAL STATEMENT
 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.
INTELLECTUAL PROPERTY INFORMATION: Unless otherwise noted, product names, designs, logos, titles, text, images, audio,  video and other content within this Site are the trademarks, service marks, trade names, copyrights or other property of FactSet ("FactSet's Intellectual Property") or its third party content providers (“Third Party Intellectual Property”). Nothing contained on the Site should be construed as granting, by implication, estoppel, or otherwise, any license or right to use any of FactSet's Intellectual Property or Third Party Intellectual Property displayed on the Site without the written permission of FactSet. All rights in and to the Site and its content are retained by FactSet. To obtain permission, send an e-mail to marketing@factset.com​. COPYRIGHT NOTICE: Please refer to the copyright notice in the website (www.factset.com) footer.
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.
DISCLAIMER AND LIMITATION OF LIABILITY: USE OF THIS WEBSITE IS AT YOUR OWN RISK. THE MATERIALS ON THIS SITE ARE PROVIDED "AS IS" AND “AS AVAILABLE” WITHOUT ANY EXPRESS OR IMPLIED WARRANTY OF ANY KIND INCLUDING, WITHOUT LIMITATION, WARRANTIES OF MERCHANTABILITY, NONINFRINGEMENT OF INTELLECTUAL PROPERTY OR FITNESS FOR ANY PARTICULAR PURPOSE. YOUR SOLE AND EXCLUSIVE REMEDY IN THE CASE OF DISASTISFACTION WITH THIS SITE OR ANY OTHER GRIEVANCE SHALL BE YOUR TERMINATION AND DISCONTINUANCE OF ACCESS TO OR USE OF THE SITE.
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.
INDEMNIFICATION: You agree to indemnify, defend and hold harmless FactSet, its contractors, and its third-party suppliers, and their respective directors, officers, employees and agents from and against any and all claims, costs, liabilities and expenses (including attorneys’ fees) arising out of your use of the Site, including but not limited to your violation of these terms. FactSet reserves the right, at your expense, to control the defense of these claims. You agree not to settle any claims without FactSet’s written consent. You agree to notify FactSet immediately in writing of any such claims.
TERMINATION: FactSet may terminate your access to all or any part of the Site at any time, with or without cause, with or without notice, effectively immediately. If you wish to terminate these terms, or your user account (if you have one), you may simply discontinue using the Site. All provisions of these terms which by their nature should survive termination shall survive, including, without limitation, intellectual property ownership provisions, warranty disclaimers, indemnity and limitations of liability.  
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.
GDPR DATA PROTECTION NOTICE
Last Revised April, 2020
Introduction
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:
Summary
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.
Personal Data that we collect
We collect several types of information and personal data:
that relates to an identified or identifiable individual, such as name, postal address, email address, telephone number, IP or MAC address etc. and related information, such as the contents of an email ("personal data");
about your internet connection, the equipment you use to access our Website and usage details (e.g. statistics) regarding our products (“usage information”).
We collect this information and personal data:
Personal Data You Provide to Us
The personal data we collect may include:
personal data that you provide by conducting business with us, by filling in forms on our Website, or at a trade show, or anywhere else we conduct business, by subscribing to newsletters or other communications, or by corresponding with us by phone, e-mail or otherwise using our contact details. This includes personal data provided at the time of requesting information or services, soliciting business or performing a service. We may also ask you for personal data when you enter a contract with us, or a contest or promotion sponsored by us, and when you report a problem;
records and copies of your correspondence (including email addresses);
your responses to surveys that we might ask you to complete for research purposes;
your search queries on the Website;
during the contractual relationship for execution of the supplier or customer contract;
by using our incident management and project management tools and applications;
by communicating with our customer care teams for error resolving issues, training and support;
Your usage of our products and relating tools and applications.
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.
Personal Data We Collect Through Automatic Data Collection Technologies
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.
Personal Data We Collect From Public Sources and Third Parties
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.
Lawful Grounds for Processing
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:
to use supplier, customer and website user data to conduct and develop our business activities and improve our services in order to grow our business and profitability, while limiting the use of their personal data to purposes that support the conduct and the development of our business and the improvement of our services;
to use third party supplier and publicly available content (which in some instances includes personal data) in order to provide our content services to customers for their business purposes, which may include, but not be limited to taking investment decisions or compliance with applicable laws and regulations such as insider trading regulations and anti-bribery legislation, but which are for our customers to determine and explain in their privacy notices).
Why We Collect Personal Data
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:
provide customer services, including products and services; to take, verify, process, and deliver orders and returns; to process payments, technical support, or other similar purposes; and to establish and maintain customer accounts;
to provide training and after-sales-support on our products and answer to and perform change requests;
to organize and perform incident management processes;
to implement projects by working together with customers and their users as part of the project team;
communicate with customers and suppliers, including responding to requests for assistance and to update them about the status of their orders by postal mail, email, telephone, and/or text message;
investigate, prevent or take action regarding unauthorized use of our services, illegal activities, suspected fraud or situations involving potential threats;
to provide you with underlying tools and applications helping to implement projects and solving incidents;
to discuss, carry out and implement change request and further developments of our products;
to provide our content services to our customers and to report and administer customers’ users’ usage of third-party information products (e.g. real-time data from stock exchanges etc.);
administer and manage performance of purchase or sales agreements with our suppliers and customers;
to enhance the experience for our users, we use notes relating to support provided to specific employees, advisors or agents of customers in relation to our products and services for their future use of our services;
service your account;
market and promote our products including through email or equivalent electronic means, to send news and newsletters, special offers and promotions, or to otherwise contact customers about products, services or information;
process, evaluate and complete certain transactions involving the website, and more generally transactions involving FactSet's products and services;
operate, evaluate, maintain, improve and develop the Website (including by monitoring and analyzing trends, tracking user behavior, access to, and use of the website for advertising and marketing);
engage with you about events, promotions, the Website and FactSet's products and services;
provide you with documentation or communications which you have requested, or which is part of a product;
correspond with users to resolve their queries or complaints;
send you marketing communications, where it is lawful for us to do so;
protect the security of the Website, FactSet confidential and proprietary information (which may include personal data), and FactSet employees;
manage, protect against and investigate fraud, risk exposure, claims and other liabilities, including but not limited to violation of our contract terms or laws or regulations;
share your personal data with third parties in connection with potential or actual sale of our company or any of our assets, or those of any affiliated company, in which case personal data held by us about our users may be one of the transferred assets.
FactSet will not sell or rent your personal data you provided to us to third parties.
Sharing Your Personal Data
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.
Transferring Personal Data
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.
Retention of Your Personal Data
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.
Your Rights
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.
Data Security
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.
Links to Other Websites
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.
Changes to Our Privacy Notice
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.
How to Contact Us
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
FACTSET'S UK MODERN SLAVERY ACT STATEMENT 2020
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 2020.
Introduction from Phil Snow, Chief Executive Officer
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.
Organisation's Structure and Business
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 10,484 employees worldwide in 48 office locations in 22 countries.
Our Supply Chains
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 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.
Our Values and Policies
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. As such, we have implemented our own FactSet Supply Chain Code of Conduct, available on our public website. We expect all of our global suppliers and their respective supply chains to uphold similar standards of ethics and conduct and to act in accordance with the FactSet Supply Chain Code of Conduct. This demonstrates our support and 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.
Our Human Rights Statement is available on our public website and demonstrates our commitment to develop due diligence to identify and prevent human rights risks to people in our business and value chain. Where we identify adverse human rights impacts resulting from or caused by our business activities, we are committed to provide for or cooperate in their fair and equitable remediation.
Employees
Giving back to our communities is an integral part of our culture. We invest in the communities where we work
through employee volunteerism and charitable giving. Our global consistent programme is grounded in four Pillars
of Service– ‘Inspiring Tomorrow’s Engineers’, ‘Elevate to Educate’, ‘Alleviating Food Insecurity’ and ‘Protecting
our Environment’. The programme is led by a global team and supported by local Corporate Responsibility (CR)
Committees who engage colleagues in strategic service projects to make a difference in our local communities.
Despite the obstacles in 2020, we pivoted to engage employees remotely, directed our charitable giving to those
organisations on the frontlines of the pandemic response, and remained committed to our charity partners who
continued to see an unprecedented demand for their services.
Examples of the volunteer work include: In keeping with our commitment to Inspire Tomorrow’s Engineers, FactSet
launched a global partnership with leading technology education charity, helping girls all over the world to learn
about technology through a global mobile app development competition. Collectively with our educational partners
in fiscal year 2020, we helped 10,000 children gain skills, qualifications, or move into work. In support of our
commitment to Alleviate Food Insecurity, we provided 2.4 million meals to people in need through our corporate
giving, volunteerism, and employee fundraising efforts. We also created 90,000 data points to empower
environmental research and disaster response.
Our Annual 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 Business Conduct and Ethics is available on our public website and applies to all employees globally
and embodies fundamental principles of ethical and legal conduct to ensure we continue to be guided by our
values. The Code helps all employees navigate the highly complex, regulated, and challenging global business
environment in which we operate, and ensures that our sense of integrity is at the forefront of each business
transaction. Mandatory new hire and compliance training programs educate our employees on how to conduct
business in compliance with applicable laws, regulations, and our Code of Business Conduct and Ethics.
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. Our updated whistleblower
and non-retaliation policy supports the confidential, anonymous submission of misconduct concerns, and prohibits
retaliation against the individual reporting the alleged misconduct.
Next Steps
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.
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 30, 2021
UK TAX STRATEGY
Financial year ending August 31, 2020
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.
Introduction to FactSet’s UK Tax Strategy
FactSet has substantial local operations and presence in the UK. FactSet is committed to conduct its tax affairs in accordance with the following objectives:
Risk Management and Governance
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.
Tax Strategy and Strategic Objectives
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.
Level of Acceptable Tax Risk
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.
Approach towards Dealings with HM Revenue & Customs (“HMRC”)
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.
ACCOMMODATION STATEMENT
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.
EU/EEA JOB CANDIDATE PRIVACY NOTICE
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
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:
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.
AAP/EEO STATEMENT
  A NOTICE AND INVITATION TO ALL EMPLOYEES AND APPLICANTS
 
Philip Snow, Chief Executive Officer
 
AFFIRMATIVE ACTION AND EQUAL EMPLOYMENT OPPORTUNITY POLICY STATEMENT
 
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:
  1. Persons are recruited, hired, assigned and promoted without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

  2. All other personnel actions, such as compensa­tion, benefits, transfers, layoffs and recall from layoffs, access to training, education, tuition assistance and social recreation pro­grams are administered without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

  3. Employees and applicants shall not be subjected to harassment, intimidation, threats, coercion or discrimination because they have: (1) filed a complaint; (2) assisted or participated in an investigation, compliance review, hearing or any other activity related to the administration of any federal, state or local law requiring equal employment opportunity; (3) opposed any act or practice made unlawful by any federal, state or local law requiring equal opportunity or (4) exercised any other right protected by federal, state or local law requiring equal opportunity. 
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
EXTERNAL REFERRAL AWARD PROGRAM TERMS AND CONDITIONS
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
  1. You may refer as many qualified referral candidates as You want, but the total aggregate Award amount You may receive is capped at $500.
  2. Referrals submitted in any other way other than outlined in these terms and conditions will not be eligible for the Program.
  3. These terms and conditions are governed by Connecticut law. You agree that in the event of any dispute between you and FactSet with respect to an Award the decision of FactSet will be final.
  4. The terms and conditions of the Program are subject to change or terminate at any time without notice and in FactSet’s sole discretion.
  5. Please email referrals@factset.com with any questions.
COOKIE POLICY
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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.
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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:
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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​.
SUPPLY CHAIN CODE OF CONDUCT
At FactSet Research Systems Inc. (inclusive of all of its subsidiaries, “FactSet”), we are guided by our values. All of our employees, officers and directors commit to a Code of Business Conduct and Ethics that embodies our fundamental principles of ethical and legal conduct. In keeping with our values, we expect all of our global suppliers (“Suppliers”) and their respective supply chains to uphold similar standards of ethics and conduct and to act in accordance with this FactSet Supply Chain Code of Conduct (the “Code”).
This Code outlines the minimum standards that all of our Suppliers are expected to adhere to. All Suppliers are expected to conduct their business activities in full compliance with all applicable laws, rules and regulations, and this Code is not and should not be interpreted to circumvent or undermine any applicable laws, rules or regulations. Any Supplier who is unable to comply with this Code should immediately notify FactSet. Failure to comply with this Code may result in FactSet taking specific action, including but not limited to the disqualification of future opportunities and the withdrawal of business.
FactSet’s Core Sourcing Principles
We consider the following factors when selecting our Suppliers:
Ethical Business Practices
FactSet seeks to excel while operating honestly and ethically, never through taking unfair advantage of others. FactSet prohibits corrupt business practices and any conduct of a questionable, fraudulent, unethical or illegal nature. Suppliers shall commit to ethical business practices consistent with FactSet’s values and hold their employees and suppliers to a similar standard of ethics and compliance with all applicable laws and regulations.
Our Suppliers must be transparent in their business dealings and timely in regulatory reporting. Suppliers may not engage in bribery, corruption, embezzlement, extortion or other illegitimate and unethical business practices. Suppliers must comply with all applicable laws relating to anti-corruption and anti-bribery. Suppliers must avoid unlawful agreements or arrangements with their competitors and comply with applicable antitrust laws. FactSet will not support, facilitate or condone money laundering by Suppliers and will help governments prevent illegal activities involving FactSet.
Human Rights/Workers’ Rights and Diversity
FactSet believes in the fundamental responsibility to respect international human rights standards (see our Human Rights Policy). FactSet expects its Suppliers to share its commitment to human rights and equal opportunity in the workplace. Suppliers must commit to upholding the human rights of their workers in accordance with this Code, the principles and guidelines of the International Labor Organization and the United Nations, and in accordance with all applicable laws and regulations.
Suppliers must ensure that all of their employees have chosen their employment freely without duress. Their employees must work in safe, healthy and humane working conditions. Employees must be provided with fair wages and benefits relative to the market, and none of our Suppliers should expect their employees to exceed fair working hours as designated by applicable local and international law. Suppliers shall respect the right of freedom of association of their employees and the right to collective bargaining.
All of our Suppliers must ensure that they do not have within any part of their own operations or their supply-chain any form of child labor or human rights violations. FactSet is committed to ensuring there is no modern slavery or human trafficking in our supply chains or in any part of our business and FactSet will not knowingly support or conduct business with any organization involved in slavery or human trafficking (see our Modern Slavery Act Statement).
Suppliers must be committed to a workforce free of harassment and discrimination. We expect our Suppliers to take diversity and inclusion in their workplaces seriously and demonstrate a commitment to equality of opportunity for individuals and groups, with no tolerance for discrimination or workplace harassment. We urge our Suppliers to recruit, hire, develop, promote and discipline employees without regard to race, sex, color, religion, gender, gender identity or expression, sexual orientation, age, national origin, citizenship, marital status, pregnancy, disability, or veteran status, providing reasonable accommodations where necessary to ensure fairness and non-discrimination.
Environment and Sustainability
FactSet recognizes its social responsibility to protect the environment and operate its business sustainably. FactSet expects its Suppliers to adhere to responsible environmental management and to operate their business in compliance with applicable environmental laws and regulations. Suppliers should strive to minimize negative environmental impact as far as is practical and possible. We urge our Suppliers to target reductions in their carbon footprints, reduce their levels of waste and where possible incorporate reduction, re-use and recycling measures in their business operations.
Third Party Intellectual Property, Proprietary and Privacy Rights
FactSet respects the intellectual property, proprietary and privacy rights of third parties and expects its Suppliers to also respect the proprietary and intellectual property rights of third parties. When Suppliers are properly given the right to use such assets, they must use them responsibly. Suppliers must respect the privacy of their customers, employees and other data subjects, and comply with all applicable privacy laws and regulations.
Monitoring Compliance and Reporting Concerns
Suppliers are expected to self-monitor their compliance with this Code while conducting business and to have appropriate management systems in place. FactSet may request reasonable information to confirm compliance with this Code by our Suppliers. If you are aware or concerned that someone has violated this Code, please report your concern to our Chief Compliance Officer at compliance@factset.com​, or anonymously through the FactSet Ethics Action Line at https://factset.ethicspoint.com. We will treat all reports received in a confidential manner to the fullest extent possible, consistent with the need to conduct an adequate review. No complainants will be retaliated against for making good faith complaints, even if the complaints cannot be substantiated.
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