Privacy Policy

Last updated: September 28, 2026

Primary Insight (“Primary Insight,” “we,” “us,” or “our”) operates [primary-insight.com] and related pages (the “Site”). This policy explains what information we collect, how we use it, and the choices you have.

This policy covers the Site and trial requests submitted through it. Expert consultations, expert onboarding, and client service agreements are covered by the separate contracts used for that work.

Who we are

Primary Insight is a quality-focused expert network for institutional decision-makers.

Legal entity: [Legal entity name]
Address: [Street, city, state, ZIP, country]
Privacy contact: [privacy@domain]
General contact: [hello@domain]

Information we collect

You give us

• Name

• Work email

• Firm name

• Role, if you provide it

• The brief you submit through Request Trial

• Timing or urgency you select

• Any other information you type into a form or email

We collect automatically

• Device and browser type

• IP address and general location

• Pages viewed and referring URL

• Date and time of visits

• Cookie and similar technology data, described in our Cookies Policy

We may receive from others

• Your firm or colleagues, if they refer you

• Service providers that host the Site or process forms

• Public business information we use to respond to a trial request

Do not send us confidential deal materials, MNPI, or personal data you are not authorized to share through the Site.

How we use information

We use this information to:

• Respond to trial requests and other inquiries

• Operate, secure, and improve the Site

• Understand how the Site is used

• Communicate about Primary Insight services

• Comply with law and enforce our terms

• Protect the firm, clients, experts, and visitors

We do not sell personal information.

Legal bases (if you are in the UK or EEA)

We process personal data where it is necessary to respond to your request, to operate the Site, to pursue legitimate interests such as running and securing the business, or where you have given consent, including for non-essential cookies.

Cookies

The Site uses cookies and similar tools. Details are in our Cookies Policy.

Sharing

We share information with:

• Vendors that host the Site, forms, email, and analytics

• Professional advisers

• A buyer or successor if the business is sold or reorganized

• Authorities when required by law or to protect rights and safety

We do not share trial briefs with experts until a client engagement is in place and the usual compliance process has run.

Retention

We keep inquiry and trial information as long as needed to respond, run the relationship, meet legal duties, and resolve disputes. Site logs are kept for a shorter operating period unless we must hold them longer.

Security

We use reasonable administrative and technical measures. No website transmission is fully secure.

Your choices

You may ask us to access, correct, or delete personal information we hold about you, subject to law. Email [privacy@domain].

Depending on where you live, you may also have rights to restrict or object to certain processing, to data portability, or to lodge a complaint with a regulator. California residents may request the categories and specific pieces of personal information we have collected, and request deletion, subject to exceptions. We will not discriminate against you for exercising those rights.

To make a request, email [privacy@domain] from your work address and tell us what you want us to do. We may need to verify who you are.

Children

The Site is not directed to children under 16. We do not knowingly collect their information.

International visitors

The Site is operated from the United States. If you visit from elsewhere, your information may be processed in the United States.

Changes

We may update this policy. The “Last updated” date will change. Continued use of the Site after an update means you accept the revised policy.