Seth Stephens-Davidowitz

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• A Transformative Approach to Your Analytics Book of Records
• and Cloud Data Warehousing

FactSet Privacy Notice

FactSet Research Systems (“FactSet,” “we” or “us”) is a provider of integrated financial information and analytical applications to the global investment community. We are committed to protecting your data privacy rights, and are providing this Privacy Notice to our clients, suppliers, employees, employment applicants, and other relevant parties so that you know how we collect Personal Data, what types of Personal Data we collect, and how we use and share your Personal Data. If information is associated with an identified or identifiable natural person and is protected as Personal Data under applicable data protection law, it is referred to in this Privacy Notice as “Personal Data.” By visiting this Website (the “Site”), or providing your information to us, you are accepting the practices described in this Privacy Notice.

Applicability of this Privacy Notice

This Privacy Notice applies to Personal Data we collect from various sources, including the following:

1. on our public website;
2. through our client and supplier-facing applications and tools;
3. from communications or applications you send us;
4. when you interact with our advertising or applications on third-party websites and service platforms, if they include links to this notice;
5. through your contractual relationship with us, as applicable;
6. Personal Data we collect from job portals and obtain by working together with headhunters and recruitment agencies; and
7. Personal Data you provide to us during the recruitment process; and
8. Personal Data we collect from publicly available sources (e.g. websites, online documentation, official reports) and other third-party suppliers of such publicly available Personal Data.

FactSet’s role as a data processor or data controller

Depending on the circumstances, FactSet may process your Personal Data as data controller or as data processor. When FactSet is a processor on another controller’s behalf, FactSet’s processing is governed by terms outlined in a specific data processing agreement with the responsible data controller.

The categories of Personal Data FactSet collects

The Personal Data we process is primarily business contact information, such as username, name and business contact information, from our clients and suppliers and information that our clients, suppliers and other users provide when using our products, accessing our websites, and other applications.

In some cases and subject to a written approval by FactSet, a FactSet client may upload and store its own or another entity or individual’s Personal Data on a FactSet platform or service. For FactSet products where this is possible and was allowed, or for any other scenario where FactSet may act as a processor, the collection of and categories of Personal Data will be governed by a specific data processing agreement between FactSet and the client.

We also collect and collate information (including Personal Data) from third-party suppliers and public sources.

If you navigate through and interact with our Site 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 using cookies and related technologies. For more information, please see our Cookie Policy, which can be accessed here.

When you apply for a position at FactSet we collect all relevant information to assess your job application during the recruiting process. The Personal Data we collect from you includes your name, contact details, work and education background. We may also request references from your former employers and require criminal background checks which might be carried out by third-party background check providers.

FactSet does not market to or knowingly collect personal data of individuals under the age of 18.

How FactSet uses your Personal Data

We process Personal Data primarily to provide our services to our clients, to manage business relationships with third parties, to fulfill our contractual obligations, to manage our recruitment process and to provide and improve our products and offerings.

Specifically, FactSet uses Personal Data to:

1. provide client services, such as our SaaS data, analytics, and technology solutions, evaluate and process requests regarding implementation and projects; to process invoices and payments, technical support, or other similar purposes; and to establish and maintain client accounts
2. address your inquiries associated with the information you provide to us;
3. provide training and after-sales-support on our products and answer to and perform change requests;
4. To enable users to access and use web applications hosted by us for and behalf of our clients;
5. To allow users of our provided CRM services to upload Personal Data;
6. In some cases, to allow client’s end users of our provided CRM services to upload Personal Data;
7. communicate with clients and suppliers, including responding to requests for assistance and to update them about the status of their orders by postal mail, email, telephone, or text message;
8. investigate, prevent, or act regarding unauthorized use of our services, illegal activities, suspected fraud, or situations involving potential threats;
9. provide you with underlying tools and applications helping to implement projects and resolve incidents;
10. provide our (content) services to our clients and to report and administer clients’ usage of third-party information products (e.g., real-time data from stock exchanges or licensed data from other data vendors we redistribute etc.);
11. to enhance the experience for our users, we use notes relating to support provided to specific employees, advisors, or agents of clients in relation to our products and services for their future use of our services;
12. to the extent it is lawful to do so, 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 our clients about (new or enhanced) products, services, or information;
13. process, evaluate and complete certain transactions involving the Site, and more generally transactions involving FactSet's products and services
14. operate, evaluate, maintain, improve, and develop the Site (including by monitoring and analyzing trends, tracking user behavior, access to, and, where lawful to do so, use of the Site for advertising and marketing);
15. manage and facilitate the hiring of new employees subject to our job application process. If you accept employment with FactSet, your Personal Data will be processed for the reasons and legal bases set out in our separate Global Employee Privacy Notice, which will be shared with you after you are hired;
16. provide users with documentation or communications which they have requested, or which is part of a product;
17. correspond with users to resolve their queries or complaints;
18. protect the security of the Site, FactSet confidential and proprietary information (which may include Personal Data), and FactSet employees;
19. 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;
20. 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.

Our Legal Basis for processing Personal Data

FactSet relies on different legitimate reasons for processing of Personal Data depending on the business purpose:

• the processing is necessary to perform a contract with you or to take steps to enter into a contract at your request;
• the processing is required to allow you to access and use our services, products, or specific applications;
• the processing is necessary for us to comply with relevant legal obligations;
• the processing is in our legitimate interests, which are not overridden by the interests and rights of the relevant individual whose Personal Data is collected; and
• you have consented to the processing, e.g. for marketing purposes.

Where we rely on our legitimate interests to process Personal Data, those interests are:

1. to use supplier, client, and website user Personal Data to conduct and develop our business activities and improve our services to grow our business and profitability; and
2. to use supplier Personal Data and publicly available content (which in some instances includes Personal Data) to provide our content services to clients for their business purposes.

Where FactSet stores and processes your Personal Data

We store most information about you in computer systems and databases that either we or our external service providers operate. FactSet maintains offices in many countries around the world, and your Personal Data may be stored and processed outside your home country and transferred to locations where our central operations and servers are operated. We have networks, databases, servers, systems, support, and help desks located at many of our offices.

We use third parties and their tools and applications for cloud storage, technical support and managing our sales activities. We take appropriate steps to ensure that Personal Data is processed, secured, and transferred according to applicable law When we transfer Personal Data overseas, we follow the requirements under applicable data protection laws, such as the legal requirements under the GDPR for transfers from the European Economic Area to other countries in which applicable laws do not offer the same level of data privacy protection.

Retention of 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 corresponding to statutes of limitation, for example to maintain an accurate record of client and supplier dealings. In some circumstances we may retain Personal Data for other periods of time, for instance where we are required to 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.

How does FactSet internally transfer and disclose Personal Data?

FactSet is a global company with employees around the world that work to develop, maintain, and provide our services for our clients and users across the world. Transferring Personal Data to central operation and support hubs within FactSet and its affiliates is required to provide our services and offerings. FactSet and all its affiliates have signed an Intra-Group Data Transfer Agreement containing all relevant local legal requirements to ensure your Personal Data receives an adequate level of protection wherever it is transferred or processed within the FactSet group.

FactSet’s Third Party Service Providers and Partners

We may disclose Personal Data to third parties that we have engaged to assist us in providing you with our products and services, consistent with the legal bases outlined above and in compliance with applicable laws. This includes the following service providers:

1. billing services;
2. payroll providers;
3. transaction managers;
4. credit verification services;
5. market researchers;
6. CRM applications;
7. oftware and application vendors;
8. data center providers and cloud services providers;
9. marketing companies;
10. IT and infrastructure providers; and
11. other third-party service providers

To the extent that third party service providers and partners process Personal Data on behalf of FactSet, we enter into appropriate data processing agreements with them to regulate the processing and ensure the security of Personal Data.

We do not sell or rent Personal Data to third parties for their own use but may provide certain usage information to advertisers to help provide you with relevant advertising where we are allowed to do so. Usage information, as used in this Notice, is anonymized and aggregated data, which does not identify you in the way Personal Data would.

Use of Aggregated or De-identified Data for statistical purposes

We may disclose or use aggregated or de-identified information for statistical purposes or analyses in a way that will no longer refer to an individual and that the results of which are not used for decisions affecting a particular person or groups of persons.

Security

FactSet takes reasonable precautions to protect Personal Data from loss, misuse, unauthorized access, disclosure, alteration, and destruction. Such precautions include, but are not limited to: implementing access controls, maintaining internal information security and data protection policies, providing periodic training to data handlers, and continuously reviewing our policies and practices against industry best practices. 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 is not 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. .

Changes to this Privacy Notice

This Privacy Notice may be amended from time to time. Please review it periodically. Changes will be identified by the date at the top of this page.

Your rights

If you are based in certain geographical locations - such as parts of the U.S., the European Economic Area (EEA), Singapore, India, or the Philippines, and others - you have specific legal rights when it comes to your Personal Data.

You may be able to request, see, update, correct, or delete your information. You can also ask us to limit how we use your information, or object to its use altogether. If FactSet previously relied on your consent to process your Personal Data, you may be able to withdraw that consent and stop us from processing your data. If you wish to exercise these rights, please use the contact information below in the following section.

Please note that we will not discriminate against you in any way if you choose to exercise any of the above rights. We may need additional information from you to respond to your request for exercise of any of the above rights. We will respond to your verifiable request and act within reasonable time without undue delay, subject to your applicable legislation. If we require additional time, or are unable to act on your request, to disclose and or delete your Personal Data as provided under applicable law, we will inform you without undue delay.

Contacting FactSet

Please also feel free to contact FactSet if you have any questions about this Privacy Notice or FactSet’s privacy practices, or if you are seeking to exercise any of your statutory rights. You may contact us at dataprivacy@factset.com, or at our mailing address below:

FactSet Research Systems Inc.
90 Park Avenue, 10th Floor
New York, NY 10016
USA
Toll-Free Number: +1 800-461-9330

Complaints

If you have a complaint about the way we handle any privacy issue, you may contact us through the details above.

We will consider your complaint and determine whether it requires further investigation or corrective action. If appropriate, we will provide you with information on any actions we have taken.

Data Protection Authority (DPA)

Subject to applicable law, you also have the right to lodge a complaint with your local Data Protection Authority depending on where you reside. If you live in the European Economic Area, you may direct questions or complaints to our lead European Supervisory Authority at:

Hessen Commissioner for Data Protection and Freedom of Information
Gustav-Stresemann-Ring 1 65189 Wiesbaden
Germany
+49 (0) 611 1408-0
http://www.datenschutz.hessen.de/

For details on our U.S. Data Privacy Notice Supplement: Your Consumer Privacy Rights. Please click here

TERMS OF USE

The following terms and conditions govern your use of this application and all content, services, and products available on or through the application (taken together, the "App"). The App is owned and operated by FactSet Research Systems Inc. and its affiliates (together, “FactSet”) as a service to its clients, investors, and attendees of FactSet FOCUS 2026, and may be used for informational purposes only in relation to FactSet FOCUS 2026. Access to and use of the App 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 App and any applicable written agreements with FactSet (which, in the event of a conflict with this terms and conditions, shall govern). If you do not agree to these terms, do not use the App or download any materials from it. If you do not agree to the terms, or if you cannot remain in compliance with these terms, you may not access or use the App. If you are accepting these terms on behalf of a legal entity other than yourself as an individual, including a business or a government body, you represent and warrant that you have full legal authority to bind that entity to these terms. 

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 this App.

1. ELIGIBILITY: You are not eligible to use the App if doing so would violate any law or regulation, including but not limited to export controls or restrictions. 

This App is not intended for use for individuals under the age of 18. You must be over the age of 18 to register an account on the App. By registering an account, you represent that you meet this minimum age requirement. In any case, you affirm that you are over the age of 16, as the App and the services are not intended for use by children under 16. 

1. 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 these 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. 

1. LICENSE: As long as you are in compliance with these terms and other applicable FactSet policies, we grant to you a limited, revocable, non-assignable, non-transferrable, non-sublicenseable, non-exclusive license to use the App, and to access and receive services that are intended for public display or access. Any rights not explicitly granted to you in these terms are strictly withheld and reserved by FactSet. 

You agree that: (1) you will not copy or distribute any part of the App or services in any medium without our prior written authorization, except as is necessary to your normal use of the App; (2) you will not alter or modify any part of the App other than is necessary to use the App for its intended purposes; and (3) you will otherwise comply with these terms and all other applicable FactSet policies. 

1. INTELLECTUAL PROPERTY INFORMATION: Unless otherwise noted, product names, designs, logos, titles, text, images, audio, video and other content within this App 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”). The “look” and “feel” of the App (including color combinations, layout, design, and all other graphical elements) are protected by U.S. copyright and trademark law. Nothing contained on the App 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 App without the written permission of FactSet. All rights in and to the App and its content are retained by FactSet. You acknowledge and agree that the contents of this App, including FactSet’s Intellectual Property and Third Party Intellectual Property, are protected by the copyright laws of the United States and other foreign jurisdictions. For additional information on the App’s copyright protections, refer to the copyright notice in the App (www.factset.com) footer. 

To obtain permission to use FactSet’s Intellectual Property or Third Party Intellectual Property, send an e-mail to marketing@factset.com. Note that 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. 

You may download single copies of material contained on this App 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 App or download any materials from it. 

As FactSet asks others to respect its intellectual property rights, it respects the intellectual property rights of others, pursuant to the Acceptable Use Policy below. If you believe that material located on the App violates your copyright, you are encouraged to notify FactSet at dataprivacy@factset.com. FactSet will respond to all notices and, if required or appropriate, may take the following actions: (1) removing the infringing material or disabling all links to the infringing material or (2) terminating a user’s access to and use of the App if, the user is determined to be a repeat infringer of the copyrights or other intellectual property rights of FactSet or others. 

1. 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 App will be considered non-confidential and non-proprietary. If you transmit or post any Communications to this App, you 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 those 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, to the extent permitted by law, 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 App, and you may be contacted by FactSet or unrelated third parties, by e-mail or otherwise, within or outside of this App. Furthermore, any 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 App and may be used by FactSet for any purpose, including, reproduction, disclosure, distribution, transmission, publication, broadcast and posting, all at the sole discretion of FactSet. 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 this information. 

1. ACCEPTABLE USE POLICY: You are prohibited from: 

Using the App in any way that violates applicable laws or regulations; 

• posting or transmitting to this App any Communications that are unlawful, threatening, libelous, defamatory, obscene or pornographic or that would otherwise violate any law;
• posting or transmitting any Communications that could constitute or encourage conduct that would be considered harmful, fraudulent, infringing, offensive, illegal or give rise to civil liability;
• posting or transmitting any Communications that contain any viruses, worms, malware, Trojan horses or other harmful, destructive or contaminating content;
• posting or transmitting any unsolicited messages, promotions, advertising, or solicitations (like “spam”) or that is machine- or randomly-generated;
• copying, modifying, publishing, transmitting, distributing, transferring, selling, creating derivatives of, or in any way exploiting, any material accessible through the App not submitted or provided by you, including by use of any robot, spider, scraper, scripting, deep link or other similar automated gathering or extraction tools, program, algorithm or methodology, unless you obtain FactSet’s prior written consent;
• using the App to advertise, market, sell or otherwise promote any commercial enterprise that you own, are employed by or are otherwise compensated by, either directly or indirectly;
• using this App in any way to violate the security or integrity of any network, computer or communications system, software application, or network or computing device or otherwise attempt to disrupt or tamper with FactSet servers;
• modifying, adapting, translating, copying, reverse engineering, scraping, crawling, decompiling, or disassembling any portion of the App;
• attempting to probe, scan, or test the vulnerability of a system or network of the App or attempting to breach security or authentication measures without proper authorization;
• taking any action that imposes, or may impose, in FactSet’s sole discretion, an unreasonable or disproportionately large load on our infrastructure,
• attempting to gain unauthorized access to any of the App or other accounts through hacking, password mining or other means; or
• using or encouraging, promoting, facilitating, or instructing others to use the App in any matter not explicitly permitted under these terms.

FactSet has the right (but not the obligation) to monitor activity on the App and investigate any violation of this Agreement or misuse of the App. If you become aware of any violation of this Agreement or misuse of the App, you must immediately notify us and provide us with assistance, as requested, to stop or remedy the violation. FactSet 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 information or materials. FactSet further has the right (but not the obligation) to refuse or remove any Communications from this App or terminate or deny access to and use of the App 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 App will not infringe the proprietary rights of any third party; (b) your use of the App will be in strict accordance with these and any other applicable terms and with all applicable laws and regulations; and (c) that any Communication you post or transmit to the App is accurate. 

Notwithstanding the foregoing rules of conduct, FactSet retains an unlimited right to terminate your access to the App, subject to applicable law, which shall not be limited to violations of the Acceptable Use Policy above. 

1. USER RESPONSIBILITY: FactSet has not reviewed, and cannot review, all of the Communications and material posted by third parties to the App, and therefore cannot be responsible for its content, use or effects. By operating the App, FactSet does not represent or imply that it endorses the material there posted, or that it believes the 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 App. 

Additionally, the information provided on this App 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 App. You use this App at your own risk and are responsible for taking precautions as necessary to protect yourself and your computer systems. 

1. USE OF PERSONALLY IDENTIFIABLE INFORMATION: Information submitted to FactSet on this App is governed according to FactSet's Privacy Policy (https://www.factset.com/legal#privacy-policy). 

1. LINKS TO OTHER MATERIALS: The App may contain links to the websites of third parties on which you may be able to obtain information or use services. 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 throughout the App. If you decide to access any of the third-party sites linked to our App, you do this entirely at your own risk. 

1. DISCLAIMER AND LIMITATION OF LIABILITY: USE OF THIS APP IS AT YOUR OWN RISK. BY USING THE APP, YOU AGREE AND ACKNOWLEDGE THAT THE MATERIALS ON THIS APP 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 DISSATISFACTION WITH THIS APP OR ANY OTHER GRIEVANCE SHALL BE YOUR TERMINATION AND DISCONTINUANCE OF ACCESS TO OR USE OF THE APP. 

WE DO NOT WARRANT THAT YOU WILL BE ABLE TO ACCESS OR USE THE APP AT THE TIMES OR LOCATIONS OF YOUR CHOOSING; THAT YOUR USE OF THE APP WILL BE UNINTERRUPTED OR ERROR-FREE; THAT DEFECTS WILL BE CORRECTED; OR THAT THE APP IS FREE OF INACCURACIES, MISREPRESENTATIONS BY USERS, VIRUSES OR OTHER HARMFUL COMPONENTS. 

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 APP, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. 

FactSet assumes no responsibility, and shall not be liable for, any 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 App or your downloading of any materials, data, text, images, video or audio from the App 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 App. 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 App. 

TO THE MAXIMUM EXTENT PERMITTED BY LAW, AND EXCEPT AS OTHERWISE PROHIBITED BY LAW, IN NO EVENT SHALL WE OR OUR AFFILIATES, SUCCESSORS, LICENSORS, BUSINESS PARTNERS, HEIRS, OR ASSIGNS (COLLECTIVELY, THE “RELATED PARTIES”) BE LIABLE TO YOU BASED ON OR RELATED TO YOUR USE OF THE APP, WHETHER BASED IN CONTRACT, TORT (INCLUDING NEGLIGENCE), STRICT LIABILITY OR OTHERWISE, AND SHALL NOT BE RESPONSIBLE FOR ANY LOSSES OR DAMAGES, INCLUDING WITHOUT LIMITATION DIRECT, INDIRECT, INCIDENTAL, CONSEQUENTIAL, PUNITIVE, EXEMPLARY OR SPECIAL DAMAGES ARISING OUT OF OR IN ANY WAY CONNECTED WITH ACCESS TO OR USE OF THE APP OR SERVICES, EVEN IF WE OR RELATED PARTIES HAVE BEEN ADVISED OF THE POSSIBILITY OF DAMAGES. 

THE ABOVE LIMITATION OR EXCLUSION MAY NOT APPLY TO YOU TO THE EXTENT PROHIBITED BY APPLICABLE LAW, AND ARE VOID WHERE PROHIBITED. 

1. 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 App, 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 claims. This defense and indemnification obligation will survive these terms and your use of the App. 

1. TERMINATION: FactSet may terminate your access to all or any part of the App 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 App. 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.   

1. APPLICABLE LAWS, DISPUTES, AND JURISDICTION: This App 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 App are appropriate or available for use outside the United States, and access to them from territories where the content of this App is illegal is prohibited. Although this App may be viewed internationally and may contain references to products and services not available in all countries, references do not imply that FactSet intends to make products or services available in all countries and territories. You may neither use, export nor re-export the materials at this App, nor may you use any copy or adaptation of materials, in each case, in violation of any applicable laws or regulations, including, without limitation, United States export laws and regulations. 

You agree that any claim or dispute arising out of or relating in any way to your use of the App, or any service provided by us, will be resolved solely and exclusively by binding arbitration, rather than in court, except that you may assert claims in small claims court if your claims qualify. The Federal Arbitration Act and federal arbitration law apply to this Agreement. 

Except to the extent applicable law provides otherwise, these terms, any access to or use of the App, 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. YOU UNDERSTAND AND AGREE TO SUBMIT TO ARBITRATION PROCEEDINGS TO SETTLE ANY DISPUTES HEREUNDER, THAT ARBITRATION WILL BE IN LIEU OF LITIGATION, AND EACH PARTY HEREBY WAIVES THE RIGHT TO SUE IN COURT IN FAVOR OF THE ARBITRATION PROCEEDING EXCEPT AS PERMITTED UNDER THIS AGREEMENT. Arbitration under this Agreement will be conducted by the American Arbitration Association (“AAA”) under its rules then in effect. Payment of all filing, administration, and arbitrator fees will be governed by the AAA’s rules. 

To begin an arbitration proceeding, you must send a letter requesting arbitration and describing your claim to the following address: 

CT Corporation System 

67 Burnside Avenue 

East Hartford, CT 06108 

Notwithstanding the foregoing, you agree that we may sue in court to enjoin infringement or other misuse of intellectual property or other proprietary rights. 

To the extent arbitration does not apply, you agree that any dispute arising out of or relating to the App or us, may only be brought by you in a state or federal court located in Connecticut. YOU HEREBY WAIVE ANY OBJECTION TO THIS VENUE AS INCONVENIENT OR INAPPROPRIATE AND AGREE TO EXCLUSIVE JURISDICTION AND VENUE IN CONNECTICUT. 

1. 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 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 to the benefit of the parties, their successors and permitted assigns. 

TERMS AND CONDITIONS OF ATTENDANCE AND PARTICIPATION

These are the terms (the “Agreement”) that govern your attendance and/or participation at FACTSET FOCUS 2026 (the “Event”).

By registering for the Event, you are agreeing to these terms, which form a legal contract between FactSet Research Systems Inc. on behalf of itself and its affiliates (“FactSet”), and the registered attendee and/or participant (“you”). If you are registering on behalf of another it is your responsibility to ensure that the person attending is aware of these terms and accepts them, and by completing the registration you are warranting that you have made the attendee aware of these terms and that they have accepted these terms.

1. Event admission

1.1. Admittance. Your registration entitles you to admittance to the Event. Any and all other costs associated with your attendance (including without limitation any travel and/or accommodation expenses) shall be borne solely by you and FactSet shall have no liability for such costs.

1.2. Age Requirement. All attendees must be at least twenty-one (21) years of age.

1.3.  Attendee Conduct. FactSet is committed to providing a positive experience for all attendees and expects attendees to show respect and courtesy toward one another at the Event. At all times during the Event, you agree to conduct yourself in a professional and appropriate manner and shall comply with all applicable local laws and regulations with regard to workplace behavior, as well as all policies and rules of the Event venue. All attendees to the Event must be in business or smart casual attire. FactSet reserves the right to refuse admission to anyone deemed inappropriately dressed.

1.3. Termination. You acknowledge that FactSet reserves the right to request your removal from the Event if FactSet, in its sole discretion, considers your presence and/or behavior to create a disruption or to hinder the Event and/or the enjoyment of the Event by other attendees or speakers. 

1.4. Media. By attending the Event you acknowledge and agree to grant FactSet the right at the Event to record, film, photograph or capture your likeness in any media now available and hereafter developed and to distribute, broadcast, use or otherwise globally to disseminate, in perpetuity, such media without any further approval from you or any payment to you. This grant to FactSet includes, but is not limited to, the right to edit such media, the right to use the media alone or together with other information, and the right to allow others to use and/or disseminate the media.

1.5. Event Content. You acknowledge and agree that FactSet, in its sole discretion, reserves the right to change any and all aspects of the Event, including but not limited to, the Event name, themes, content, program, speakers, performers, hosts, moderators, venue and time. 

1.6.   Accessibility. FactSet strives to make the Event accessible for all participants. If you require special accommodations, please contact us during registration or via focus@factset.com at least 30 days in advance.

2. Fee(s)

2.1. Payment. The payment of the applicable fee(s) for the Event is due upon registration. If such payment is insufficient or declined for any reason, FactSet may refuse to admit you to the Event and shall have no liability in that regard. 

2.2. Taxes. The fee(s) may be subject to sales tax, value added tax, or any other taxes and duties which, if applicable, will be charged to you in addition to the fee(s).  

3. Substitution and cancellation policy

3.1 After registering for the Event, you may cancel your attendance and receive a refund in accordance with the following schedule: 100% refund for cancellations made on or before March 4, 2026; 75% refund for cancellations made between March 5, 2026 and April 5, 2026; no refund for cancellations made on or after April 6, 2026. Substitutions may be permitted with written notice to FactSet, subject to availability and at the sole discretion of FactSet, and shall be governed by the terms of this Agreement.          

4. Use of your Information and FactSet’s Privacy policy

4.1. By participating in any live polls and surveys at the Event via the Event app, you grant FactSet the right and permission to use your name, job title, company name and responses for the purpose of any post-event promotional purposes and/or for the purpose of promoting future similar events, including the posting of such information on public websites or in any other media whether existing now or hereinafter developed.  You further agree that you shall have no rights of review or approval, no claim to compensation, and no claim arising out of or resulting from the use of such information.  The use of such information and any other personal information collected from or provided by you is governed by FactSet’s privacy policy, which is available at: https://go.factset.com/legal#privacy-policy.    

5. Intellectual property

5.1. All intellectual property rights in and to the Event, the Event content and all materials distributed at or in connection with the Event are owned by FactSet and/or the Event sponsors or speakers presenting at the Event. You may not use or reproduce or allow anyone to use or reproduce any trademarks or other trade names appearing at the Event, in any Event content and/or in any materials distributed at or in connection with the Event for any reason without the prior written permission of FactSet. 

5.2. You can make reasonable video or audio recordings and take photographs at the Event, for your personal use. You may not use recordings for commercial purposes without the prior written consent of FactSet.    

5.2. For the avoidance of doubt, nothing in this Agreement shall be deemed to vest in you any legal or beneficial right in or to any trademarks or other intellectual property rights owned or used under license by FactSet or any of its affiliates or grant to you any right or license to any other intellectual property rights of FactSet or its affiliates, all of which shall at all times remain the exclusive property of FactSet and its affiliates.              

6. Registration for Innovation Lab Access and Confidentiality

6.1 You may register for access to the “Innovation Lab”, where you may view, use, or test products that are yet to be commercially launched or have not yet been released for commercial use, and give your corresponding feedback thereto. Upon registration, you agree to abide by this provision in relation to information disclosed to or received or accessed by you in the Innovation Lab about business affairs, products/services, confidential intellectual property, trade secrets, third-party confidential information and other sensitive or proprietary information, whether orally or in written, electronic, or other form or media, and whether or not marked, designated, or otherwise identified as “confidential” (collectively, “Confidential Information”).

6.2 Confidential Information shall not include information that, at the time of disclosure: (i) is or becomes generally available to and known by the public other than as a result of, directly or indirectly, any breach of this Section by you; (ii) is or becomes available to you on a non-confidential basis from a third-party source, provided that such third party is not and was not prohibited from disclosing such Confidential Information; (iii) was known by you or in your possession before being disclosed by or on behalf of FactSet; (iv) was or is independently developed by you without reference to or use, in whole or in part, of any of FactSet’s Confidential Information; or (v) is required to be disclosed under applicable federal, state or local law, regulation, or a valid order issued by a court or governmental agency of competent jurisdiction.

6.3 You shall: (A) protect and safeguard the confidentiality of FactSet’s Confidential Information with a commercially reasonable degree of care; (B) not use FactSet’s Confidential Information, or permit it to be accessed or used, for any purpose other than to exercise its rights or perform its obligations under this Agreement; and (C) not disclose any such Confidential Information to any person or entity.

7. Warranties and limitation of liability

7.1. FactSet gives no warranties in respect of any aspect of the Event or any materials related thereto or offered at the Event and, to the fullest extent possible under the laws governing this Agreement, disclaims all implied warranties, including but not limited to warranties of fitness for a particular purpose, accuracy, timeliness and merchantability. Neither FactSet nor its affiliates can accept any responsibility or liability for reliance by you or any person on any aspect of the Event and/or any information provided at the Event. 

7.2. Other than to the extent required as a matter of law: (i) neither FactSet nor its affiliates shall be liable for any direct, indirect, special, incidental, or consequential costs, damages or losses arising directly or indirectly from the Event or other aspect related thereto or in connection with this Agreement.

7.3. The maximum aggregate liability of FactSet for any claim in any way connected with therewith or this Agreement whether in contract, tort or otherwise (including any negligent act or omission) shall be limited to the amount paid by you to FactSet under this Agreement to attend the Event.

8. Force Majeure

8.1. FactSet shall not be held liable for any delay or failure to hold the Event due to events beyond its reasonable control, including but not limited to acts of God, weather, strikes, pandemics, governmental restrictions, or failure of suppliers, vendors, or subcontractors, provided that notice is provided to you as soon as reasonably possible after the occurrence of a force majeure event.

9. Severability

9.1. If the terms of this Agreement or any part of them should be determined to be illegal, invalid or otherwise unenforceable under the laws of any state or country in which these terms are intended to be effective, then to the extent that they are so illegal, invalid or unenforceable, they shall in that state or country be treated as severed and deleted from this Agreement and the remaining terms shall survive and remain in full force and effect and continue to be binding and enforceable in that state or country.

10. Governing law and jurisdiction

10.1. This Agreement shall be governed by the laws of the State of New York and the parties shall submit to the exclusive jurisdiction of the New York courts.