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Privacy Policy & Terms of Use

Effective date: April 2026
Data Controller: Cost and Profitability Consulting, Lda.
Contact: info@costandprofitability.com
Registered in: Porto, Portugal

1. What Data We Collect

When you complete the Profitability Health Check, we collect:

• Company name, industry, and company size
• Your responses to 12 assessment questions and any optional comments
• If voluntarily provided: your name, professional email, job title, revenue range, and challenge description

We do not collect any financial, operational, or confidential business data. No cookies or tracking pixels are used on this page.

2. Purpose and Legal Basis

We process your data for the following purposes:

• Assessment delivery (contractual necessity, Art. 6(1)(b) GDPR): to generate your maturity score, radar chart, and recommendations.
• Personalized report (consent, Art. 6(1)(a) GDPR): if you opt in, to prepare and send you a detailed 24-hour deep-dive report.
• Anonymized benchmarking and research (legitimate interest, Art. 6(1)(f) GDPR): to improve our benchmarks, publish aggregated industry insights, and enhance the quality of this assessment. Individual responses are never published or shared in identifiable form.
• Commercial follow-up (consent, Art. 6(1)(a) GDPR): only if you provide your email and opt in, we may contact you about relevant services.

3. Data Sharing

We do not sell, rent, or share your personal data with third parties for their own marketing purposes. Data may be shared with:

• CostCTRL (our technology partner) for assessment processing
• Service providers who assist us in operating this tool, bound by data processing agreements
• Authorities if required by law

4. Data Retention

Assessment responses are retained for up to 3 years for benchmarking purposes. Personal contact details are retained for up to 2 years or until you request deletion, whichever comes first. Anonymized, aggregated data may be retained indefinitely.

5. Your Rights (GDPR Articles 15-22)

Under the General Data Protection Regulation, you have the right to:

• Access your personal data we hold
• Rectify inaccurate data
• Erase your data ("right to be forgotten")
• Restrict processing of your data
• Data portability (receive your data in a structured format)
• Object to processing based on legitimate interests
• Withdraw consent at any time without affecting the lawfulness of prior processing

To exercise any of these rights, contact us at info@costandprofitability.com.

6. Supervisory Authority

You have the right to lodge a complaint with the Portuguese Data Protection Authority (Comissao Nacional de Protecao de Dados, CNPD) at www.cnpd.pt, or with the supervisory authority of your country of residence.

7. Disclaimer & Limitation of Liability

The Profitability Health Check is provided for informational and educational purposes only. Results are based on self-reported data and general industry benchmarks. They do not constitute professional financial, legal, or management advice.

Cost and Profitability Consulting, Lda. makes no warranties, express or implied, regarding the accuracy, completeness, or suitability of the assessment results for any particular purpose. By completing this assessment, you acknowledge that:

• Results are indicative and based on simplified models, not a substitute for professional analysis
• You voluntarily provide all information and accept responsibility for the accuracy of your responses
• Cost and Profitability Consulting shall not be liable for any decisions made based on these results
• You grant Cost and Profitability Consulting the right to use your anonymized, aggregated responses for benchmarking, research, and publication purposes

8. Changes to This Policy

We may update this privacy policy from time to time. The effective date at the top of this document will be updated accordingly.

Cost and Profitability Consulting, Lda. · Porto, Portugal · info@costandprofitability.com