Privacy Policy

Effective Date: Jan 31, 2025
Last Updated: July 17, 2026

Trademark Octa (“Trademark Octa,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information that we collect, use, maintain, and disclose.

This Privacy Policy explains how we handle information when you visit www.trademarkocta.com, submit a consultation request, communicate with us, purchase or request services, or otherwise interact with Trademark Octa.

By accessing or using our website or services, you acknowledge the practices described in this Privacy Policy.

1. Information We Collect

We may collect personal information directly from you, automatically through our website, from publicly available records, and from third-party service providers.

Information You Provide to Us

Depending on how you interact with Trademark Octa, you may provide information such as:

• Full name
• Business or company name
• Email address
• Telephone number
• Mailing or business address
• Trademark name, logo, slogan, serial number, or application information
• Information about your products, services, or business
• Communications and correspondence with our team
• Consultation or service-request details
• Billing and transaction information
• Documents or files submitted in connection with requested services
• Any other information you voluntarily provide

Please do not send highly sensitive information unless it is reasonably necessary for the requested service.

Information Collected from Public Sources

Trademark-related information is often publicly available through government databases and other public sources.

We may collect information from sources such as:

• United States Patent and Trademark Office records
• State trademark or business-registration databases
• Public business directories
• Company websites
• Public professional profiles
• Other lawfully accessible public records

This information may include trademark-owner names, business names, application or registration numbers, correspondence details, filing status, and other publicly available information.

We may use this information to identify potentially relevant trademark matters, verify application information, conduct research, prevent fraud, or communicate regarding services that may be relevant to a business or trademark owner, where permitted by applicable law.

Information Collected Automatically

When you visit our website, certain information may be collected automatically, including:

• Internet Protocol address
• Browser type and version
• Device type
• Operating system
• Referring website
• Pages viewed
• Links clicked
• Date and time of access
• Approximate geographic location
• Website usage and interaction information
• Cookie and similar technology identifiers

We may collect this information through cookies, pixels, server logs, analytics tools, and similar technologies.

Payment Information

If you purchase services, payments may be processed by third-party payment processors.

Trademark Octa may receive limited transaction information, such as payment status, billing name, transaction identifier, and the last digits of a payment method. We generally do not directly store complete credit-card or debit-card numbers.

Payment processors handle payment information according to their own privacy policies and security practices.

2. How We Use Information

We may use collected information to:

• Respond to questions and consultation requests
• Communicate about trademark-related matters
• Evaluate requested services
• Provide trademark filing, monitoring, research, administrative, or related services
• Verify information contained in public records
• Prepare documents and service materials
• Process payments and maintain transaction records
• Provide customer support
• Send service-related notices and updates
• Send marketing communications where permitted by law
• Personalize and improve our website
• Measure website performance and visitor engagement
• Detect suspicious, fraudulent, or unauthorized activity
• Protect our website, business, customers, and legal rights
• Maintain internal business and compliance records
• Comply with applicable laws, regulations, court orders, and lawful requests
• Establish, exercise, or defend legal claims

We may also use information for other purposes disclosed at the time of collection or with your permission.

3. Legal Bases for Processing

Where applicable law requires a legal basis for processing personal information, we may rely on:

• Your consent
• Performance of a contract or steps requested before entering a contract
• Compliance with a legal obligation
• Our legitimate business interests
• Protection of our rights or the rights of others
• Other grounds permitted under applicable law

Our legitimate interests may include responding to inquiries, operating our business, maintaining security, conducting trademark research, communicating with businesses, improving services, preventing fraud, and protecting legal rights.

4. Email, Telephone, and Text Communications

When you provide your email address or telephone number, we may use it to respond to your request, provide service-related information, schedule consultations, send account or transaction notices, or communicate about services that may be relevant to you.

Where permitted by law, we may also contact individuals or businesses using information obtained from public records or other lawful sources.

Email Communications

Marketing emails may include an unsubscribe link. You may also request removal by contacting us at info@trademarkocta.com.

Unsubscribing from marketing emails may not prevent us from sending non-promotional messages relating to an active inquiry, requested service, transaction, legal requirement, or existing business relationship.

Text Messages

Where text-message services are offered and applicable consent is obtained, message frequency may vary. Standard message and data rates may apply.

You may reply STOP to opt out of promotional text messages or HELP for assistance, where those functions are supported.

Consent to receive promotional text messages is not a condition of purchasing services unless clearly stated otherwise at the time of collection.

5. Cookies and Similar Technologies

We may use cookies and similar technologies to operate the website, remember preferences, understand website traffic, improve performance, prevent fraud, and support analytics or advertising activities.

Cookies may include:

Essential Cookies

These cookies support functions necessary for the website to operate, including security, navigation, forms, and session management.

Analytics Cookies

These cookies help us understand how visitors access and use the website, including which pages are viewed and how visitors interact with website content.

Functional Cookies

These cookies remember certain choices or preferences to improve the visitor experience.

Advertising Cookies

Where used, these cookies or pixels may help measure marketing campaigns, limit repeated advertisements, or present content based on website activity.

You may control cookies through your browser settings or through any cookie-consent tool made available on our website. Disabling certain cookies may affect website functionality.

6. How We Disclose Information

We may disclose personal information to the following categories of recipients:

Service Providers

We may use service providers that assist with:

• Website hosting
• Cloud storage
• Email delivery
• Customer relationship management
• Analytics
• Payment processing
• Scheduling
• Document preparation
• Electronic signatures
• Communications
• Cybersecurity
• Customer support
• Marketing
• Professional consulting

These providers may access information only as reasonably necessary to perform services on our behalf, subject to applicable contractual and legal requirements.

Government Agencies and Filing Authorities

When requested or authorized as part of a service, information may be submitted to the United States Patent and Trademark Office or another government authority.

Trademark applications and related government filings may become publicly available. Information submitted to a government authority may be handled according to that authority’s rules and privacy practices.

Professional Advisers

We may disclose information to attorneys, accountants, auditors, insurers, consultants, financial institutions, or other professional advisers when reasonably necessary.

Legal and Safety Disclosures

We may disclose information when we reasonably believe disclosure is necessary to:

• Comply with applicable law
• Respond to a subpoena, court order, or lawful government request
• Investigate fraud or security incidents
• Enforce agreements or policies
• Protect our rights, property, or safety
• Protect customers, website visitors, or other individuals

Business Transactions

Information may be disclosed or transferred in connection with a merger, financing, acquisition, restructuring, sale of assets, bankruptcy, or similar business transaction.

7. Sale or Sharing of Personal Information

Trademark Octa does not sell personal information in exchange for monetary payment.

However, certain disclosures involving advertising, analytics, cookies, or tracking technologies may be considered a “sale,” “sharing,” or “targeted advertising” under some state privacy laws, even when no money is exchanged.

Where required, eligible individuals may request to opt out by:

• Using the cookie-preference tool available on our website
• Activating a legally recognized browser-based opt-out preference signal
• Contacting us at info@trademarkocta.com

We will process eligible requests in accordance with applicable law.

8. Data Retention

We retain personal information for as long as reasonably necessary to:

• Fulfill the purpose for which it was collected
• Respond to inquiries
• Provide requested services
• Maintain business and transaction records
• Comply with legal, accounting, tax, and regulatory obligations
• Resolve disputes
• Prevent fraud or abuse
• Enforce agreements
• Protect legal rights

Retention periods may vary depending on the type of information, the nature of the relationship, legal requirements, and operational needs.

When information is no longer reasonably required, we may delete, anonymize, aggregate, or securely dispose of it.

9. Data Security

We use reasonable administrative, technical, and organizational measures designed to protect personal information against unauthorized access, disclosure, alteration, misuse, or destruction.

These measures may include access controls, secure hosting, password protections, encryption where appropriate, staff-access limitations, monitoring, and vendor-management procedures.

No website, database, electronic transmission, or storage system can be guaranteed to be completely secure. You should use appropriate caution when transmitting information online.

10. Your Privacy Rights

Depending on your location and applicable law, you may have the right to:

• Request access to personal information we maintain about you
• Request correction of inaccurate information
• Request deletion of certain information
• Request information about categories of data collected
• Request information about the purposes for which information is used
• Request information about categories of recipients
• Obtain a portable copy of certain information
• Restrict or object to certain processing
• Opt out of certain marketing communications
• Opt out of sale, sharing, or targeted advertising
• Withdraw consent where processing is based on consent
• Appeal a decision concerning a privacy request
• Receive equal service without unlawful discrimination for exercising privacy rights

These rights are not absolute and may be subject to legal exceptions. For example, we may retain certain information when reasonably necessary to complete a transaction, comply with legal obligations, prevent fraud, maintain security, or establish or defend legal claims.

11. How to Submit a Privacy Request

To submit a privacy request, contact us using the information provided in the “Contact Us” section below.

Your request should include:

• Your full name
• The email address or telephone number associated with your interaction
• The right you wish to exercise
• Sufficient information to identify relevant records
• Your state or country of residence

We may need to verify your identity before processing a request. Verification may require confirming information reasonably related to your prior interactions with us.

You may use an authorized agent where permitted by law. We may request evidence that the agent is authorized to act on your behalf and may require you to verify your identity directly.

12. California Privacy Notice

This section applies to California residents to the extent Trademark Octa is subject to the California Consumer Privacy Act, as amended.

Depending on your interaction with us, we may collect the following categories of personal information:

• Identifiers
• Customer-record information
• Commercial information
• Internet or electronic network activity
• Professional or employment-related information
• Approximate geolocation information
• Audio, electronic, or communication information
• Inferences derived from collected information
• Other information submitted in connection with an inquiry or requested service

We may collect these categories directly from individuals, automatically through website technologies, from public databases, from service providers, or from business partners.

We use and disclose these categories for the business and commercial purposes described in this Privacy Policy.

California residents may have rights to request access, correction, deletion, portability, information about collection or disclosure practices, and opt-out of certain sale or sharing activities.

We will not unlawfully discriminate against an individual for exercising applicable privacy rights.

13. Global Privacy Control and Do Not Track

Some browsers and extensions provide privacy signals such as Global Privacy Control.

Where required by applicable law and technically supported, we will treat a recognized opt-out preference signal as a request to opt out of applicable sale, sharing, or targeted advertising activities for the browser or device sending the signal.

Because there is not one universally accepted standard for responding to traditional “Do Not Track” signals, our website may not respond to all Do Not Track settings.

14. International Visitors

Trademark Octa may operate from or use service providers located in the United States or other countries.

If you access our website from outside the country where our systems or service providers are located, your information may be transferred to and processed in a country whose data-protection laws differ from those in your location.

Where required, we use appropriate measures designed to protect personal information transferred across borders.

15. Children’s Privacy

Our website and services are intended for businesses and adults and are not directed to children under the age of 13.

We do not knowingly collect personal information online from children under 13. If you believe a child has submitted personal information to us, please contact us so that we may review and, where appropriate, delete the information.

16. Third-Party Websites and Services

Our website may contain links to third-party websites, government databases, payment processors, social-media platforms, or other services.

Trademark Octa does not control and is not responsible for the privacy, security, availability, or content practices of third parties. You should review the privacy policy of each third-party website or service you use.

17. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our services, technology, business practices, or legal obligations.

When changes are made, we will update the “Last Updated” date at the top of this page. Material changes may also be communicated through the website or by another appropriate method.

Your continued use of the website after an updated Privacy Policy becomes effective indicates your acknowledgement of the revised policy.

18. Contact Us

For questions, concerns, complaints, or privacy requests, contact:

Trademark Octa
Email: info@trademarkocta.com
Telephone: +1 213 729 1620
Address: 345 California St Suite 600 and 700, San Francisco, CA 94104, United States

Website: www.trademarkocta.com

Please include “Privacy Request” in the subject line of your email so that we can direct your request appropriately.