Terms & Policies

TERMS OF USE

‍Please read the following Terms of Use and conditions carefully. They govern your access and use of this website at www.formula.co (our “Website”). By accessing, browsing, or using this Website, you agree to be bound by the terms and conditions of this Terms of Use, and accept them in full, as they may be modified by the operators of this Website, Citrusbyte, LLC (doing business as Formula.Monks) (“Formula.Monks,” “We”, “Us,” “Our” or the “Company”) from time-to-time as posted on this website. If you do not agree, please exit this Website.

‍Your Consent To Our Privacy Policy

‍This Terms of Use includes our Privacy Policy and other legal documents hyperlinked at the bottom of this Website. By agreeing to these terms and conditions, you also agree to the terms of our Privacy Policy and all other legal documents hyperlinked at the bottom of our Website, and including all applicable notices and content and terms and conditions incorporated therein. Before using this Website, please carefully review our Privacy Policy. All personal information provided to Us by you or collected by Us as a result of your use of this Website will be handled in accordance with Our Privacy Policy. If you do not agree, please exit this Website.

‍Ownership Of This Website And Its Content

‍The information provided on this Website is free of charge and for informational purposes only. It does not create a business or professional services relationship between you and Formula.Monks.

This Website, including all of the software and code comprising or used to operate this website, and all of the photographs, graphic images, audio, video, HTML code, buttons, text, and other materials available on this Website, (collectively “Content”) are protected under applicable intellectual property and other proprietary laws of the United States and other countries. All Content and intellectual property rights therein are the property of Formula.Monks or its licensors, and all material is included with the permission of the rights owner and is protected pursuant to applicable copyright and trademark laws.

Nothing contained in this Website shall be construed as conferring to you by implication, estoppel, or otherwise, any license or right or any other ownership interest of any kind to any copyright, patent, trademark, or other proprietary interest of Formula.Monks or any third party. Except as otherwise provided herein, none of this Content may be used, copied, reproduced, distributed, republished, downloaded, modified, displayed, posted, or transmitted by you in any form or by any means, including, but not limited to, electronic, mechanical, photocopying, recording, or otherwise, without our express prior written permission.

Formula.Monks grants you permission to the extent necessary to lawfully access and use this Website and to display, download, or print portions of this Website on a temporary basis and for your personal, noncommercial use only, provided that you (i) do not modify the Content; (ii) you retain any and all copyright and other proprietary notices contained in the Content; and (iii) you do not copy or post the Content on any network computer or broadcast the Content in any media or other public forum or platform.

‍Trademarks

‍The names and logos of Formula.Monks and its affiliates, all product names, all page headers, all custom graphics, all button icons, and all trademarks, service marks, and logos appearing on this Website, unless otherwise noted, are trademarks (whether registered or not), service marks, and/or trade dress of Formula.Monks and its affiliates (collectively, the “Marks”). All other trademarks, product names, company names, logos, service marks and/or trade dress mentioned, displayed, cited or otherwise indicated on this Website are the property of their respective owners. You are not authorized to display or use the Marks in any manner without Our prior written permission. You are not authorized to display or use trademarks, product names, company names, logos, service marks, and/or trade dress of other owners featured on this Website without the prior written permission of such owners. The use or misuse of the Marks or other trademarks, product names, company names, logos, service marks, and/or trade dress or any other materials contained herein, except as permitted herein, is expressly prohibited.

Portfolio Services

- Fermat
- Halmos
- Citrusbyte
- TheoremOne
- Zemoga
- Proof
- Formula Consultants Inc.

‍Disclaimer Of Warranties

‍Although Formula.Monks attempts to provide accurate Content on the Website, it makes no representation, endorsement, or warranty that such Content is accurate or suitable for any particular purpose.

The Website and its Content are provided on an "as is" basis. Use of the Website and its Content is at the user's sole risk. The Website and Content are provided without any representations, endorsements, or warranties of any kind whatsoever, either expressed or implied, including, but not limited to, any warranties of title or accuracy and any implied warranties of merchantability, fitness for a particular purpose or non-infringement, with the sole exception of warranties (if any) which cannot be expressly excluded under applicable law. As noted below, Formula.Monks also makes no representations, endorsements, or warranties, either express or implied, with respect to any Website operated by a third party.

‍Limitation Of Liability

‍In no event will Formula.Monks be liable for any damages, including, without limitation, indirect, incidental, special, consequential, or punitive damages, whether under a contract, tort, or any other theory of liability, arising in connection with any party's use of the Website or in connection with any failure of performance, error, omission, interruption, defect, delay in operation or transmission, computer virus, line system failure, loss of data or loss of use related to this Website or any website operated by any third party or any contents of this Website or any other website, even if Formula is aware of the possibility of such damages.

‍Links To Other Sites

‍Formula.Monks may establish links between this Website and one or more websites operated by third parties. The existence of any such links shall not constitute an endorsement, representation or warranty by Formula of such websites, the contents of the websites, the products or services of the websites, or the operators of the websites. Formula does not investigate, monitor, or check such websites for accuracy, completeness, or conformance with applicable laws and regulations. If you decide to leave this Website and access these other websites, the rule and policies (including Our Privacy Policy) will no longer be applicable, and all rules, policies (including privacy policies), and operating procedures of such websites will apply to you while on such websites.

‍Modifications

‍Formula.Monks may, at any time, make modifications, changes, and alterations to the Contents of this Website, including the terms and conditions of this Terms of Use, without prior notice. You are responsible for regularly reviewing these terms and conditions. Your continued use of this Website following any modifications, changes, or alterations shall constitute your acceptance of such modifications, changes or alterations.

‍Waiver

‍No waiver by Formula.Monks of any right under or term, condition, or provision of this Terms of Use will be deemed a waiver of any other right, term, condition, or provision of this Terms of Use at that time or a waiver of that or any other right, term, condition, or provision of this Terms of Use at any other time.

‍Law And Jurisdiction

‍You agree that these Terms of Use and any legal action or proceeding relating to this Website shall be governed by the laws of the State of California and the United States without reference to its choice of law rules.

You are responsible for complying with the laws of the jurisdiction from which you are accessing this Website, and you agree that you will not access or use the information on this Website in violation of such laws.

‍Submission of Information to Formula.Monks

‍Subject to Our Privacy Policy and other applicable laws, any information disclosed to Formula.Monks outside a pre-existing and documented confidential business relationship will be deemed non-confidential and non-proprietary, and Formula.Monks may therefore develop, use, and freely disclose or publish similar ideas without compensating you or accounting to you. You represent that you have the lawful right to submit such information and agree that you will not submit any information unless you are legally entitled to do so.

‍Contact

‍You may contact Formula.Monks by e-mail at legal-team@formula.co, by telephone at +1-888-969-2983, or by regular mail at 21550 Oxnard Street, 3rd Floor #11, Woodland Hills, California, 91367.

Terms of Use Policy last updated on January 27, 2023.

CCPA PRIVACY NOTICE FOR CALIFORNIA RESIDENTS

‍This “CCPA Privacy Notice for California Residents” (this “CCPA Notice” or “Notice”) supplements the information contained in the general Privacy Policy on this Website for Citrusbyte, LLC, dba Formula.Monks. This CCPA Notice applies solely to visitors, users, and others who reside in the State of California (”Consumers” or “you”). We adopt this CCPA Notice to comply with the California Consumer Privacy Act of 2018, Cal. Civ. Code §§ 1798.100-1798.199 (the “CCPA”). Any terms defined in the CCPA have the same meaning when used in this CCPA Notice, and any terms defined in our general Privacy Policy that are not otherwise defined in this CCPA Notice have the same meaning as defined in our general Privacy Policy.

Until January 1, 2023, this CCPA Notice does not apply to employment-related personal information collected from California-based employees, job applicants, contractors, or similar individuals. Also, where noted in this Notice, the CCPA temporarily exempts personal information reflecting a written or verbal business-to-business communication (”B2B personal information”) from some of its requirements.

‍Personal information we collect

‍Our Website collects information that identifies, relates to, describes, references, is reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular consumer, household, or device (”personal information”). Please note that personal information does not include information about you that is:- Publicly available information from government records.- De-identified or aggregated consumer information.- Information excluded from the CCPA’s scope, such as, for example, health or medical information covered by the Health Insurance Portability and Accountability Act of 1996 (HIPAA) and the California Confidentiality of Medical Information Act (CMIA) or clinical trial data; personal information covered by certain sector-specific privacy laws, including the Fair Credit Reporting Act (FCRA), the Gramm-Leach-Bliley Act (GLBA) or California Financial Information Privacy Act (FIPA), and the Driver’s Privacy Protection Act of 1994.

Specifically, as for the categories of personal information defined in the CCPA (in Section 1798.140), Our Website collects, or has collected within the last twelve (12) months, the following categories of personal information from its consumers (natural persons who are California residents):

‍A. Identifiers: A real name, alias, postal address, unique personal identifier, online identifier, Internet Protocol address, email address, account name, Social Security number, driver’s license number, passport number, or other similar identifiers.
‍Collected‍

‍B. Personal information categories listed in the California Customer Records statute (Cal. Civ. Code § 1798.80(e)). A name, signature, Social Security number, physical characteristics or description, address, telephone number, passport number, driver’s license or state identification card number, insurance policy number, education, employment, employment history, bank account number, credit card number, debit card number, or any other financial information, medical information, or health insurance information. Some of the personal information that is included in this category may overlap with other categories.
‍Collected‍

‍C. Protected classification characteristics under other California laws or under U.S. federal law. Information regarding age (40 years or older), race, color, ancestry, national origin, citizenship, religion or creed, marital status, medical condition, physical or mental disability, sex (including gender, gender identity, gender expression, pregnancy or childbirth and related medical conditions), sexual orientation, veteran or military status, genetic information (including familial genetic information).
‍Not collected‍

‍D. Commercial information. Records of personal property, products or services purchased, obtained, or considered, or other purchasing or consuming histories or tendencies.
‍Not collected‍

‍E. Biometric information. Genetic, physiological, behavioral, and biological characteristics, or activity patterns used to extract a template or other identifier or identifying information, such as, fingerprints, faceprints, and voiceprints, iris or retina scans, keystroke, gait, or other physical patterns, and sleep, health, or exercise data.
‍Not collected‍

‍F. Internet or other similar network activity. Browsing history, search history, information on a consumer’s interaction with a website, application, or advertisement.
‍Collected‍

‍G. Geolocation data. Physical location or movements.
‍Not collected‍

‍H. Sensory data. Audio, electronic, visual, thermal, olfactory, or similar information.
‍Not collected

‍‍‍‍I. Professional or employment-related information. Current or past job history or performance evaluations.
‍Collected‍‍‍

‍J. Education information that is not publicly available information as defined in the Family Educational Rights and Privacy Act (20 U.S.C. Section 1232g, 34 C.F.R. Part 99). Education records directly related to a student maintained by an educational institution or party acting on its behalf, such as grades, transcripts, class lists, student schedules, student identification codes, student financial information, or student disciplinary records.
‍Not collected‍

‍K. Inferences drawn from other personal information. Profile created from inferences drawn from other personal information where the profile reflects a person’s preferences, characteristics, psychological trends, predispositions, behavior, attitudes, intelligence, abilities, and aptitudes.
‍Not collected

‍We obtain the categories of personal information listed above:
- Directly from you. For example, from forms you complete or products and services you purchase.
- Indirectly from you. For example, from observing your actions on Our Website.

For more about how We collect your personal information, see the section “What personal data do we collect?” in our general Privacy Policy.

‍Use of personal information

‍We will collect and/or process your personal information only when We have a legal basis to do so. We may use, sell, or disclose the personal information We collect for one or more of the following purposes (in all cases with consent where required by law):
- To fulfill or meet the reasons you provided the information. For example, if you share your name and contact information to request a price quote or ask a question about Our products or services, We will use that personal information to respond to your inquiry. If you provide your personal information to purchase a product or service, We will use that information to process your payment and facilitate delivery. In connection with using some of Our products or services, such, as for example, Our training services, or Our products like Overwatch, Mission Control, Contour, or Honesto, We will need certain information from you for you to utilize the products or obtain the services. We also may save your information to facilitate new product orders or to process returns.
- To provide, support, personalize, and develop Our Website, products, and services, including troubleshooting, data analysis, testing, system maintenance, and setting default options for you (such as, for example, for language and currency).
- To use data analytics to improve Our Website, products, services, marketing, and your customer experience, and to undertake testing, analysis, market research, product research, and product development, including for general statistical and survey purposes.
- To create, maintain, customize, and secure your account with Us and to register you as a new customer.
- To process your requests, purchases, transactions, and payments, and prevent transactional fraud, including recording your order details, keeping you informed of order status, processing payments and refunds, etc.
- To provide you with support and to respond to your inquiries, including to investigate and address your concerns and monitor and improve Our responses.
- To manage our relationship with you, including providing you with any information that you may request, informing or reminding you (by e-mail) of any task carried out via our website that remains uncompleted such as an incomplete download, notifying you of any changes to our service, terms, conditions, or privacy policy, and asking you to leave a review or take a survey.
- To personalize your website experience and to deliver content and product and service offerings relevant to your particular interests, including targeted offers and ads through Our Website, third-party sites, and via e-mail or text message, and to measure the effectiveness of any advertisements provided.
- To enable you to take part in a competition, event, or survey, or to receive a reward for engaging with Us.
- To help maintain the safety, security, and integrity of Our Website, products and services, databases, and other technology assets, and business, including to protect our customers and ourselves from fraud or theft.
- To respond to law enforcement requests and as required by applicable law, court order, or governmental regulations.As specifically described to you at or before we collect your personal information or as otherwise set forth in the CCPA.
- To evaluate or conduct a merger, divestiture, restructuring, reorganization, dissolution, or other sale or to transfer of some or all of Our assets, whether as a going concern or as part of bankruptcy, liquidation, or similar proceeding, in which personal information held by Us about Our Website users or other consumers is among the assets transferred.

We will not collect additional categories of personal information or use the personal information We collected for materially different, unrelated, or incompatible purposes without providing you notice. When We collect personal information from you, We will notify you at or before the time of collection.

For more about how we may use your personal information, see “Why do we collect this information?” and “What do we do with your information?” in Our general Privacy Policy.

‍Sharing your personal information

‍We may disclose your personal information to a third party for a business purpose or sell your personal information, subject to your right to opt-out of those sales (see “Personal information sales opt-out and opt-in rights,” below). When We disclose personal information for a business purpose, We enter a contract that describes the purpose and requires the recipient to both keep that personal information confidential and not use it for any purpose except for performing the contract. The CCPA prohibits third parties who purchase the personal information We hold from reselling it unless you have received notice and an opportunity to opt-out of further sales.We share your personal information with the following categories of third parties:
- Service providers.
- Data aggregators.
- Advertisers.
- Affiliates or partners.
- Parent or subsidiary organizations.
- Social media companies.
- Internet cookie data recipients, like for example, Google Analytics.

‍Disclosures of your personal information for a business purpose

‍In the preceding twelve (12) months, We have disclosed personal information for a “business purpose” as that term is defined in the CCPA:
- Category A: Identifiers.
- Category B: Personal information categories listed in the California Customer Records statute.
- Category D: Commercial information.
- Category F: Internet or other similar network activity.
- Category I: Professional or employment-related information.

When your personal information is used for a “business purpose,” as defined in the CCPA, We disclose or have disclosed during the past twelve (12) months your personal information to the following categories of third parties:
- Service providers.
- Data aggregators.
- Advertisers.
- Affiliates or partners.
- Parent or subsidiary organizations.
- Social media companies.
- Internet cookie data recipients, like for example, Google Analytics.

‍Sales of personal information

‍During the preceding twelve (12) months, we have sold the following categories of personal information (note that a transfer of personal information to, for example data aggregators or cookie data recipients (like Google Analytics, which we use) qualify as a "Sale" under the CCPA):
- Category F: Internet or other similar network activity.

We sell your personal information to the following categories of third parties:
- Data aggregators.
- Analytics providers.

‍Your rights and choices regarding your personal information

‍The CCPA provides consumers who are California residents with specific rights regarding their personal information. This section describes your various rights under the CCPA and explains how you can exercise those rights.

‍Your right to access to specific information and your data portability rights

‍You have the right to request that We disclose to you certain information about Our collection and use of your personal information over the past twelve (12) months. Once We receive and confirm your verifiable consumer request, We will disclose to you:
- The categories of personal information that We have collected about you.
- The categories of sources for the personal information that We have collected about you.
- Our business or commercial purpose for collecting or selling that personal information.
- The categories of third parties with whom We share that personal information.
- The specific pieces of personal information We collected about you (also called a data portability request).
- If We sold or disclosed your personal information for a business purpose, We also will disclose to you two separate lists disclosing:
- sales, identifying the personal information categories that each category of recipient purchased; and
- disclosures for a business purpose, identifying the personal information categories that each category of recipient obtained.

Until January 1, 2023, We do not provide these access and data portability rights for B2B personal information.

‍Your deletion request rights

‍You have the right to request that We delete any of your personal information that We collected from you and retained, subject to certain exceptions. Once We receive and confirm your verifiable consumer request, We will delete, and direct Our service providers to delete, your personal information from Our records, unless an exception applies.

We may deny your deletion request if retaining the information is necessary for Us or for our service provider(s):
- To complete any transaction for which We collected the personal information, to provide a good or service that you requested, to take actions reasonably anticipated within the context of Our ongoing business relationship with you, to fulfill the terms of a written warranty or product recall conducted in accordance with federal law, or otherwise to perform Our contract with you.
- To detect security incidents, to protect against malicious, deceptive, fraudulent, or illegal activity, or to prosecute those responsible for any such activities.
- To debug products and identify and repair errors that impair existing intended functionality.
- To exercise free speech, to ensure the right of another consumer to exercise their free speech rights, or to exercise another right provided for by law.
- To comply with the California Electronic Communications Privacy Act (Cal. Penal Code § 1546 et. seq.).
- To engage in public or peer-reviewed scientific, historical, or statistical research in the public interest that adheres to all other applicable ethics and privacy laws, when the information’s deletion may likely render impossible or seriously impair the research’s achievement, if you previously provided informed consent.
- To enable solely internal uses that are reasonably aligned with consumer expectations based on your relationship with Us.
- To comply with a legal obligation.
- To make other internal and lawful uses of that information that are compatible with the context in which you provided it.

Until January 1, 2023, We do not provide these deletion rights for B2B personal information.

‍Exercising your access, data portability, and deletion rights

‍To exercise the access, data portability, and deletion rights that you have under the CCPA, as described above, please submit a verifiable consumer request to Us by either:

Calling Us at +1-888-969-2983
E-mailing Us at privacy-request@formula.co
Submitting a request online

‍Only you, or someone legally authorized to act on your behalf, may make a verifiable consumer request related to your personal information. You may also make a verifiable consumer request on behalf of your minor child. (However, since We do not knowingly collect personal information from minors, if You are aware that personal information of a minor has been submitted to Us, please let us know immediately so that We can delete it.)

If you wish to designate an authorized agent to make such a request on your behalf, please provide the following information about that agent so that We can verify that person’s identity and authorization:
- Name:
- Email:
- Phone:
- Relationship to User:
‍
Please realize that you may make a verifiable consumer request for access or data portability only twice within a 12-month period. The verifiable consumer request must:
- Provide sufficient information that allows us to reasonably verify you are the person about whom We collected personal information from or an authorized representative, which may include: Email sent from the address we have on file, a copy of government issued ID.
- Describe your request with sufficient detail that allows Us to properly understand, evaluate, and respond to it.

We cannot respond to your request or provide you with personal information if We cannot verify your identity or authority to make the request and confirm that the personal information relates to you. Thus, be prepared to have to provide additional information to Us so that We can verify your identity and/or your authority to make the request, but rest assured that such additional information will be used only for this verification purpose. If We are unable to verify your identify or authority, We cannot abide by the request, and We are permitted by law to deny the request. We also may deny your request if it is deemed manifestly unfounded or excessive. Making a verifiable consumer request does not require you to create an account with Us.

For instructions on exercising sales opt-out rights, see “Personal information sales opt-out and opt-in rights.”

‍Response timing and format

‍We will do our best to respond to a verifiable consumer request within forty-five (45) days of its receipt. If we require more time (up to 90 days), we will inform you of the reason and extension period in writing.

We will deliver Our written response by mail or electronically, at your option.

Any disclosures We provide will cover only the 12-month period preceding the verifiable consumer request’s receipt. The response We provide will also explain the reasons We cannot comply with a request, if applicable. For data portability requests, We will select a format to provide your personal information that is readily useable and should allow you to transmit the information from one entity to another entity without hindrance, specifically a CSV or Excel file.

We do not charge a fee to process or respond to your verifiable consumer request unless it is excessive, repetitive, or manifestly unfounded. If We determine that the request warrants a fee, We will tell you why We made that decision, and We will provide you with a cost estimate before completing your request.

‍Personal information sales opt-out and opt-in rights

‍If you are 16 years of age or older, under applicable law, you have the right to direct Us to not sell your personal information at any time (the “right to opt-out”). We do not knowingly collect the personal information of minors such that this right is not applicable to anyone under the age of 18 in connection with Our Website, but users of Our Website who are over 18 may exercise their right to opt-out as provided in this section.

Under California law, minors who are at least 13 but not yet 16, have additional rights. A business shall not sell the personal information of consumers who are younger than 16, unless it receives the affirmative authorization (the “right to opt-in”) from either the consumer who is at least 13 but not yet 16 years of age, or the parent or guardian of a consumer less than 13 years of age. However, since We do not knowingly collect the personal information of consumers who are younger than 18 years of age, We do not sell the personal information of consumers we actually know are less than 16 years of age. Thus, the right to opt-out and the right to opt-in are not applicable to Our Website for users under the age of 18. If these sections ever did apply to Our Website, you should know that consumers who opt-in to personal information sales as set forth here may opt-out of future sales at any time.

To exercise the right to opt-out (for any users who are over the age of 18), you (or your authorized representative) may submit a request to Us by visiting this online request form.

‍Once you have made an opt-out request, We will wait at least twelve (12) months before asking you to reauthorize any sales of personal information. However, you may change your mind and opt back in to personal information sales at any time by emailing us at privacy-request@formula.co.

You do not need to create an account with Us to exercise your opt-out rights. We will use personal information that you provide in an opt-out request only for purposes of reviewing and complying with the request.

‍Non-discrimination

‍We will not discriminate against you for exercising any of your CCPA rights. Unless permitted by the CCPA, We will not:
- Deny you any goods or services as a result of your exercise of these rights.
- Charge you different prices or rates for goods or services as a result of your exercise of these rights, including through granting discounts or other benefits, or imposing penalties.
- Provide you a different level or quality of goods or services as a result of your exercise of these rights.
- Suggest that you may receive a different price or rate for goods or services or a different level or quality of goods or services, as a result of your exercise of these rights.

However, We may offer you certain financial incentives permitted by the CCPA that may result in different prices, rates, or quality levels. Any CCPA-permitted financial incentive that We offer will reasonably relate to your personal information’s value and will contain written terms that describe the program’s material aspects. Participation in a financial incentive program requires your prior opt-in consent, which you may revoke at any time. We currently do not provide any financial incentives.

‍Other California privacy rights

‍California’s “Shine the Light” law, Cal. Civil Code Section § 1798.83, permits users of Our Website who are California residents to request certain information regarding Our disclosure of personal information to third parties for their direct marketing purposes. To make such a request, please send an e-mail to privacy-request@formula.co or write us at: Citrusbyte, LLC (d/b/a Formula.Monks), 21550 Oxnard Street, 3rd Floor #11, Woodland Hills, California, 91367, USA.

‍Changes to this CCPA Notice

‍We reserve the right to amend this CCPA Notice (and/or to our general Privacy Policy) at any time. When we make changes to this CCPA Notice (or to our general Privacy Policy), we will post the updated and revised notice on Our Website and update the effective date/last revised date set forth in the Privacy Policy and/or CCPA Notice.

If there are any significant changes to this CCPA Notice or to our general Privacy Policy, We will post a description of the updates on Our Website or applications, or We will let you know by e-mail.

Your continued use of Our Website after We post any changes to this CCPA Notice or our general Privacy Policy constitutes your acceptance of such changes. If you do not agree with any changes, your only option is not to use Our Website.

CCPA Privacy Policy last updated on January 27, 2023.

ANTI-SLAVERY & HUMAN TRAFFICKING POLICY

Summary
‍
‍This policy sets out Formula.Monks’ positions on opposing modern slavery and human trafficking as part of Formula.Monks’ business and supply chain.


‍Questions?
‍
‍Please contact the Ethics Officer at ethics@formula.co or via phone at +1-310-935-1596.


‍1. ANTI-SLAVERY POLICY STATEMENT
‍
‍1.1 Modern slavery is a crime and a violation of fundamental human rights. It takes various forms, such as slavery, servitude, forced and compulsory labor, and human trafficking, all of which have in common the deprivation of a person’s liberty by another in order to exploit them for personal or commercial gain. We are committed to acting ethically and with integrity in our business dealings and relationships and to implementing and enforcing systems and controls to ensure modern slavery is not taking place in our own business or in our supply chains.

1.2 We are also committed to ensuring there is transparency in our own business and in our approach to tackling modern slavery throughout our supply chains, consistent with disclosure obligations we may have under applicable law. We expect the same standards from our contractors, suppliers, and other business partners, and as part of our contracting processes, we include specific prohibitions against the use of forced, compulsory, or trafficked labor, or anyone held in slavery or servitude, whether adults or children.


‍2. WHO MUST COMPLY WITH THIS POLICY?
‍
‍2.1 This policy applies to all persons working for us or on our behalf in any capacity, including employees at all levels, directors, officers, agency workers, seconded workers, volunteers, interns, agents, contractors, external consultants, third-party representatives, and business partners.


‍3. WHO IS RESPONSIBLE FOR THIS POLICY?
‍
‍3.1 Formula.Monks’ legal team has overall responsibility for ensuring this policy complies with our legal and ethical obligations, and that all those under our control comply with it. A member of the Formula.Monks Legal team has been nominated as the Ethics Officer and can be reached at ethics@formula.co

3.2 The Compliance Manager has primary responsibility for implementing this policy, monitoring its use and effectiveness, dealing with any queries about it, and reviewing internal control systems and procedures to ensure they are effective in countering modern slavery.

3.3 Management at all levels is responsible for ensuring those reporting to them understand and comply with this policy.


‍4. YOUR COMPLIANCE WITH THIS POLICY
‍
‍4.1 You must ensure that you read, understand, and comply with this policy.

4.2 The prevention, detection, and reporting of modern slavery in any part of our business or supply chains is the responsibility of those working for us or under our control. You are required to avoid any activity that might lead to, or suggest, a breach of this policy.


‍5. HOW AND WHEN TO NOTIFY IN CASE OF NON-COMPLIANCE

‍5.1 You must notify the Compliance Manager as soon as possible if you believe or suspect that a breach of this policy has occurred, or may occur in the future.

5.2 You are encouraged to raise concerns about any issue or suspicion of modern slavery in any part of our business or supply chain at the earliest possible stage.

5.3 If you are unsure about whether a particular act, the treatment of workers more generally, or their working conditions within any tier of our supply chains constitutes any of the various forms of modern slavery, raise it with the Compliance Manager.


‍6. BREACHES OF THIS POLICY
‍
‍6.1 We may terminate our relationship with other individuals and organizations working on our behalf if they breach this policy.

ANTI-SPAM POLICY NOTICE

‍Overview‍‍

‍This policy outlines Formula.Monks’ policies and procedures in relation to preventing unsolicited, bulk, or indiscriminate electronic messaging.

‍What is spam?

‍‍‍In the context of electronic messaging, spam refers to unsolicited, bulk or indiscriminate messages, typically sent for commercial purposes. “Electronic messaging” covers emails, instant messaging, SMS and other mobile phone messaging, but does not cover normal voice-to-voice communication by telephone.

‍An electronic message may constitute spam if it:

‍- is commercial in nature
– i.e. it could be construed as offering a commercial transaction, such as goods or services for sale, or merely directing the recipient to a location where a commercial transaction could take place
- is sent without the prior consent of the recipient;
- fails to include accurate information about the sender;
- and does not include a functional unsubscribe facility.

Formula.Monks will take all necessary and reasonable steps required under relevant current Spam legislation to ensure that any commercial electronic messages sent to you do not constitute spam.

‍Consent

‍Formula.Monks will take reasonable steps to ensure that it has obtained your express consent prior to sending you electronic commercial messages about Formula.Monks’s products and services. Express consent may come in various ways, including subscribing to our mailing list, filing in a form, ticking a consent box to receive advertising or messages on our website, or consenting over the phone.

Where it is impracticable to obtain your consent before sending electronic commercial message to you, we may infer that you have consented to receiving electronic commercial message. Inferred consent can occur:
- via an existing business or other relationship with Formula.Monks, and where there is reasonable expectation of receiving commercial electronic messages; or
- via conspicuous publication of a work-related electronic address; and
- it is accessible to the public, or a section of the public
- the subject of the message is directly related to the role or function of the recipient; and
- the address is not accompanied by a statement saying no commercial messages are wanted.

‍Identification

‍‍‍Any commercial electronic message sent by Formula.Monks will include clear and accurate identification information about Formula.Monks, the sender of the message and how we can be contacted. Formula.Monks will take reasonable steps to ensure that the identification information about Formula.Monks is accurate for a period of 30 days after the day on which you receive the electronic commercial message.

‍Unsubscribing Policy‍‍

‍Under Spam legislation, every commercial electronic message must contain a functional and legitimate ‘unsubscribe’ facility. This is an electronic address the recipient can use to tell the sender they do not wish to receive messages.

Formula.Monks will take reasonable steps to ensure that:
- all commercial electronic messages sent by us will include a functional way for the message’s recipient to indicate that they wish to unsubscribe from any future messages;
- our unsubscribe links in any electric commercial message remain functional for at least 30 days after the original commercial electronic message was sent;
- it allows the unsubscribe message to be sent to whoever authorized the sending of the message;
- the unsubscribe instructions are presented in a clear and conspicuous way;- a request to unsubscribe is honored within five (5) working days;
- unsubscribing at no cost, to the recipient; and
- If you receive a message from Formula.Monks that is not in accordance with the above, contact us and the matter will be promptly investigated and resolved.

‍Formula.Monks Unsubscribe Process‍‍

‍The marketing systems Formula.Monks uses for electronic communication allow recipients the option to automatically unsubscribe from any electronic commercial message.

All manual unsubscribe requests go through the Marketing Manager or Director of Marketing (as a secondary person). The necessary details for unsubscribing from any electronic commercial message sent by Formula.Monks are as follows:
SMS: Subject Line: ‘Unsubscribe’
Mail: Subject Line: ‘Remove’
Post To: The relevant office as listed on the email
Email: Subject Line: ‘Remove’
Fax: Subject Line: ‘Remove’

‍Formula.Monks Marketing‍‍

‍Queries that are made with Formula.Monks through our marketing channels are gathered and kept confidentially. Formula.Monks may use some of this information to market its current and new products to customers. All marketing sent by Formula.Monks allows the recipient to opt out (unsubscribe) at no cost. If the recipient chooses to exercise that right they will be removed from any further marketing communication from Formula. Formula will not use electronic address harvesting software, or lists which have been generated using software, for the purposes of sending unsolicited commercial electronic messages.

‍Contact Formula.Monks Anti-Spam Team‍‍

‍Please contact our Anti-Spam Team at anti-spam@formula.co if you have any concerns or complaints about this policy or about our use of personal information or other privacy issues.

TELEMARKETING POLICY

Overview‍‍

‍Generally, Formula.Monks conducts marketing activity exclusively in relation to other businesses, but from time to time, Formula.Monks’ sales activity includes calling sole proprietors and entrepreneurs in order to offer them our services. This Telemarketing Policy has been established to ensure compliance with applicable law when conducting all telemarketing activity, regardless of client demographic.

The federal Telephone Consumer Protection Act (TCPA), related FCC regulations, and related court interpretations protect consumers from specific types of telemarketing. Under the TCPA “telemarketing” is defined as “the initiation of a telephone call or message for the purpose of encouraging the purchase or rental of, or investment in, property, goods, or services, which is transmitted to any person.” 47 C.F.R. § 64.1200(f)(12).

The TCPA restricts cold calls, pre-recorded sales calls, and the use of autodialers. The TCPA also authorized the creation of the National Do Not Call Registry, which is discussed more fully below.

The TCPA mandates that telemarketers:
- Maintain a Do not Call Policy;
- Provide a copy of the Policy to requesting consumers;
- Only make calls between 8 a.m. and 9 p.m. (local time of the person being called);
- Only make calls and texts to numbers not on the National Do Not Call List (DNC);
- Only make calls and texts to numbers not on the business’ internal do not call list;
- When calling cell phones, restrict the use of automatic telephone dialer systems (ATDS) to consumers that have given prior express consent to receive such calls;
- Restrict the use of artificial or prerecorded voice recordings to consumers that have given prior express consent to receive such calls;
- Identify the caller name and location, and company name.

In addition, the TCPA prohibits using a fax machine, computer, or other device to send any unsolicited advertisement to a fax machine unless the sender has an established business relationship with the recipient, the recipient voluntarily made the fax number available, and the unsolicited advertisement contains a compliant opt-out provision.

‍Policy Adherence

‍‍‍All employees, independent contractors, vendors, and any persons or entities purporting to act on behalf of Citrusbyte, LLC (d/b/a Formula.Monks) (“Formula.Monks”)  are strictly forbidden from making any telemarketing calls without first consulting with the Formula.Monks Privacy Team on appropriate procedures adhering to the TCPA and applicable state laws. Such approved activity shall fully adhere to the TCPA, any related federal laws, regulations and rules, and all applicable state laws (“Telemarketing Laws”).

There are strict penalties for noncompliance with Telemarketing Laws. Violators may be subject to legal penalties, and, as applicable, may result in contract termination, employment termination or other disciplinary measures by Formula.Monks.

To learn more about the TCPA you can visit the website listed below. FCC web page: https//www.fcc.gov/cgb/consumerfacts/tcpa.html

‍‍Do Not Call

‍‍‍In 2003, a National Do Not Call Registry was established through the efforts of the Federal Trade Commission (FTC) and the Federal Communication (FCC). The registry is a list of telephone numbers (residential and cell) from consumers who do not want to receive telephone solicitation calls to the registered telephone number.

A telephone number registered on the National Do Not Call Registry must not be called for telemarketing purposes unless the caller has an existing business relationship with the individual being called or the individual being called has given the caller express consent to be called.

This policy applies to all Formula.Monks associates and its third-party contractors, including sales agents, registered representatives, telemarketers and agencies to the extent that they provide services on behalf of Formula.Monks.

‍Practices and Procedures

‍Formula.Monks is committed to complying with applicable Do Not Call laws and shall maintain an internal Do Not Call list (“Internal DNC List”). If any person under the scope of these policies and procedures receives a notification, whether oral or written, from a client or prospective client, that they wish to be placed on the Formula.Monks Internal DNC List, such person shall notify the Privacy Team via email at do-not-call@formula.co within five (5) business days of receiving the request.

The Privacy Team shall be responsible for updating and maintaining the Internal DNC List.

The Internal DNC List shall be updated no later than 30 days after the receipt of a new number.

- Telephone solicitations shall not be placed to any telephone number that is maintained on the Internal DNC List.
- Telephone solicitations shall not be placed to any telephone number that is maintained on any applicable State Do Not Call Registry unless the entity or individual making the call complies with the relevant requirements of that state in regard to such call. Telephone solicitations shall not be placed to any telephone number that is maintained on the National Do Not Call Registry unless: 
- Within the preceding eighteen (18) months, the subject of the telephone solicitation has had an established business relationship with the Company. The term established business relationship means a prior or existing relationship formed by a voluntary two-way communication between a person or entity and a residential subscriber with or without an exchange of consideration, on the basis of the subscriber’s purchase or transaction with the entity within the eighteen (18) months immediately preceding the date of the telephone call or on the basis of the subscriber’s inquiry or application regarding products or services offered by the entity within the three months immediately preceding the date of the call, which relationship has not been previously terminated by either party. The subscriber’s seller-specific do-not-call request, terminates an established business relationship for purposes of telemarketing and telephone solicitation even if the subscriber continues to do business with the seller. The subscriber’s established business relationship with a business entity does not extend to affiliated entities unless the subscriber would reasonably expect them to be included given the nature and type of goods or services offered by the affiliate and the identity of the affiliate.
- Within the preceding three (3) months, the subject of the telephone solicitation has given express permission to Formula.Monks; 
- The subject of the telephone solicitation has a personal relationship with the caller. Telephone solicitations may not be placed before 8:00 a.m. or after 9:00 p.m. in the local time of the subject of the telephone solicitation without prior express permission.
- Upon making a telephone solicitation, the caller must provide the recipient of the call the following information:
- Caller’s name;
- Name and address or telephone number of the Company, or the representative to which the caller is affiliated. A toll-free number may be used but is not required. A 900 number is strictly prohibited; and
- A statement that informs the subject that the purpose of the call is to solicit the purchase of products and services. Individuals who violate these policies and procedures must be reported to the Privacy Team promptly. Any complaint regarding the violations of these policies and procedures should be referred to the Privacy Team for coordination and handling.

We respect the privacy of all our clients, and we strive to provide the best possible customer service. If you feel that you have been contacted in violation of this policy or applicable Federal or State law, then please contact us immediately.

Contact:

‍Formula.Monks
‍Privacy Team
21550 Oxnard Street, 3rd Floor #11
Woodland Hills, California, 91367
Phone: 1-888-969-2983
Email: privacy@formula.co

SECTION 172 STATEMENT

Introduction

‍Section 172 of the United Kingdom’s Companies Act 2006 states that a director of a company must act in the way it considers, in good faith, would be most likely to promote the success of the company for the benefit of its stakeholders. In doing so a director of a company must have regard to:
- The likely consequences of any decisions in the long-term
- The interests of the company’s employees
- The need to foster the company’s business relationships with partners, clients, and others
- The impact of the company’s operations on the community and environment
- The desirability of the company to maintain a reputation for high standards of business conduct
- The need to act fairly as between shareholders of the company

In conducting its section 172 duties, the Board of Directors (the “Directors”, collectively the“Board”) of Citrusbyte, LLC (doing business as Formula.Monks) and its subsidiaries, collectively referred to as the Formula.Monks Group Companies (“FGC” or the “Company”) takes into consideration the items set out above. The Board also respects the interests and views of the Company’s clients, team members, partners, and the Company’s relationship with governments, regulators, and non-governmental organizations. The Company acknowledges that decisions made might not result in a beneficial result for all its stakeholders. The Company aims to ensure that directors’ decisions are logical and predictable when considering the purpose and mission of Formula.Monks.

The next section is a summary of how we take into consideration our stakeholders when making decisions.

‍Creating Value

‍‍WHO ARE OUR STAKEHOLDERS?
‍Our Clients
Our People
Our Shareholders
Our Partners and Vendors
Our Communities

‍Our Clients:

‍Our clients in the UK and around the world include government agencies and organizations, NGOs, for-profit companies (in a variety of industries including tech, insurance, real estate, communications, energy, financial services, pharmaceuticals, and more), and education.

‍Why it’s important to connect with our clients:​ It’s vital that we understand our client’s objectives and priorities so that we can tailor our services strategy accordingly. Because of the nature of our business, it is important that we regularly communicate with our clients from the start of the sales process through the delivery of outcomes to our clients and into subsequent engagements to ensure that we continue to deliver value and client satisfaction. We listen and implement feedback throughout each relationship’s entire lifecycle.

‍How we connect with our clients:​ We deploy an Engagement Manager to oversee each project for each client. Amongst other duties, Engagement Managers closely maintain our relationship with our clients acting as a point of contact to ensure that we receive timely feedback. Our senior management team stays in close contact with our clients as well. Additionally, we send bi-monthly satisfaction surveys to each of our client stakeholders, which are reviewed by our executives and senior management team.

‍Feedback and Outcomes:​ Each year, we hold regular meetings with our key clients and obtained feedback in, at minimum, the following areas:
(1) Performance on active projects
(2) Potential future projects
(3) Direction of client’s overall strategy

From these meetings held with our clients, we have built a better understanding of their key strategic interests and concerns, which we consider important in building a lasting partnership with them. As a result, Formula.Monks has taken the following actions:
- Aggressively searching for talent that fits with the technical requirements of our client’s future goals
- Creating new service offerings based on our client’s feedback
- Ensuring financial stability within our business to alleviate client concerns regarding macroeconomic trends
- Funding internal research and development that fits with our client’s long-term needs

‍Our People:‍

‍Why it’s important to connect with our people:​ Our team members are critical to our success within and outside the UK. The ability to deliver quality outcomes to our clients is dependent largely on the caliber of our talent. As we continue to position our company for growth, the success of our business is dependent on maintaining and continuing to develop a highly skilled and motivated team. Connecting often with our team and listening to their needs is crucial to ensure that we understand the health of our workforce.

‍How we connect with our people:​ We engage in several ways, including:
- Quarterly ‘all-hands’ meetings
- Monthly senior management meetings
- Weekly company-wide meetings that share a project pipeline hiring update, including a presentation on a completed project
- Senior leadership office hours
- Regular one-on-one meetings between team members and their direct managers
- Face-to-face team retreats
- Online communication and feedback tools

We ensure that key messages are shared clearly and reinforced in writing. We participate in multiple third-party workforce surveys, which are completed on an anonymous basis. We ensure that our team members have multiple channels through which any concerns about Formula.Monks can be shared quickly and safely.

‍Our Shareholders:

‍‍Why it’s important to connect with our shareholders:​ The Board is ultimately accountable to Formula.Monks shareholders for the achievement of the Company’s strategy and for managing the Company’s financial and operational performance in line with its strategic goals.

‍How we connect with our shareholders:​ Formula.Monks’s Board activity meets with its executives and management. The Board receives monthly statements on financial and operational performance as well as sales and marketing updates. Throughout the year, the Board reviews additional matters, including business strategy, key risks, stakeholder-related matters, and governance, compliance, and legal matters.

‍Our Partners and Vendors:

‍‍‍We have a diverse group of partners and vendors in a multitude of countries ranging from small businesses to large corporations.

‍Why it’s important to connect with our partners and vendors:​ Formula.Monks recognizes that as a business with an aspiration for further growth inside and outside our existing client accounts, our progress and standing are closely aligned with the performance and values of our partners and vendors. We also recognize that our worldwide suppliers and vendors provide us with the services we rely on to deliver for our clients. To be the best ally to our partners and vendors, we maintain healthy capital reserves and plan our engagements on longer time horizons. This especially helps small to medium-sized businesses who might rely on our continued business to sustain operations.

‍How we connect with our partners/vendors:​ We work to maintain regular contact with our partners and vendors. Communication is done through agreed-upon channels. In addition, we regularly conduct strategic relationship reviews with our partners and vendors. We expect all our partners and vendors to be compliant with the Modern Slavery Act and we perform yearly audits of our partners and vendors to ensure that we are working with people and organizations that share our standards and ethics.

‍Our Communities:

‍Why it’s important to connect with our communities:​ Formula .Monksis committed to the encouragement of passion and dedication to excel at solving complex challenges. It remains devoted to promoting key characteristics and behaviors in a collaborative environment that values a healthy work-life balance for its team members and allows its team members in various communities to join and interact both professionally and socially.

How we connect with our communities:​ Formula.Monks contributes to a multitude of charities within the technology ecosystem that help to increase educational standards for underserved populations. Formula promotes its leaders to contribute to thought leadership on a multitude of platforms, including podcasts, magazines, blogs, etc. Formula actively supports employees' personal philanthropic endeavors through offering unlimited time off which gives our team members the time to support local and national charities.

‍Formula.Monks' culture which insists on maintaining the highest standards of work permeates to other areas of life and is shared by our team members with their communities around the world.

‍‍‍Questions or Concerns

‍If you have any questions or concerns about this statement, please contact the Formula.Monks team:
Via phone: +1 ​(888) 969-2983
Via email: ​info@formula.co

This statement has been approved by the Chief Executive Officer of Formula.Monks and its board.

RESPONSE TO THE 2020 CORONAVIRUS PANDEMIC

‍Formula.Monks is operating at full capacity providing consulting and software delivery services to our clients. Since its inception 12 years ago, we have fielded a globally distributed workforce and employed remote-working practices across our entire workforce.

As a globally distributed organization, resiliency is baked into our operating model because our team is not concentrated in any one city, region, or country. Formula.Monks team members already generally work from home and are not required to report to centralized facilities. The transition from 80% to 100% work-from-home took place starting in February and has been smooth and without complications.

To mitigate the pandemic’s impact on our team’s health, we have already implemented the below changes to our daily operations:

- Mandates to minimize visitors to our facilities
- Enhanced hygiene training
- Mandatory work from home policy
- Mandates to avoiding in-person meetings if deemed High-Risk by CDC
- Limiting all but critical travel (and then only with Executive approval)

Formula.Monks's business continuity plans are designed to ensure that we continue providing the quality service you expect from us, and our focus is on keeping our team members safe and healthy while staying maximally productive towards the mission and goals we set out to achieve each day on behalf of our clients.

We are closely following the updates from the Centers for Disease Control and the World Health Organization. We’re holding weekly internal calls to provide updates on our business’ health as well as our business continuity posture. We are also in direct contact with health officials in the counties where we operate, including Los Angeles County where we are headquartered.

We will continue to closely monitor both the outbreak progression and recommended preventive measures. We acknowledge this is an evolving situation that will require us to be nimble and responsive to changing circumstances. We are here to support you and your organization however we can.

For more information, please email: bcpteam@formula.co

Formula.Monks


We, the undersigned, commit to honour the Armed
Forces Covenant and support the Armed Forces
Community. We recognise the value Serving Personnel,
both Regular and Reservists, Veterans and military
families contribute to our business and our country.

Signed on behalf of:
Formula.Monks

Name: Brady Brim-DeForest

Position: CEO

Date: May 24, 2023
‍

The Armed Forces Covenant

An Enduring Covenant Between

The People of the United Kingdom
His Majesty's Government

–and–

All those who serve or have served in the Armed Forces of the Crown

And their Families

The first duty of Government is the defence of the realm. Our Armed Forces fulfil that responsibility on behalf of the Government, sacrificing some civilian freedoms, facing danger and, sometimes, suffering serious injury or death as a result of their duty. Families also play a vital role in supporting the operational effectiveness of our Armed Forces. In return, the whole nation has a moral obligation to the members of the Naval Service, the Army and the Royal Air Force, together with their families. They deserve our respect and support, and fair treatment.
‍
Those who serve in the Armed Forces, whether Regular or Reserve, those who have served in the past, and their families, should face no disadvantage compared to other citizens in the provision of public and commercial services. Special consideration is appropriate in some cases, especially for those who have given most such as the injured and the bereaved.
‍
This obligation involves the whole of society: it includes voluntary and charitable bodies, private organisations, and the actions of individuals in supporting the Armed Forces. Recognising those who have performed military duty unites the country and demonstrates the value of their contribution. This has no greater expression than in upholding this Covenant.

1.       We Formula.Monks will endeavour in our business dealings to uphold the key principles of the Armed Forces Covenant, which are:

• no member of the Armed Forces Community should face disadvantage in the provision of public and commercial services compared to any other citizen

• in some circumstances special treatment may be appropriate, especially for the injured or bereaved.

2.1      We recognise the value that serving personnel, reservists, veterans and military families bring to our business and to our country. We will seek to uphold the principles of the Armed Forces Covenant, by:

• Promoting the Armed Forces: promoting the fact that we are an Armed Forces-friendly organisation, to our staff, customers, suppliers, contractors and wider public.

• Veterans: supporting the employment of veterans, recognising military skills and qualifications in our recruitment and selection process; working with the Career Transition Partnership (CTP) to support the employment of Service leavers;

• Considering ways in which remote-working solutions might benefit the mobile Armed Forces Community, especially partners and spouses.

• Establishing an internal Armed Forces Network within our organisation, to enable staff members with an Armed Forces connection to meet and support one another and provide feedback to you as an organisation.

• Appointing an Armed Forces Champion within our organisation to act as a focal point for organising and promoting support for the Armed Forces Community.

• Using the Covenant and Employer Recognition Scheme logos in our communications and marketing.

• Supporting and promoting the wellbeing of Service children, recognising the particular experiences and challenges they may face.

• National Events: supporting Armed Forces Day, Reserves Day, the Poppy Appeal Day and Remembrance activities;