Privacy Policy

Last updated: May 15, 2026

AdvisorSim (“AdvisorSim,” “we,” “our,” or “us”) is committed to protecting personal information and maintaining transparent, responsible, and privacy-conscious data practices.


This Privacy Policy explains how we collect, use, disclose, store, and protect personal information when individuals access or use our website, platform, simulations, educational services, integrations, and related communications.


AdvisorSim is designed with privacy-by-design principles and human oversight in mind, particularly in the context of simulation-based learning and competency development.

By accessing or using AdvisorSim services, you acknowledge that you have read and understood this Privacy Policy.


1. Who We Are

AdvisorSim is a simulation-based learning and competency development platform designed to support professional training, onboarding, readiness assessment, and educational experiences.

AdvisorSim is operated by:

CHIF Inc., privatly held corporation legally registered in Quebec, Canada


For privacy-related questions or requests, contact:

Email: advisorsim@ed4s.org


2. Scope of This Privacy Policy

This Privacy Policy applies to:

  • AdvisorSim websites
  • simulation environments
  • educational services
  • enterprise deployments
  • integrations with learning management systems (LMS)
  • support communications
  • demo and pilot environments

This Privacy Policy does not apply to third-party platforms, services, or websites that may integrate with AdvisorSim.


3. Roles and Responsibilities

Depending on the deployment model and client relationship, AdvisorSim may act as either:

a Data Controller (for example, when managing demos, pilots, marketing activities, or direct user interactions), or

a Data Processor acting on behalf of enterprise clients who determine the purposes and means of processing learner information.

Where AdvisorSim acts as a processor, processing activities are governed by applicable contractual agreements, including Data Processing Agreements (DPAs).


4. Information We Collect

We seek to minimize the collection of personal information wherever possible.

Depending on how AdvisorSim is deployed, we may collect the following categories of information:


A. Information Provided Directly

  • Name
  • Business email address
  • Organization name
  • Job title or professional role
  • Information submitted through forms, demos, pilot applications, or support requests
  • Simulation responses and interaction content
  • Feedback or survey responses


B. Simulation & Learning Data

AdvisorSim may process:

  • simulation transcripts
  • learner responses
  • competency evaluation data
  • scoring outputs
  • readiness indicators
  • learning analytics
  • evaluator comments
  • session metadata

AdvisorSim is designed to avoid the use of real client personal information during simulations.

Users are instructed not to enter confidential, sensitive, or real client information into simulations.


C. Technical & Usage Information

We may automatically collect limited technical information such as:

  • IP address
  • browser type
  • operating system
  • device information
  • session activity
  • usage analytics
  • log data
  • cookies and similar technologies


5. Information We Do Not Intentionally Collect

AdvisorSim is not designed to intentionally collect:

  • banking information
  • government-issued identifiers
  • health information
  • biometric data
  • demographic profiling data
  • special categories of personal data under GDPR
  • real client financial records

Users should not input sensitive or confidential client information into simulations.


6. How We Use Information

We process information for legitimate business and educational purposes, including to:

  • operate and maintain AdvisorSim services
  • provide simulation-based learning experiences
  • generate competency evaluations and feedback
  • improve platform quality and reliability
  • support onboarding and educational programs
  • provide customer support
  • maintain platform security
  • detect misuse or unauthorized activity
  • comply with legal obligations
  • improve AI system quality and evaluation consistency


7. Legal Bases for Processing (GDPR)

Where GDPR applies, AdvisorSim processes personal information under one or more of the following legal bases:

  • performance of a contract
  • legitimate interests
  • legal obligations
  • user consent (where required)
  • protection against fraud, misuse, or security threats
  • Our legitimate interests include:
  • improving educational experiences
  • maintaining platform security
  • supporting enterprise training programs
  • ensuring quality assurance
  • maintaining system integrity and reliability

Where consent is required by law, users may withdraw consent at any time.


8. AI-Assisted Evaluations & Human Oversight

AdvisorSim uses AI-assisted technologies to support simulation analysis, competency evaluation, and feedback generation.

These systems may assess:

  • communication quality
  • suitability reasoning
  • knowledge application
  • onboarding readiness
  • ESG-related competency application
  • client interaction approaches
  • educational performance indicators


Important Safeguards

AdvisorSim is designed with human oversight mechanisms, including:

  • configurable human review workflows
  • explainable scoring criteria
  • auditable evaluation logic
  • ability for human reviewers to override AI-generated evaluations


AdvisorSim is not intended to be used as the sole basis for:

  • employment termination decisions
  • compensation decisions
  • disciplinary actions
  • fully automated employment decisions

Enterprise clients remain responsible for how they use evaluation outputs within their organizations.


9. Cookies & Analytics

AdvisorSim may use cookies and similar technologies to:

  • improve website functionality
  • maintain sessions
  • analyze platform performance
  • remember user preferences
  • support security monitoring

Users may manage cookie preferences through browser settings where applicable.

Where legally required, consent mechanisms for non-essential cookies will be provided.


10. Sharing of Information

AdvisorSim does not sell personal information.

We may share information with trusted service providers that support platform operations, including providers related to:

  • cloud hosting
  • AI infrastructure
  • email delivery
  • learning management integrations
  • security monitoring
  • customer support
  • analytics
  • scheduling systems

Service providers are contractually required to implement appropriate security and confidentiality measures.

We may also disclose information:

where required by law to comply with legal obligations, to protect rights, safety, or security, during mergers, acquisitions, or corporate restructuring.


11. International Data Transfers

AdvisorSim may process or store information in jurisdictions outside the user’s country of residence, including Canada and the United States.

Where required under applicable law, AdvisorSim implements appropriate safeguards for international transfers, including contractual protections and security measures designed to protect personal information.


12. Data Retention

AdvisorSim retains personal information only as long as necessary for:

  • educational and operational purposes
  • contractual obligations
  • legal compliance
  • security and audit purposes
  • dispute resolution

Retention periods may vary depending on enterprise client requirements.

Unless otherwise required by contract or law:

simulation-related data is generally retained for up to 24 months

contractual and financial records may be retained longer to comply with legal obligations

When information is no longer required, it is securely deleted or anonymized where appropriate.


13. Security Measures

AdvisorSim implements administrative, technical, and organizational safeguards designed to protect information against unauthorized access, disclosure, misuse, alteration, or destruction.

Security measures may include:

  • encryption in transit
  • role-based access controls
  • authenticated APIs
  • access logging and monitoring
  • multi-factor authentication
  • environment segregation
  • vulnerability assessments
  • penetration testing
  • incident response procedures

While we take reasonable steps to protect information, no system can guarantee absolute security.


14. User Rights

Depending on applicable laws and jurisdiction, individuals may have rights including:

  • access to personal information
  • correction of inaccurate information
  • deletion of personal information
  • restriction of processing
  • objection to certain processing activities
  • withdrawal of consent
  • data portability
  • information regarding automated processing

Requests may be submitted to:

advisorsim@ed4s.org

We will respond in accordance with applicable privacy laws.


15. Enterprise Clients & LMS Integrations

Where AdvisorSim is deployed through enterprise clients or integrated learning management systems:

enterprise clients may control learner identifiers and enrollment data.

AdvisorSim may process pseudonymized or anonymized identifiers.

enterprise clients remain responsible for their own compliance obligations relating to employee or learner data

AdvisorSim encourages enterprise clients to avoid sharing unnecessary personal information.


16. Children’s Privacy

AdvisorSim services are not intended for children under the age of 16 (or the minimum legal age in applicable jurisdictions).

We do not knowingly collect personal information from children without appropriate authorization.


17. Incident Response

AdvisorSim maintains incident response procedures designed to identify, investigate, contain, and remediate security incidents.

Where legally required, affected parties and relevant authorities may be notified in accordance with applicable laws and regulatory requirements.


18. Third-Party Links & Services

AdvisorSim may contain links or integrations with third-party platforms or services.

We are not responsible for the privacy practices or content of external services. Users should review the privacy policies of those third parties separately.


19. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect:

  • legal developments
  • operational changes
  • technology updates
  • security enhancements
  • service evolution

Updated versions will be posted with a revised “Last Updated” date.


20. Contact Us

For questions, requests, or concerns related to this Privacy Policy or personal information practices, contact:

AdvisorSim
Email: advisorsim@ed4s.org


If required by applicable law, individuals may also have the right to lodge complaints with relevant data protection authorities.

We use technology to augment the human experience, not to replace humans...