CASL Policy
Canada’s Anti-Spam Legislation (CASL)
SAMTECHB2B and/or its related corporations (collectively “SAMTECHB2B”)
Policy Statement
This document sets forth the policy of SAMTECHB2B and is designed to provide reasonable assurance that (i) a consistent process is followed with respect to the dissemination of commercial electronic messages to SAMTECHB2B clients and prospective clients in Canada, and (ii) SAMTECHB2B employees sending commercial electronic messages from and/or to a computer system(s) in Canada comply with the requirements of CASL.
The SAMTECHB2B Anti-Spam Policy (“ Anti-Spam Policy ”) and related procedures (the “CASL Procedures”) require that all SAMTECHB2B employees sending CEMs from and/or to a computer system(s) in Canada or to an electronic address that will be accessed from a computer system in Canada comply with CASL, and seeks to ensure that all CEMs sent by or on behalf of SAMTECHB2B, or using a SAMTECHB2B email address or using a device owned or provided by SAMTECHB2B, comply with CASL.
Policy Details
The Anti-Spam Policy describes SAMTECHB2B’s commitments relating to the provisions of CASL and electronic messages of a commercial nature sent to SAMTECHB2B clients, prospective clients, and others, as applicable. From time to time, SAMTECHB2B may implement additional policies, procedures and/or practices as it relates to anti-spam measures.
Application
This Policy applies to SAMTECHB2B employees who may be sending CEMs from and/or to a computer system(s) in Canada or to an electronic address that will be accessed from a computer system in Canada. With respect to SAMTECHB2B’s operations, the Anti-Spam Policy has been adopted in compliance with the requirements of CASL, and SAMTECHB2B is committed to complying with CASL. All other SAMTECHB2B policies and procedures will be interpreted in a manner that is consistent with the Anti-Spam Policy and that promotes compliance with CASL to seek to deter damaging and deceptive forms of spam from occurring in Canada.
Consent
SAMTECHB2B obtains express, opt-in consent, unless a verifiable basis for implied consent or an exception to consent exists, before sending a CEM to anyone who has not had an existing business relationship with SAMTECHB2B within two years before the date on which the CEM is sent. Unless a valid documented basis for implied consent or an exception to consent exists, SAMTECHB2B also obtains express, opt-in consent for the sending of CEMs to SAMTECHB2B prospects.
The request for consent cannot be in an electronic message unless there exists a basis for implied consent to send the message. The request for consent must be sought separately within a communication (e.g. through a separate action such as affirmatively checking a checkbox) and cannot be bundled as a term of acceptance of an agreement. A verbal consent is acceptable where a record of the details of the consent is maintained in a database.
Form and Content of CEMs
All CEMs are required to comply with the form and content requirements of CASL, generally described as follows:
· identifies the sender;
· the sender’s mailing address;
· the sender’s telephone number or email address or link to a webpage; and
· an unsubscribe mechanism or withdrawal of consent from receiving CEMs from SAMTECHB2B and its subsidiaries and affiliates.
SAMTECHB2B takes steps to require that any third-party service provider who sends CEMs on behalf of SAMTECHB2B complies with CASL.
Storage of Relationship Details
A key component of complying with CASL involves maintaining records of SAMTECHB2B’s relationships with clients and prospective clients.
Each business unit of SAMTECHB2B is required to create and maintain in the business unit’s Client Relationship Management (CRM) system (including, but not limited to, Benchmark, Salesforce), verifiable records documenting the relationships giving rise to implied consent, and verifiable records of express, opt-in consents obtained from SAMTECHB2B clients and prospective clients. “Clients ” are defined as those organizations or individuals who have at least one open account or a contractual relationship with SAMTECHB2B at the relevant time. Organizations or individuals who have closed their last remaining account or terminated their contract with SAMTECHB2B are not considered SAMTECHB2B clients for purposes of this Policy.
Implied consent or express, opt-in consent is obtained in accordance with the CASL Procedures and recorded in the applicable CRM system in order to track the client and prospect relationships.
Records of express, opt-in consent and records documenting the relationships giving rise to implied consent are retained for a minimum of three years after SAMTECHB2B ceases sending CEMs to the SAMTECHB2B client or prospect.
Commercial Electronic Messages
All SAMTECHB2B employees sending CEMs from and/or to a computer system(s) in Canada are required to comply with this Policy and related CASL procedures and processes.
A “CEM” is defined as an electronic message that includes content (for instance, text, hyperlinks, images or attachments) that:
a. promotes, offers or advertises SAMTECHB2B or SAMTECHB2B’s products or services, or employees, or contacts.
b. solicits business for SAMTECHB2B or SAMTECHB2B’s employees or contacts.
c. any other similar message that encourages participation in commercial activity.
Examples include promotional event invitations (e.g., webcasts or SAMTECHB2B events), marketing newsletters, etc.
The following messages do not have to comply with the requirements applicable to CEMs:
· messages sent to SAMTECHB2B clients about their business;
· internal communications about SAMTECHB2B’s business (including communications with SAMTECHB2B offices outside Canada);
· legally required notices, such as messages that are sent to comply with a regulatory requirement (e.g., material changes, required account activity information, etc.).
· responses to requests, inquiries or complaints.
Messages that SAMTECHB2B employees email each other internally using a device that SAMTECHB2B owns or provides, or using a SAMTECHB2B email address, should be related to SAMTECHB2B. SAMTECHB2B employees may not internally email each other offers, promotions, advertisements, or referrals unrelated to SAMTECHB2B business without the internal recipient’s verbal consent.
Compliance by Third Parties
All third-party contracts with service providers who may send CEMs on behalf of SAMTECHB2B must contain contractual clauses obligating the service provider to comply with CASL including the form and content requirements of CEMs.
Unsubscribe Mechanism
CEMs that are not exempt from requirements applicable to CEMs noted above are required to include a form of unsubscribe mechanism to facilitate the withdrawal of consent or do-not-contact requests within a period of time and in a manner that would allow SAMTECHB2B to process that request within 10 days of the date on which the unsubscribe, withdrawal of consent or do-not-contact request was made. This information should be maintained in the applicable database that tracks the client and prospect relationships.
All emails sent by employees will be compliant with CASL and will include the option to ‘unsubscribe’. You can ‘unsubscribe’ from our Commercial Electronic Messages at any time by visiting or by emailing info@am-leadmagnets.com ‘Unsubscribe’ in the subject line.
Policy Administration
The Anti-Spam Policy is maintained by the Compliance department of each SecMY IT legal entity and will be reviewed and updated, where necessary, and approved on an annual basis. Any changes to, or exceptions from this Policy require the approval of the respective SecMY IT Board or equivalent.
Review and Approvals
SecMy IT Compliance is responsible for review and revision of this Policy, subject to approval of the respective SecMyIT Board or equivalent. This Policy is subject to review on an annual basis, or otherwise as needed.
Enforcement and Audit
Compliance with this Policy, and any related procedure, may be reviewed by SecMY IT at any time. Failure to comply with this Policy, as well as any associated procedures, may result in disciplinary action in accordance with the applicable Global Human Resources Disciplinary policy or procedure.