Privacy Policy — Agentic Hawaiʻi LLC

Effective Date: 6 April 2026 · Last Updated: 15 August 2026 · Version: 3.0

Applies to AgenticHawaii.com and all services provided by Agentic Hawaiʻi LLC.

At Agentic Hawaiʻi, privacy is not merely a legal obligation. It is a condition of the trust our clients place in us.

We are entrusted with information relating to residences, ownership, preferences, access, and service history — information that calls for discretion, restraint, and care. This Privacy Policy explains, in plain terms, what information we collect, how and why we use it, with whom we share it, how long we keep it, how we protect it, and the choices and rights available to you. Our practices are guided by the same principles that shape our work: quiet discipline, documented care, limited sharing, and long-term alignment with ownership.

Summary at a Glance

This summary is provided for convenience. It does not replace the full Policy below, and where the two differ, the full Policy governs.

Who we are — Agentic Hawaiʻi LLC, a residential HomeWatch and estate stewardship firm based in Honolulu, Hawaiʻi, serving absentee, non-resident, and seasonally-resident owners of high-value residences on Oʻahu.

What we collect — Contact and identity details; residence, access, and property information; documented site-visit records, including photographs and video; service and relationship records; billing information; limited information about third parties where a service requires it; and limited website usage data.

Why we collect it — To deliver and administer our services, document and coordinate the care of your residence, communicate with you and your authorized representatives, meet legal and insurance obligations, and operate our business.

Do we sell your data? — No. We do not sell your personal information, and we do not "share" it for cross-context behavioral advertising.

Who we share with — Only as needed: authorized representatives you designate; vetted service providers and trades; the technology platforms that operate our records, documentation, storage, and billing systems; building and security personnel; professional advisors; and authorities where legally required.

Your rights — Subject to applicable law, you may request access, correction, deletion, and portability of your information, and may opt out of non-essential communications.

How to reach us — Jason@AgenticHawaii.com · +1 (808) 453-0124

1. About This Policy and Its Scope

Who we are. Agentic Hawaiʻi LLC ("Agentic," "we," "our," or "us") is a Hawaiʻi limited liability company providing documented HomeWatch services, Observational Site Visits (OSVs), key custody and stewarded access, residence documentation, vendor coordination, and related à la carte services, principally for absentee, non-resident, and seasonally-resident owners of high-value residences on Oʻahu. Agentic is the controller responsible for the personal information described in this Policy.

What this Policy covers. This Policy applies to personal information we collect or receive through our website at AgenticHawaii.com and any related pages (the "Site"); through written, verbal, and electronic communications; through client inquiries, onboarding, and service agreements; during property visits, inspections, reports, and vendor coordination; and through other interactions connected to our services (collectively, the "Services").

What this Policy does not cover. This Policy does not apply to the practices of third parties we do not own or control, including building management, independent contractors, payment processors, or other platforms that maintain their own privacy terms. Where a separate written agreement between you and Agentic addresses the handling of specific information, that agreement governs to the extent it conflicts with this Policy. Certain services — such as background investigations conducted under Agentic Vetting — are also governed by separate, purpose-specific terms, notices, and authorizations, which control for the information handled under them.

2. Key Terms

To keep this Policy readable, a few terms are used consistently throughout:

• Personal information — Information that identifies, relates to, or could reasonably be linked with a particular individual or household. It does not include lawfully available public information or de-identified or aggregated data.
• Sensitive information — A subset of personal information that carries heightened expectations of confidentiality, such as precise geolocation, financial account details, or security and access credentials.
• Residence information — Information about a property under our stewardship, including address, access instructions, systems and appliances, vendors, maintenance history, visit logs, checklists, access event records, and reports.
• Authorized representative — A person you designate to act on your behalf, such as an assistant, household manager, family-office contact, attorney, accountant, or trustee.
• Service provider — A vendor that processes information on our behalf and under contract, and only for the purposes we specify. This includes the technology platforms that operate our records, documentation, storage, and billing systems.

3. Information We Collect

We practice data minimization: we collect only the information reasonably necessary to provide the Services, maintain continuity, support documentation, and operate responsibly. We collect information from three sources — directly from you, automatically through the Site, and from third parties acting with your authorization.

3.1 Information you provide to us

• Identity and contact details — name, mailing address, email address, telephone number, preferred contact methods, and contact details for your authorized representatives.
• Residence and property information — property address, access instructions, alarm and entry procedures, access credentials and entry codes, systems and appliance details, vendor information, maintenance history, visit logs, checklists, and access event records documenting third-party entry.
• Service and relationship records — intake and onboarding materials, signed agreements, service requests and approvals, correspondence, Observational Site Visit (OSV) reports, checklists, and the photographs and video captured in the course of documented site visits (often time- and location-stamped as part of our documentation practice).
• Billing information — billing name and address, invoice records, payment status, and transaction details. We do not store full payment-card numbers; invoicing and card payments are handled through our authorized billing and payments platform (currently FreshBooks).

3.2 Information we collect automatically through the Site

When you visit the Site, we may automatically collect limited technical information such as IP address, browser and device type, operating system, pages viewed, referral source, and general usage data, collected through cookies and similar technologies used by our website host and analytics tools. See Section 8.

3.3 Information we receive from third parties

With your authorization or at your direction, we may receive information from your authorized representatives, building management, prior service providers, or professional advisors — for example, to coordinate access, verify authority, or maintain continuity of care.

3.4 Information about individuals other than our clients

Some Services require us to handle information about people other than the client. For example, in coordinating access we may record which contractors, trades, technicians, or building personnel enter a residence; in staffing placement (Agentic Agents) we may process information about candidates; and in background vetting (Agentic Vetting) we may process information about individuals being screened. We limit this information to what the Service requires, use it only for that purpose, and — where a Service is regulated, such as background investigations governed by the federal Fair Credit Reporting Act — handle it under the separate terms, notices, consents, and authorizations that apply to that Service.

3.5 Categories of personal information

For transparency, the following summarizes the statutory categories of personal information we may collect. We do not knowingly collect categories not listed here.

• Identifiers — name, postal and email address, telephone number, IP address. (Collected: Yes)
• Customer records — billing details, signed agreements, transaction and account records. (Collected: Yes)
• Commercial information — services engaged, service history, preferences. (Collected: Yes)
• Internet / device activity — Site pages viewed, referral source, usage and device data. (Collected: Yes)
• Geolocation — property location; general location from IP address; and location metadata embedded in documented site-visit media. (Collected: Yes)
• Audio / visual — photographs and video from documented site visits. (Collected: Yes)
• Sensitive information — financial account details; access and security credentials; precise location metadata within visit documentation. (Collected: Limited)
• Inferences — preferences drawn from service history to tailor care. (Collected: Limited)

A note on sensitive information. We collect sensitive information (such as access credentials and financial account details) only where necessary to perform the Services, use it solely for those purposes, and apply heightened safeguards to its handling. We do not use sensitive information to infer characteristics about you.

4. How and Why We Use Information

We use information only as reasonably appropriate to the Services we provide and the obligations we undertake. Specifically, we use information to:

• provide, administer, and improve the Services, and maintain continuity across visits and service intervals;
• communicate with you and your authorized representatives, and respond to requests and inquiries;
• coordinate vendors, trades, technicians, building personnel, and security providers within an authorized scope of work, and document third-party access;
• document residence condition and service history, and prepare Observational Site Visit reports, checklists, and Agentic Archive records;
• issue invoices, process payments, and maintain financial and tax records;
• support safety, loss prevention, and risk awareness at the residences we steward;
• comply with legal, regulatory, insurance, and contractual obligations; and
• establish, exercise, or defend legal claims, and protect the rights, security, and property of our clients, our vendors, and Agentic.

What we do not do. We do not sell client information, we do not use it for third-party advertising, and we do not use it in any manner inconsistent with the discretion our relationships require.

5. Legal Bases for Processing (EEA and UK Individuals)

Where you are located in the European Economic Area, the United Kingdom, or another jurisdiction with comparable requirements, we process personal information only where a lawful basis applies. Depending on the context, our bases are: performance of a contract with you; compliance with a legal obligation; our legitimate interests in operating, securing, and improving the Services (balanced against your rights); and, where required, your consent, which you may withdraw at any time. Where we rely on legitimate interests, you may request further detail about that assessment using the contact details in Section 15.

6. Our Standard of Discretion

Agentic is built on the understanding that certain information should be gathered selectively, shared narrowly, and retained thoughtfully. In practice, we:

• collect information selectively rather than excessively;
• limit internal access to those with a legitimate need to know;
• use secure systems and disciplined handling practices;
• avoid unnecessary circulation of residence- or client-related details; and
• maintain records to support continuity, accountability, and long-term stewardship.

7. How We Share Information

We do not sell personal information, and we do not casually disclose it. We share information only in the limited circumstances below, and only to the extent reasonably necessary.

7.1 Service providers, technology platforms, and professional advisors

We may share information with vetted providers who support our operations under contract — for example, secure records and document storage, payment processing, IT and cybersecurity, legal, accounting, and insurance advisors. These providers may use the information only to perform services for us.

The technology platforms that operate our business are a specific and important category of service provider. We currently rely on SmartSuite (secure client and records database), Softr (client portal and dashboard), Property Inspect (field documentation, inspection capture, and reporting), Google Cloud (secure storage of media-rich reports and documentation), FreshBooks (billing and payment processing), and Squarespace (website hosting and analytics). Each processes information only to provide services to us and under terms consistent with this Policy. We may change these providers over time and will update this Policy accordingly.

7.2 Residence-related parties

Where necessary to carry out authorized services, we may share relevant information with contractors, trades, building management, security personnel, technicians, and inspectors — limited to what is needed for coordination, access, scheduling, verification, or completion of the work.

7.3 Your authorized representatives

At your direction, or consistent with the structure of the relationship, we may share information with family-office personnel, attorneys, accountants, trustees, assistants, household staff, or other representatives you authorize.

7.4 Legal, safety, and business transfers

We may disclose information where reasonably necessary to comply with applicable law, regulation, subpoena, court order, or insurance requirement; to protect the safety, rights, or property of clients, vendors, or Agentic; or in connection with a merger, financing, acquisition, or reorganization, in which case we will seek to ensure the information remains protected under terms consistent with this Policy.

No sale; no sharing for advertising. In the preceding twelve months, Agentic has not sold personal information and has not shared it for cross-context behavioral advertising, and we have no plans to do so.

8. Cookies and Similar Technologies

The Site, hosted on Squarespace, may use cookies, analytics tools, and similar technologies to support functionality, understand Site performance, and improve the visitor experience. These tools generally collect limited technical and usage information and are not intended to capture residence or client records through the Site.

Your controls. You may adjust your browser settings to refuse or limit cookies, though some Site functions may be affected. Where supported, we honor recognized opt-out preference signals, such as the Global Privacy Control (GPC), as a request to opt out of applicable data practices on that browser or device.

9. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect information against unauthorized access, misuse, loss, alteration, or disclosure. These may include secure, access-controlled platforms; role-based access limited to a need-to-know basis; encryption in transit and, where appropriate, at rest; disciplined password and credential practices, with a preference for revocable, individually-issued access codes over shared physical keys; time- and location-stamped documentation held in access-controlled systems; careful vendor selection; and internal handling procedures matched to the sensitivity of the information. No system or method of transmission is entirely secure, and we cannot guarantee absolute security; we ask that you use care in how you transmit sensitive information to us.

10. Data Retention

We retain personal information only for as long as reasonably necessary for the purposes described in this Policy — to provide the Services, support documented care and continuity, maintain legal, insurance, accounting, and operational records, and protect the legitimate interests of the client and the firm. When information is no longer needed, we take reasonable steps to delete, de-identify, or securely archive it. The following are general guides, not commitments, and may vary with the nature of the record and applicable law:

• Active engagement records — retained for the duration of the engagement and continuity of care.
• Agreements, invoices, and financial records — retained as required by tax, accounting, and legal obligations, typically several years after the engagement ends.
• Observational Site Visit reports and Agentic Archive records — retained to preserve the documented history of the residence, consistent with the purpose of the service, and typically across multiple years.
• Site and usage data — retained for a limited period sufficient for analytics and security.

11. Your Privacy Rights and Choices

Subject to applicable law, you may have some or all of the following rights regarding your personal information:

• Access — to request confirmation of whether we process your information and a copy of it.
• Correction — to request that inaccurate or outdated information be corrected.
• Deletion — to request deletion of certain information, subject to exceptions.
• Portability — to receive certain information in a portable format.
• Opt-out — to opt out of non-essential communications and of any sale or sharing (we do neither).
• Restriction, objection, and withdrawal of consent — where these rights apply under law.
• Non-discrimination — we will not deny services, charge different prices, or provide a different level of service because you exercised your rights.

11.1 How to exercise your rights

Submit a request to Jason@AgenticHawaii.com or call +1 (808) 453-0124. To protect your information, we will take reasonable steps to verify your identity before responding, and may ask for information sufficient to confirm you are the person to whom the information relates. We will respond within the timeframes required by applicable law.

11.2 Authorized agents

You may use an authorized agent to submit a request on your behalf. We may require the agent to provide proof of authorization and may separately verify your identity.

11.3 Appeals

If we decline your request and the law of your jurisdiction provides a right to appeal, you may appeal by replying to our decision or contacting us at the address above. We will inform you of the outcome and, where required, of any further avenue for review.

A necessary limitation. We may retain, and decline to delete, information where reasonably necessary for legal, contractual, insurance, accounting, security, or operational purposes, or to complete a transaction you requested.

12. United States State Privacy Disclosures

California. If you are a California resident, you may have rights under the California Consumer Privacy Act, as amended, including rights to know, delete, correct, and limit certain uses of sensitive information, and to opt out of sale or sharing. Agentic does not sell or share personal information. California's "Shine the Light" law permits residents to request information about disclosures to third parties for direct-marketing purposes; we do not make such disclosures. You may exercise applicable rights as described in Section 11.

Other states. Residents of other states with comprehensive privacy laws may have comparable rights to access, correct, delete, and obtain a portable copy of their information, and to opt out of sale, targeted advertising, and certain profiling. We honor these rights to the extent they apply to us, using the process in Section 11.

Threshold note. Some state laws apply only to businesses that meet defined thresholds. Where a given law does not apply to Agentic, we nonetheless aim to honor the substance of these rights as a matter of practice, consistent with our commitments in this Policy.

13. International Users and Cross-Border Transfers

Agentic operates in Hawaiʻi and the United States. If you access the Services or provide information from outside the United States, you understand that your information will be processed in the United States, where data-protection laws may differ from those of your home jurisdiction. Where required, we implement appropriate safeguards for international transfers and will honor qualifying data-subject requests under applicable law. If you are an EEA or UK individual, you may also have the right to lodge a complaint with your local supervisory authority.

14. Third-Party Platforms, Links, and Children's Privacy

14.1 Third-party platforms and links

We may rely on third-party platforms for communications, payments, storage, scheduling, documentation, and similar functions, and the Site may link to third-party websites. We are not responsible for the privacy practices of providers outside our direct control, and we encourage you to review their terms.

14.2 Children's privacy

The Services are not directed to children, and we do not knowingly collect personal information from children under 13 through the Site or our ordinary business activities, except where a parent, guardian, or authorized adult provides it incidentally in connection with a service relationship. If you believe a child has provided information to us, please contact us and we will take appropriate steps to address it.

15. Changes to This Policy and How to Contact Us

We may revise this Policy to reflect changes in our Services, practices, systems, or legal obligations. When we do, we will update the "Last Updated" date above and, where the changes are material, provide a more prominent notice. Your continued use of the Services after an update constitutes acceptance of the revised Policy.

For privacy-related inquiries or to exercise your rights, please contact us:

• Entity — Agentic Hawaiʻi LLC
• Attn. — Privacy — Jason (Founder & Principal)
• Email — Jason@AgenticHawaii.com
• Telephone — +1 (808) 453-0124
• Location — Honolulu, Oʻahu, Hawaiʻi, United States

Privacy Notice: Agentic handles client and residence-related information with discretion, using it only as reasonably necessary to support service delivery, documentation, continuity, security, and lawful business operations.

Agentic Hawaiʻi does not sell, place, or advise on insurance coverage.

This Privacy Policy is provided for general informational purposes and does not constitute legal advice. Agentic Hawaiʻi LLC recommends review by qualified legal counsel before publication to confirm fit with your operations and current law.