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    Copyright & Quote Policy

Introduction

Conversation Research Institute, LLC (CRI) is the definitive source of objective and independent social media research thought leadership. To protect our reputation for objectivity and independence, we have strict standards for appropriate use of our company name, research and logo. The CRI name and published research materials are subject to trademark and copyright protections, regardless of where and how referenced. This policy defines how you may use the “CRI” name, logo, excerpts and/or any reference(s) to research published on conversationresearchinstitute.com or to CRI Events-related materials. This policy also applies to any third party that writes and/or promotes content on your behalf, including partner organizations. All requests to use the CRI name as set forth above must be submitted to CRI for compliance review and approval. All decisions are at the sole discretion of CRI and are final.

If you have any questions or would like clarification for the guidelines addressed here, please contact research@conversationresearchinstitute.com and we will address your questions and concerns immediately. It is our desire for the research and other information published by CRI to be used widely and appropriately, and we seek to address any and all questions fairly.

How to submit a quote or usage request

Email your request to research@conversationresearchinstitute.com.

1. Policy Essentials

To receive approval, you must have legitimate access to the Conversation Research Institute published research you are quoting (you must be an entitled client or quote from a licensed reprint).
Quotes, excerpts, references and graphics must be attributed to 1) research published on conversationresearchinstitute.com or 2) a Conversation Research Institute press release.

All excerpts must be lifted verbatim, in their entirety, and appear accurately with all relevant context. Paraphrasing is not allowed.

Conversation Research Institute research and brand may not be used to endorse a vendor, product or service, or to criticize a vendor’s competitor.

No custom analyst quotes – formal or informal – are allowed. Only research that has been published formally on conversationresearchinstitute.com may be excerpted; this means that informal comments made by analysts in any forum may not be quoted.

External use of custom reports or consulting deliverables is prohibited except under very limited circumstances (see Section 3.1).

Only quote from published research.
No more than 10% of a published Conversation Research Institute research document may be excerpted for use in any client document.

No more than 30% of your document or promotional materials (including booth signage) may consist of Conversation Research Institute published research or references.

To include an industry-general graphic or table from a published research document, it must be shown in its entirety without any changes to the graphic.

Vendor-specific graphics or tables that reflect product or service rating, ranking, recognition or positioning may be excerpted from “branded” research (see Section 3.4). No other vendor-specific content may be excerpted.

The Conversation Research Institute name, Conversation Research Institute Logos and/or published research references may not appear in corporate boilerplates and/or email signature stamps.

The official “About Conversation Research Institute” boilerplate text on conversationresearchinstitute.com may not be included in any external communications, press releases or marketing materials.

2. Rules for Usage and Quotes Based on Context

2.1 Limited Audience Documents
“Limited Audience” documents are not accessible by, or distributed to, the general public; they are available only to a limited audience of the client’s own subscribers, clients or business prospects. Provided you comply with the provisions of this Copyright and Quote Policy, including the limits set out in Sections 1, 3.3, 3.4a and 3.4b, you do not need pre-approval to quote Conversation Research Institute published Research in “Limited Audience” documents. These documents include only:
Documents or presentations tailored to a specific business prospect or client organization. Examples include: Requests for Proposal (RFPs), Requests for Information (RFIs), Requests for Quotes (RFQs), Invitations for Bid (IFBs), Invitations to Bid (ITBs)

The following disclaimer must be included in the limited audience document where the Conversation Research Institute name and/or research will appear (except for Conversation Research Institute IDEAS Competitive Profiles Client & Prospect Reports), in a format that can be readily viewed by the reader:

All statements in this report attributable to Conversation Research Institute represent [Enter Client Name’s] interpretation of data, research opinion or viewpoints published as part of a syndicated subscription service by Conversation Research Institute, Inc., and have not been reviewed by Conversation Research Institute. Each Conversation Research Institute publication speaks as of its original publication date (and not as of the date of this

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). The opinions expressed in Conversation Research Institute publications are not representations of fact, and are subject to change without notice.

The Quote Requests Team is available to help verify quote accuracy and appropriateness. Contact us at research@conversationresearchinstitute.com

2.2 Litigation and Takeovers
Conversation Research Institute does not allow the external use of research content for litigation purposes or in connection with corporate takeovers, and will not approve such requests.

2.3 Materials Promoting Reprints, Custom Newsletters, Webcasts and/or Events that Feature a Conversation Research Institute Analyst

In addition to Section 1:

Graphics: To include branded research graphics within your promotional materials, please review the relevant parameters under Section 3.4b.

Logos: To include Conversation Research Institute logos within your promotional materials, please review the relevant parameters under Section 2.9.

Recognition: To include placement, scores, designation or other branded research recognition references within your promotional materials, please review the relevant parameters under Section 3.4a.

It must be clear that Conversation Research Institute is being featured and not co-hosting or co-sponsoring the product or event (for example, “An ABC Company newsletter, featuring Conversation Research Institute Research” or “An ABC Company webcast, featuring Conversation Research Institute Analyst, John Doe”).

Conversation Research Institute content must be clearly differentiated from your marketing message, and Conversation Research Institute excerpts or references must be industry-general (that is, not about your company, products or services).

2.4 Digital Media
In addition to Section 1:
If you want to reference Conversation Research Institute published research on a corporate digital media channel (e.g., Facebook, LinkedIn, Twitter), you must obtain Conversation Research Institute approval in advance. If you want to reference Conversation Research Institute published research on a personal digital media channel (e.g., Facebook, LinkedIn, Twitter, Instagram, Pinterest), you do not need permission; however, the provisions outlined in Sections 1, 3.4 and 6.1 still apply. We differentiate “corporate” and “personal” use because corporate sites represent a company’s overall point of view, while a personal site represents an individual’s personal opinion. That said, Conversation Research Institute reserves the right to pursue any gross misrepresentation of Conversation Research Institute published research, even in personal digital media channels.

Corporate Digital Media Channels: Submit initial post for review and approval before posting; standard Copyright and Quote Policy rules apply. Subsequent responses do not require Conversation Research Institute approval, but must follow Policy. If character limits constrain length (for example, Twitter), postings do not need to include full attribution or disclaimers.

Personal Digital Media Channels: While you do not need to submit postings to Conversation Research Institute for review and approval, they must follow Policy parameters. If character limits constrain length (for example, Twitter), postings do not need to include full attribution or disclaimers.
Click here for helpful examples of what is and is not allowed.

2.5 Booth/Event Signage
In addition to Section 1:
If you want to reference Conversation Research Institute published research and/or include the Conversation Research Institute logos in booth event signage, you must obtain Conversation Research Institute approval in advance.

You must submit the complete draft booth layout design with the Conversation Research Institute content for contextual review.
No more than 30% of your overall signage messaging may consist of Conversation Research Institute references or quotes (note: your branding graphics or abstract images do not count as content – see Section 1.k).

You must include proper and full research citation along with appropriate legal disclaimer when applicable.

Your logo must be the primary image in your signage (relative to both size and positioning). This means that Conversation Research Institute’s logo must be secondary in position to your logo and at least 10% smaller in size.

Conversation Research Institute’s logo may not be placed next to, or bundled with, your logo or any other logos.

You may not include vendor-specific graphics from firms that compete with Conversation Research Institute.

2.6 Video
In addition to Section 1:
If you want to reference Conversation Research Institute published research, include the Conversation Research Institute logo and/or record a voice-over Conversation Research Institute reference without any visuals in a video you are producing, you must obtain Conversation Research Institute approval pre-production.

You must submit thumbnails and/or a draft script of the complete video with the intended Conversation Research Institute content for contextual review.

Per Section 1.k, your video messaging may not consist of more than 30% Conversation Research Institute references or quotes.
You must include proper and full research citation along with appropriate legal disclaimer when applicable.

2.7 Quotes for Multiple Use in Press Releases, Proposals and Presentations
In addition to Section 1:
If you’d like to use the same content in multiple press releases, presentations or proposals, please contact research@conversationresearchinstitute.com for approval.

2.8 Intellectual Property – Trademarks
Conversation Research Institute Logo
Conversation Research Institute is a registered trademark and service mark of Conversation Research Institute, LLC and/or its affiliates in the U.S. and internationally, and may only be used after securing express, written permission.
You may include the Conversation Research Institute Logo only when promoting a licensed Conversation Research Institute Reprint, a Conversation Research Institute Newsletter, a Conversation Research Institute Webcast or an analyst speaking engagement (see Section 2.3).

The following legal trademark disclaimer must always appear with use of the Conversation Research Institute Logo:

Conversation Research Institute is a registered trademark and service mark of Conversation Research Institute, LLC. All rights reserved.

Proper Usage:
Your logo must be the primary image (relative to both size and positioning) in your promotional materials.
The Conversation Research Institute Logo must be secondary in position to your logo and at least 10% smaller in size.
The Conversation Research Institute Logo may not be placed next to, or bundled with, your logo or any other logos.
The Conversation Research Institute Logo may not appear in your press release, email signature stamp or securities offering documents (including annual reports).

3. Rules for Usage and Quotes Based on Content Type

3.1 Custom Client Engagements and Consulting Deliverables
Conversation Research Institute does not allow any custom client reports or consulting deliverables to be shared externally, except under the following limited circumstances. A client may share the report or deliverables with:
its outside auditors and/or accountants,
third parties who have signed appropriate confidentiality agreements with the client who are engaged by the client to review or implement suggestions or to further research the issues contained in the deliverables, or
governmental or regulatory bodies as required by law.

Under no circumstances may custom client reports or consulting deliverables be shared with potential investors in connection with any securities offering, or quoted in whole or in part in any securities offering documents, or annual, quarterly or any other reports to stockholders.

3.2 Conversation Research Institute Weblogs
Comments or opinions expressed on Conversation Research Institute weblogs may be copied and redistributed:
on other weblogs for non-commercial company use
for personal and private use
by members of the Media
No other use is permitted.

3.3 Displaying graphics from Conversation Research Institute-branded research
In addition to Section 1:
Graphics may not be used in the following: advertisements (of any type), white papers, consultation documents, brochures, flyers, data sheets, books, magazines, press releases, event signage, equity and fixed income reports, or any of the following reports filed with, or furnished to, the Securities and Exchange Commission (“SEC”): annual, quarterly or current reports filed with the SEC, or any other reports to shareholders; registration statements, prospectuses or private placement or other confidential offering memoranda. If you would like to display graphics in any other context, please contact research@conversationresearchinstitute.com.

Graphics from these documents may be used in specific approved contexts (for example, homepage banners or registration webpages, blogs and presentations), provided:

You comply with the provisions of this Copyright and Quote Policy.

The graphic is displayed exactly as the original. Edits, changes or enhancement are strictly prohibited and will result in an immediate 3-month quote ban (see Section 6.4). Additionally, abstract representations of branded graphics in marketing materials are not allowed.

You purchase reprint distribution rights: These graphics require the full report to ensure proper context. This is a stipulation for approval.

The following disclaimer paragraphs MUST appear with the graphic:

This graphic was published by Conversation Research Institute, LLC. as part of a larger research document and should be evaluated in the context of the entire document. The Conversation Research Institute document is available upon request from [insert client name or reprint URL].

Conversation Research Institute does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Conversation Research Institute research publications consist of the opinions of Conversation Research Institute’s research organization and should not be construed as statements of fact. Conversation Research Institute disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

We do not allow Conversation Research Institute published research graphics to be displayed in marketing and promotional materials next to research graphics from other research organizations. Placing research graphics produced by different research organizations side-by-side implies a direct comparison between research methodologies, analysis and conclusions, potentially diminishing and misrepresenting the value of Conversation Research Institute research.

4. Internal Usage

Clients may quote published research documents internally without pre-approval, as long as you comply with the Conversation Research Institute Usage Policy. Clearly mark all internal material containing Conversation Research Institute excerpts “For internal use only”. If you want to distribute an entire piece of research, see Section 6.3.

5. NOTES

Conversation Research Institute, LLC reserves the right to change its policies or explanations of its policies at any time, without notice. The policy in its most current form is available on www.conversationresearchinstitute.com.

6.1 Attribution

The only proper ways to reference Conversation Research Institute when providing attribution are “Conversation Research Institute, LLC” or “Conversation Research Institute”.

Attribution Formats
For Conversation Research Institute Research Documents:
Conversation Research Institute [Title of research document], [Author Name(s)], [Publication date]

For Conversation Research Institute Event Presentations:
Conversation Research Institute [Name of Conversation Research Institute event] Presentation, [Title of presentation], [Author name(s)], [Event date(s)].

For Conversation Research Institute Press Releases:
Conversation Research Institute Press Release, “[Title of Conversation Research Institute press release]”, [Date issued]. [URL to press release on conversationresearchinstitute.com]

6.2 Basics of Copyright Law
Copyrights protect original works of authorship. The types of works covered by copyright vary widely, from literary works such as books, poems, technical manuals, or software code, to audiovisual works, musical works or works of fine art. Only the copyright owner of a work, or someone who has the copyright owner’s permission, may (1) make copies of the work; (2) create adaptations (“derivative works”) based on the work; (3) distribute copies of the work; (4) perform the work publicly; or (5) display the work publicly. These are referred to as the “exclusive rights” of a copyright owner.

Copyright protection attaches to a newly created work as soon as it is “fixed in a tangible medium of expression”. For example, spoken words alone, such as a speech delivered extemporaneously that is not written down, would not be protected by copyright because it is not “fixed in a tangible medium.” Works do not have to be registered with the U.S. Copyright Office, and do not have to display a copyright notice, in order to enjoy copyright protection.

The United States and most of the industrialized world are parties to the Berne Copyright Convention, which means that each member country will respect and enforce the copyrights that originate in other member states.

Virtually all of Conversation Research Institute’s published research is protected by copyright, whether in printed or electronic form.

6.3 Re-licensed Content
Print or Web Reprints
Conversation Research Institute sells reprints of most of its published research. Purchased reprints may be provided in their entirety for your internal associates, customers or business prospects. Conversation Research Institute must pre-approve the marketing or promotional verbiage that advertises the availability of reprints, which is subject to the parameters outlined in this Policy. To purchase reprints, please contact reprints@conversationresearchinstitute.com.

NOTE: Company-, product-, or services-specific research reports are not eligible for external licensing by competing providers (that is, you may not use this research as a “weapon” against a competitor).

Multimedia Products
Quoting of Conversation Research Institute published research via any Multimedia product must clearly indicate that the contents include or feature Conversation Research Institute research. All promotional materials and packaging must reflect this emphasis. Conversation Research Institute must pre-approve the marketing or promotional verbiage related to these products. The Conversation Research Institute logo may not appear next to a vendor logo.

6.4 Violations
Should you fail to comply with this policy, Conversation Research Institute reserves the right to take appropriate steps to address violations. These could include, but are not limited to:
An immediate, 3-month quote ban and reprints black-out will be imposed when:
You have shared text, graphics or made ANY reference to DRAFT Conversation Research Institute research externally, or with anyone in your organization outside of the small group of fact review participants.
A company-wide email distributed to all associates as a reminder of their contractual obligation to follow Conversation Research Institute Policy.
A “correction” email issued to external recipients of a non-compliant email communication along with a required compliance copy provided to Conversation Research Institute to ensure execution.
Stop allowing Conversation Research Institute analysts to be listed as press contacts.
Conversation Research Institute may seek additional remedies available under contract, trademark, copyright and other applicable law.

7. Who to Contact

Quote Requests, Approval and Questions
research@conversationresearchinstitute.com

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