Legal Information

Introduction

Advisor Circle Inc., (“we”, “us” or “our”) is committed to protecting and respecting your privacy and personal data. This privacy policy will explain how we look after your personal data. Please read it carefully. For ease of use this document is provided in a structured format so you can click through to the specific sections using the links above.  

Throughout this document, references to Advisor Circle’s Website should be read to include any subdomains of the Advisor Circle website, including Future Proof Festival website.

If there are any terms in this privacy policy that you do not agree with, please discontinue use of the Advisor Circle (and associated sub-domains) website, apps and any other Advisor Circle products immediately.  Consenting to allow us to process and store your data is optional. However, failure to provide that consent will prevent us from delivering information about and access to our events to you as mentioned above.

You also acknowledge that, by accessing or using our Website, you agree to be bound by all of the terms and conditions of use pertaining to our Website and contained in the Terms of Use (available here). 

We respect your right to privacy and always comply with your wishes to remove your data from our systems, for further details, see the “Your Rights” section below.

Purpose of this Privacy Policy

This policy gives you information about how Advisor Circle Inc. collects and processes your personal data through your use of the Advisor Circle website, data you submit through webforms, joining mailing lists, use of Advisor Circle technology and apps and any data collected at our in-person events.  

This privacy policy supplements any more specific privacy notices we may provide to you when collecting specific information from you and is not intended to override them.

The data we collect about you and how it is collected

Personal information you disclose to us

We collect personal information that you voluntarily provide to us when you register on the Website, express interest in obtaining information about our products and services, use our Website chatbot, participate in our events, participate in our meetings and collaboration programs or otherwise when you contact us.  

The personal information that we collect depends on the context of your interactions with us and the Website, the choices you make and the products and features you use. 

The personal information we collect may include the following: name, address, email address and phone number, alternate email address, job title, CRD number, profile information, username and password, contact preferences, billing details, assistant details.

Information automatically collected from the Website

We automatically collect certain information when you visit, use or navigate the Website. This information does not reveal your specific identity (like your name or contact information) but may include device and usage information, such as your IP address, browser and device characteristics, operating system, language preferences, referring URLs, device name, country, location, information about how and when you use our Website and other technical information. This information is primarily needed to maintain the security and operation of our Website, and for our internal analytics and reporting purposes.

Like many businesses, we also collect information through cookies and similar technologies.  The information we collect includes:

• Log and Usage data: Log and usage data is service-rated, diagnostic, usage and performance information our servers automatically collect when you access or use our Website and which we record in log files.  Depending on how you interact with us, this log data may include your IP address, device information, browser type and settings and information about your activity in the Website (such as the date/time stamps associated with your usage, pages and files viewed, searches and other actions you take such as which features you use), device event information (such as system activity, error reports (sometimes called ‘crash dumps’) and hardware settings)
• Device data: We collect device data such as information about your computer, phone, tablet or other device you use to access the Website.  Depending on the device used, this device data may include information such as your IP address (or proxy server), device and application identification numbers, location, browser type, hardware model, Internet Service Provider and/or mobile carrier, operating system and system configuration information.

Most web browsers are set to accept cookies by default.  If you prefer, you can usually choose to set your browser to remove cookies and to reject cookies.  If you choose to remove cookies or reject cookies, this could affect certain features or services of our Website.

What we don’t do

Advisor Circle does NOT:

• Record, store or share video or audio data from Breakthru virtual event video meetings. Meetings are confidential between participants. 
• Share participants’ contact details with other participants, except for (1) participants you met in virtual event video meetings or in-person meetings (2) up to 8 email introductions for high value double opt-in mutual matches that we were unable to schedule as meetings (3) scheduled meetings that are canceled and converted to email introductions.
• Sell or share participant data with third parties, except for sharing data with event sponsors and the technology provider we partner with to deliver our services.
• Share metadata about how you used our platform with third parties (for example how you searched for people to meet, or who you requested to meet).
• Store or share data from the virtual event video meeting in-meeting chat functionality. 
• Require any specialist software to be installed on your system or devices. All access to our proprietary platform is via your web browser. Customers who wish to complete pre-event tasks and/or access virtual event video meetings via their mobile devices can download our app via the App Store or Google Play.

How we use your personal data

We use personal information collected for a variety of business purposes described below. We process your personal information for these purposes in reliance on our legitimate business interests, in order to perform a contract with you, with your consent, and/or for compliance with our legal obligations. 

We use the information we collect or receive to:

• Provide you with information about and access to the events we produce.
• Deliver and facilitate delivery of Advisor Circle event services to you and other participants, including user-to-user communication. We may use your information to provide you with the requested service. Analyze profile or behavioral data to help us improve the events, products and messaging we offer to you.
• Inform other participants in our events of your participation in our events, such as through our meeting and collaboration programs and our mobile apps, for purposes relating to their presence at our events and the purposes for which you might attend our events as set forth in our various messaging and communications.
• Inform editorial media and equity analysts that are participating in our events to facilitate their editorial coverage.

• Respond to user inquiries/offer support to users. We may use your information to respond to your inquiries and solve any potential issues you might have with the use of our Services.

• Manage user accounts. We may use your information for the purposes of managing your account and keeping it in working order.

• Send administrative information to you. We may use your personal information to send you product, service and new feature information and/or information about changes to our terms, conditions, and policies.

• Request feedback. We may use your information to request feedback and to contact you about your use of our events and services.

• Protect our Services. We may use your information as part of our efforts to keep our events and services safe and secure (for example, for fraud monitoring and prevention).

• Enforce our terms, conditions and policies for business purposes, to comply with legal and regulatory requirements or in connection with our contract.

• Respond to legal requests and prevent harm. If we receive a subpoena or other legal request, we may need to inspect the data we hold to determine how to respond.

The above list does not cover customer content, including any personal data about you that may be shared during Breakthru Meetings (either virtual or in-person), Breakthru Talks or other formats associated with our events.  See Customer Content section below for more information.

Sharing your personal data

We may share your personal data with selected third parties, including: 

• Service providers, who provide IT systems, customer management systems, visitor registration systems, event management systems and administration services and who will process your data in accordance with the terms of our data processing agreements with them.
• Other Future Proof event participants, to allow participants to interact with each other via the App, web browser or email.

We may share your information with law enforcement agencies, public authorities or other organizations if legally required to do so, or if we have a good faith belief that such use is reasonably necessary to:

• comply with legal obligation, process or request;
• enforce our terms and conditions and other agreements, including investigation of any potential violation thereof;
• detect, prevent or otherwise address security, fraud or technical issues; or
• protect the rights, property or safety of us, our users, a third party or the public as required or permitted by law (including exchanging information with other companies and organizations for the purposes of fraud protection).

We may also disclose your information to third parties:

• in the event that we sell or buy any business or assets, in which case we may disclose your data to the prospective seller or buyer of such business or assets; or
• if we or substantially all of our assets are acquired by a third party, in which case information held by us about our users will be one of the transferred assets.

We require all third parties to respect the security of your personal data and to treat it in accordance with the law. We do not allow our third-party service providers to use your personal data for their own purposes and only permit them to process your personal data for specified purposes and in accordance with our instructions.

We encourage our service providers to adopt and post privacy policies. However, the use of your Personal Information by our service providers is governed by the privacy policies of those service providers and is not subject to our control.

Legal basis of processing

We may process or share your data that we hold based on the following legal basis:

• Consent: We may process your data if you have given us specific consent to use your personal information for a specific purpose.

• Legitimate Interests: We may process your data when it is reasonably necessary to achieve our legitimate business interests.

• Performance of a Contract: Where we have entered into a contract with you, we may process your personal information to fulfill the terms of our contract.

• Legal Obligations: We may disclose your information where we are legally required to do so in order to comply with applicable law, governmental requests, a judicial proceeding, court order, or legal process, such as in response to a court order or a subpoena (including in response to public authorities to meet national security or law enforcement requirements).

• Vital Interests: We may disclose your information where we believe it is necessary to investigate, prevent, or take action regarding potential violations of our policies, suspected fraud, situations involving potential threats to the safety of any person and illegal activities, or as evidence in litigation in which we are involved.

International transfers of data

Advisor Circle may store or process personal data in any country where we or our service providers have facilities. By providing personal data for any of the purposes stated above, you acknowledge that your personal data may be transferred to or stored in the United States or in other countries around the world. Such countries may have data protection rules that are different and less protective than those of your country.  

Data transfers outside of the EEA

If you are a resident in the European Economic Area, then these countries may not necessarily have data protection laws or other similar laws as comprehensive as those in your country. If your personal data is transferred outside of the EEA, we will however take all necessary measures to protect your personal information in accordance with this privacy notice and applicable law.

Data security

We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed. In addition, we limit access to your personal data to those employees, agents, contractors and other third parties who have a business need. They will only process your personal data on our instructions and they are subject to a duty of confidentiality.

Unfortunately, the transmission of information via the internet is not completely secure. We will do our best to protect your information, but we cannot guarantee the security of your information transmitted over the internet; any transmission is at your own risk. We will use strict procedures and security features to try to prevent unauthorised access to your information within our control and possession.

We have put in place procedures to deal with any suspected personal data breach and will notify you and any applicable regulator of a breach where we are legally required to do so.

Data retention

We will only retain your personal data for as long as necessary to fulfil the purposes we collected it for, including for the purposes of satisfying any legal, accounting, or reporting requirements (unless a longer period is required or permitted by law).

In certain circumstances you can ask us to delete your data: see ‘Your rights’ below for further information.

In some circumstances we may anonymize your personal data (so that it can no longer be associated with you) for research or statistical purposes in which case we may use this information indefinitely without further notice to you.

Customer content

Customer content is the “in-session” information you provide directly through your participation in Advisor Circle events, such as meeting data, chat logs, files and any other information uploaded while participating in an event.  Advisor Circle Inc. uses customer content only in connection with providing the Services–we do not monitor, sell or use customer content for any other purposes.

We do not control the actions of anyone with whom you or any other Event participant may choose to share information. Therefore, we cannot and do not guarantee that any customer content you or any user provides will not be viewed by unauthorized persons. Nor can Advisor Circle control or be responsible for the information a user may choose to share during a virtual event video meeting or in-person meeting. You should be cautious about the access you provide to others when using Advisor Circle Event technology and the information you choose to share when using the technology. Advisor Circle Event technology includes networking features, including video meetings and chat functionality.  Ensure when using these features that you do not share any personal data that you do not want to be seen, collected or used by other users.

Links to other websites

When you use a link to go from our Website to a website operated by a third party, this Privacy Policy is no longer in effect. We are not responsible for the privacy practices employed by third-party websites linked to or from our Website, nor for the information or content contained therein.

We may provide links to other websites for your convenience and information. These sites operate independently from our Website and are not under our control. These sites may have their own privacy notices in place, which we strongly suggest you review if you visit any linked websites. We are not responsible for the content of these sites, any products or services that may be offered through these sites, or any other use of these sites.

Your rights

You have the right to:

• Ask for a copy of any information we hold about you
• Withdraw any consents you have given
• Opt out of email marketing
• Ask us to correct any inaccurate or incomplete information we have about you
• Ask us to delete your information from our records
• Ask us to send a copy of your information to a third party in a data portable format
• Object to the processing of your information when we process it for direct marketing purposes on the basis of our legitimate interest
• Ask us to suspend the processing of your information
• Lodge a complaint with your local Data Protection Authority 

If you would like to unsubscribe from our communications at any time, you may do so in the footer of any of our emails.

If you wish to exercise any of the rights set out above, please contact us using the details below.  A fee is not usually payable to exercise your rights (although we reserve the right to charge you a reasonable fee if your request is unfounded, repetitive or excessive). We will ask you to provide identification to ensure that we are providing information to the correct person.  We will try to respond to requests within a month.

In a small subset of circumstances, we will keep some personal information that you have asked us to remove for the following purposes: (i) troubleshoot problems; (ii) assist with investigations; (iii) enforce our Site rules; or (iv) comply with legal requirements.

Therefore, you should not expect that all of your Personally Identifiable Information will always be completely removed from our databases in response to your requests.

European Privacy rights

As well as the rights described above, if you are a resident in the European Economic Area and you believe we are unlawfully processing your personal information, you also have the right to complain to your local data protection supervisory authority. You can find their contact details here: http://ec.europa.eu/justice/data-protection/bodies/authorities/index_en.htm

California Privacy rights

If you are a resident of California you may have a right pursuant to Section 1798.83 of the California Civil Code to obtain certain information about the types of personal data (if any) that we have shared with third parties for direct marketing purposes during the preceding calendar year, including the names and addresses of those third parties, and examples of the types of services or products marketed by those third parties.  

Advisor Circle Inc. does not share data with third parties for direct marketing purposes, however please contact us using the details below if you would like to exercise any of your rights explained above in relation to your personal data.

Data from minors

We do not knowingly solicit data from or market to children under 18 years of age. By using the website, app or any other Advisor Circle Inc. assets, you represent that you are at least 18 or that you are the parent or guardian of such a minor and consent to such minor’s provision of data. If we learn that personal information from users less than 18 years of age has been collected, we will deactivate the account and take reasonable measures to promptly delete such data from our records. If you become aware of any data we may have collected from children under age 18, please contact us using the details below.

Contact us

If you have any questions about this privacy policy or wish to exercise your rights under this policy, you can contact us by:

Emailing us at: hello@advisorcircle.com

Writing us at: Advisor Circle Inc.,11 Apex Drive, Ste 300A, Marlborough, MA 01752

Changes to this Privacy Policy

This policy was last updated on 12/06/2023. Any changes we may make to this policy in the future will be posted on this page. Please check back frequently to see any updates or changes to this policy.  Archived copies can be obtained by contacting us at the address above.

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Terms of Use

Advisor Circle Inc., (“we”, “us” or “our”), owns and operates this website (our “Site”). References to Advisor Circle’s Website should also be read to include subdomains of the Advisor Circle’s website, including Future Proof Festival website.

We offer our Site, including all information, products and services available from our Site, to you the user, conditioned upon your acceptance of all the terms, conditions, policies and notices stated here. Your continued use of our Site constitutes your agreement to all such terms, conditions, policies and notices.

1. Acceptance of Terms of Use

You agree to the terms and conditions outlined in these Terms of Use with respect to our Site. These Terms of Use constitute the entire and only agreement between you and us, and supersede all prior or contemporaneous agreements, representations, warranties and understandings with respect to our Site, the content, products or services provided by or through our Site, and the subject matter of these Terms of Use. These Terms of Use may be amended at any time by us without specific notice to you. The latest Terms of Use will be posted on our Site, and you should review these prior to using our Site.

2. Copyright

The content, organization, graphics, design, compilation, digital conversion and other matters related to our Site are protected under applicable copyrights, trademarks and other proprietary (including but not limited to intellectual property) rights. The copying, redistribution, use or publication by you of any such matters or any part of our Site, except as allowed by Section 4, is strictly prohibited. You do not acquire ownership rights to any content, document or other materials viewed through our Site. The posting of information or materials on our Site does not constitute a waiver of any right in such information and materials.

3. Service Marks

Products and names mentioned on our Site may be trademarks of their respective owners.

4. Limited Right to Use

The accessing, viewing, browsing, printing, or downloading of any content, graphic, form or document from our Site grants you only a limited, nonexclusive license for use solely by you for your own personal use and not for republication, distribution, assignment, sublicense, sale, preparation of derivative works or other use. Any other use is prohibited without our prior, express permission. No part of any content, form or document may be reproduced in any form or incorporated into any information retrieval system, electronic or mechanical, other than for your personal use except with our prior, express permission. You agree that all of your use of our Site will comply with applicable laws.

5. Editing, Deleting and Modification

We reserve the right in our sole discretion to edit or delete any documents, information or other content appearing on our Site.

6. Indemnification

You agree to indemnify, defend and hold harmless us and our affiliates and subsidiaries, and their officers, directors, employees, contractors, agents, licensors and suppliers, from and against all losses, liabilities, expenses, damages and costs, including reasonable attorneys’ fees and court costs, arising or resulting from any violation of these Terms of Use or any activity related to your account or password, if any (including but not limited to negligent or wrongful conduct), by you or any other person accessing our Site using your account or password. If you cause a technical disruption of our Site or the systems transmitting our Site to you or others, you agree to be responsible for any and all losses, liabilities, expenses, damages and costs, including reasonable attorneys’ fees and court costs, arising or resulting from that disruption.

7. Nontransferable

Your right to use our Site is not transferable. Any password or right given to you to obtain information or documents is not transferable.

8. Disclaimer and Limits

THE INFORMATION FROM OR THROUGH OUR SITE IS PROVIDED “AS-IS,” “AS AVAILABLE,” AND ALL WARRANTIES, EXPRESS OR IMPLIED, (INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE) ARE DISCLAIMED TO THE FULLEST EXTENT PROVIDED BY APPLICABLE LAW. THE INFORMATION AND SERVICES MAY CONTAIN BUGS, ERRORS, PROBLEMS OR OTHER LIMITATIONS. WE HAVE NO LIABILITY WHATSOEVER FOR YOUR USE OF ANY INFORMATION OR SERVICE. IN PARTICULAR, BUT NOT AS A LIMITATION THEREOF, WE ARE NOT LIABLE FOR ANY INDIRECT, SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES (INCLUDING DAMAGES FOR LOSS OF BUSINESS, LOSS OF PROFITS, LITIGATION, OR THE LIKE), WHETHER BASED ON BREACH OF CONTRACT, BREACH OF WARRANTY, TORT (INCLUDING NEGLIGENCE), PRODUCT LIABILITY OR OTHERWISE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES EXCEPT AS OTHERWISE REQUIRED BY LAW. THE NEGATION OF DAMAGES SET FORTH ABOVE ARE FUNDAMENTAL ELEMENTS OF THE BASIS OF THE BARGAIN BETWEEN US AND YOU. OUR SITE AND THE PRODUCTS, SERVICES, AND INFORMATION PRESENTED WOULD NOT BE PROVIDED WITHOUT SUCH LIMITATIONS. NO ADVICE OR INFORMATION, WHETHER ORAL OR WRITTEN, OBTAINED BY YOU FROM US THROUGH OUR SITE SHALL CREATE ANY WARRANTY, REPRESENTATION OR GUARANTEE NOT EXPRESSLY STATED IN THESE TERMS OF USE. WE WILL NOT BE LIABLE TO YOU FOR ANY INCIDENTAL, SPECIAL OR CONSEQUENTIAL DAMAGES OF ANY KIND THAT MAY RESULT FROM USE OF OR INABILITY TO USE OUR SITE. OUR MAXIMUM LIABILITY TO YOU UNDER ALL CIRCUMSTANCES WILL BE EQUAL TO THE PURCHASE PRICE YOU PAY FOR ANY GOODS, SERVICES OR INFORMATION ON OUR SITE.

9. Use of Information

We will not be required to treat any remarks, suggestions, ideas, graphics, material or other information communicated by you to us through our Site (collectively, the “Submission”) as confidential, and we will not be liable for any ideas (including without limitation, product, service or advertising ideas), and we will not incur any liability as a result of any similarities that may appear in our future products, services or operations. Without limitation, you hereby grant us with a perpetual, exclusive, unrestricted, non-revocable, royalty-free license to use, print, publish, sell, copy, distribute, make derivative works of, and license others to use each Submission in any form or medium, now or hereafter existing, or in any language during the full term of the copyright therein and throughout the world. We will be entitled to use the Submission for any commercial or other purpose whatsoever, without compensation to you or any other person sending the Submission. You acknowledge that you are responsible for whatever Submission you submit, and you, not us, have full responsibility for the message, including its legality, reliability, appropriateness, and originality.

10. Third-Party Services

We may allow access to or advertise third-party product or service providers (“Merchants”) from which you may purchase certain goods or services. You understand that we do not operate or control the products or services offered by Merchants. Merchants are responsible for all aspects of order processing, fulfillment, billing and customer service. We are not a party to the transactions entered into between you and Merchants. You agree that use of such Merchants is AT YOUR SOLE RISK AND IS WITHOUT WARRANTIES OF ANY KIND BY US, EXPRESSED, IMPLIED OR OTHERWISE INCLUDING WARRANTIES OF TITLE, FITNESS FOR PURPOSE, MERCHANTABILITY OR NON-INFRINGEMENT. UNDER NO CIRCUMSTANCES ARE WE LIABLE FOR ANY DAMAGES ARISING FROM THE TRANSACTIONS BETWEEN YOU AND MERCHANTS OR FOR ANY INFORMATION, SERVICE OR PRODUCT APPEARING ON MERCHANT SITES OR ANY OTHER SITE LINKED TO OUR SITE.

11. Third-Party Merchant Policies

All rules, policies (including privacy policies) and operating procedures of Merchants will apply to you while on such sites. We are not responsible for information provided by you to Merchants. We and the Merchants are independent contractors and neither party has authority to make any representations or commitments on behalf of the other.

12. Privacy Policy

We may or may not use information that we receive or collect through our Site in any manner. Our Privacy Policy (available here), as it may change from time to time, is a part of these Terms of Use.

13. Payments

You represent and warrant that if you are purchasing something from us or from Merchants on third-party sites that (i) any credit information you supply is true and complete, (ii) charges incurred by you will be honored by your credit card company, and (iii) you will pay the charges incurred by you at the posted prices, including any applicable taxes.

14. Links to Other Websites

Our Site may contain links to other websites. WE ARE NOT RESPONSIBLE FOR THE CONTENT, ACCURACY OR OPINIONS EXPRESSED IN OR THE PRODUCTS OR SERVICE PROVIDED ON SUCH WEBSITES, AND SUCH WEBSITES ARE NOT INVESTIGATED, MONITORED OR CHECKED FOR ACCURACY OR COMPLETENESS BY US. Inclusion of any linked website on our Site does not imply approval or endorsement of the linked website by us. If you decide to leave our Site and access these third-party sites, you do so at your own risk.

15. Information and Press Releases

OUR SITE CONTAINS INFORMATION AND PRESS RELEASES ABOUT US. WHILE THIS INFORMATION WAS BELIEVED TO BE ACCURATE AS OF THE DATE PREPARED, WE DISCLAIM ANY DUTY OR OBLIGATION TO UPDATE THIS INFORMATION OR ANY PRESS RELEASES. Information about companies other than ours contained in the press release or otherwise, should not be relied upon as being provided or endorsed by us.

16. Miscellaneous

The headings in these Terms of Use are for convenience of reference only and shall not limit or otherwise affect the meaning hereof. Should any part of these Terms of Use be held invalid or unenforceable, that portion shall be construed consistent with applicable law and the remaining portions shall remain in full force and effect. To the extent that anything in or associated with our Site is in conflict or inconsistent with these Terms of Use, these Terms of Use shall take precedence. Our failure to enforce any provision of these Terms of Use shall not be deemed a waiver of such provision nor of the right to enforce such provision. Only we may modify these Terms of Use, and may make modifications at any time. Modifications will be in effect upon posting to our Site. These Terms of Use shall for all purposes be governed and construed in accordance with the internal law of the State of New York and the United States of America.

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