Information Collection and Use

We collect several different types of information for various purposes to provide and improve our Service to you. 

Personal Data

While using our Service, we may ask you to provide us with certain personally identifiable information that can be used to contact or identify you (“Personal Data”). Personally identifiable information may include, but is not limited to: 

• Email address 
• First name and last name 
• Address, State, Province, ZIP/Postal code, City 
• Cookies and Usage Data 
• Professional Credentials/Affiliations (e.g., CRD number) 

We may use your Personal Data to contact you with newsletters, marketing or promotional materials and other information that may be of interest to you. You may opt out of receiving any, or all, of these communications from us by following the unsubscribe link or instructions provided in any email we send. 

Usage Data

We may also collect information about how the Service is accessed and used (“Usage Data”). This Usage Data may include information such as your computer’s Internet Protocol address (e.g., IP address), browser type, browser version, the pages of our Service that you visit, the time and date of your visit, the time spent on those pages, unique device identifiers and other diagnostic data. 

Tracking & Cookies

Data We use cookies and similar tracking technologies to track the activity on our Service and hold certain information. 

Cookies are files with small amounts of data that may include an anonymous unique identifier. Cookies are sent to your browser from a website and stored on your device. Tracking technologies also used are beacons, tags and scripts to collect and track information, and to improve and analyze our Service. 

You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Service. 

Examples of Cookies we use: 

• Session Cookies. We use Session Cookies to operate our Service. 
• Preference Cookies. We use Preference Cookies to remember your preferences and various settings. 
• Security Cookies. We use Security Cookies for security purposes. 
• Advertising Cookies. Advertising Cookies are used to serve you with advertisements that may be relevant to you and your interests. 

Use of Data

Advisor Circle Inc. uses the collected data for various purposes: 

• To provide and maintain our Service 
• To notify you about changes to our Service 
• To allow you to participate in interactive features of our Service when you choose to do so 
• To provide customer support 
• To gather analysis or valuable information so that we can improve our Service 
• To monitor the usage of our Service 
• To detect, prevent and address technical issues 
• To provide you with news, special offers and general information about other goods, services and events that we offer that are similar to those that you have already purchased or enquired about unless you have opted not to receive such information.

Legal Basis for Processing Personal Data Under General Data Protection Regulation (GDPR)

If you are from the European Economic Area (EEA), Advisor Circle Inc’s legal basis for collecting and using the personal information described in this Privacy Policy depends on the Personal Data we collect and the specific context in which we collect it. 

Exchange Incorporated may process your Personal Data because: 

• We need to perform a contract with you 
• You have given us permission to do so 
• The processing is in our legitimate interests and it’s not overridden by your rights 
• To comply with the law 

Retention of Data 

Exchange Incorporated will retain your Personal Data only for as long as is necessary for the purposes set out in this Privacy Policy. We will retain and use your Personal Data to the extent necessary to comply with our legal obligations (e.g., if we are required to retain your data to comply with applicable laws), resolve disputes, and enforce our legal agreements and policies. 

Exchange Incorporated will also retain Usage Data for internal analysis purposes. Usage Data is generally retained for a shorter period of time, except when this data is used to strengthen the security or to improve the functionality of our Service, or we are legally obligated to retain this data for longer time periods. 

Transfer of Data

Your information, including Personal Data, may be transferred to—and maintained on— computers located outside of your state, province, country or other governmental jurisdiction where the data protection laws may differ from those of your jurisdiction. If you are located outside the United States and choose to provide information to us, please note that we transfer the data, including Personal Data, to the United States and process it there. 

Information Sharing

We take very seriously our responsibility to maintain your privacy with respect to your personally identifiable information. We will share that information only in the manner described in this Privacy Policy. When you register for the Digital Offering or related products and services and are asked for personal information, you are sharing that information with Advisor Circle as well as business partners and vendors providing hosting and other services for Advisor Circle. Unless you opt-out, we will share your Personal Information with Advisor Circle affiliates and partners and third parties licensed to access your Personal Information by any of the foregoing. To opt-out, send us an email to hello@advisorcircle.com.

Except as otherwise provided in this Privacy Policy, we will keep your Personal Information and your Financial Information private and will not share it with third parties, unless such disclosure is necessary to (a) comply with a court order or other legal process; (b) protect our rights or property; or (c) enforce our terms of service.

Sharing with other Organizations

We may share your personal information with trusted partner organizations for their marketing purposes, in accordance with local data protection laws and where required, with your permissions.

If you use one of our virtual products, such as a virtual exhibition, directory site or webinars, or choose to allow your badge to be scanned at an event, we may pass the information you provide to third parties. Generally, this will be via a process whereby you, as the user, visit or interact with a third party, such as visiting a stand at an online exhibition, having your badge scanned or clicking an asset branded and provided by a third party. In some instances, for example, a product listing site, you may reach out directly to a supplier or exhibitor, who may contact you in return. In other instances, our virtual products are sponsored and in these cases, the data provided will be given to the sponsor. Generally, we will let you know at the time of collection if a product is sponsored.

Your consent to this Privacy Policy, followed by your submission of such information, represents your agreement to that transfer. 

Advisor Circle Inc. will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Policy, and no transfer of your Personal Data will take place to an organization or a country unless there are adequate controls in place including the security of your data and other personal information. 

Disclosure of Data Business Transaction

If Advisor Circle Inc. is involved in a merger, acquisition or asset sale, your Personal Data may be transferred. We will provide notice before your Personal Data is transferred and becomes subject to a different Privacy Policy. 

Disclosure for Law Enforcement

Under certain circumstances, Advisor Circle may be required to disclose your Personal Data if required to do so by law or in response to valid requests by public authorities (e.g., a court or a government agency). 

Legal Requirements

Exchange Incorporated may disclose your Personal Data in the good faith belief that such action is necessary to: 

• Comply with a legal obligation 
• Protect and defend the rights or property of Advisor Circle Inc. 
• Prevent or investigate possible wrongdoing in connection with the Service 
• Protect the personal safety of users of the Service or the public 
• Protect against legal liability 

Security of Data

The security of your data is important to us, but remember that no method of transmission over the internet, or method of electronic storage, is 100% secure. While we strive to use commercially acceptable means to protect your Personal Data, we cannot guarantee its absolute security. 

Your Data Protection Rights Under General Data Protection Regulation (GDPR)

If you are a resident of the European Economic Area (EEA), you have certain data protection rights. Advisor Circle Inc. aims to take reasonable steps to allow you to correct, amend, delete or limit the use of your Personal Data.

If you wish to be informed of what Personal Data we hold about you, and if you want it to be removed from our systems, please contact us. 

In certain circumstances, you have the following data protection rights: 

• The right to access, update or to delete the information we have on you. Whenever made possible, you can access, update or request deletion of your Personal Data directly within your account settings section. If you are unable to perform these actions yourself, please contact us to assist you. 
• The right of rectification. You have the right to have your information rectified if that information is inaccurate or incomplete. 
• The right to object. You have the right to object to our processing of your Personal Data. 
• The right of restriction. You have the right to request that we restrict the processing of your personal information. 
• The right to data portability. You have the right to be provided with a copy of the information we have on you in a structured, machine-readable and commonly used format. 
• The right to withdraw consent. You also have the right to withdraw your consent at any time where Advisor Circle Inc. relied on your consent to process your personal information. 

Please note that we may ask you to verify your identity before responding to such requests. 

You have the right to complain to a Data Protection Authority about our collection and use of your Personal Data. For more information, please contact your local data protection authority in the European Economic Area (EEA).

Service Providers 

We may employ third-party companies and individuals to facilitate our Service (“Service Providers”), to provide the Service on our behalf, to perform Service-related services or to assist us in analyzing how our Service is used.These third parties have access to your Personal Data only to perform these tasks on our behalf, and are obligated not to disclose or use it for any other purpose. 

Analytics 

We may use third-party Service Providers to monitor and analyze the use of our Service. 

• Google Analytics Google Analytics is a web analytics service offered by Google that tracks and reports website traffic. Google uses the data collected to track and monitor the use of our Service. This data is shared with other Google services. Google may use the collected data to contextualize and personalize the ads of its own advertising network. 
• You can opt out of having made your activity on the Service available to Google Analytics by installing the Google Analytics opt-out browser add-on. The add-on prevents the Google Analytics JavaScript (ga.js, analytics.js and dc.js) from sharing information with Google Analytics about visits activity. 
• For more information on the privacy practices of Google, please visit the Google Privacy & Terms web page: https://policies.google.com/privacy?hl=en 

Advertising 

We may use third-party Service Providers to show advertisements to you to help support and maintain our Service. 

• Google AdSense & DoubleClick Cookie Google, as a third-party vendor, uses cookies to serve ads on our Service. Google’s use of the DoubleClick cookie enables it and its partners to serve ads to our users based on their visits to our Service or other websites on the Internet. 
• You may opt out of the use of the DoubleClick Cookie for interest-based advertising by visiting the Google Ads Settings web page: http://www.google.com/ads/preferences/ 

Behavioral Remarketing 

Advisor Circle Inc. uses remarketing services to advertise on third-party websites to you after you visited our Service. We and our third-party vendors use cookies to inform, optimize and serve ads based on your past visits to our Service. 

• Google AdWords Google AdWords remarketing service is provided by Google Inc. You can opt out of Google Analytics for Display Advertising and customize the Google Display Network ads by visiting the Google Ads Settings page: http://www.google.com/settings/ads Google also recommends installing the Google Analytics Opt-Out Browser Add- On – https://tools.google.com/dlpage/gaoptout – for your web browser. Google Analytics Opt-Out Browser Add-On provides visitors with the ability to prevent their data from being collected and used by Google Analytics. For more information on the privacy practices of Google, please visit the Google Privacy & Terms webpage: https://policies.google.com/privacy?hl=en 

Links to Other Sites 

Our Service may contain links to other sites that are not operated by us. If you click on a third-party link, you will be directed to that third party’s site. We strongly advise you to review the Privacy Policy of every site you visit.We have no control over, and assume no responsibility for, the content, privacy policies or practices of any third-party sites or services. 

Children’s Privacy 

Our Service does not address anyone under the age of 18 (“Children”). We do not knowingly collect personally identifiable information from anyone under the age of 18. If you are a parent or guardian, and you are aware that your child has provided us with Personal Data, please contact us. If we become aware that we have collected Personal Data from children without verification of parental consent, we take steps to remove that information from our servers. 

Changes to This Privacy Policy  

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page. We will let you know via email and/or a prominent notice on our Service, prior to the change becoming effective, and update the “effective date” at the top of this Privacy Policy. You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page. 

Contact Us 

If you have any questions about this Privacy Policy, please contact us by emailing hello@futureproofhq.com