Collection and Use of Information.
Members are asked to provide certain information when they apply for membership such as name, address, telephone number, billing information (such as a credit card number). The personal information collected from members during the registration process is used to manage each Member’s account (such as billing and collections).
To better understand its members, Financial Services Round Table may collect consumer, demographics and other publicly available information from third-parties. Financial Services Round Table may use this data to provide product and service offers. We may use data in aggregate to negotiate additional benefits, or develop products and offers and to better serve our members.
Financial Services Round Table collects information from members who use the various parts of our Services. We use this information primarily to provide a customized experience as you use our Services.
Financial Services Round Table may share identifying information (like Name and address) with affiliates or business partners for their use in delivering product and service offers to members. Affiliates or business partners are not allowed to use Financial Services Round Table data for any other purpose other than Financial Services Round Table approved programs designed to better serve members.
In instances where Financial Services Round Table and a partner jointly promote the Services, Financial Services Round Table may provide the affiliate certain personal information, as a result of the joint promotion. In this instance, the partner may not use the information for any other purpose. Financial Services Round Table may also generate aggregate profiles from information provided during registration (such as the total number, but not the names, of members). We may use this aggregated and non-identifying information to sell advertisements that appear on the Services.
We may use registration information to contact you in a variety of ways. We may send you offers through email, phone or regular mail of Financial Services Round Table products and services or offers on behalf of selected affiliates.
Financial Services Round Table may share aggregated and non-identifying information about our Visitors and members collected through the registration process as well as through online surveys and promotions with select advertisers. We may use third-party advertising companies to serve ads when you visit our website. These companies may use information (not including your name, address, email address or telephone number) about your visits to this and other websites in order to provide advertisements on this site and other sites about goods and services that may be of interest to you.
We may periodically conduct both business and individual surveys. We encourage members to participate in these voluntary surveys because they provide us with important information that helps us to improve the types of services we offer and how we provide them to you. Your personal information and responses will remain confidential, even if the survey is conducted by a third-party.
We take the information we receive from individuals responding to our surveys and combine (or aggregate) it with the responses of other members to create broader, generic responses to the survey questions (such as gender, age, residence, hobbies, education, employment, industry sector, or other demographic information). We then use the aggregated information to improve the quality of our services to you, and to develop new services and products. This aggregated; non-personally identifying information may be shared with third-party partners.
It is Financial Services Round Table ‘s policy not to use or share the personal information in ways unrelated to the ones described above without also providing an opportunity to opt out or otherwise prohibit such unrelated uses. However, Financial Services Round Table may disclose personal information or information regarding use of the Services if, for any reason, in our sole discretion, we believe that it is reasonable to do so, including: to satisfy laws, regulations or other legal requests for such information; to disclose information that is necessary to identify, contact or bring legal action against someone who may be violating our Acceptable Use Policy or other policies; to operate the Services properly; or to protect Financial Services Round Table, our Services, our employees or our members.
“Cookies” and How Financial Services Round Table May Use Them
Any information that you disclose in public areas of our websites or the Internet may become public information. You should exercise caution when deciding to disclose personal information in these areas.
Financial Services Round Table’s Commitment to Data Security
Financial Services Round Table has security measures in place to protect the loss, misuse, and alteration of the information under our control. While we make every effort to ensure the integrity and security of our network and systems, we cannot guarantee that our security measures will prevent third-party “hackers” from illegally obtaining this information. We will never sell your information to a third party.
How to Access or Modify Your Account Information
Financial Services Round Table offers members the opportunity to access or modify information provided during registration.
Customer Service: Financial Services Round Table 3104 N. Armenia Suite 2 Tampa FL 33607
Revisions to This Policy
Financial Services Round Table reserves the right to revise, amend, or modify this policy and our other policies and agreements at any time and in any manner. Any revision, amendment, or modification will be posted on our website: http://www.financialservicesroundtable.com