Last Updated: May 21, 2018

Welcome to the website of the Financial Services Forum (“Forum”).  We know your online privacy is important to you, and we want you to know how we may collect, use, disclose, or store Personal Information on this website (“Website”).  “Personal Information” is your name, contact information, and other data associated with your name or contact information.

This Privacy Policy applies to the Forum’s online collection of Personal Information via this Website.  Please note that this Privacy Policy does not govern the Forum’s offline collection of Personal Information or collection of Personal Information, online or offline, by the Forum’s affiliates, or any other entity, unless otherwise specifically stated.  This Privacy Policy does not apply to the Forum’s presence on a third-party social networking site or any mobile applications not offered for download on this Website – please see the privacy statements at those locations to learn how your information will be handled.

Personal Information

We collect the Personal Information you provide us when you request information, register with our Website, sign up for email communications, or otherwise contact us.  The Forum uses such information to contact you, provide you service, improve its offerings, and advance its mission.

We may share your Personal Information with our service providers and affiliates, as well as other organizations that share our views.  We may make this information available to other third parties.  We will disclose Personal Information if required by law and may share it in order to protect the legal rights, property, or safety of us or third parties.  We also will disclose Personal Information to any new or successor entity, should the Forum be reorganized, acquired, or merged with another entity, in whole or part.

Children’s Privacy

This Website is not directed to children younger than thirteen years old.  We do not knowingly collect, use, store, or disclose the Personal Information of any person under the age of thirteen.  When a user discloses Personal Information on the Website, he or she is representing his or her age as at least thirteen years.  If we are informed that we have unintentionally received Personal Information from a child under the age of thirteen, we will delete that information.

Cookies and Similar Technologies 

Like many websites, this Website may use cookies, image tags, and similar technologies.  A cookie is a small text file containing a unique identification number that is stored on your computer.  Image tags (also called web beacons, web bugs, clear GIFs, or single-pixel GIFs), which work in conjunction with cookies, are small image files that may be located on select pages of our Website or within web-based emails that we may send.  We may also collect your IP address and other information that your browser makes available as a function of visiting our Website.

We use these technologies to learn how our site is used, save your preferences, and improve the performance and offerings of our Website.  These technologies do not collect Personal Information, as they do not include your name or contact information.  We do not allow third parties to collect Personal Information directly via our Website or to track your online activities across third-party sites.  Yet, we may share information we collect via these technologies to improve our offerings, to advance our mission, or for other purposes.

Third-Party Links

This Website may include links to online offerings provided by third parties that the Forum does not own or control.  This Privacy Policy does not apply to those third-party offerings.  We encourage you to visit any privacy statement available at those locations to learn how your Personal Information may be collected and used.


The Forum takes steps to protect the Personal Information we collect online.  We also require our service providers, vendors, advisors, and affiliates to take security precautions in handling your Personal Information.  Nonetheless, we cannot guarantee against the unauthorized access of your Personal Information.  Please note that Personal Information sent over an unsecured Internet connection could be obtained by third parties.

Updates to Privacy Policy

From time to time, we may use customer information for new, unanticipated uses not previously disclosed in our Privacy Policy.  If our information practices change materially at some time in the future, we will post an updated policy to our Website.


If you have questions concerning this Privacy Policy and/or the Website, please contact:

Last Updated: May 21, 2018