This Privacy Policy (“Privacy Policy”) explains our privacy practices for the activities described below. Please read this Privacy Policy carefully to learn how we collect, use, share, and otherwise process information relating to individuals (“Personal Data”), and to learn about your rights and choices regarding your Personal Data.
A reference to “AAM,” “Advisor Advantage Marketing”, “we,” “us” or the “Company” is a reference to AAM and its relevant affiliates involved in the collection, use, sharing, or other processing of Personal Data.
Please click the following links to learn more about our Privacy Policy:
Responsible Entity
AAM is the controller of your Personal Data as described in this Privacy Policy, unless specified otherwise.
Processing Activities Covered
This Privacy Policy applies to the processing of Personal Data collected by us when you:
Our websites and services may contain links to and from the websites of third parties. If you follow a link to any of these websites, please note that these websites have their own privacy policies and that we do not accept any responsibility or liability for these policies. Please check these policies before you submit any data to these websites.
What Types of Personal Information Do We Collect?
Information You Give Us. We collect a variety of information that you provide directly to us, including information submitted on our website forms and login pages. You may also provide more general information, such as information about your industry, business or profession. By providing this information, you have informed us that you have an interest in the research, insights, and/or other information we have on the market, or that you are interested in hearing from us. We may collect the following categories of information from you:
Contact information, such as name, email, phone number, country, job title, and role, when you subscribe to our newsletters, register for our webinars and conferences, request information from our website, or request other services from us;
Internet or other electronic network activity information, such as information regarding your usage and interaction with our online platform services; and/or,
Professional, employment, or education information, such as your resume and CV, if you apply to work with us.
Information We Automatically Collect. AAM may use server log analysis tools to gather and analyze information regarding use of the websites and the visitor’s experience, such as (for example and not limitation) the number of hits received, the website’s most/least visited pages, how our visitors use the website, the website’s most/least used functions, errors experienced by users, processes completed or abandoned by users, and browsers and platforms used to connect to the website. The following are examples of information about your visit that is, or may be, collected for this purpose: IP address, physical location, type of browser and/or operating system, internet service provider (ISP) and/or mobile phone carrier, the date and time you visited the website, websites you visited before and after the AAM websites, the pages you visited and the order in which you navigated the websites, the action you performed or tried to perform (e.g., perform a search, enter information, publish information or generate a report), and codes that correspond to the status of your action (e.g., successful request, data not found, etc.).
This information may be collected via several technologies, including cookies, web beacons, clear GIFs, canvas fingerprinting and other means. You can remove certain cookies by following the directions in your Internet browser’s settings or through the cookie banner on our websites. You may disable cookies and still browse the websites, but your ability to use areas of the websites may be limited, and the other means by which we collect information likely will be unaffected. Please see our Cookie Policy for more information.
The above information belongs to AAM and AAM and certain of its suppliers may use it to improve the content, layout and/or operation of the websites, and to serve you content we believe most relevant to you. We may release this information in the aggregate, for example, by sharing it with our partners or authorized service providers, or by publishing a report on the usage of the Websites. This information is not used in a form that would enable direct identification of any of our visitors.
Information We Collect From Third Parties. From time to time, we may obtain information about you from third-party sources, such as public databases, corporate directories, public profiles on social media platforms, and information derived from these sources from third-party data providers.
How Do We Use and Share Personal Information?
AAM uses your personal information as follows:
Providing our websites and services (including necessary functionality for both): We process your Personal Data to perform our contract with you for the use of our websites and services and to fulfill our obligations under the applicable terms of use and service;
Promoting the security of our websites and services: We process your Personal Data by tracking use of our websites and services, creating aggregated non-personal data, verifying accounts and activity, investigating suspicious activity, and enforcing our terms and policies to the extent it is necessary for promoting the safety and security of the services, systems and applications;
Handling contact and user support requests: If you fill out a web form or request user support, or if you contact us by other means including via a phone call, we process your Personal Data to perform our contract with you and to the extent it is necessary for fulfilling your requests and communicating with you;
Event registration: If you have registered for an event with us, we process your Personal Data for the purposes of event registration and event management;
Developing and improving our websites and services: We process your Personal Data to analyze trends and to track your usage of and interactions with our websites and services to the extent it is necessary for developing and improving our websites and services and providing our users with more relevant content and service offerings;
Assessing and improving user experience: We process device and usage data, which in some cases may be associated with your Personal Data, to analyze trends and assess and improve the overall user experience to the extent it is necessary for developing and improving the service offering;
Identifying customer opportunities: We process your Personal Data to assess new potential customer opportunities to ensure that we are meeting the demands of our customers and their users’ experiences;
Displaying personalized advertisements and content: We process your Personal Data to conduct marketing research, advertise to you, provide personalized information about us and to provide other personalized content based upon your activities and interests (please see the Cookie Policy, to learn how you can control how the processing of your Personal Data by AAM for personalized advertising purposes);
Sending marketing communications: We will process your Personal Data or device and usage data, which in some cases may be associated with your Personal Data, to send you marketing information, product recommendations and other non-transactional communications (e.g., marketing newsletters, white papers) about us and our affiliates and partners, including information about our products or promotions (please see the “Your rights relating to your Personal Data” section below, to learn how you can control the processing of your Personal Data by AAM for marketing purposes); and,
Complying with legal obligations: We process your Personal Data when cooperating with public and government authorities, courts or regulators in accordance with our legal obligations under applicable laws, to protect against misuse or abuse of our websites, protect personal property or safety, pursue remedies available to us, and limit our damages, comply with judicial proceedings, court orders or legal processes, respond to lawful requests, or for auditing purposes.
If we need to collect and process Personal Data by law, or under a contract we have entered into with you, and you fail to provide the required Personal Data when requested, we may not be able to perform our contract with you.
How Do We Share Personal Information?
Affiliates and Service Providers. AAM may share, exchange and disclose personal information to its affiliates, agents, or third service providers for the purpose of processing your applications and transactions on our platforms and services, storing the personal information, and for generating management reports. AAM may also share this information with its affiliates, agents, or third service providers in order to offer you products and services, to manage its relationship with you, and to improve the delivery of services to you. These affiliates, agents, and service providers are under an obligation to maintain the confidentiality of your personal information. Some external service providers may also collect information directly from you in accordance with their own privacy policy.
Third Party Advertisers and Analytics Providers. AAM may provide personal information from the Site to advertisers and third parties analytics providers (e.g. Google Ads and Google Analytics), if you choose to opt-in to analytics or tracking cookies on our website. Please see our Cookie Policy for more information.
Third Party Links and Websites. Our website may contain links to and from the websites of third parties. If you follow a link to any of these websites, please note that these websites have their own privacy policies and that we do not accept any responsibility or liability for these policies. Please check these policies before you submit any data to these websites.
Social Media. Our website may include social media buttons or widgets (“social media elements”). These social media elements may collect your IP address, which page you are visiting on our site, and may set a cookie to enable the feature to function properly. Social media elements are governed by the privacy policy of the social media company providing the feature and/or widget.
Professional Advisers. In individual instances, we may share your Personal Data with professional advisers acting as service providers, processors, or joint controllers, including lawyers, bankers, auditors, and insurers who provide consultancy, banking, legal, insurance and accounting services.
Third Parties Involved in a Corporate Transaction. We may share your Personal Data if we are involved in a merger, reorganization, dissolution or other fundamental corporate change, or sell a website or business unit, or if all or a portion of our business, assets or stock are acquired by a third party. In accordance with applicable laws, we will use reasonable efforts to notify you of any transfer of Personal Data to an unaffiliated third party.
Aggregate Data. We may share such anonymous or de-identified usage data on an aggregate basis in the normal course of operating our business; for example, we may share information publicly to show trends about the general use of our services.
Disclosures Required by Law. We may be required to disclose your data in response to lawful requests by public authorities, including to meet law enforcement requirements. We may be under a duty to disclose or share your personal information in order to comply with any legal obligation, to enforce or apply our terms and conditions and other agreements, to protect our rights, property, or safety, or the protect the rights, property, or safety of others. This includes exchanging information with other companies and organizations for the purposes of fraud protection.
How Do We Respond to ‘Do Not Track’ Signals?
DNT is a privacy preference you can set in your web browser to indicate that you do not want certain information about your webpage visits collected across websites when you have not interacted with that service on the page. For all the details, including how to turn on Do Not Track, visit www.donottrack.us. We recognize and respond to browser-initiated DNT signals.
How Do We Protect Your Information?
AAM uses reasonable security procedures and technical and organizational measures to protect your personal information. We restrict access to personal information to AAM affiliates, employees, contractors, business partners and agents who need to know that information to operate, develop or improve our services. These individuals are bound by confidentiality obligations.
However, no website, application, or transmission can guarantee security. Thus, while we have established and maintain what we believe to be reasonable procedures to protect the confidentiality, security, and integrity of personal information obtained through the websites, we cannot ensure or warrant the security of any information you transmit to us.
Our legal bases for collecting and using your Personal Data include:
The performance of your contract or to enter into the contract and to take action on your requests. For example, the processing of your account registration, providing our services and products to you, providing customer service to you.
Our legitimate business interests. For example, fraud prevention, maintaining the security of our network and services, direct marketing to you, and maintaining, analyzing, and improving our products and services.
Compliance with a mandatory legal obligation. For example, maintaining administrative records which are subject to mandatory retention periods. We may also collect your Personal Data to record your requests to exercise your rights and to verify your identity for such requests.
Consent you provide where we do not rely on another legal basis. Consent may be withdrawn at any time.
Marketing Communications
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 instructions provided in any email we send, or you can contact us using the contact details provided in the “Contact Us” section below.
Contact Information & Updates
We may update this Notice from time to time, in which case the revised Notice will be posted to our intranet or provided to you in writing, by email, or mail. If you have any questions or comments about this Notice and the ways in which Company collects and uses your information as described above, please do not hesitate to contact us using the contact details provided in the “Contact Us” section below.
Children’s Privacy
This website is not directed at individuals under the age of 18. We do not knowingly collect personal information from children under 18. If you become aware that a child has provided us with personal information, please contact us using the contact information below. If we become aware that a child under 18 has provided us with personal information, we will take steps to delete such information.
How Long Do We Keep Your Personal Data?
We may retain your Personal Data for a period of time consistent with the original purpose of collection (see the “Purposes for which we process Personal Data” section above) or as long as required to fulfill our legal obligations. We determine the appropriate retention period for Personal Data on the basis of the amount, nature, and sensitivity of the Personal Data being processed, the potential risk of harm from unauthorized use or disclosure of the Personal Data, whether we can achieve the purposes of the processing through other means, and on the basis of applicable legal requirements (such as applicable statutes of limitation).
After expiry of the applicable retention periods, your Personal Data will be deleted. If there is any data that we are unable, for technical reasons, to delete entirely from our systems, we will implement appropriate measures to prevent any further use of or access to such data.
For more information on data retention periods, please contact us by using the information in the “Contact us” section, below.
Cookies
To make our websites and services work properly, we sometimes place small data files called cookies on your device. A cookie is a small text file that a website saves on your computer or mobile device when you visit the site. It enables the website to remember your actions and preferences (such as login, shopping cart, or other preferences) over a period of time, so you do not have to keep re-entering them whenever you come back to the site or browse from one page to another. To learn more, please see our Cookie Policy.
Google Analytics. We use Google Analytics. We use the information we get from Google Analytics only to improve the Sites. We do not combine the information collected through the use of Google Analytics with personally identifiable information. Please refer to Google’s Privacy Policy for more information. You may also choose to download the Google Analytics opt-out browser add-on.
You may wish to restrict the use of non-necessary cookies via our cookie banner.
Most modern browsers also allow you to change your cookie settings. Please be aware that some of the features of our website may not function correctly if you disable cookies. You can usually find these settings in the options or preferences menu of your browser. To understand these settings, the following links for commonly used browsers may be helpful:
Personalized Advertising. We may also use targeted advertising cookies, such as Google or Bing Ads, to deliver tailored advertising on our Services and other websites that you may visit. You can learn more about how to control advertising cookies by visiting the Network Advertising Initiative’s Consumer Opt-Out link, the DAA’s Consumer Opt-Out link for browsers, or the DAA’s opt-out link for mobile devices. Please note that electing to opt-out will not stop advertising from appearing in your browser or applications and may make the ads you see less relevant to your interests.
Change of Control
Personal information may be transferred to a third party as a result of a sale, acquisition, merger, reorganization or other change in control. If AAM sells, merges or transfers any part of the business, part of the sale may include your personal information.
Policy Changes
We may change our Privacy Policy at any time. If we make material changes to this policy, we will notify you here, by email, or by means of a notice on our homepage. We encourage you to periodically review this Privacy Policy to ensure you are familiar with the most current version.
Contact Information
If you wish to contact us or have any questions about or complaints in relation to this Privacy Policy, please contact us at the following contact details:
Email address: [email protected]
Mailing address: 250 S. Northwest Highway, Suite 302, Park Ridge, IL 60068
