FPSB.org Privacy Policy

(Effective 23 July 2018)

Your privacy is important to us. This privacy policy sets out how Financial Planning Standards Board Ltd. (FPSB) uses and protects information that you give us when you use this website. FPSB is committed to ensuring that your privacy is protected. Any information we ask for will be used only in accordance with this policy. By using our site, you consent to our Privacy Policy and Terms of Use

The Information We Collect

Information You Provide. There are places on our website where you can choose to provide us with certain personal information so that we can tell you more about FPSB and its programs, or about issues important to consumers and the financial planning community. The information we collect includes:

  • Your name
  • The name of your organization (if you have one)
  • Standard contact information such as a phone number, mailing address, and/or email address
  • Information about you or your organization (to help us provide you with relevant information and resources)

Cookies. Like many websites, we use Google Analytics, a web analytics service provided by Google, Inc. (Google). Google Analytics uses “cookies”, which are text files placed on your computer, to help analyze how visitors use our site and which pages they view. The information generated by the cookies about your use of the website (including your IP address) is transmitted to and stored by Google on servers in the United States.

The Way We Use Information

FPSB does not share, sell, distribute or transfer the information you provide to third parties unless we have your permission or are required by law to do so. We use the information you give us to:

  • provide you with the answers, materials, and resources you request;
  • populate our contact management system so that we can better track our one-time or ongoing dealings with you; and
  • send you information we think might be of interest to you based on what you’ve told us about yourself or your organization (unless you tell us that you don’t want to receive this additional information).

If we think that one of our member organizations might be in the best position to help with your inquiry, we might share your information with them for that purpose. But, before we do so, we will make sure that the FPSB Member has agreed to follow this policy.

The information we get from Google Analytics helps us analyze data about web page traffic and improve our website to tailor it to user needs. Google uses the information from its Google Analytics cookies to compile reports for us on website activity and provide other services relating to how visitors use our site. For example, we use non-identifying aggregated information from Google Analytics to determine which territories have an interest in FPSB’s programs and initiatives.

Google might also transfer the information gathered by cookies to third parties when required to do so by law or when third parties process the information on Google’s behalf. Google has said it will not associate your IP address with any other data held by Google. You may refuse the use of cookies by selecting the appropriate settings on your browser, however, if you do this, you might not be able to use the full functionality of our site.

How Long We Keep Your Information

Unless you tell us that you do not want us to retain your information, we will keep it for as long as we need it to communicate with you.

The information generated by the cookie about the use of this Site (such as your IP address, the URL visited, the date and time the page was viewed) will be transmitted and stored by Google on servers in the United States and does not automatically expire.

You may opt out of Google Analytics by visiting:

Our Commitment to Data Security

We are committed to ensuring that your information is secure. To protect against loss, misuse, unauthorized access, disclosure, alteration or destruction, maintain data accuracy, and ensure the correct use of information, FPSB has put in place appropriate physical, electronic and managerial procedures to safeguard and secure the information we collect online.

How You Can Access or Correct Your Information

If you would like to withdraw your consent to this policy, update or correct any information you have provided to us, or ask us to erase this information you can contact us at:

Financial Planning Standards Board
707 17th Street, Suite 2925
Denver, CO 80202 USA
P: +1-720-407-1911
F: +1-720-407-1921
E: legaldept@fpsb.org

Others Who May Have Access to Your Information

Access to your information is restricted, as described above, to our employees and in limited instances to our member organizations. In addition, our web administrator (Vermilion Design + Digital) and our hosting provider (Host Gator) have access to your information as needed to ensure our site functions properly for you and other users. (Their privacy policies can be accessed by clicking on the embedded links.)

Links to Other Websites

Our website contains links to other websites that may be of interest to you, including websites of FPSB Members and unaffiliated third parties. When using these links to exit our site, recognize that FPSB does not have any control over these third-party websites and is not responsible for the protection and privacy of any personal information you provide when visiting these sites. You should familiarize yourself with the privacy policies of these other sites prior to providing any personal information.

How to Contact Us

If you have questions or concerns about our privacy policy, please contact us at:

Financial Planning Standards Board
707 17th Street, Suite 2925
Denver, CO 80202 USA
P: +1-720-407-1911
F: +1-720-407-1921
E: legaldept@fpsb.org