Privacy Policy

Financial Services Forum
Online Privacy Policy

Last Updated and Effective: May 13, 2021

Welcome to the website of the Financial Services Forum (“Forum”).  We know your online privacy is important to you. This policy explains what personal information we collect through our website (“Website”) and how we use and share that information. 

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. 

Information We Collect

We collect personal information when you provide it to us, automatically as you navigate our Website, and indirectly from third-party sources, such as our member organizations. The information we collect may include:

  • Your name and contact information, including your email address, your phone number, your job title and company name.
  • Information about your employment history when you apply for a job with us.
  • Technical information, such as your internet protocol (“IP”) address, cookies, web beacons, browser types, time zone settings, and other information about the device you are using to access our Website.
  • Usage information, such as the time of day you visit our Website, which pages you visit or other automatically collected meta-data.

How We Use and Share Information

The Forum may use your information to contact you, provide you services, improve our offerings and Website, and advance our 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 our legal rights, property, or safety or those of 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. 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.  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. 

Do Not Track

Our website does not respond to Do Not Track signals.


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 update our Privacy Policy. The date listed above indicates the date our Privacy Policy was updated.  Please check back periodically for updates. Your continued use of our Website after this Privacy Policy is updated indicates your consent to those updates. 


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