FA Fin Advisors is committed to protecting the privacy and ensuring the security of personal information maintained by the FA Fin about its member organisations and their employees, contractors, agents or third parties acting on the member’s behalf and any other individual from whom the FA Fin collects personal information.
What this Policy does
We will review this policy regularly, and we may update it from time to time to ensure we are complying with any legislative changes.
The personal information we collect
The type of information we collect depends on which of the FA Fin Advisors services you use and the use you make of our website (https://www.kgfinadvisors.com/). Thus, we may collect and hold the names, a position held, employer name, business addresses, phone numbers, fax numbers, e-mail addresses and areas of policy interest about the employees and agents of FA Fin member organisations, conference attendees, conference and FA Fin function participants, speakers, our suppliers and non-member individuals.
On occasion, we may also collect and record home contact details and e-mail addresses where these have been provided as the preferred means of contact.
We also collect credit card details and other EFT details to effect payments.
We also collect personal information about individuals that apply for employment at the KGFIN, including executive and non-executive positions. The additional information that we may collect about these individuals includes their date of birth, employment history, references, bankruptcy information and criminal records.
We collect personal information from various sources including paper and online registration forms, business cards, external marketing lists, government official lists and through our website.
We will only collect and hold personal information that is required by us to deliver our services and products to you and we will do this in a fair and lawful manner.
Use of information
We will not use your personal information for any purpose that you would not reasonably expect us to use it for. If we do need to use your personal information for a purpose other than one that we believe you would reasonably expect we will seek your specific consent.
We do collect, hold and use the personal information however to:
- process your application(s) and payment(s);
- communicate with you in regard to the FA Fin services, advocacy and other activities;
- disseminate information that may be of assistance or interest to you in your business;
- alert you to other activities or services that FA Fin may assist you with in relation to our advocacy, services and other related matters, including engagement with and within the financial services industry;
- market our services and third party services that we consider may be relevant or of interest to you;
- process and assess any employment applications made to the KGFIN;
- provide your organisation with the opportunity to participate in general industry promotions such as sponsorship, advertising, industry profiles and exhibitions; and
- assist in the development of products, surveys or services.
We will not generally disclose personal information to third parties, other than for a purpose directly related to our activities as an advocacy body and provision or improvement of our services.
You will appreciate that in order to deliver our services to you, we occasionally need to disclose personal information to our agents, contractors or third party service providers, such as providers of event management, administrative, telecommunications, information technology/computer or other services.
Personal information is occasionally disclosed to contracted partners, on a strictly confidential basis, for the purpose of conducting professional development events. However, FA Fin does not provide or sell any personal information to external organisations for commercial purposes.
Your personal information may be disclosed to other parties where you have agreed or it is required or authorised under United States law or by court/ tribunal orders.
FA Fin is committed to complying with all laws (including privacy and data laws) which are applicable to our activities.
Please note that at some of our events, we may take photographs of our participants at our events, including functions. We may publish these images to advertise future events or functions.. Please inform the photographer at the event if you do not allow us to publish your image.
You can ask to be removed from FA Fin mailing list or database at any time by contacting the Privacy Officer by e-mailing firstname.lastname@example.org. Employees and agents of member organisations are also able to update their own personal details and change their FA Fin member login details including usernames and passwords. Those unsure of what their current member login details are should contact K
Disclosure of information
As noted above, we will not disclose your personal information to any other person or organisation other than for the purposes of undertaking the KGFIN’s business. In undertaking the KGFIN’s business, we may share your personal information with other organisations or member organisations of the KGFIN, including their employees or contractors, and with our external service providers such as mailing houses who distribute information to you on our behalf or market researchers who have been commissioned by the KGFIN to carry out surveys and research. From time to time, we work with corporate partners and other third-party providers to promote and/or market services that we consider will be of benefit to you. We may also disclose personal information to these partners.
If you become a member of an KGFIN committee, working group or expert group, we may share your personal information with other individual members of that group for the purposes of facilitating efficient communication within that committee or group. Personal information about the individual members of committees and working groups may be shown in the members’ section of KGFIN’s website. Only employees and agents of full and supporting member companies have access to the members’ section of KGFIN’s website.
It is possible that your personal information will be disclosed to employees and agents of full and supporting member companies that may be located overseas from time to time. While it is impracticable to specify the countries in which those employees and agents are located, you can contact us if you wish to find out more about the disclosure of your personal information in such circumstances. We do not otherwise disclose your personal information to overseas recipients.
We may disclose the personal information we collect about individuals that apply for employment at the KGFIN to USSEC or other government bodies.
We may also from time to time, disseminate statistical information about our members to third parties, but this cannot be traced back to individuals. Except where we are legally required to do so, or for the reasons set out above, we will not disclose personal information concerning you to parties outside the KGFIN, other than for a purpose that has been made known to you and to which you have given your consent. Your name and other details that are held by the KGFIN may be passed on to protective services or law enforcement agencies for security purposes at KGFIN events.
When you purchase services from the KGFIN, any credit card information you give us to purchase the goods or services is used to process the payment. The original request/application/enrolment form is stored securely in the KGFIN’s office for audit/taxation requirements and to assist members and individuals who request duplicate information for their own records. These documents are then destroyed. Our database only records that you attended an activity or purchased a service and how much you paid for it. We do not store your credit card details on our database.
Storage and Security of Personal Information
The KGFIN maintains strict standards and security procedures to prevent unauthorised access to your personal information whether it is in an electronic or paper format and to ensure the correct use of this information. Your personal information is stored in a central database that is password protected with access available only to authorised persons (such as employees of KGFIN or our external database administrator) or otherwise your personal information is securely held within KGFIN’s office and only available to authorised persons. Data confidentiality and information security is among our topmost priorities. We understand importance of client information and have introduced several checks and controls to maintain confidentiality. All our employees have undergone ‘code of conduct’ training and have signed non-disclosure agreement, code of ethics and acceptable IT usage policy documents. We have extensive control over electronic access to information. Our suitable physical control mechanism restricts unauthorised access to information.This is not all. We constantly revise our data confidentiality and information security policy to adapt with newer technological changes for safety of data. We have a team of IT experts who keep looking into this area on a concurrent basis.
Once we have collected your personal information, you are entitled to request the details of the information we are holding about you. In order to request such information, you need to contact us by letter, email or telephone and outline the nature of your enquiry. Unless prohibited by law, a response will be made to you in writing either by mail or email as soon as possible. For privacy and security reasons, it will not be possible to provide you with your personal information over the telephone.
We will endeavour to keep and maintain the data held by us as accurate, complete, relevant and up to date as possible. You can assist the KGFIN in our efforts to strive for accuracy by letting us know as soon as possible if your contact details change.
You have a right to request correction of your personal information. If you establish that personal information held by us is not accurate, complete, relevant, and up-to-date or is misleading, we will take reasonable steps to correct the information so that it is accurate, complete, relevant, up-to-date and not misleading.
If you have a question, concern or complaint regarding the way in which we handle your personal information you should contact our Privacy Officer at the Kenilworth Global Fin Advisors ,Aon Centre, 200 East Randolph Street, Suite 5100 Chicago, IL 60601. Contact us : +1-312-235-3235
The KGFIN takes a best practice approach to address privacy complaints. We will issue you with a timely response to any complaint that, if appropriate, will outline the measures that the KGFIN will take to resolve the complaint. However, in the first instance, we will endeavour to resolve complaints quickly and informally and acknowledge receipt of any complaint within 10 working days.
What we collect
When you browse the KGFIN’s Website, our Internet service provider and Google Analytics log the following information for statistical purposes:
- your server (IP) address;
- top level domain name (eg .com, .gov, .au, etc.);
- the date and time of your website visit;
- country your server (IP) is located in;
- the pages you looked at;
- the type of browser you used;
- the previous site you visited; and
- the site you visited next.
We will not use information obtained from your browsing activities to send you any unsolicited information. This information is collected in order to determine the relevancy of material posted on the KGFIN’s website and to enhance this service to visitors.
We will only record your e-mail address if you send us a message (including an email). We will not add it to a mailing list if you ask us not to. Simply send an e-mail to email@example.com and ask for your details to be removed from the mailing list.
We use “cookies” to enhance functionality and to keep track of visits to our website. A cookie is a small data file that contains information about your visit to a website. Your computer provides this information during your first visit to a web server. The server records this information in a text file and stores this file on your hard drive. When you visit the same website again, the server looks for the cookie and structures itself based on the information provided. A cookie only identifies your computer to a web server when you visit the site.
If you visit our website to browse or download information, our web server will record the date and time of your visit to our site, the pages viewed and the information downloaded. We generally use this information for statistical purposes.
If your browser is configured to reject all cookies, you will be unable to use services on the website that require cookies in order to participate. You may still be able to use some information-only pages if you do not accept cookies.
The KGFIN Website contains links to other sites. The KGFIN is not responsible for the privacy practices or the content of such other sites. We encourage the reading of the privacy statements in these linked sites, as their privacy policies may differ from ours.
Changes to this policy
If you have any comments or suggestions regarding this statement or if you have any concerns about what information we have about you or how we store it please contact:
Kenilworth Global Fin Advisors
200 East Randolph Street, Suite 5100
Chicago, IL 60601.