Last Modified: 05/21/2020

This Privacy Policy applies to your use of advisorbranch.com, advisorfirst.com and all related apps and services (the “Services”).

The following terms will be used throughout these Terms:

• All references to “us” (and similar words such as “we” and “our”) mean Advisor First, LLC, a Kansas limited liability company (regardless if capitalized or not).
• All references to “you” (and similar words such as “your”) mean the individual using the Services, and if you are using the Services on behalf of a business entity, it means both you and that business (regardless if capitalized or not).

By using the Services, you are agreeing to this Privacy Policy.

If you are using the Services on behalf of a business entity, then you confirm that you are authorized to use the Services on behalf of that business, and you are agreeing to this Privacy Policy on behalf of both you and that business.

If you do not agree to this Privacy Policy, then you may not use the Services.

Information We Collect

Anonymous Data

We may collect (or you may provide to us) information which is not personal in nature and which may not be used to identify you as a specific individual or business (“Anonymous Data”).

Personal Data

As a result of your use of the Services we may collect (or you may provide to us) the following types of information (“Personal Data”):

• Basic Information: Your name, business name, address, email address, phone number, photos, videos, and similar types of information.
• User Account Information: Usernames, nicknames, passwords, and similar types of information.
• Payment Information: Payment information including credit/debit card numbers, account numbers, and similar types of information.
• Information We Collect Automatically: We may collect information about you automatically, including your IP address, operating system, browser ID, browsing activity, time stamps, site navigation, button clicks, and similar types of information. We may also use and/or collect cookies and other types of data files (such as web beacons and cookie-equivalent technology), some of which may be stored on your computer or electronic device for use when you use the Services.
• Your Content: You may also voluntarily provide information to us through the Services and also through other communication channels, including content, text, photos, videos, audio files, and similar types of information.

Sensitive Personal Data

You should not provide us with any sensitive information about you, including for example your racial or ethnic origins, political opinions, religious or philosophical beliefs, trade union membership information, genetic data, biometric data, health data, sex life data, or sexual orientation data.

How We Use Your Information

Anonymous Data

We may use Anonymous Data for any purpose not otherwise prohibited by applicable law, without your consent, without providing notice to you, and without providing compensation to you, including without limitation sharing and selling Anonymous Data to third parties.

Personal Data

We will not share or sell your Personal Data except as otherwise provided in this Privacy Policy.

We may use your Personal Data as follows:

• Provision and Customization of Services: We may use your Personal Data to provide the Services to you for their intended purposes, as well as to customize and/or enhance your use of the Services.
• Sharing with Subscribers: If you are using the Services under a subscription purchased by a Subscriber, as defined in our Terms of Service (for example, your employer, or your client), then we may share your Personal Data with that Subscriber (or other person and businesses as authorized by that Subscriber) to the extend needed to provide them with the Services which they purchased. For clarity, this includes any content that you upload which is deemed “Your Content” under our Terms of Service.
• Customization of Services: We may use your Personal Data to customize and/or enhance your use of the Services.
• Advertising: We may use your Personal Data to serve more customized ads to you on the Services.
• Communications: We may use your Personal Data to send communications to you, including marketing communications.
• Payments: If you purchase goods or services through our Services, then we may use your Personal Data to process your purchase and payment.
• Sharing with Affiliates & Third Parties: We may share your Personal Data with our affiliates and other third parties to accomplish the purposes outlined in this Privacy Policy and in our Terms of Service. This includes sharing your Personal Data with third party payments processors.
• Retention: We may store and retain your Personal Data for purposes of using it as described in this Privacy Policy. However, we do not have any obligation to store your Personal Data for the benefit of you or any other third party.
• Per our Terms of Service: We may use your Personal Data as provided in our Terms of Service.

Improvements to the Services

If you share ideas or suggestions with us regarding how to improve or modify our Services, then we may use the same as provided in our Terms of Service.

Compliance with Legal Process

We may use and/or share your Personal Data as follows: (a) to comply with court orders, valid discovery requests, valid subpoenas, and other appropriate legal mechanisms; (b) to respond to lawful requests by public authorities, including to meet national security or law enforcement requirements; (c) to prosecute and defend a court, arbitration, or similar legal proceeding; (d) with our representatives and advisors, including attorneys and accountants; and/or (e) if we have a good faith belief that disclosure is necessary to enforce this Privacy Policy or our Terms of Service or to investigate or prevent illegal or immoral actions.

Aggregated Data

We may aggregate your Personal Data with information we have about other users, individuals, and business, for the purpose of converting your Personal Data into Anonymous Data. Once converted, we may use that information as provided in this Privacy Policy.

Your Choices Regarding Your Information

Account Settings

Some of the information you provide to us may be changed or deleted by you in your account settings. However, even if you change or delete that information, we may retain previous versions of the information for a reasonable period of time in order to continue providing the Services.

Cookies & Tracking Data

You may restrict our ability to use cookies and certain other types of data files by adjusting the settings on your device or browser.

Deleting Your Data

You may request that we delete your Personal Data from the Services, but we do not have any obligation to honor that request.

Security

We will use commercially reasonable efforts to protect your information, especially your personally identifiable information and payment information.

However, since the Internet is not a 100% secure environment, we cannot ensure or warrant the security of any information you transmit to us. Further, it is your responsibility to protect the security of your login information and credentials.

Power to Amend This Privacy Policy

This Privacy Policy is effective as of the Last Modified date at the top of this page.

We may amend this Privacy Policy at any time, for any reason, with or without notice to you, and your continued use of the Services after the amended Privacy Policy is posted on our Services will constitute your acknowledgment and agreement to the amended Privacy Policy. However, to the extent the amended Privacy Policy materially alters your rights or obligations in this Privacy Policy, the amended Privacy Policy will become effective upon the earlier of (a) your continued use of the Services with actual knowledge of the amended Privacy Policy; or (b) 30 days after the amended Privacy Policy is posted on the Services.