Your Privacy Matters
Last modified on May 11, 2021
ClientFirstTM is a networking platform designed for professional Financial Advisors and their complementary Centers of Influence. Evozen’s mission through this platform is to elevate the financial community’s ability to provide enhanced value to all clients they currently serve and desire to serve in the future.
Central to this mission is our commitment to operate with transparency regarding the privacy and securities of our clients’ personal information that they entrust to us. Our commitment to security and privacy is backed by data encryption, login and password authentication and network integrity technologies.
2. INFORMATION WE COLLECT ABOUT YOU.
A. Information You Choose to Provide to Us. Our registered users share their professional identities, engage with their network, exchange knowledge and professional insights, view relevant content, learn and develop skills, and find business and career opportunities. You do not have to provide Evozen with any personal information or create a user account to access information on ClientFirst-Evozen.com website itself. Content and data describing our Services is publicly viewable. However, for some services, we may need some personal information from you, such as your name, address, city, mobile telephone number, and email address. For example:
- The forms on the Contact page of the website ask for basic contact information so that we can respond to your request.
- We may ask for personal information from people applying to, registering for, or participating in an Evozen event.
If you proceed to the ClientFirstTM Platform Access, additional information will be requested and self-provided by the user to facilitate the usage of the platform.
The Company collects information during the ClientFirstTM Platform registration process. The mandatory personally identifiable information includes the above noted contact information, educational background, professional designations, firm practice focus areas and service niches. Content and data within the subscription platform is not publicly viewable.This information will only be used to facilitate the Services provides in the platform and internally to process, respond to your requests and to communicate with you. Employees and contractors of the Company are bound by strict confidentiality agreements and any misuse of client information will be grounds for disciplinary action up to and including termination. Furthermore, client information is made available to employees only on a need-to-know basis.
In addition to the mandatory personally identifiable information, you may elect to share additional information to assist other registered users to refine search criteria. Electing to participate in non-mandatory personally identifiable information is optional and participation in such studies are entirely to your discretion.
We collect any information you provide to us on or through the Services or in any other way. For example, we collect any information you provide when you participate in surveys or promotions, or sign up to receive newsletters and other communications. In addition, the Services may include features that rely on the use of information stored on, or made available through, your mobile Device.
B. User Submissions. You may have the ability to use the Services to communicate with other users of the Services and post comments to or otherwise interact with certain aspects of the Services. This information is not available to non-subscribers, the public and/or other users.
The ClientFirstTM platform allows you to enter a very limited amount of personally identifiable information about clients (“name” and services need). Users may choose to use a self-styled moniker in lieu of a client’s actual name for additional privacy. A special Unique Identifier is generated when a specific client is linked between two subscribers in order to provide additional security when using certain Platform services. This information is not available to non-subscribers, the public and/or other users.
C. Usage Data and Technical Information. The Services include features that automatically collect certain information, which may include the unique Device identifier assigned to your Device, Third Party Platform anonymous identifiers, and other information regarding your use of the Services to, among other things, assist us in authenticating your usage and/or Device, keeping track of your preferences, creating a more tailored user experience, and better serving your particular interests and needs. The Services and/or third parties may use “cookies” (which are small data files containing information about you that is stored on your hard drive),
“embedded scripts,” “pixel tags,” and other similar tracking technologies (collectively, “Tracking Technologies”) to collect information automatically as you interact with the Services. Such information may include
“clickstream” data, the domain name of the service providing you with Internet access, your Device type and attributes, Internet protocol (IP) address, network connection type (e.g., WiFi, 3G, LTE), browser type and version, operating system and platform, the average time spent on the Services, pages viewed, content searched for, access times and other relevant statistics, and your interactions with playlists, audiovisual content, other users of the Services, advertising, and products and services which are offered, linked to or made available on or through the Services. Such information may be collected by us and/or our third-party service providers and partners. Certain Tracking Technologies enable us to customize your experience on the Services and provide tailored recommendations, promotions, advertisements and other content relating to your specific interests. Other Tracking Technologies are used to make login to the Services easier (such as by remembering a user ID) and allow us to collect non-specific location information.
3. HOW WE USE INFORMATION THAT WE COLLECT.
A. Except as prohibited by the terms and conditions of any applicable Third Party Platform (e.g., LinkedIn, Facebook, etc.) and subject to Section 4, we may use information we collect for, among other things, the following purposes:
- Sending you Evozen marketing, promotional, e-mails, messages and other correspondence and notifications regarding the Services;
- To notify you about new features and offerings of the Services, including, but not limited to, promotions, events, discounts, news about products and services, and/or special offers;
- Delivery of features, content, services, and products available to you through the Services;
- Allowing affiliates, service providers, contractors, agents, sponsors, and other third parties to assist us in providing and managing the Services;
- Contacting you regarding the administration of any features or functions of the Services you have registered to use;
- Sending you information about your relationship or transactions with us;
- Marketing and promoting the Services, including, without limitation, promotions and other initiatives and activities;
- When you order goods or services, performing credit checking or other authentication;
- For the prevention and detection of fraud or infringement of our or any third party’s rights;
- Responding to your questions or other requests;
- Subject to applicable contractual or legal restrictions, in connection with a sale of all or substantially all of the assets of Evozen;
- Tailoring your experience on the Services and/or otherwise customizing what you see when you visit and use the Services;
- Saving a User Account, registration and profile data or other information (so you do not have to re-enter it each time you visit or use the Services);
- Tracking your return visits to and use of the Services;
- For other purposes disclosed at the time you provide us with the information or which are reasonably necessary to provide the
- Services or other related product and/or service requested;
- For research purposes, for marketing/promotional purposes and/or to provide anonymous reporting for Third Party Platforms, etc.;
- Accumulating and reporting aggregate, statistical information in connection with the Services and user activity;
- Determining which features and services users like best to help us operate the Services, enhance and improve our services and the
- Services and display advertising and marketing information; and
- Saving certain information for your ongoing use of the Services.
4. OPTING-OUT OF CERTAIN USES OF YOUR INFORMATION.
A. Privacy Settings. You may be able to adjust certain privacy, permission and User Account settings by responding to request alerts or notifications that may be presented to you on your Device prior to or following the collection of the relevant information or by navigating to the settings, account or privacy section (as the case may be) of your Device or the applicable Third Party Platform and limiting certain Service functionality (e.g., location services, etc.). Please be aware that if you limit the collection of certain information, you may not be able to use all of the features and functionality of the Services.
B. Marketing and Promotional Communications. At times, you may be presented with the option of whether to subscribe to receive, or be automatically entered to receive, certain marketing and promotional communications, including by text message, from us and/or affiliated entities that we think will be of interest to you. Recipients of such communications can unsubscribe by either following the specific instructions included in such communications or you may “opt-out” of receiving marketing and promotional e-mails from us at any time by or by sending an email to us at [email protected] detailing your privacy request. Recipients of text messages may “opt-out” of our mobile messaging program by replying “STOP” (or “QUIT”, “END”, “CANCEL”, “UNSUBSCRIBE”, or “STOP ALL”) to any mobile message you receive from us, or by contacting us via the means provided above and clearly communicating your intent to unsubscribe from our mobile messaging program. Other privacy requests can be emailed to [email protected]. Please note that “opt-out” and “unsubscribe” requests may not take effect immediately and may take a reasonable amount of time to receive, process, and apply, during which time your information shall remain subject to the prior privacy settings. Additionally, you should be aware that any information provided to third parties prior to your election to opt-out or unsubscribe cannot be retrieved or rescinded by us unless required by applicable law, and you cannot retroactively opt-out or unsubscribe with respect to such third parties.
Please note that in order to keep you informed about the operation of our Services and related services, we may send you emails and announcements that are needed for the proper functioning and administration of our Services, including for the purposes described in Section 3 above, in connection with your use of such Services. We may also have features that allow you to submit information, questions or feedback to us. In those instances, we may retain your emails and other information you submit to us for our internal purposes, and to help us to serve you better.
C. Privacy Preferences. You may also change certain privacy preferences (e.g., choose to cease receiving certain communications or ask us not to share your personal information with a particular third party) by sending an email to us at [email protected] detailing your privacy request. If you ask Evozen to stop using your personal information, we will honor that request, provided that we may retain a record of such information as necessary to comply with applicable law and we may continue to use your contact information to contact you about your Services-related transactions and to respond to your requests, as well as your IP address to determine the country in which you are accessing the Services. Other privacy preferences (e.g., deactivating a User Account, etc.) may be made by modifying User Account settings on the Services, your Device and/or the applicable Third Party Platform. You always have the right to access, review and correct the personal information you have provided and generally you may review, update or delete certain information collected by the Services at any time by contacting us as described in Section 13.
D. Opting-Out of Use of Certain Information That May be Collected by Tracking Technologies.
- Tracking Technologies: Most browsers are initially set to accept cookies (other than Flash cookies) and allow local storage, but you should be able to change your settings to notify you when a cookie is being set or updated, local storage is being used, and/or to block cookies and/or the use of local storage altogether. Please consult the “Help” section of your browser for more information. Please note that by blocking any or all cookies you may not have access to certain features, content and/or other personalization available through the Services.
- Flash Cookies: Users can manage the use of Flash technologies, with the Flash management tools available at Adobe’s website,
- Do-Not-Track Signals: Certain browsers transmit “do-not-track” signals to the websites with which such browsers communicate; however, this feature, and how it is used and activated, varies from browser to browser. Therefore, it is not clear whether the signals are intentionally transmitted by a user, or whether a user is even aware of this. Despite current efforts, there is still disagreement amongst leading Internet standards organizations, industry groups, technology companies and regulators, concerning what, if anything, websites should do when they receive such signals and no standard has been adopted to date. Evozen takes privacy and security very seriously. With respect to “do not track signals,” we currently do not take action in response to these signals, but if a standard is established and accepted, we may reassess how to respond to these signals.
5. SHARING AND DISCLOSURE OF INFORMATION WE COLLECT.
A. Disclosure to Third Parties. We reserve the right to use, share, exchange and/or disclose to Evozen affiliated entities and third parties any of your information for any lawful purpose, including, but not limited to, as described in Section 3. You may choose to opt-out of certain such uses at the time such information is collected or by subsequently changing your preferences, as further described in Section 4 above. The above excludes text messaging originator opt-in data and consent; this information will not be shared with third parties.
B. Disclosure of Certain Information in User Submissions Intended to Be Disclosed. Certain information associated with a Submission may be intended for disclosure, such as a username. We will disclose any such information in connection with the display of, and other services relating to, such Submission, and by submitting a Submission on or in connection with the Services you affirmatively consent to the distribution of your information as described herein.
C. Service Providers, Owners and Licensees. We may provide and disclose your information to affiliates, operators, service providers, and other third parties for the purpose of providing, offering, supporting, administering and maintaining the Services, and providing the full range of content, activities, services, features, and functions offered on or in connection with the Services.
6. DATA COLLECTION FROM CHILDREN.
This website complies with the Children’s Online Privacy Protection Act of 1998. We do not knowingly contact or collect personal information from children under the age of 13 without appropriate parental notice and consent, and our Services are not intended to solicit information of any kind from children under the age of 13. If we are informed that we have unintentionally received personal information from a child under the age of 13, we will delete that information. If you want to notify us of our possible receipt of information by children under the age of 13, please contact us at [email protected]. Please visit https://www.ftc.gov/tips-advice/business-center/privacy-and-security/children%27s-privacy for information from the Federal Trade Commission about protecting children’s privacy online.
While no data transmission over the Internet is 100% secure from intrusion, we maintain reasonable physical, electronic, and procedural safeguards to protect your information. However, it is possible that third parties may unlawfully intercept or access transmissions or private communications despite our efforts to prevent this, and we therefore make no guarantees regarding the security of user information.
8. YOUR CALIFORNIA PRIVACY RIGHTS.
If you are a resident of the State of California, we provide you with information on how to exercise your disclosure choice options, such as your right to opt-out (which we may sometimes refer to as “unsubscribing”) or opt-in for use of your information by third parties for marketing purposes. Therefore, pursuant to the California Civil Code, we are not required to maintain or disclose a list of the third parties that received your information for marketing purposes during the preceding year.
If you are a California resident and wish to request information about how to exercise your third party disclosure choices, please submit your request at [email protected], Attn: Your California Privacy Rights. All requests must be labeled “Your California Privacy Rights” on the email subject line. For all requests, please clearly state that the request is related to “Your California Privacy Rights”, include your name, street address, city, state, zip code and e-mail address (your street address is optional if you wish to receive a response to your request via email) and indicate your preference on how our response to your request should be sent (email or postal mail). We will not accept requests via telephone or by fax. We are not responsible for notices that are not labeled or sent properly, or do not have complete information.
9. INTEGRATION OF THIRD PARTY PLATFORMS AND SERVICES.
12. INTERNATIONAL USAGE.
The Services are controlled, operated, and administered entirely within the United States. If you visit, access, interact with, and/or otherwise use the Services from a location outside the United States, please be advised that any information you provide in connection with any such activity may be processed in and/or transferred to the United States of America and/or other territories and locations, where privacy protections may not be as comprehensive as those in the territory or location where you interact with or otherwise use the Services. By using the Services, you affirmatively consent to the transfer, use, disclosure, provision, and other administration of your information as described herein.
13. CONTACT US.
14. SOLE STATEMENT.
©2021 Evozen, LLC. All rights reserved. Evozen and ClientFirst are registered trademarks of Evozen, LLC as are other names and marks. Other marks appearing herein may be trademarks of their respective owners.