Privacy & User Consent

CFA Society San Francisco is a not-for-profit professional membership association committed to leading the investment profession globally. We are located at 235 Montgomery Street, Suite 725, San Francisco, CA 94104, and we own and operate this website (the "Site").

 

Summary of Key Points

By using the Site or providing Personal Information to us you consent to our processing and transfer of your Personal Information as we describe below.

We collect Personal Information when you provide information to CFA Society San Francisco through the Site, when you register for an event, or through other communications with CFA Society San Francisco. We use Personal Information to provide CFA Society San Francisco products and services to you.

We use cookies and other technologies to track the use of our Site and for advertising purposes. Learn more about the use of cookies and technologies, and about opportunities to choose not to allow cookies below.

You can change your preferences for how we contact you and view your Personal Information on file with us at any time by visiting at any time by visiting Your Profile.

When we process your Personal Information based on your consent, you have a right to withdraw your consent. We also provide you additional rights to access, rectify, and erase your Personal Information, to obtain a portable copy of your Personal Information, and to restrict or object to our processing of your Personal Information. These rights are limited under the applicable local data protection law.

We maintain reasonable and appropriate technical, physical, and administrative measures to protect the security of your Personal Information. Access to Personal Information is limited.

Our Site may have links to other sites that we do not control. Their privacy policies may differ from ours. We encourage you to read the privacy statement of any website you may visit.

 

Consent

By using the Site or providing us with Personal Information you consent to our processing and transfer of your Personal Information as we describe here.

If you provide us with “sensitive” Personal Information, which includes information like:

Ethnic or racial origin

Religious or philosophical beliefs, and/or

Health or medical conditions

Providing us your information constitutes your consent to the collection, use, transfer, and sharing of that information for the purposes described in the record where you provide the information and in this Privacy Policy. If a specific element of our processing of your Personal Information relies upon your consent you may withdraw your consent as described below in "Your Rights."

 

The Information We Collect

We collect Personal Information to help us better understand your needs, to provide you with personalized and efficient service, and for other purposes described in this Privacy Policy. We generally obtain Personal Information directly through the information that you provide to CFA Society San Francisco or CFA Institute. We also may obtain Personal Information automatically, through the use of cookies and other technologies, and in some instances from third parties, such as companies that sponsor programs or conferences in which CFA Society San Francisco participates. We do not knowingly collect any Personal Information from children under the age of 16, and users under the age of 16 should not submit any Personal Information to us.

 

Bases for Processing

Our bases for processing your Personal Information are:

Contractual Necessity

Legitimate Interests of CFA Society San Francisco

Compliance with Legal Obligations

Where necessary, Consent

Before we process Personal Information on the basis of the legitimate interests of CFA Society San Francisco we review our processing in light of the interests and fundamental rights and freedoms of the data subject taking into account their reasonable expectations. Where we believe those interests or fundamental rights and freedoms override our legitimate interests, we will seek another valid basis for processing your Personal Information or refrain from that processing activity. Examples of our “legitimate interests” for processing your Personal Information include (but are not limited to):

Processing for direct marketing purposes or preventing fraud

Transmission of personal data for internal administrative purposes

Processing for the purposes of ensuring network and information security

Reporting possible criminal acts or threats to public security to a competent authority

Information You Provide to CFA Society San Francisco

You may provide Personal Information to CFA Society San Francisco in a number of ways, including: (1) through your use of the Site, such as registering for an account and signing up to receive newsletters; (2) through your online account with CFA Society San Francisco; (3) upon becoming a Member; (4) upon communicating directly with CFA Society San Francisco either electronically or by providing hard copies of documents; and (5) upon registering for CFA Society San Francisco conferences or events.

 

The Personal Information We Collect

Listed below are the classes of Personal Information that we collect. Please note, however, we do not collect all this Personal Information from everyone.

Contact Data (name; personal contact information (phone, email address, physical address))

Financial information

Credit card data

Gender

Birthdate

Educational background

CFA Institute ID

Marital status

Reference letters

Work experience

Username

Password

Individual's status in CFA's programs

Behavioral data (how members use our content and offerings)

Work location

Employee number

Job/position title

Work contact data (telephone and fax numbers and email address)

Business group and country code data

Professional skills and talents

Professional memberships

Community involvement

Qualifications

IP Address or Mobile Device ID

Referring website

Type of Browser

Type of Operating System

 

Purposes for Which We Use Personal Information

The purposes for which we process your Personal Information are listed below:

For Members, Candidates, and Attendees at our Events:

General membership and account management

Processing your orders

Processing applications and registrations that you submit to us

Marketing

Website Management

Measuring effectiveness of our products and services

 

Cookies and Other Tracking Technology

Our Site uses cookies and other tracking devices to collect information automatically which we may use for purposes outlined in this Privacy Policy such as targeted advertising. These tracking devices may be placed by us or by our third-party partners or vendors. By using the Site, you agree to the use of cookies and other tracking devices as described below. You may configure your Internet browser to notify you when a cookie is sent (giving you the option to decide whether to accept it or not), and to reject or remove cookies. To remove cookies, please follow your browser's instructions or contact your browser provider for more information. By removing or refusing to accept cookies, you may be unable to use or access some features of our Site.

 

Cookies

Cookies are small pieces of information that a website transfers to your computer. Our Site uses session ID cookies (expire when you close the browser) and persistent cookies (persist even after you close the browser), which help our Site run more smoothly and tailor content for you. Our Site includes a mechanism to manage the cookies that we use on our Site through your Profile. Additionally, most web browsers have options that allow you to control whether to accept cookies and give you the option to delete all cookies. However, disabling may prevent access to some parts of our Site. Do Not Track Signals: If you wish to not be tracked during your visit to our Site, please follow your browser's “Do Not Track” instructions or contact your browser provider for more information. By sending a Do Not Track Signal, you may be unable to use or access some features of our Site.

 

Device IDs

Some portions of this Site and our mobile app collect and store a unique device ID associated with your particular device to track the number of unique visitors using our Site or mobile applications and to enable you to interact with and use those resources. We link your device ID with the technical information accessed through your use of our Site or the mobile application for the uses described in this Privacy Policy.

 

Log Files

We also gather Personal Information automatically and store it in log files. For instance, when you visit our Site or use our mobile app, the server may automatically recognize information about you, including: the date and time you visited our Site, the pages you visited, the referrer (the website you came from), the type of browser you are using (e.g., Firefox, Internet Explorer), the type of operating system you are using (e.g., Windows or Mac OS), and the domain name and address of your internet service provider.

 

How We Share Information

Third Party Processors and Transaction Processing

We engage third parties to perform services in connection with the operation of this Site and our organization. Examples of these third parties include website hosting service providers, technology service providers, payment processors, legal advisers and consultants, examination supervisors and/or related services. We share Personal Information with these third parties, but we authorize them to use this Personal Information only in connection with the services they perform on our behalf. Such parties are bound by contract to establish appropriate measures to protect your Personal Information from

 

Event Attendees

For some CFA Society San Francisco events, we may make certain Personal Information of all event attendees available to other event attendees and event sponsors. The Personal Information made available may include name and employer.

 

Your Communication Preferences

You may change your preferences for how we contact you at any time by visiting "Manage Profile" and selecting "Preferences" on the CFA Society San Francisco website, or by contacting us using the information provided under the “Contact Us” section of this Policy.

In order to provide you with superior service, we may contact you to resolve a problem even if you have asked us not to contact you for other purposes. For example, if you are a Member and we cannot deliver your Annual Dues Bill and Professional Conduct Statement, we may contact you to verify delivery details.

 

Accessing and Updating Your Personal Information

You may view your Personal Information on file with us at any time by visiting Your Profile (account login required) on the CFA Society San Francisco website, where you may change some of your Personal Information. Please note that we may require additional information to authenticate your identity.

 

Your Rights

We provide you with the rights to:

Withdraw your consent to processing your Personal Information.

Request access to your Personal Information.

Request rectification of your Personal Information.

Request erasure of your Personal Information.

Request restriction of processing of your Personal Information.

Request data portability.

Object to the processing of your Personal Information (including objection to profiling).

Please note that all of these rights are limited under your applicable local data protection law. If you exercise or seek to exercise any of those rights, our obligations to respond are limited by and subject to applicable law.

 

Right to withdraw your consent: If a specific element of our processing of your Personal Information relies upon your consent (in particular regarding the receipt of direct marketing communication via email and telephone), you may withdraw your consent at any time with future effect. Such a withdrawal will not affect the lawfulness of the processing prior to the consent withdrawal.

The “Your Communications Preferences” section of this Privacy Policy above describes communication-specific options we provide to you to allow you to easily withdraw consent for certain elements of our processing (i.e., email marketing, cookies, and location choices). You may also withdraw your consent regarding the receipt of direct marketing communications directly through your CFA Society San Francisco account.

 

Right to request access: As described above, you may view your Personal Information on file with us at any time by visiting Your Profile (account login required) on the CFA Society San Francisco website, where you may change some of your Personal Information.

You also have the right to obtain from us confirmation as to whether Personal Information concerning you is being processed, and, where that is the case, to request access to the Personal Information. This access information includes:

The purposes of the processing,

The categories of Personal Information concerned, and

The recipients or categories of recipient to whom the Personal Information have been or will be disclosed.

However, this is not an absolute right and the interests of other individuals can restrict your right of access.

You have the right to obtain a copy of the Personal Information undergoing processing free of charge. For further copies requested by you, we will charge a reasonable fee based on administrative costs.

 

Right to request rectification: You have the right to obtain from us the rectification of inaccurate Personal Information concerning you. Depending on the purposes of the processing, you may have the right to have incomplete Personal Information completed, including by means of providing a supplementary statement. You may also change some of your Personal Information by visiting Your Account as described above in “Accessing and Updating Your Personal Information”.

 

Right to request erasure (“Right to be forgotten”): Under some circumstances, you have the right to obtain from us the erasure of Personal Information concerning you.

 

Right to request restriction of processing: Under some circumstances, you have the right to obtain from us restriction of processing your Personal Information. In such case, the respective data will be marked and may only be processed by us for certain purposes.

 

Right to request data portability: Under certain circumstances, you have the right to receive the Personal Information concerning you, which you have provided to us, in a structured, commonly used and machine-readable format and you have the right to transmit those data to another entity without hindrance from us.

 

Right to object: Under certain circumstances, you have the right to object, on grounds relating to your particular situation, at any time to the processing of your Personal Information by us and we can be required to no longer process your Personal Information. Such right to object may especially apply if we collect and process your Personal Information for profiling purposes in order to better understand your interests in our products and services or for direct marketing. If you have a right to object and you exercise this right, your Personal Information will no longer be processed for such purposes by us. You may exercise this right by contacting us as stated in the “Contact Us” section of this Privacy Policy. Such a right to object may, in particular, not exist if the processing of your Personal Information is necessary to take steps prior to entering into a contract or to perform a contract already concluded.

 

To exercise your rights, please contact us as stated under “Contact Us”. In some cases you also have the right to lodge a complaint with the competent data protection supervisory authority.

 

Security

We maintain reasonable and appropriate technical, physical, and administrative measures to protect the security of your Personal Information. Access to Personal Information is limited to only those employees, contractors, or authorized agents of CFA Society San Francisco who have authorization to access such Personal Information and such access is limited to the extent such information is needed to fulfill the task for which the Personal Information was collected. While we strive to protect your Personal Information, we cannot ensure the security of the information you transmit. We recommend you take every precaution in protecting your Personal Information when you are on the internet. For example, change your passwords often, use a combination of letters and numbers when creating passwords, and make sure you use a secure browser.

 

Links

This Site provides links to websites or services created and maintained by other individuals or organizations. Please note that these websites' privacy policies may differ from this Privacy Policy. We encourage you to read the privacy statement of any website you may visit, as we are not responsible for such websites’ content and policies. We do not control these links or sites nor are we responsible for the accuracy, timeliness, security, or continued availability or existence of the information provided on these sites. Other organizations linked from the Site may collect information about you when you visit their websites. We cannot control this collection of information. You should contact these companies directly if you have any questions about how they use the information they collect.

 

Changes to This Policy

Except where limited by applicable law, we reserve the right to update this Policy to reflect changes to our information practices by prominently posting notice of the update on this Site, and, if required, obtaining your consent. Any updates will become effective immediately after posting the updates to this Policy and apply to all information collected about you, or where required, upon your consent. You agree that you will review this Policy periodically. You are free to decide whether or not to accept a modified version of this Policy, but accepting this Policy, as modified, is required for you to continue using the Site.

 

Contact Us

For further information about CFA Society San Francisco's privacy practices, please at info@cf-sf.org.

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