Users are not required to provide any personal information to access some free sections of CFPN's websites and affiliated conference Web sites. However, for full access to CFPN's websites and all of its contents, or to receive one of our newsletters by e-mail, or offers from CFPN's websites and affiliated conference Web sites' partners, it will be necessary to provide some basic information about yourself such as your name, e-mail address, as well as other personal information. You will then also be asked to create a username and password for future access to CFPN's websites.
We limit access to personal information about you to employees who we believe reasonably need to come into contact with that information to provide products or services to you or in order to do their jobs. We have physical, electronic, and procedural safeguards in place to protect personal information about you. Nevertheless, although we use these techniques to protect your privacy, we do not promise nor should you expect that your personal information or private communications will always remain private in an online environment.
CFPN's websites and affiliated conference Web sites will collect data automatically using small data files called "cookies" that Web sites transmit and are stored on the user's hard drive. These files contain anonymous identifiers and are used to track visited Web pages. Cookies allow you to avoid signing in each time you access your account from the same computer and to save customized personal settings. Your Web browser may be set to reject cookies or to ask permission from you before accepting them.
Anonymous information about our users in aggregate, such as a user's status as an investor or professional advisor, or other information you may provide as part of the registration process, may be provided to our advertisers and business partners so that appropriate advertisements can be displayed.
With your permission (through our "opt-in" messages on registration or special offers pages of this site) we may send you e-mail messages such as service announcements and other event related messages, as well as our newsletter, and special offers from our partners that you may choose to receive, but you will maintain the right to change your "opt-in" status going forward through online communications and/or other means through this Web site.
CHANGES TO THIS POLICY: If our policy changes, we will post the new policy on the Web site and changes will be made applicable within 24 hours. Please check back often to review the latest changes.
How to contact us about privacy issues: by mail, send correspondence to: Charter Financial Publishing Network, 499 Broad Street, suite 120, Shrewsbury, NJ 07702. By e-mail send inquiries to: [email protected]
Last updated: April 22, 2011
Portfolio Manager Insights
Inside the current issue
Martin Bicknell's rollup firm Mariner Wealth has been aggressively acquiring RIAs and investment managers.
Adding new clients must be a responsibility of professionals in a firm.
Sometimes, the relationship has run its course or your work is done.