CFA Society Hartford Privacy Policy

CFA Society Hartford is a not-for-profit professional body for investment professionals with its registered address at P.O. Box 266, Granby, CT 06035

This privacy policy ("Privacy Policy"):

  1. Describes how we gather and protect individually identifiable information ("Personal Information").
  2. How we use, process, transfer, and share Personal Information.
  3. Describes your personal data privacy rights.

This Privacy Policy applies to Personal Information that we collect through any means, including the CFA Society Hartford website, digital advertising, events and conferences, employment processes and direct interactions with CFA Society Hartford staff. When we refer to Personal Information in this Policy, we are also referencing “personal data” as it is defined under US Federal Trade Commission (FTC).

The Personal Information We Collect

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

  1. Contact Data (name; personal contact information (phone, email address, physical address)
  2. CFA Institute ID
  3. Individual's status in CFA's programs
  4. Work location
  5. Job/position title
  6. Work contact data (telephone and email address)

Personal Data Protection Principles

We adhere to general data privacy principles when collecting and processing personal data that require us to:

  • Collect and use personal data fairly and only for lawful and specified purposes related to our legitimate business objectives.
  •  Limit our personal data collection to what is adequate, relevant, and not excessive for the intended purpose.
  • Notify individuals about our personal data processing practices in a clear and transparent manner
  • Ensure the accuracy of the personal data we collect, hold, and use.
  • Retain personal data only for the time needed to fulfil the established purpose.
  • Respect data subjects’ rights.
  • Secure the personal data we hold.

Data Security 

CFA Society Hartford is responsible for protecting the personal data we hold. We take reasonable and appropriate security measures against unlawful or unauthorized processing of personal data and against the accidental loss of, or damage to, personal data. We exercise particular care in protecting sensitive personal data from loss and unauthorized access, use, or disclosure.

CFA Society Hartford follow all procedures and technologies we put in place to maintain the security of all personal data from the point of collection to the point of destruction. We only transfer personal data to third-party service providers who agree to comply with the required policies and procedures and who agree to put adequate measures in place, if requested.

CFA Society Hartford must maintain data security by protecting the confidentiality, integrity, and availability of the personal data, defined as follows:

  • Confidentiality means that only people who have a need to know and are authorized to use the data can access it.
  • Integrity means that personal data is accurate and suitable for the purpose for which it is processed.
  • Availability means that authorized users are able to access the data when they need it for authorized purposes.

Data Subjects’ rights and requests

You have rights when it comes to how we handle their personal data.  These rights but may include rights to:

  • Request access to their personal data that we hold.
  • Prevent our use of their personal data for direct marketing purposes.
  • Ask us to delete personal data or correct inaccurate data.
  • Prevent processing that is likely to cause damage or distress to the data subject or anyone else.

You must make a written request to access, correct, or delete the personal data we hold about you. Please send an email to [email protected]

1. Notification of Changes

If we would like to use your personally identifiable information in a manner different from that which was stated at the time of collection, we will contact you via email at the address you have provided to get your permission. You will have a choice as to whether or not we use your information in this different manner. In addition, if we make any material changes in our privacy practices that do not affect user information already stored in our database, we will post a prominent notice on our web site notifying users of the change. In some cases where we post the notice we will also email users, who have opted to receive communications from us, notifying them of the changes in our privacy practices.

2. Links

As a convenience to our users,  CFA Society Hartford websites may contain links to sites or services created and maintained by other organizations. Please note that CFA Society Hartford does not control, and is not responsible for, the accuracy, timeliness, security or even the continued availability or existence of this outside information. Opinions expressed on other sites are not necessarily those of   CFA Society Hartford  nor does  CFA Society Hartford   endorse, warrant, or guarantee products or services described or offered on other sites. Neither is  CFA Society Hartford responsible for the contents of any websites that choose to link to CFA Society Hartford websites.

Other companies linked to CFA Society Hartford websites may collect information about you when you view or click on these sites. CFA Society Hartford cannot control this collection of information. You should contact these companies directly if you have any questions about their use of the information they collect.

3. 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.