Thank you for visiting
CFA Society Okanagan
Kevin Tom, CFA, President
This Policy guides how CFA Society Okanagan collects, stores and uses information which is collected by CFA Society Okanagan or provided to CFA Society Okanagan, whether through our websites or by other methods such as applications, enrollments, registrations, orders or other means. This Policy covers all of CFA Society Okanagan's websites. This statement does not cover non-CFA Society Okanagan websites that are linked to CFA Society Okanagan websites.
Automatic Collection of Information
If you do nothing during your visit but browse through CFA Society Okanagan's websites, read pages, or download information, we will gather and store certain information about your visit automatically. This information does not identify you personally. CFA Society Okanagan uses this information to help make our site more useful to visitors and to learn about the number of visitors to our site.
Use of Information
If you choose to provide us with personal information through an order, registering for our programs or other means, CFA Society Okanagan may use th at information to provide or offer you products or services, for billing purposes, to send information to you, to respond to you and for other purposes related to the reason you provided the information to CFA Society Okanagan. For example, if you are a candidate or member, CFA Society Okanagan may use the information you provide us to maintain memberships, send information to you, respond to you and to render services to you.
If you choose to provide us with personal information, CFA Society Okanagan may also release your personal information to various organizations. If you do not wish CFA Society Okanagan to release your personal information, please refer to the Opt-out section of our policy.
These organizations may include, but are not limited to:
CFA Institute and other societies, which may send you information about products and services they offer other companies and organizations that have products or services that we believe may be of interest to you companies which process your credit card if you order our materials as required by applicable laws or regulations By becoming a Member of CFA Society Okanagan you also allow CFA Society Okanagan to release your personal information to individuals and entities which order CFA Society Okanagan's Membership Directory.
Username And Password
If you register for a password, CFA Society Okanagan will transmit that information to the companies which administer the CFA Society Okanagan websites to allow yo u to access those sites.
Opting-out of The Release of Your Personal Information
If you do not wish CFA Society Okanagan to release your personal information to third parties, please send a written request in which you identify yourself, and which clearly states your preference that CFA Society Okanagan not release y our information to one or more of the individuals or entities listed above. This request can be sent:
By mail to: CFA Institute Attention: Opt Out 915 East High Street, P.O. Box 3668 Charlottesville, Virginia 22902
By phone to: 800.247.8132 434.951.5499
By email to:
CFA Society Okanagan will not be able to fulfill some requests if CFA Society Okanagan is not able to release your personal information to a third party. For example, in order to process an order, CFA Society Okanagan must send your credit card information to a credit card processing company.
Review and Correction
If you would like to review and/or correct the personal information CFA Society Okanagan collects from you please contact CFA Institute by one of the following methods:
By telephone: 434.951.5499 or 800.247.8132
Note: For your protection, you will have to provide two pieces of identifying information.
Via our Web Page: Address Change Form
This page requires a valid username and password for our Member Services area.
By mail to: CFA Institute
Attention: Changes, Information Central
915 East High Street, P.O. Box 3668
Charlottesville, Virginia 22902
By email to:
As a convenience to our users, CFA Society Okanagan's websites contain links to sites or services created and maintained by other organizations. Please note that CFA Society Okanagan 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 Okanagan, nor does CFA Society Okanagan endorse, warrant, or guarantee products or services described or offered on other sites. Neither is CFA Society Okanagan responsible for the contents of any websites that choose to link to CFA Society Okanagan's websites.
Other companies linked to CFA Society Okanagan's websites may collect information about you when you view or click on these sites. CFA Society Okanagan 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.
Notification of Changes
If we are going to use your personally identifiable information in a manner different from that stated at the time of collection we will notify you via email at the address you have provided. 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.