CFA Society Shanghai（上海浦东特许金融分析师协会）隐私条款
最后更新于：2021年12月16日
CFA Society Shanghai（上海浦东特许金融分析师协会）（以下简称为 "本会"）深知个人隐私的重要性，本会将按法律法规要求，采取相应安全保护措施，尽力保护您的个人信息安全可控。
本会希望通过《CFA Society Shanghai隐私条款》（以下简称"本条款"）向您说明本会在您访问本会官网及本会会员系统网站（以下简称"本会网站"）产品与/或使用本会服务时如何收集、使用、保存、共享和转让这些信息，以及本会为您提供的访问、更新、删除和保护这些信息的方式。
本隐私条款提供了有关以下方面的重要信息：
- 本会如何收集您的个人信息；
- 本会如何使用Cookie和同类技术；
- 本会如何使用您的个人信息；
- 本会如何共享您的个人信息；
- 您的个人隐私权利；
- 本条款如何更新；
- 如何联系本会；
- 本隐私条款适用于在本会网站中收集的个人信息及本会提供的会员服务，请您务必仔细阅读并透彻理解本条款，在确认充分理解并同意后使用本会网站或服务。
同意
您使用本会网站或向本会提供个人信息，即表示您已阅读、知悉并同意接受本条款。如果您位于本会所在国家/地区以外的国家/地区，则表示您同意根据本条款将个人信息在本会所在国家转让至本会以及与本会关联的其他国家或地区（包括美国）的第三方。这些国家或地区可能无法为您的个人信息提供与您所在国家或地区相同水平的数据保护。如果您向本会提供"敏感的"个人信息，例如有关种族或种族血统、宗教或哲学信仰或健康或医疗状况的信息，则表示您同意根据提供信息时和本条款中所述目的，收集、使用、转让和共享您的此类信息。
个人信息的收集
本会将收集您的个人信息以帮助本会更好地了解您的需求，为您提供个性化和高效的服务，以及用于本条款中所述的其他目的。通常，本会将直接从您那里获取个人信息。在使用Cookies和其他技术的情况下，本会也将通过此类技术自动获取与您相关的数据。同时，在某些情况下，本会也可能会从第三方（例如本会参与的活动或会议的合作组织）中获取有关您的数据。
您向本会提供的信息
您将通过多种方式向本会提供您的个人信息，包括：（1）通过使用本会网站，例如注册帐户并同意接收本会的通讯邮件；（2）通过本会网站上的数据收集表格或其他数字广告；（3）成为本会会员；（5）通过向本会提供电子文档或纸质文档的方式直接地与本会产生交互；（6）注册参加本会的会议或活动。
本会收集的个人信息可能包括：您的姓名、性别、照片、通讯住址、电子邮件、联系方式、职位描述、公司、以及您直接提供给本会的其他信息。
通过Cookie和其他同类技术收集的数据
在您使用本会网站时，本会可能会使用Cookie和其他同类技术来自动收集跟踪信息，这些信息将用于本条款中的所述目的。这些技术可能由本会或本会的第三方合作伙伴或供应商提供。使用本会网站，即表示您同意本条款中所述对于Cookie和其他同类技术的使用。
您可以通过浏览器设置来限制使用Cookie，您还可以删除置入到您的硬盘或其他存储设备的Cookie。要删除Cookie，请按照您的浏览器说明进行操作，或与浏览器供应商联系以获取更多信息。您也可以通过您的个人账户设置，来管理本会网站上的Cookie。如果您删除或拒绝接受Cookie，您将可能无法使用或访问本会网站的某些功能。
Cookies
数码存根（Cookie）是一种文本格式的信息串，由网站传输至您的计算机硬盘上的数码存根文件夹中，以使此网站记住您的身份。本会网站使用两种类型的数码存根，一种是临时数码存根，它会在您浏览网站期间保留在浏览器的数码存根文件夹中；另一种是持续数码存根，这种数码存根保留在浏览器中的时间较长（具体时间取决于数码存根文件的生命期）。运用Cookie技术，本会能够为您提供更加周到的个性化服务。此外，大多数浏览器自动接受 Cookie，但会提供允许你选择是否接受或删除 Cookie 的控件。但是，如果选择阻止 Cookie，您可能无法登录或使用本会网站的某些功能。
"Do Not Track"控件：很多网络浏览器均设有 Do Not Track 功能，该功能可向网站发布 Do Not Track（请勿追踪）请求。如果您希望在访问本会网站期间不被追踪，请按照浏览器的"Do Not Track"的功能说明进行操作，或与您的浏览器供应商联系以获取更多信息。通过发送"Do Not Track"信号，您可能无法登录或使用本会网站的某些功能。
设备ID
本会网站的某些部分将收集并存储与您的特定设备相关联的唯一设备ID，以跟踪使用本会网站或移动应用程序的访问者数量，并使您能够与这些资源进行交互并使用这些资源。本会会将您的设备ID与通过您使用本会网站或移动应用程序访问的技术信息相关联，以用于本条款中所述的用途。
网络信标(Web Beacons/Web Bugs)
本会网站将采用网络信标（又称Web Beacons/Web Bugs）技术，该技术可以通过告知本会用户查看或点击了哪些内容，来帮助本会更好地管理网站上的内容。网络信标是具有唯一标识符的微小图形，其功能类似于Cookie。与存储在访问者设备上的Cookie相比，网站信标通常是一种嵌入到网站或电子邮件中的透明图像。借助于电子邮件中的像素标签，本会能够获知电子邮件是否被打开。
日志信息
本会还将自动收集个人信息，并将其存储在日志文件中。例如，当您访问本会网站时，服务器可能会自动识别有关您的信息，包括：您访问本会网站的日期和时间、您访问的页面、引荐来源网址（您来自的网站）、您所使用的浏览器的类型（例如Firefox，Internet Explorer）、正在使用的操作系统类型（例如Windows或Mac OS）以及您的网络服务供应商的域名和地址。
在线行为广告
当您访问本会网站时，本会网站会在您的浏览器或设备上设置并识别Cookie和类似技术，以便为您投放针对性的广告（也称为"在线行为广告"）。当您访问本会网站和其他第三方网站时，第三方分析和广告公司还可能在浏览器或设备上设置他们自己的Cookie或类似技术，以向本会或本会合作伙伴提供分析或其他服务，或向您提供定制的广告。如上文所提及，您可以将设备或浏览器设置为接受或拒绝Cookie，或者在发送Cookie时进行通知。
此外，这些广告公司可能参与了以下在线行为广告的自我监管计划之一:
- Networking Advertising Initiative ( http://optout.networkadvertising.org/)
- Digital Advertising Alliance (http://www.aboutads.info/choices)
- Digital Advertising Alliance Canada (http://youradchoices.ca/choices)
- DAA App Choices Mobile App - For mobile devices (e.g., smartphones, tablets)
- European Interactive Digital Advertising Alliance in Europe (http://www.youronlinechoices.eu/)
请注意，即使您拒绝使用这些技术，也可能会继续收到广告，但是这些广告将不会针对您的浏览活动和兴趣而定制。
我们使用个人信息的目的
本会将会使用个人信息为您提供协会产品和会员服务，并向您告知您可能感兴趣的其他产品和服务。
特别是，本会可能会使用您的个人信息来：
- 处理您提交给协会的申请；
- 注册参加协会项目或活动；
- 处理您向协会下的订单；
- 根据活动或协会相关的产品或服务与您保持联系；
- 维护协会在线会员目录。
本会也可能会向您发送您可能感兴趣的活动讯息和其他相关资讯。
我们如何共享信息
本会将通过以下方式共享您的个人信息：
第三方运营商
有时，本会会聘请第三方来提供与本会网站和本协会的运营有关的服务。这些第三方服务商包括网站托管服务供应商、技术服务供应商、付款处理方、法律顾问、顾问和其他相关服务。本会将与这些第三方共享您的个人信息，但本会仅授权他们在与他们代表本会执行有关服务的情况下使用此个人信息。此类各方将受合同约束，并采取适当的安全管控措施，以保护您的个人信息遭到未经授权的访问、使用或披露。此外，本会会根据需要与第三方共享某些个人信息，以便于本会向您提供产品和服务。
第三方组织
在获取您明确同意的情况下，本会将与提供服务或产品的部分第三方组织共享您的个人信息，本会认为这些服务或产品可能会让您感兴趣。这些第三方可能会根据有关他们自己的服务或产品与您联系。此类第三方可以包括协会活动的参展商和赞助商、项目计划合作伙伴和其他的协会合作伙伴。请注意，如果您收到来自这些第三方的任何联系，您可以直接联系他们以拒绝来自第三方的进一步交流。
协会会员目录
本会可能会通过协会的在线会员目录，公开会员的姓名和持证人状态信息，也可以根据姓名、电话或电子邮件在目录中进行搜索。会员可以选择通过更改其帐户的偏好设置，选择不公开或在会员目录上提供更多其他信息。
活动参与者
对于某些协会活动，本会可能会将所有活动参与者的某些个人信息提供给其他的活动参与者、组织者或赞助者。提供的个人信息可能包括姓名、公司、联系方式和电子邮件地址。
基于法律法规
本会可能会根据法律法规规定、诉讼争议解决需要，或按行政、司法机关依法提出的要求，对外共享您的个人信息。
协会社交网站和社交媒体网站
本会网站提供了加入社交网络、与他人互动和提交或发布消息或其他内容的机会。本会网站还可能通过插件提供与第三方网站或服务（包括社交媒体网站）的交互。请注意，您通过此类社交网站发布或提交的任何信息或资料将公开发布给有权访问相关站点的所有人。第三方社交媒体或其他网站上的内容，包括您"分享"或"喜欢"本会网站上的任何内容，均受此类社交媒体或其他网站的控制和限制。当您在任何协会网站上或通过协会网站提交任何信息或资料，或通过插件与第三方网站或服务进行交互时，本会建议您谨慎使用。您对于协会社交网站的使用受本会《使用条款》的管理。
访问和更新您的个人信息
您可以通过本《隐私条款》最后的"联系我们"部分所述，与本会取得联系，并在适用法律允许的范围内，要求访问并有机会修改或删除您个人信息中的某些部分。请注意，本会可能需要其他相关信息来验证您的身份。
安全性
本会已采用合理和适当的技术和管理措施，来保护您的个人信息的安全，本会不对可能发生的信息泄露等事件承担任何法律和经济等责任。本会严格限制访问信息的人员范围，仅允许有必要知晓的人员访问相关个人信息，并且此类访问仅限于完成个人信息收集任务所需的信息。在本会努力保护您的个人信息的同时，本会无法百分之百保障您传输的信息的安全性。本会建议您在上网时采取一切预防措施来保护您的个人信息。 例如，定期更改登录密码，在创建密码时使用字母和数字的组合，并确保使用安全的浏览器。如您发现个人信息存在被泄露的可能或危险时，请及时告知本会或进行报警处理。
链接
本会网站可能会提供指向其他个人或组织创建和维护的网站或服务的链接。请注意，这些网站的隐私条款可能与本隐私条款有所不同。本会建议您阅读您可能访问的任何网站的隐私声明，本会对此类网站的内容和政策概不负责。本会无法控制这些链接或站点，也不对这些站点上提供的信息的准确性、及时性、安全性、可持续性或存在性负责。通过本会网站链接进入的其他组织在您访问其网站时可能会收集有关您的信息。本会无法控制相关信息收集。如果您对他们如何使用所收集的信息有任何疑问，请直接与这些组织联系。
隐私条款的变更
除非受适用法律的限制，本会将保留在本会网站上的显眼位置发布更新通知以反映本条款中信息的变化，并在需要时征得您的同意的权利。任何更新将在发布本条款的更新后立即生效，并应用于收集到的有关您的所有信息，或在您同意的情况下适用于有需要的情况。您同意您将定期审查本条款。如果本会对此条款进行任何更改，本会将更改页面上方的"最后更新"日期。您可以自由决定是否接受本条款的修改版本，但是必须接受经修改的本条款才能继续使用本会网站。
如果本会对本条款进行任何更改，从而对先前收集到的有关您的信息产生重大不利影响，本会将先征得您的同意，才能以这种方式处理先前收集到的有关您的信息。
联系我们
如您对本隐私条款有任何意见或建议，或对本会处理您的个人信息有任何疑问，您可以通过[email protected]联系本会。
CFA Society Shanghai Privacy Policy
Last updated: February 2021
This privacy policy ("Privacy Policy"):
- Describes how CFA Society Shanghai ("Society"), gather and protect individually identifiable information ("Personal Information").
- How we use, process, transfer, and share Personal Information.
- Describes your personal data privacy rights.
- This Privacy Policy applies to Personal Information that we collect through 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 here.
- We collect Personal Information when you provide information to Society through the Site when you register for an event, or through other communications with Society. We may use Personal Information to provide Society products and services to you.
- We may use cookies and other technologies to track the use of our Site and for advertising purposes.
- We may share Personal Information with member societies, exam preparatory providers and other partners which provide products and services that may be of interest to you.
- 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.
- If we make any material changes to our privacy practices, we will post a prominent notice on our Site notifying users of the change.
Consent
Your use of the Site or provision of Personal Information to Society constitutes your consent to the processing and transfer of your Personal Information in accordance with this Privacy Policy. If you are located in a country outside of Society's country, you consent to the transfer of your Personal Information to Society in Society's country and third parties in other countries (including the United States) as determined by Society, in accordance with this Privacy Policy. Such countries may not provide a level of data protection to your Personal Information equivalent to that provided by your home country. To the extent that you provide "sensitive" Personal Information, such as information about ethnic or racial origin, religious or philosophical beliefs, and/or health or medical conditions to Society, doing so constitutes your consent to the collection, use, transfer, and sharing of such information for the purposes described in the record where you provide the information and in this Privacy Policy.
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 from you. 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 Society participates.
Information You Provide to Society
You may provide Personal Information to Society 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 data collection forms on Society's website or other digital advertising; (3) upon becoming a Member; (5) upon communicating directly with Society either electronically or by providing hard copies of documents; and (6) upon registering for Society conferences or events.
The Personal Information that we collect may include: your full name, business address, home address, email address, telephone number, credit card number, education, job description, employer, medical or health information, gender, religious/philosophical beliefs, marital status, date of birth, and other information that you provide directly to us.
Information collected by the Site through cookies and other tracking devices
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. You may also manage many of the cookies on our Site through your Profile. 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 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.
Clear Gifs (Web Beacons/Web Bugs)
Our Site may employ a software technology called clear gifs (a.k.a. Web Beacons/Web Bugs), which helps us to better manage content on our Site by informing us what content is viewed or clicked on. Clear gifs are tiny graphics with a unique identifier similar in function to cookies. In contrast to cookies, which are stored on a visitor's computer, clear gifs are embedded invisibly on web pages and e-mails and are about the size of a period.
Log Files
We also gather Personal Information automatically and store it in log files. For instance, when you visit our Site, 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.
Online Behavioral Advertising
Our Site places and recognizes cookies and similar technologies on your browser or device when you visit it for purposes of serving you targeted advertising (a.k.a. "online behavioral advertising"). Third party analytics and advertising companies may also place their own cookies or similar technology on your browser or device when you visit our Site and other third-party websites, in order to provide analytics or other services to us or our partners or serve customized advertisements to you. As noted above, you can set your device or browser to accept or reject most cookies, or at least notify you in most situations that the technology is offered. As an additional step, these advertising companies may participate in one of the following self-regulatory programs for online behavioral advertising, with corresponding user opt-outs:
- Networking Advertising Initiative ( http://optout.networkadvertising.org/)
- Digital Advertising Alliance (http://www.aboutads.info/choices)
- Digital Advertising Alliance Canada (http://youradchoices.ca/choices)
- DAA App Choices Mobile App - For mobile devices (e.g., smartphones, tablets)
- European Interactive Digital Advertising Alliance in Europe (http://www.youronlinechoices.eu/)
- Please note that even if you reject these devices, you may continue to receive advertisements, but the advertisements will not be tailored to your browsing activities and interests.
By using the Site, you agree to the use of cookies and other tracking devices as described above. 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.
Purposes for Which We Use Personal Information
Society may use Personal Information to provide you with Society products and services and inform you about other Society products and services that may be of interest to you. In particular, we may use your Personal Information to:
- Process applications that you submit to Society;
- Register you for Society programs and events;
- Process orders that you place with Society;
- Correspond with you regarding events or Society-related products or services; and
- Maintain the online Society member directory.
Society may also send you newsletters and other informational materials that may be of interest to you.
How We Share Information
Society may share Personal Information as follows:
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 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 unauthorized access, use, or disclosure. In addition, we share certain Personal Information with third parties as necessary to facilitate our offering of products and services to you.
Third Party Products and Services
If you authorize us to do so by opting in, then we will share your Personal Information with select third parties that offer services or products that we believe may be of interest to you. These third parties may contact you with communications regarding their own services or products. Such third parties may include exhibitors at and sponsors of Society events, University Program Partners, and other Society partners. Please note that, if you receive any communications from these third parties, you may contact them directly to opt-out of receiving further communications from them.
Society Member Directories
We may make Member name, location, and charter status information publicly available through the Society online Member Directory, which is searchable by phone and email upon a third party's request. Members may choose to make additional information available on the Member Directory by changing their account preferences.
Event Attendees
For some Society 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, employer, address, and email address.
Legal Compliance
We may share Personal Information as required by law or at the request of government regulators or other law enforcement officials and the courts.
Society Networking Sites and Social Media Sites
The Site offers opportunities to engage in social networking, interact with others and/or submit or post messages or other content. The Site may also provide for interactions with third party websites or services including social media websites through plug-ins. Please note that any information or materials that you post or submit through such Society Networking Sites will be publicly posted to everyone that has access to the relevant Site. Posts to third party social media or other sites ("Social Media Sites"), including any content on our Site that you "share" or "like," will be controlled by and subject to the terms of such social media or other sites. We encourage you to use caution when you submit any information or materials on or through any Society Networking Site or interact with third party websites or services through plug-ins. Your use of Society Networking Sites is governed by our Terms & Conditions.
Accessing and Updating Your Personal Information
You may request access and the opportunity to modify or delete certain portions of your Personal Information to the extent required by applicable law by contacting Society as described in the "Contact Us" Section at the end of this Privacy Policy. Please note that we may require additional information to authenticate your identity.
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 Society 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 may provide 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. If we make any changes to this Policy, we will change the "Last Updated" date above. 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.
If we make any changes to this Policy that materially and adversely impacts previously collected information about you, we will obtain your consent for processing information previously collected about you in such a manner.
Contact Us
For further information about Society's privacy practices, please contact us at [email protected].