Privacy Policy

Protecting your private information is our priority. This Statement of Privacy applies to www.advisorperks.com and Advisor Perks and governs data collection and usage. For the purposes of this Privacy Policy, unless otherwise noted, all references to Advisor Perks include www.advisorperks.com and Advisor Perks. The Advisor Perks website provides tools and resources to support financial advisors. By using the Advisor Perks website, you consent to the data practices described in this statement.


Collection of Your Personal Information

Advisor Perks may collect personally identifiable information, such as your name. If you purchase Advisor Perks products and services, we collect billing and credit card information. This information is used to complete the purchase transaction. Advisor Perks may also collect anonymous demographic information, which is not unique to you, such as your age and gender. We may gather additional personal or non-personal information in the future.

Information about your computer hardware and software may be automatically collected by Advisor Perks. This information can include your IP address, browser type, domain names, access times, and referring website addresses. This information is used for the operation of the service, to maintain the quality of the service, and to provide general statistics regarding the use of the Advisor Perks website.

Advisor Perks encourages you to review the privacy statements of websites you choose to link to from Advisor Perks so that you can understand how those websites collect, use, and share your information. Advisor Perks is not responsible for the privacy statements or other content on websites outside of the Advisor Perks website.


Use of Your Personal Information

Advisor Perks collects and uses your personal information to operate its website(s) and deliver the services you have requested.

Advisor Perks may also use your personally identifiable information to inform you of other products or services available from Advisor Perks and its affiliates. Advisor Perks may also contact you via surveys to conduct research about your opinion of current services or potential new services that may be offered.

Advisor Perks does not sell, rent, or lease its customer lists to third parties.

Advisor Perks may, from time to time, contact you on behalf of external business partners about a particular offering that may be of interest to you. In those cases, your unique personally identifiable information (e-mail, name, address, telephone number) is transferred to the third party. Advisor Perks may share data with trusted partners to help perform statistical analysis, send you email or postal mail, provide customer support, or arrange for deliveries. All such third parties are prohibited from using your personal information except to provide these services to Advisor Perks, and they are required to maintain the confidentiality of your information.

Advisor Perks may keep track of the websites and pages our users visit within Advisor Perks to determine which services are the most popular. This data is used to deliver customized content and advertising within Advisor Perks to customers whose behavior indicates that they are interested in a particular subject area.

Advisor Perks will disclose your personal information, without notice, only if required to do so by law or in the good faith belief that such action is necessary to: (a) conform to the edicts of the law or comply with legal process served on Advisor Perks or the site; (b) protect and defend the rights or property of Advisor Perks; and (c) act under exigent circumstances to protect the personal safety of

users of Advisor Perks or the public.


Confidential Information

Advisor Perks will take all reasonable measures to protect the secrecy of and avoid disclosure or unauthorized use of confidential information, including trade secrets and customer lists. Advisor Perks will not sell, rent, or lease customer lists to third parties. Advisor Perks will notify you immediately in the event of any loss, unauthorized use, or improper disclosure of confidential information.


Use of Cookies

The Advisor Perks website may use “cookies” to help personalize your online experience. A cookie is a text file that is placed on your hard disk by a web page server. Cookies cannot be used to run programs or deliver viruses to your computer. Cookies are uniquely assigned to you and can only be read by a web server in the domain that issued the cookie to you.

One of the primary purposes of cookies is to provide a convenience feature to save you time. The purpose of a cookie is to tell the Web server that you have returned to a specific page. For example, if you personalize Advisor Perks pages, or register with Advisor Perks site or services, a cookie helps Advisor Perks to recall your specific information on subsequent visits. This simplifies the process of recording your personal information, such as billing addresses, shipping addresses, and so on. When you return to the same Advisor Perks website, the information you previously provided can be retrieved so you can easily use the Advisor Perks features that you customized.

You have the ability to accept or decline cookies. Most web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. If you choose to decline cookies, you may not be able to fully experience the interactive features of the Advisor Perks services or websites you visit.


Security of Your Personal Information

Advisor Perks secures your personal information from unauthorized access, use, or disclosure. When personal information (such as a credit card number) is transmitted to other websites, it is protected through the use of encryption, such as the Secure Sockets Layer (SSL) protocol.


Children Under Thirteen

Advisor Perks does not knowingly collect personally identifiable information from children under the age of thirteen. If you are under the age of thirteen, you must ask your parent or guardian for permission to use this website.


Opt-Out & Unsubscribe

We respect your privacy and give you an opportunity to opt-out of receiving announcements of certain information. Users may opt-out of receiving any or all communications from Advisor Perks by contacting us at:


Email: membership@advisorperks.com


Changes to This Statement

Advisor Perks will occasionally update this Statement of Privacy to reflect company and customer feedback. Advisor Perks encourages you to periodically review this Statement to be informed of how Advisor Perks is protecting your information.


Contact Information

Advisor Perks welcomes your questions or comments regarding this Statement of Privacy. If you believe that Advisor Perks has not adhered to this Statement, please contact us at:


Email Address: membership@advisorperks.com