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<p>InvesTech Research, LLC ("InvesTech," "us," "our," "we") respects your privacy and is committed to informing you of what information we collect, how we use it, and what security measures we have taken to protect your information, including your personal data.</p>
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<p>This Privacy Policy (also referred to as "Policy") describes how we collect and use personal information that may directly, or indirectly, identify you during and after your relationship with us and/or through our Site (collectively, "Personal Information"). In particular, this Privacy Policy describes the basis upon which and for what purposes we process your Personal Information, as well as your privacy rights under certain privacy laws including, where applicable, under US privacy laws and the European Union's ("EU") General Data Protection Regulation ("GDPR"), and how we protect your Personal Information.</p>
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<p>By visiting this Site, you are accepting the practices described in this Policy. If you do not agree to this Policy, please do not use this Site.</p>
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<h2>Topics</h2>
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<p><a href="#how">How Do We Collect Your Information?</a><br><a href="#whatinformation">What Information Do We Collect?</a><br><a href="#howuse">How Will We Use Your Information?</a><br><a href="#thirdparties">Providing Information to Third-Parties</a><br>Lawful Basis for Processing<br>What are Your Data Protection Rights?<br>Updates and Opt-Out Procedures<br>Security<br>Retention of Personal Information<br>Our Site is Not for Use by Minors<br>Information Collected from Users Outside the United States<br>What are Cookies?<br>How Do We Use Cookies?<br>What Types of Cookies Do We Use?<br>How to Manage Cookies<br>Privacy Policies of Other Websites<br>Changes to Our Privacy Policy<br>How to Contact InvesTech</p>
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<h2 id="how">How Do We Collect Your Information?</h2>
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<p>We collect Personal Information in order to provide you with our services ("Services"). For further details, please see the "How Will We Use Your Information?" section below.</p>
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<p>We collect Personal Information from the following sources:</p>
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<ul><li>Information Collected Directly from You: We may collect Personal Information, such as your name, address, telephone number, etc.,–directly from you. For example, Personal Information may be collected when you fill out a "Subscribe Now" form, create a username and login, register for events we host or sponsor, or otherwise provide us information through the Site.</li><li>Information Collected Through Our Site: When you visit <a href="https://www.investech.com" target="_blank" rel="noreferrer noopener">www.investech.com </a>and use our "Subscribe Now" form, certain information may be collected. Among the types of information that may be collected are:<ul><li>domain names of visitors to our Site;</li><li>your name, address, e-mail address and any additional information you provide in the "Subscribe" form or other forms on our Site;</li><li>"navigational information" regarding the traffic patterns of our Site, including the number of visits to a particular page and user-specific information on which pages a guest visits, average length of time spent on the Site and similar Site usage data;</li><li>any information that you may choose to submit in connection with any e-mail messages, on-site surveys, and the like; and</li><li>cookies that track your IP address and certain other information from you when you visit our Site. For further details, please see the "How Do We Use Cookies?" section below.</li></ul></li></ul>
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<h2 id="whatinformation">What Information Do We Collect?</h2>
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<p>We collect Personal Information in order to provide you with our Services. This type of personal information that we collect may include:</p>
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<ul><li>personally identifying information such as name, telephone, mailing address, email address, and fax number;</li><li>digital footprint data such as e-mail, login information, and IP addresses;</li><li>financial information such as credit card information; and</li><li>employment data such as job position and business contact information.</li></ul>
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<h2 id="howuse">How Will We Use Your Information?</h2>
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<p>As discussed in detail below, we may use your Personal Information:</p>
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<ul><li>to administer our relationship and maintain Services;</li><li>for marketing and business development; or</li><li>for historical and statistical purposes.</li></ul>
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<h3>To Provide Subscription Services</h3>
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<p>Where it is necessary to communicate with and perform our Services for our subscribers or to take steps at our subscriber’s request to provide Services, InvesTech may collect or generate additional details about you during the course of such engagement in order to provide you with our Services.</p>
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<h3>To Communicate</h3>
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<p>In order to communicate efficiently, correspondence and documents may be sent by unencrypted email. You will be aware that this is not guaranteed as a secure method of communication, nor are there any service standards for delivery. If you would prefer us not to use unencrypted email, please contact us using the information in the “How to Contact InvesTech” section below.</p>
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<h3>For Newsletters, Mailing Lists, Direct Marketing, and Business Development</h3>
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<p>In connection to our Services, we use your Personal Information for direct marketing purposes, including sending you newsletters, alerts and information we think may interest you either electronically and/or post-mail. We may use Personal Information in order to identify potential business opportunities.</p>
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<p>You may update your preferences or opt out at any time. For more information on how to do this, please see the "Updates and Opt-Out Procedures" section below.</p>
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<h3>For Analytics and Improvement</h3>
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<p>To better understand how users access and use the Site, our other services and offerings, and for other research and analytical purposes, such as to evaluate and improve our services and business operations and to develop services and features.</p>
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<h2 id="thirdparties">Providing Information to Third-Parties</h2>
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<p>InvesTech does not share your Personal Information with third-parties (including nonaffiliates and/or business partners) so that they may directly market to you. The third-parties with whom we may need to share Personal Information to help us provide Services to you and to maintain our Site include:<br></p>
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<ul><li>our business partners for publications and events co-organized by InvesTech and them;</li><li>our sister company, Stack Financial Management, Inc. (“SFM”), if you indicate an interest in professional money management services on a survey or if you contact SFM directly; and</li><li>law enforcement authorities, government officials, and others to support auditing, compliance, and corporate governance functions, to prevent fraud against InvesTech, or to comply with any and all applicable laws.</li></ul>
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<h2>Lawful Basis for Processing</h2>
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<p>InvesTech only processes your Personal Information where we have a lawful basis for doing so, such as the following:</p>
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<ul><li><strong>User Consent:</strong> This is where you give us your freely, informed, and voluntary consent to process your Personal Information in connection to our Services.</li><li><strong>Contractual Necessity: </strong>This is where we process your Personal Information to fulfill a contract.</li><li><strong>Legal Obligation:</strong> This is where we process your Personal Information to comply with applicable rules, laws, and regulations.</li><li><strong>Legitimate Business Purposes: </strong>This is where we have a legitimate interest, as a business, to process your Personal Information.</li></ul>
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<h2>What are Your Data Protection Rights?</h2>
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<p>To the extent permitted by the applicable law of your jurisdiction, in relation to your Personal Information, you may request:</p>
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<ul><li>to have your Personal Information corrected, for example, if it is incomplete or incorrect;</li><li>to opt out of receiving marketing communications at any time; and</li><li>the right to file a complaint with an applicable government regulator such as a Data Protection Authority.</li></ul>
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<p>In addition to the foregoing, if you are located in the European Economic Area ("EEA"), to the extent permitted by applicable law, in relation to your Personal Information, you may request:</p>
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<ul><li>to access the Personal Information held by us about you;</li><li>the right to restrict or object to the processing of your Personal Information, or request that your Personal Information is erased;</li><li>the right to receive a copy of the Personal Information which you have provided to the firm, in a structured, commonly used and machine-readable format (known as "data portability"); and</li><li>where you have provided Personal Information voluntarily, or otherwise consented to its use, the right to withdraw your consent.</li></ul>
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<p>To help protect your privacy and maintain security, we may take steps to verify your identity before granting you access to your information.</p>
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<h2>Updates and Opt-Out Procedures</h2>
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<p>We will endeavor to ensure your Personal Information is kept accurate, complete, up-to-date and relevant. If you feel your Personal Information is not accurate, complete or up-to-date, you can either log into your account and make changes to your contact information or you can notify us and we will take reasonable steps to ensure it is corrected. You can contact us using the details listed in the “How to Contact InvesTech” section below.</p>
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<p>If you are located in a jurisdiction that requires opt-in consent to receive electronic marketing messages, please notify us, and we will only send you such messages if you opt in to receive them. To opt out of receiving e-mails or other direct marketing communications, such as commercial emails, please contact us using the information in the “How to Contact InvesTech” section below. The scope of your choice to opt out will remain subject to applicable laws, rules, and regulations.</p>
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<h2>Security</h2>
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<p>InvesTech makes every effort to protect the security of your Personal Information. We are committed to keeping Personal Information secure and we have implemented appropriate information security policies, rules and technical measures to protect the Personal Information that we have under our control from unauthorized access, improper use or disclosure, unauthorized modification and unlawful destruction or accidental loss. All our employees who have access to, and are associated with the processing of Personal Information, are obligated to respect the confidentiality of such Personal Information.</p>
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<p>As you are likely aware, no transmission over the internet is completely secure or error-free, and that the information security policies, rules and technical measures utilized and maintained by us may be subject to compromise.</p>
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<h2>Retention of Personal Information</h2>
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<p>To the extent permitted by applicable law, we retain your Personal Information for the period necessary to serve the purposes for which we obtained it. We may also retain your Personal Information beyond such period in accordance with applicable laws, regulations, or another lawful basis, including but not limited to, compliance with our contractual obligations, legal obligations, regulatory obligations, legal claims, or another legitimate interest.</p>
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<h2>Our Site is Not for Use by Minors</h2>
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<p>Our Site is not directed to any person under the age of 16 years. By using the Site, you represent and warrant that you are at least 16 years old. The Site does not contain an application or other mechanism to determine the age of users. All information provided to us will be treated as if it was provided by a person 16 years or older. If, however, we learn that a person has submitted information about himself or herself to us and is under the age of 16, we will attempt to delete the account and any related information as soon as possible.</p>
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<h2>Information Collected from Users Outside the United States</h2>
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<p>This Site is hosted in the United States. If you are visiting the Site from outside the United States, your information may be transferred to, stored and processed in the United States in accordance with this Privacy Policy and applicable US laws. Please note that data protection and other applicable laws of the United States may not be as comprehensive as those laws or regulations in your country or may otherwise differ from the data protection or consumer protection laws in your country. By using this Site, you consent to the transfer of your information to our facilities as described in this Privacy Policy.</p>
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<h2>What are Cookies?</h2>
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<p>A cookie is a small file of letters and numbers that is downloaded on to your computer when you visit a website. Cookies are used by many websites and can do a number of things (e.g., remembering your preferences, recording what you have put in your shopping basket, and counting the number of people looking at a website). When you visit our website (“Site”), we may collect information from you automatically through cookies or similar technology.</p>
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<p>For additional information, visit <a href="https://www.allaboutcookies.org/" target="_blank" rel="noreferrer noopener">www.allaboutcookies.org</a>.</p>
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<h2>How Do We Use Cookies?</h2>
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<p>We use cookies to personalize our Site to better suit your needs (e.g., save personal preferences indicated by you) and to provide a more effective route to various components of our Site. Specifically, we use cookies for the following purposes:</p>
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<ul><li><strong>Analytical purposes: </strong>Analytical cookies allow us to recognize, measure and track visitors to our Site. This helps us to improve and develop the way our Site works, for example, by determining whether Site visitors can find information easily, or by identifying the aspects of the Site that are of the most interest to them.</li><li><strong>Usage preferences:</strong> Some of the cookies on our Site are activated when visitors to our Site make a choice about their usage of the Site. Our Site then 'remembers' the settings preferences of the user concerned. This allows us to tailor aspects of the Site to the individual user.</li><li><strong>Terms and conditions: </strong>We use cookies on our Site to record when a Site visitor has seen a policy, such as this one, or provided consent, such as consent to the terms and conditions on our Site. This helps to improve the user's experience of our Site - for example, it avoids repeatedly asking a user to consent to the same terms.</li><li><strong>Session management: </strong>The software that runs our Site uses cookies for technical purposes needed by the internal workings of our servers. For instance, we use cookies to distribute requests among multiple servers, authenticate users and determine what features of the Site they can access, verify the origin of requests, keep track of information about a user's session and determine which options or pages to display in order for the Site to function.</li><li><strong>Functional purposes</strong>: Functional purpose cookies store information that is needed by our applications to process and operate. For example, where transactions or requests within an application involve multiple workflow stages, cookies are used to store the information from each stage temporarily, in order to facilitate completion of the overall transaction or request.</li></ul>
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<p>When you visit our Site, you may receive cookies that are set by third-parties. These cookies are used for the purposes described in the bullet points above. We do not control the settings of these third-party cookies, so we suggest you check the third-party websites for more information about their use of cookies and how to manage them.</p>
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<h2>What Types of Cookies Do We Use?</h2>
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<p>There are a number of different types of cookies, however, our Site uses:</p>
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<ul><li><strong>Login cookies</strong>: This site uses a login cookie to maintain access to the subscriber section of our site. Clicking the “Remember Login” during the login process will activate this cookie.</li><li><strong>Time zone cookies: </strong>This site uses a cookie to track the time zone that the connecting device is in.</li><li><strong>Session cookies: </strong>The session cookie maintains your user experience from page to page.</li></ul>
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<p>This Site uses Google Analytics, a web analysis service provided by Google LLC ("Google"), to help us understand how site visitors use our Site and to continuously improve the user experience. The information generated about your use of this Site may be transferred to and stored in a Google server in the United States or otherwise outside of the EU. We use Google Analytics for aggregated, anonymized website traffic analysis and track website behavior such as what pages you looked at and for how long. To track your session usage, Google drops a cookie with a randomly generated ClientID in your browser. This ID is anonymized and contains no identifiable information like email, phone number, name, etc. We also send Google your IP Address. If you would like to opt out of Google Analytics entirely, download and install Google’s <a href="https://tools.google.com/dlpage/gaoptout" target="_blank" rel="noreferrer noopener">Opt-out Browser Add-on.</a></p>
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<h2>How to Manage Cookies</h2>
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<p>You can configure your browser to accept all cookies, reject all cookies, notify you when a cookie is set, or delete cookies that have already been set. <a href="https://www.allaboutcookies.org/" target="_blank" rel="noreferrer noopener">Allaboutcookies.org</a> explains how to remove cookies from your browser, however, note that some of our website features may not function as a result.</p>
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<h2>Privacy Policies of Other Websites</h2>
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<p>Our Site contains links to other websites. Our Privacy Policy only applies to our Site, so if you click on a link to another website, you should read their privacy policy.</p>
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<h2>Changes to Our Privacy Policy</h2>
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<p>This Policy may change from time to time. Such changes shall be effective immediately upon posting and will be posted on this page. By accessing our Site after we have posted changes to this Policy, you are agreeing to the terms of the Policy as modified.</p>
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<p>This Privacy Policy was last updated on May 10, 2021.</p>
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<h2>How to Contact InvesTech</h2>
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<p>If you have any questions regarding this Policy or would like to exercise your rights, you may contact us using the information below:</p>
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<p>InvesTech Research, LLC<br>625 Wisconsin Avenue<br>Whitefish, MT 59937<br>Phone: (406) 862-7777<br>E-mail: <a href="mailto:investech@investech.com" target="_blank" rel="noreferrer noopener">investech@investech.com</a><br>Web: <a href="https://www.investech.com" target="_blank" rel="noreferrer noopener">www.investech.com</a></p>
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