08.18.08 - Look for our representatives at the Boomer All Circles Meeting in Kansas City, August 23rd through the 25th..
06.19.08 - FamilyOfficeNetwork® is thrilled that Bob Veres, a highly regarded financial planning industry columnist, featured our client portal in his June edition of "Inside Information" Read More
05.22.08 - New features have been rolled out. Find out about them here.04.01.08 - FamilyOfficeNetwork® is now Safe Harbor certified More Info
PRIVACY POLICY
FAMILYOFFICENETWORK® – PRIVACY POLICY
FamilyOfficeNetwork® L.L.C. recognizes and respects the privacy expectations of our advisors and their clients. Member advisors' clients entrust them with their personal and financial data. We consider our data (data uploaded to our servers by member advisors and their clients) to be private and confidential, and we hold ourselves to the highest standards of trust and fiduciary duty in its safekeeping and use; including adherence to the Safe Harbor Principles.
Data Collection / Usage
A primary advisor is defined as the advisor that uploads the client into the system, or the advisor that has been transferred "ownership." The primary advisor controls the access of the client's account and grants access to the client's other advisors.
A client's "advisor" may include the primary advisor or any FamilyOfficeNetwork® member that has been granted access to that client's account by the primary advisor, or at the request of the client.
We collect non-public personal information about member advisors and their clients from the following sources:
Information entered into the client's notes or email advisors section that is recorded in our administration notes.
Files uploaded by advisors that have access to a client's account.FamilyOfficeNetwork® does not have access to information posted by clients or advisors.
It is the responsibility of the Primary Advisor to receive prior consent before client information is shared. It is the responsibility of the advisor to inform his/her clients of the reason for and risks associated with sharing client information with their other advisors.
We will only use information about you or your clients to:
Manage and administer the database.
We have limited the amount of information accessible by FamilyOfficeNetwork® to the client's username only.
We have limited the access to data on the server, either physical or other type of access, to only the programming team and project manager.
We do not sell or distribute advisor or client information to any third party.
Terminated advisors and their clients' information will be permanently deleted from our servers in appropriate time determined on a per case basis. Terminated advisors may request information to be sent to them in an electronic format prior to deletion of the client account.
FamilyOfficeNetwork® is not required to keep terminated client information.It is the responsibility of the Primary Advisor to remove clients from the FamilyOfficeNetwork server.
Security
FamilyOfficeNetwork® is committed to ensuring the security of your information using 256-bit encryption. Other reasonable precautions are taken to protect individuals from loss, misuse and unauthorized access, disclosure, alteration, and destruction of personal data.
FamilyOfficeNetwork® agrees to use its best efforts to ensure that client information is accurately and securely maintained on the Network and accessible only to authorized Users. User acknowledges, however, that FamilyOfficeNetwork® cannot guarantee the security of client information and that it cannot control the actions of the use of information deposited on the Network by participating client advisors. User, therefore, waives all claims and holds FamilyOfficeNetwork® harmless for any security failure, loss of client information, or misuse of client information by User or other.
Arbitration
In the event a dispute cannot be resolved, the parties agree to submit to binding arbitration with a representative of the American Arbitration Association.All decisions of the arbitrator shall be binding on all parties.
Enforcement
Please note that any questions or concerns regarding this Privacy Policy can be emailed to support@familyofficenetwork.com. We accept responsibility for addressing the issue(s) and personally contacting the concerned party.If necessary, FamilyOfficeNetwork agrees to comply with appropriate regulatory bodies in order to resolve any issues regarding commitment to our Privacy Policy and adherence to the Safe Harbor Principles.
In an attempt to maintain an accurate, comprehensive, accessible, and fully implemented privacy policy, revisions may be made in the future. If you would like a current copy of our privacy policy, you may view it on our web site, at www.familyofficenetwork.com, or by calling (866)801-1553.
Additional questions or concerns regarding our Privacy Policy can contact us at (866)801-1553 or email support@familyofficenetwork.com
http://www.familyofficenetwork.com - FamilyOfficeNetwork :: Home of My Financial: February, 2008, 16:02
