Privacy Policy

This privacy policy will advise you about our guidelines concerning the use of your personal information, including, without limitation, the reasonable efforts we make to protect your personal information in accordance with these guidelines, and about what choices you have concerning our use of such information. Please read this policy carefully. We may need to change this policy from time to time in order to address new issues and reflect changes on our Site. We will post those changes here so that you will always know our policies regarding what information we gather, how we might use that information, and whether we will disclose that information to anyone. Please refer back to this policy regularly.

We keep your private information private by:

  • Not selling your information—You’ve entrusted us with your personal information, and we’re committed to using it wisely. P3 Advisors LLC will not sell your personal information to anyone, for any reason, at any time.
  • Using firewalls and encryption—We use firewalls and encryption technology to protect personal information on our computer systems.
  • Restricting who has access to your information—We take precautions to ensure that your internet account and personal information are accessible only by relevant parties who are authorized to have access to your personal information.

If you have any questions or concerns about our privacy policy, please contact our Data Security Officer at:

P3 Advisors LLC

[Email]

115 Wilcox St, Suite 1624

Castle Rock, CO 80104

ATTN: Data Security Officer

Personal Identification Information AND USE

In the course of your use of our Website and Services, we obtain the following information about you as described below. We collect this data for the purposes described below.

SIGNING UP FOR SERVICES; USER INFORMATION

  • Information you provide prior to any purchase or registration process, such as your email when you provide it to us;
  • Information that you provide during any purchase or registration process, including in connection with a co-branded offer (such as your name, company name, email address, phone number, billing address or credit card information, geographic location and industry), when you call or email us (for support or otherwise) or when you use our products or services; and
  • Payment information that you provide to us (by way of our Services or otherwise) when you purchase some of our services, including credit card data.

USE OF SERVICES, WEBSITE VISITS AND SUPPORT

Data relating to your online activity on our website and with respect to our Services, including the following:

  • IP address
  • browser type and version
  • geographic location
  • pages you view
  • how you got to our Services and any links you click on to leave our Services
  • when you update your information, communicate with us, or order new Services
  • metadata about your use and your contacts’ use of our Services and your emails you send (including clicks and opens)
  • your interactions with any videos we offer
  • issues you encounter requiring our support or assistance
  • any device or other method of communication you use to interact with the Services

We store this data we collect in a variety of places within our infrastructure, including system log files, back end databases and analytics systems.

SOCIAL MEDIA

  • Information from third party social networking sites, including information that social networking sites provide to us if you use your credentials at such social networking sites to log into some of our Services (such as your name and email address to pre-populate our sign-up form).
  • The information you allow us to access varies by social networking site and depends on the level of privacy settings you have in place at the social networking site. You can control and find out more about these privacy settings at the applicable social networking site.

OTHER SOURCES

  • Information you provide to us at seminars or to our partners;
  • Information you provide to us in surveys;
  • Information that is publicly available; and
  • Information you consent to us receiving from third parties.

HOW WE USE YOUR INFORMATION

We have a legitimate interest in running a successful and efficient business and in providing you with Services and useful content, and we use the information we collect, both on its own and combined with any other information we collect about you, for the following purposes:

  • To provide the requested Services to you;
  • To provide you with useful content;
  • To ensure the proper functioning of our Services
  • To offer and improve our Services;
  • To provide you with requested information or technical support
  • To facilitate your movement through our websites or your use of our Services;
  • To do a better job of advertising and marketing our Services (our use of your information to do this is performed with your consent where required by applicable law);
  • To advertise and market third party services (such advertisement is only performed with your permission where your consent is required by applicable law)
  • To diagnose problems with our Services;
  • In connection with our security and compliance programs;
  • To administer our website;
  • To communicate with you;
  • To target prospective customers with our services (such targeting is only performed with your permission where your consent is required by applicable law);
  • To assist us in offering you a personalized experience or otherwise tailor our Services to you; and
  • As otherwise described in this privacy policy.

We also use the information we receive in aggregated and anonymized formats to produce reports on trends and statistics, such as mobile search trends, email open rates by industry, campaign best practices or the number of users that have been exposed to, or clicked on, our website or evaluated or purchased our services.

Payment information that you provide to us, including credit card data, will only be used to facilitate payment for our services.

If you do provide us with personal information for any of these activities, we may use it to conduct the activity.

P3 Advisors LLC does not rent or sell personal identification information to outside marketers. In certain circumstances, P3 Advisors LLC may share personal identification information with trusted service providers that need access to your information to provide operational or other support services or we may share this aggregate statistical information with other third parties; to ensure the confidentiality and security of this information, service providers must agree to safeguard all information in strict compliance with our policy. We may also provide information to regulatory authorities and law enforcement officials in accordance with applicable law or when we otherwise believe in good faith that the law requires it.

Non-Personal Identification Information

We may collect non-personal identification information without limitation, through the use of the following types of methodology:

  • “Cookie” technology:A “cookie” is an element of data that a website can send to your browser, which may then store it on your system.
  • “IP address tracking”:An IP address is a number that is assigned to your computer when you are on the Internet. When you request pages from our Sites, our servers log your IP address.
  • “Web beacons”:A Web beacon, or “clear gif,” is a small graphic image on a webpage or web-based document that a website can use to determine information about a user.

Non-personal identification information might include the browser you use, the type of computer, technical information about your means of connection to our websites (such as the operating systems and the Internet service providers utilized), and other similar information. Our systems may also automatically gather information about the areas you visit and search terms you utilize on our website and about the links you may select from within our website to other areas of the World Wide Web or elsewhere online.

We use such information for our business purposes, and, in particular, primarily to administer the website, and, in the aggregate, to what technologies are being used so that we may continually improve our webite.

“DO NOT TRACK’ DISCLOSURES

Our website honors your browser security and privacy settings. For some browsers, you can change and turn off tracking features and other security settings in your browser.

In addition, Google Analytics offers an Opt-out Browser Add-on. Google provides a free add-on to most major browsers that you can install to prevent your data from being collected and used by Google Analytics. To learn more and obtain the Opt-out Browser Add-on visit https://tools.google.com/dlpage/gaoptout.

SHARING OF INFORMATION

As further described below, we will only share certain personal information with:

  • our partners;
  • third party service providers and vendors;
  • in connection with a sale, merger, acquisition or corporate reorganization;
  • authorized users within your organization; and
  • for legal reasons.

SHARING WITH PARTNERS

When we share personal information with certain third-party partners, including marketing and advertising partners, that information includes your name, email address and other information enabling partners to:

  • assist you in using our services,
  • contact you with offers, services or products that may be of interest to you, and
  • provide you with their products or services.

If you are located in a jurisdiction where such sharing requires your permission, we will only do so with your consent. Please note that if you access our services through a tool that hides your location, such as through a virtual private network, you may not receive our request for permission because we were not able to identify you as being located in a jurisdiction where your permission is required.

Further, our partners are prohibited from using your contact information for any purpose beyond those set forth above without your consent. We will not provide our partners with your credit card information.  

In the event we collect information from you in connection with an offer that is jointly presented by us and a partner, we will let you know who is collecting the information and whose privacy policy applies, as well as any options you may have regarding use of your information.

SHARING WITH THIRD PARTY SERVICE PROVIDERS AND VENDORS

Occasionally, we enter into contracts with carefully selected third parties so that they can assist us in servicing you (for example, providing you with customer service, fraud detection and deterrence or access to advertising assets and providing us with information technology and storage services) or to assist us in our own marketing and advertising activities (including providing us with analytic information and search engine optimization services). Our contracts with such third parties prohibit them from using any of your personal information for any purpose beyond the purpose for which it was shared.

If you purchase a product or service from a third party through one of our brands, we will pass your personal information to such third party in order for them to fulfill your order.

We also share non-personal information with certain third parties, including the media, industry observers, marketing and advertising partners, vendors, customers, potential customers or partners. For example, we disclose mobile search trends, email open rates by industry, campaign best practices or the number of users that have been exposed to, or clicked on, our websites or evaluated or purchased our services.

CORPORATE REORGANIZATIONS

If we are involved in a merger, acquisition, a sale of all or a substantial portion of our assets, or other similar sale transaction, your information will be transferred as part of that transaction. We will notify you by email and/or a prominent notice on our website of any such transfer and any choices you may have regarding your information.

AUTHORIZED USERS

All users authorized by you to have access to your account can view personal information stored in the account. [A primary account holder can view personal information saved in subaccounts to which they have authorized access. ]We share information about authorized users only for legitimate purposes consistent with this privacy policy, including servicing your account and marketing services to you.

LEGAL PROCESS

Lastly, if legally required to do so, or if we have a good faith belief that such disclosure is reasonably necessary, we may disclose your personal information to courts of law, law enforcement authorities and other relevant third parties, such as internet service providers, to conduct an investigation, respond to a third party or law enforcement subpoena or court order, bring legal action, prevent harm to others or pursue other relief when you or a third party are or may be:

  • violating our terms and conditions of use;
  • causing injury or other harm to, or otherwise violating the property or other legal rights, of us, other users, or third parties; or
  • violating federal, state, local, or other applicable law.

This disclosure can include transferring your information to the U.S. and other countries outside the European Economic Area. To the extent we are legally permitted to do so, it is our policy to notify you in the event that we are required to provide your personal information to third parties in connection with a subpoena.

THIRD PARTY LINKS AND INFORMATION COLLECTION

Users will find other content on our website that link to the sites and services of other third parties. We do not control the content or links that appear on these sites. In addition, these sites or services, including their content and links, may be constantly changing. These sites and services may have their own privacy policies and customer service policies, or no policy (policies) at all. We encourage you to review the privacy policies of any third-party sites or services before providing any of them with your personal information.

You may also log in to some of our Services using sign-in services such as Facebook or LinkedIn. These services will authenticate your identity and provide you with the option to share certain personal information with us, such as your name and email address to pre-populate our sign-up/sign-in forms. For example, if you take advantage of certain of our social media features, such as the Facebook Like button, and widgets, such as the “Share This” button or interactive mini-programs that run on our site, the applicable social networking sites may collect your IP address, which page you are visiting on our websites, and may set a cookie to enable it to function properly.

SECURITY

The transmission of information via the internet, email or text message is not completely secure. Although we will do our best to protect your personal information, we cannot guarantee the security of your information transmitted through the Services or over email; any transmission is at your own risk. Once we have received your information, we will take appropriate technical and organizational measures to safeguard your personal information against loss, theft and unauthorized use, access or modification.

When we collect financial account information, such as credit card numbers, we protect its transmission through the use of encryption such as the Transport Layer Security (TLS) protocol.

Privacy of Children

Our Services are not directed to persons under 18. We do not knowingly collect personal information from children under 18. If a parent or guardian becomes aware that his or her child has provided us with personal information without such parent or guardian’s consent, he or she should contact us. If we become aware that a child under 18 has provided us with personal information, we will delete such information from our files.

Community Guidelines

We want to hear from you on social media, our blogs, and our forums but have a few things that we do not allow:

  • Posts that contain, discuss or promote:
    • abusive, vulgar, offensive, threatening or harassing language
    • personal attacks of any kind
    • illegal activity
    • political campaigns
    • legal or employment issues
  • Conversations that negatively target specific individuals or groups
  • Posts that are spam, solicitations or advertisements
  • Contest and voting campaign posts that are not authorized by P3 Advisors LLC
  • Any profile icon or name related to commercial content that promotes another business, website, specialty page other than our organization or those approved by us
  • Personally identifiable information (like phone numbers or email addresses), private or sensitive details about another person
  • Material or information that you don’t have the right to post or share

Additional rules for blog comments and forums:

  • No profanity or skirting the language filter.
  • No political or religious issues.
  • No posting of premium content from any website.
  • No trolling or posting of fake news.
  • Use of descriptive thread titles.

Differences of opinion are welcome as long as they are respectful.  Be courteous and respect those asking questions with friendly, informative discussions.  If it’s not, it will be deleted. Posters will be permanently banned immediately for a serious, willful, and/or repeated violation of any of these rules.

User-submitted content (including comments, updates, photos and videos) do not necessarily represent the views of P3 Advisors LLC.

The statements and opinions posted by registered participants to these forums and blogs on our website are offered for educational, informational, and social purposes only, should not be construed as providing advice of any kind.

Some links featured on our website, social media, blogs, and forums will take you to non-P3 Advisors LLC websites. The views and opinions of authors expressed on those websites do not necessarily state or reflect those of P3 Advisors LLC.

Access AND CORRECTION

With some exceptions designed to protect the rights of others or in respect of security, you have the right to a copy of the personal data that we hold about you. We may make a reasonable charge for additional copies of that data beyond the first copy, based on our administrative costs. Where the data is data that you have given to us, you have the right to receive your copy of it in a common electronic format, and to provide copies of it to other people if you wish.

You have the right to have the personal data we hold about you corrected if it is factually inaccurate. Where you request correction, please explain in detail why you believe the personal information we hold about you to be inaccurate or incomplete so that we can assess whether a correction is required. This right does not extend to matters of opinion, such as company-specific annotations on your account/information.

PORTABILITY

You have the right to receive a subset of the personal information you provide us if we process it on the legal bases of our contract with you or with your consent in a structured, commonly used and machine-readable format and a right to request that we transfer such personal information to another party. If you wish for us to transfer the personal information to another party, please ensure you detail that party and note that we can only do so where it is technically feasible. We are not responsible for the security of the personal information or its processing once received by the third party.

Choice/Opt-Out/ERASURE

If we are processing your personal data on the basis of your consent, you have the right to withdraw that consent at any time, in which case we will stop that processing unless we have another legal basis on which to continue.

You have the right to have personal data that we hold about you erased (the right “to be forgotten”). This right is not generally available where we still have a valid legal reason to keep the data (for example, for security reasons or because we are obliged to do so by law). You should be aware, however, that it is not always possible to completely remove or modify information in our databases and servers, although we will always make reasonable efforts to do so upon your request, and we are unable to have your information removed from the records of any third party who has been provided with your information in accordance with this policy.

The easiest method of exercising your rights as set out above is to:

  • Email our Data Protection Officer at [email id] or
  • Write to us at [address] marked for the attention of the Data Protection Officer.

Please note that in order to protect your privacy, we may ask you to prove your identity before we take any steps in response to a request you have made.

OPTING OUT OF MARKETING

You have the right to require us to stop using your personal data to send you marketing information. If you want us to stop sending you marketing information, the quickest and most efficient way is to use the provided “unsubscribe” links in our communications (although you can contact us directly if you prefer).

Consent to Transfer

The website is operated in the United States. If you are located outside of the United States, please be aware that any information you provide to us will be transferred to the United States. By using our Website, participating in any of our services and/or providing us with your information, you consent to this transfer.

Your Acceptance of These Terms

By using our website, you signify your acceptance of our Privacy Policy, your promise to comply with the representations you make and contained in the Privacy Policy and Terms of Use, and your understanding of the scope and limitations of the protections provided under the Privacy Policy and Terms of Use. If you do not agree to these policies, please do not use our website. Your continued use of the website following the posting of changes to these terms will mean that you accept those changes.

FURTHER QUESTIONS AND CONTACTS

If you have any questions regarding this Privacy Policy, if you wish to exercise any of your rights in relation to your personal information, or if you want to object to the collection or processing of your data by P3 Advisors, whether entirely or partially, please contact our Data Protection Officer who can be reached at [EMAIL ID].

NOTIFICATION OF CHANGES

We reserve the right to modify this privacy policy at any time, so please review it frequently. If we decide to change this privacy policy in any material way, we will notify you here, by email, or by means of a notice on [website] prior to the change becoming effective. In all cases, your continued use of any Services constitutes acceptance to any such changes.