Age Requirement for Use of Site: This Site is not intended for use by persons under the age of 18 years old. You must be 18 years old or older to provide any personal information to the Site, or to us through the Site.
Domicile Requirement for Use of the Site: You represent and warrant that you are domiciled in the United States.
Personally Identifiable Information
The Site may request and collect certain personally identifiable information including, but not limited to, Application Data and other personal information contained in User Submissions, through various means such as online forms, online applications, e-mail and comments submitted to the Site. Such information collected through the Site may include financial information and other sensitive information.
Non-Personally Identifiable Information
We may also collect certain non-personally identifiable information via the Site, such as Site usage activity and preferences, also known as demographic or profile data.
Why must you give so much personal information?
We must ask you questions to determine the most accurate investment advisor match for you.
If you want to have your investment portfolio graded, you may need to submit additional information, such as your account statements, history, and other financial data. Should you decline to provide information requested on the application form, you may not be eligible to receive a portfolio grade.
As with many Web sites, we may use “cookies” and/or other technology (e.g., web bugs, e-mail bugs, clear GIFs, web beacons and tracker GIFs) in the Site or in our communications with you to enhance the functionality of the Site and to make your transactions and other activities more convenient and efficient (collectively, “Tracking Technologies”). These technologies may vary, but in some cases may involve a small file stored locally on the computer used to access the Site, and may be used by us to store and collect information relating to your viewing and use of the Site and our correspondences with you. You may set your web browser software not to accept cookies, but, if so, certain functionality of the Site may be affected. We may collect your IP (Internet Protocol) address to help diagnose problems with our server, administer our Site and identify our users. We may also use such technologies to remember user preferences or minimize the need for you to re-enter information.
Third parties (including, but not limited to, software vendors, advertisers and fulfillment companies) may also use Tracking Technologies by or through the Site. We have no control over what information such third parties track or collect, and we have no responsibility or liability for any tracking, data collection or other activities of such third parties.
Usage and Sharing:
Email communications sent to us from radio or podcast listeners may be read anytime during the Index Investing Show’s broadcast. We will not disclose your personal identifiable information, such as your last name, but we may discuss details from your inquiries, such as general financial information, for the educational benefit of our audience. Please don’t send us emails if you do not want your electronic communications to be used during our broadcast. By sending us emails you acknowledge and accept that your email communications could be used, at our full discretion, during our broadcast.
We use information collected on and through this Site for a variety of purposes in the course of business and as otherwise set forth herein. For example, such information may be used to process your request or to send you information about our and our affiliates’ products and services and other information and materials that may be of interest to you. This information may also be used to evaluate what portions of the Site are more popular than others, determine where visitors came from, where they go, and how long they stay on a particular page, or the Site in general. We may match information collected from you through different means or at different times, and use such information along with information obtained from other sources, including third parties.
Data contained within the advisor application/submissions to join the Site’s referral network may be shared for a fee with third party companies. This may apply to advisor applicants that are accepted, rejected, active, and inactive.
We may disclose your personal information to companies that perform technology or marketing services for us for their use in performing such services. We may transfer, sell or assign aggregate, non-personally identifiable information about Site usage to third parties. We may transfer, sell or assign personal information to third parties as a result of a sale of all or substantially all of our assets relating to this portion of our business or in connection with a merger, consolidation, change in control, reorganization or liquidation. We also reserve the right to disclose any information concerning you if required by law or to protect or defend our rights or the rights or well-being of our users or if you are involved (or are reasonably suspected to be involved) in any illegal activity, even without a subpoena, warrant or court order.
All online information submitted by advisors becomes the property of the Index Investing Show.
All of the investment advisors part of our advisor network are pre-screened by the Index Investing Show. Some of the screening factors include an advisor’s experience, knowledge, philosophy and disciplinary history.
Accepted advisor applicants earn the right to receive leads. These leads consist of people who listen to the Index Investing Show. Many of our listeners have embraced our investment philosophy and may already own index funds or ETFs. Listener leads have either asked to be connected to our pre-screened group of index-based advisors or they’ve asked to have their investment portfolio graded.
While there’s no cost to join our advisor network, all accepted advisors must go through an abbreviated training session to learn how our portfolio grading system works. A small one-time fee will apply. Using this tool will allow you to evaluate the investment portfolio of our listeners and to earn the opportunity to win their business.
If you would like to opt not to receive promotional or marketing material from us in the future, please visit the “Contact Us” page at IndexShow.com to submit your request. However, your option not to receive promotional and marketing material: (a) shall not preclude us from corresponding with you, by e-mail or otherwise, regarding your existing or past relationship with us (e.g., your pending or past applications or our responses to questions or inquiries you pose to us), and (b) shall not preclude us, including our employees, contractors, agents and other representatives, from accessing and viewing your personal information in the course of maintaining and improving the Site.
The application form on the Site supports encryption to help protect the security of your transfer of data to the Site. Although we will take all reasonable security precautions regarding information stored on the Site, due to the open nature of the Internet, we cannot guarantee that any information stored on our servers, or transmitted to or from a user, will be free from unauthorized access, and we disclaim any liability for any theft or loss of, unauthorized access or damage to, or interception of any data or communications. By using the Site, you acknowledge that you understand and agree to assume these risks.
Consent to Processing:
By providing any personal information to this Site, you fully understand and unambiguously consent to the transfer of such personal information to, and the collection and processing of such personal information in, the United States and other countries or territories.
By submitting this information you are authorizing investment advisors, brokers and/or financial professionals in the Index Investing Show’s network to contact you directly via telephone, fax, and email, regardless of the presence of your phone number(s) on any local or national no-call list.
Your Acceptance of this Policy: