Privacy memo
A straightforward approach to information.
Information you choose to share
When you submit an enquiry, request a book or reserve a webinar seat, you may provide your name, email address, phone number, audience type and message. We use that information to respond to the request and, where you have consented, to send educational updates.
How we use it
We use submitted information to communicate with you about the request you made, to provide requested educational material and to maintain a record of the conversation. We do not use this website to make personalized investment recommendations. We do not sell submitted contact information.
Educational messages
If you consent to receive educational text messages, you can reply STOP to unsubscribe at any time. Email communications can be stopped by replying to the message or contacting the firm through the form on this site.
Questions
For questions about this memo or information submitted through the site, use the contact page. This memo is general information and may be updated as the site or its forms change.