Updated September 12, 2019
Your Privacy is Important to Us
Our Pledge to You
We are required by law and regulatory bodies to ask for certain information in order to provide our Content to you. InSite Group will use commercially reasonable efforts to maintain the confidentiality, integrity and security of our clients’ personal information. Keeping client information secure, and using it only as our Users want us to, are of supreme importance to us at InSite Group. With this in mind, we commit to each and every User:
- Except as you may otherwise expressly approve, we will limit the collection and use of client and user information to what we believe would be useful to service your accounts, administer our business, or to tell you about our Content;
- We will restrict employee access to client and user information to those who need to know in order to provide Content to you;
- We will educate our employees according to our internal policies to reinforce the importance of confidentiality and client and user privacy;
- We will maintain commercially reasonable and customary security standards and procedures to protect information about you;
- We will respond quickly to your request to correct inaccurate information.
How and Why We Gather Information
How Information Helps Both You and Us
InSite Group’s mission is to provide you with best in class service and products and exceptional investment and other opportunities to match your individual investment goals and preferences. Information about you and your accounts plays a key role in our ability to succeed in this mission. It also helps us service your accounts and administer our business. For example, we use information about you to:
- Provide you with the Content available through the Website;
- Establish and set up your account, issue an account number, and maintain your transaction history;
- Respond more accurately and efficiently to your requests;
- Identify opportunities to give you more convenience and control by developing new services that may benefit you;
- Verify your identity and contact information to help protect you and InSite Group from fraud;
- Comply with certain legal and regulatory requirements.
We generally use the information that you provide or that we collect to establish and enhance our relationship with you, and to operate, maintain, enhance, and provide the Content and the Website. We may use such information to periodically provide you with information, newsletters or offers about features and services available through the Content that may be of interest to you. We may also send information or offers to groups of Users on behalf of other Users or third parties. However, you will have the option to opt out of receiving such information. We use aggregated information provided by or collected from our Users to understand and analyze the usage trends and preferences of our Users, to improve the way the Content and the Website work and look, and to create new features and functionality. We may use aggregated information about our Users’ investments to generate statistics and maps that we deem helpful in the provision of the Content or any part thereof. We do not and will not sell analytics about our users without written consent from the user. As you browse InSite Group and other websites, online ad networks we work with may place anonymous cookies on your computer, and use similar technologies, in order to understand your interests based on your (anonymous) online activities, and thus to tailor more relevant ads to you. If you do not wish to receive such tailored advertising, email info@InSiteus.com to opt out of most companies that engage in such advertising. (This will not prevent you from seeing ads; the ads simply will not be delivered through these targeting methods.)
using mechanisms such as browser
Social Media Features
How and Why InSite Group Discloses Your Information to Third Parties
We may also disclose your information as necessary to credit reporting or collection agencies, or when necessary to protect our rights or property. We further reserve the right to disclose any of your personal information as we believe appropriate or necessary to take precautions against liability, to investigate and defend against any third party claims or allegations, to assist government enforcement agencies, to protect the security or integrity of the Content, or to protect the rights, property or personal safety of InSite Group, its Users, Issuers, or others. InSite Group may also use and disclose personally identifiable information and non-personally identifiable information: to investigate and help prevent potentially unlawful activity or activities that threaten the integrity of our website or network; to protect and defend our rights or property or the rights or property of others; as required by courts or administrative agencies; and in connection with a financing, sale, merger, or reorganization of InSite Group’s business or assets. Any successor in interest to our business would acquire the information we maintain, including personally identifiable information, and may alter the terms of this Privacy Notice.
InSite Group does not and will not sell any of your information, including non-personally identifiable or personally identifiable information, to any third party for purposes of advertising, soliciting, or telemarketing. We may, however, have to disclose your information, including non-personally identifiable information or personally identifiable information, to other companies or entities in the event that InSite Group may be sold or is sold to another company or entity. In that case, your information, including personally identifiable information and non-personally identifiable information, may be sold or transferred to such acquiring company or entity.
Keeping Information Safe
We limit access to your personal information to those employees who have a legitimate business need to access such information to provide you with the Content. In keeping with industry standards and practices, we maintain commercially reasonable physical, electronic and procedural safeguards and controls to protect your information. The Website is built upon a secure infrastructure with multiple layers of protection and we use industry standard encryption technologies to safeguard your information. Users are required to identify and authenticate themselves prior to accessing restricted portions of the Content. Generally, identification and authentication take place through the use of your user name and a password. You are responsible for keeping your password confidential. We have security standards and procedures in place designed to prevent unauthorized access to your accounts and personal information. A key part of this process helps ensure that all information we have about you is accurate and up-to-date. If you ever discover inaccuracies in our data or if your personal information changes, notify us at info@InSiteus.com immediately. The transmission of information via the Internet is not completely secure, and for this reason we cannot guarantee the security of information sent to us electronically. If we learn of a security systems breach, we may attempt to notify you electronically so that you can take appropriate protective steps. We may also post a notice on or through the Website and the Content in the event of a security breach. Depending on where you live, you may have a legal right to receive notice of a security breach in writing.
We may at times send you e-mail communications with marketing or promotional materials. If you prefer not to receive such marketing or promotional e-mails from us, you may unsubscribe completely by emailing us at:info@InSiteus.com. Please note that opt-out requests may take up to twenty-four (24) hours to process. Please also note that at times we may need to send you e-mail communications that are transactional in nature such as service or termination announcements or payment confirmations which are communications you will not be able to opt-out of. You will be able to modify the information concerning your account by visiting your profile page and editing any information you wish to change. You will be able to change your e-mail address, password, contact information, or other login information by visiting your account’s settings page subject to our website policy. If you wish to delete your account or need help modifying account information, please contact us at info@InSiteus.com. We will require up to twenty-four hours (24) to process such requests. Through your account settings you will be able to set certain preferences and permissions regarding the visibility of your information, including Non-Personally Identifiable Information or Personally Identifiable Information, to others. You may stop or restrict the placement of InSite Group’s cookies, Google’s cookies and third party cookies on your computer by adjusting your web browser preferences or a “Do Not Track” setting in your web browser. If you do so, you may still use our website, but this may interfere with some of its functionality. You may also clear cookies from your computer via your web browser settings. You may also wish to use a Google Analytics opt-out web browser add-on.
Information on this option is available at: http://support.google.com/analytics/bin/answer.py?hl=en&answer=2700409 If you would like us to remove your Personally Identifiable Information from our database, please send a request to: info@InSiteus.com. We are not responsible for removing your Personally Identifiable Information from the lists of any Third Party Content or other third party who has previously been provided your information in accordance with this notice.
Reviewing, Changing or Correcting Information
An Ongoing Commitment to Your Privacy
Our Commitment to Children’s Privacy
InSite Group does not knowingly collect personal information on or through the Content from persons under 13 years of age without their legal guardian’s consent. If InSite Group learns that personal information has been collected from persons under 13 through the Content without their legal guardian’s consent, then InSite Group will take the appropriate steps to delete this information. If you are a parent or guardian and discover that your child under the age of 13 has a registered account with the Content or InSite Group has received any personally identifiable information of that child without your consent, you may alert InSite Group by contacting us at info@InSiteus.com.
The InSite Group website is not intended for use by children, especially those under eighteen (18) years of age. No one under eighteen (18) years of age is allowed to use the website, provide any personal information or receive our email distributions. We do not knowingly solicit or collect Personally Identifiable Information from children under the age of thirteen (13) or anyone under eighteen years of age. If you believe that a minor has disclosed Personally Identifiable Information to InSite Group, please report this to us immediately by emailing us at: info@InSiteus.com.
Applicable Law and Jurisdiction
The Website is maintained in the United States of America. By accessing the InSite Group website, you consent to and authorize the export of Personally Identifiable Information to the United States of America and its storage and use as specified in this Privacy Notice. This Privacy Notice shall be governed by, construed and entered in accordance with the laws of the State of Florida applicable to contracts deemed to be made within such state, without regard to choice of law or conflict of law provisions thereof. All disputes with respect to this Privacy Notice shall be brought and heard either in the Florida State Courts located in Fort Lauderdale, Florida, or the federal district court for Portland, Oregon. You consent to the in personam jurisdiction and venue of such courts. YOU HEREBY WAIVE YOUR RIGHT TO A TRIAL BY JURY WITH RESPECT TO ANY CLAIM, ACTION OR PROCEEDING, DIRECTLY OR INDIRECTLY, ARISING OUT OF, OR RELATING TO, THIS AGREEMENT TO THE FULLEST EXTENT PERMITTED BY LAW.
For citizens of the European Union, please contact gdpr-Legal@InSiteus.com for requests and inquiries regarding the data retained and managed by this portal and your rights to be forgotten related to the General Data Protection Regulation (GDPR).