The Alliance Report ™
Privacy Policy

This is the web site of The Alliance Report, which is owned by The Family Wealth Alliance

This Privacy Policy governs only the privacy practices related to the non-public, personally identifiable information collected through The Alliance Report website.

For each visitor to our Web site, our Web server can automatically recognize the consumer’s (i.e., the visitor to our site) domain name, if any, and may collect the date and time of visit, the IP address, and referring site.

We collect the information above, as well as e-mail addresses visitors to our Web site choose to give us, the e-mail addresses of those who communicate with us via e-mail, and other personal information provided by the consumer through the Web site.

The non-public personally identifiable information we collect is used for internal review, to provide services to our consumers, to improve the content of our Web page, to contact consumers for informational, marketing and commercial purposes, and is not shared with other non-affiliated organizations for any purpose except those circumstances stated below:

• When you authorize such disclosure;

• In response to a request from local, state or federal law enforcement officials;

• In response to a request by any judicial, administrative or similar proceeding or order, such as subpoena;

• Where we have a good faith belief that such disclosure is required by law;

• In special circumstances, such as in response to a physical threat or perceived physical threat to any individual; and

• In the event that we merge with another business entity or substantially all of our assets related to the products or services that you receive from us are acquired by another business entity, it is likely that customer information will be one of the assets transferred to the other business entity. In the event of such a merger or acquisition, we reserve the right to disclose your personal information to the other business entity pursuant to the terms of this privacy policy.

Additionally, we may use cookies, which are small text files that are stored on your computer to gather and keep track of information and help us review traffic patterns and improve the site. Although many browsers are set to accept cookies, you can set your browser to reject cookies, but this may prevent you from using some of the features of the site.

We do not knowingly collect, maintain or use personally identifiable information submitted to the site by children under 13 years of age. If we become aware that a child under 13 years of age has submitted personally identifiable information to the site, we will not use that information and will immediately delete the information from our records.

From time to time, we may use customer information for unanticipated uses not previously disclosed in our privacy notice. If our information practices change at some time in the future we will post the policy changes to our Web site to notify you of these changes. If we intend to make use of your personal information in a manner not previously anticipated, we will provide you with the ability to opt out of these new uses. If you are concerned about how your information is used, please check back at our Web site periodically.

With respect to security: We have commercially reasonable security measures in place in our physical facilities to protect against the loss, misuse or alteration of information that we have collected from you at our site.

If you have any questions or concerns about this privacy policy, please contact us at the above addresses or phone number.

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