Last Revised: December 1, 2020
This is the privacy statement for www.planwithvoyant.com ("Site"). We are committed to protecting and respecting your privacy.
Our Site is operated by Voyant, Inc. and its affiliates ("Voyant", "we", "our" or the "Company"). The Site allows financial advisers and clients work together to plan their financial investments ("Service").
Users of the Service may be either a financial adviser who has executed an agreement with Voyant ("Customer") or clients of a Customer, i.e. individuals seeking financial advice from the Customer, whom the Customer has as permitted by their commercial agreement with Voyant granted access to the Service ("Client User") (collectively Customer and Client User shall be referred to as "Users" or "you").
This Privacy Statement ("Privacy Statement") explains the types of information we may collect from Users or that End Users may provide when visiting the Site and/or using the Services. This Privacy Statement also describes Voyant's practices for collecting, using, maintaining and processing information.
Please read the following carefully to understand our views and practices regarding your personal data and how we will treat it. By using our Services you acknowledge you have read and understood this Privacy Statement.
For the purposes of European Economic Area and UK data protection law, ("Data Protection Law"), the data controller is of any personal data uploaded by a Customer or Client User in connection with the Service will be the relevant Customer and/or Client User ("User Personal Data") and Voyant, will in connection with this personal data be the data processor as defined in applicable Data Protection Law. The appropriate data processing contractual terms have been entered into between the Customer and Voyant in connection with the User Personal Data.
Notwithstanding the previous section, Voyant will be data controller of certain information provided by a User directly to Voyant and certain analytical information which Voyant may collect about each User's use of the Site.
We may amend or update this Privacy Statement from time to time, by changing the Privacy Statement on the Site and/or by notifying you when you return to the Site, or by email. Any amendments will take effect 7 days after they are published.
The type of information is non-identifiable and anonymous information ("Non-personal Information"). We are not aware of the identity of the User from which we have collected Non-Personal Information. Non-Personal Information is any unconcealed information which is available to us while Users are using the Site and/or Service. Non-personal Information which is being gathered consists of technical information and behavioural information and which may include, the User's Internet protocol (IP) address used to connect your computer to the Internet, your uniform resource locators (URL), operating system, type of browser, browser plug-in types and versions, screen resolution, Flash version, time zone setting, the User's 'click-stream' on the website, the period of time the User visited the website,), methods used to browse away from a page, and any phone number used to call our customer service number.Data you give us.
This information is given by Users directly to us and may identify you and any others for whom you provide us with information and may be of a private and/or sensitive nature.
This is information about you that you give us by filling in forms on our Site or by corresponding with us by phone, e-mail or otherwise. It includes information you provide when you register to use our Site, subscribe to our Service, search for products and services, subscribe for Services on our Site, submit a query, and when you report a problem with our Site.Data we collect about you from Third Parties
This is Data we receive about you but which you have not given us directly and will include information we collect about you from your use of other services that we may provide.
You do not have any legal obligation to provide any information to us however, we require certain information in order to provide the Services. If you choose not to provide us with certain information we may not be able to provide you with the Services.
We will use this information to:
We will use this information in our legitimate interests, where we have considered these are not overridden by your rights:
When you access or use the Service, we may use industry-wide technologies such as "cookies" or similar technologies, which stores certain information on your computer ("Local Storage") and which will allow us to enable automatic activation of certain features, and make your Service experience much more convenient and effortless. The cookies used by the Service are created per session and does not include any information about you, other than your session key (usually removed as your session ends but sometimes can be kept in your device for no more than 6 months) and the ability to login again quickly. Most browsers will allow you to erase cookies from your computer's hard drive, block acceptance of cookies, or receive a warning before a cookie is stored. However, if you block or erase cookies your online experience with the Service may be limited.
We use the following types of Cookies:
The effect of disabling cookies depends on which cookies you disable but, in general, the website may not operate properly if cookies are switched off. If you only disable third party cookies, you will not be prevented from making purchases on our sites. If you disable all cookies, you will be unable to use our Services.
If you want to disable cookies on our site, you need to change your website browser settings to reject cookies. How you can do this will depend on the browser you use. Further details on how to disable cookies can be found below:
Except for essential cookies, all cookies used on our site will expire after one week.
You can find more information about the individual cookies we use and the purposes for which we use them here: Cookies Table
We may give your information to:Members of our Group
Any member of our group, which means our subsidiaries, our ultimate holding company and its subsidiaries, who support our processing of personal data under this policy.Third Parties
Our selected third parties may include:
We will disclose your personal information to third parties:
The information you provide through the Site and the Service is hosted and stored on servers in the European Union.
We may transfer personal information to members of our group and selected service providers who perform functions on our behalf outside of the European Economic Area (EEA). Where your information is transferred outside of the EEA, we will take all steps reasonably necessary to ensure that your information is subject to appropriate safeguards, such as relying on a recognized legal adequacy mechanism, and that it is treated securely and in accordance with this Privacy Statement.
You have the right under certain circumstances:
You can also exercise the rights listed above at any time by contacting us at .
If your request or concern is not satisfactorily resolved by us, you may approach your local data protection authority. For UK users, that is the Information Commissioner's Office: https://ico.org.uk/ .
We take a great care in implementing, enforcing and maintaining the security of the Service, Site and your personal information. Voyant implements, enforces and maintains security policies to prevent the unauthorized or accidental access to or destruction, loss, modification, use or disclosure of personal data and monitor compliance of such policies on an ongoing basis.
Voyant maintains documentation regarding compliance with the requirements of the law, including without limitation documentation of any known breaches and holds reasonable insurance policies in connection with data security.
Voyant aims to process only adequate, accurate and relevant data limited to the needs and purposes for which it is gathered. It also aims to store data for the time period necessary to fulfill the purpose for which the data is gathered. Voyant only collects data in connection with a specific legitimate purpose and only processes data in accordance with this Privacy Statement.
If you have any questions (or comments) concerning this Privacy Statement, you are welcome to send us an email or otherwise contact us at .
E.U. citizens have the right to lodge a complaint with a supervisory authority (Data Protection Authority in your jurisdiction) in case of a breach of any E.U. data protection and privacy regulations. If the supervisory authority fails to deal with a complaint or inform you within the time frame set under applicable law, you have the right to an effective judicial remedy.
Please do not hesitate to contact us: .