Privacy Policy

WHAT INFORMATION THIS NOTICE COVERS

This Privacy Policy (the “Policy”) is designed to tell you about our practices regarding the collection, use, storage, and disclosure of information, including Personal Information (PI) (collectively, “Your Information”) we collect via our Websites, our mobile applications, or any of the following sources: (i) Your correspondence and transactions with us, our affiliates and third parties; (ii) Your service providers or representatives to whom you have given permission to share Your Information with us; (iii) agreements, applications, forms, statements, and other documents received from you or any of the foregoing parties; and (iv) any other way you may provide information to us (collectively, the “Services”). Please be sure to carefully read this Policy in its entirety before using a Website or submitting information to us in any other way.

WHAT INFORMATION WE COLLECT AND HOW IT IS COLLECTED

If you are a visitor to our Websites, we automatically collect certain information about you, such as computer and software information and usage/visit information, including information obtained through cookies (see “What are Cookies?” below for details on the information collected through cookies and how it is used). This is anonymous information that does not personally identify you but is helpful for our marketing purposes, and also helps us to improve your experience on our Websites.

We may also collect certain information from you, including, without limitation: Personal Information (PI) such as your name, address, Social Security number (SSN), date of birth, marital status, and family relationships; business information such as your business’ employer identification number (EIN), tax identification number, corporate name and structure, and internal accounting methods; and financial information such as financial status, assets, income, tax information, retirement and estate plan information, transaction history, account balance, payment history, investment objectives, and any other identifier by which you may be contacted online or offline.

IP ADDRESS

Your IP address is automatically assigned to your computer by your Internet Service Provider. An IP address may be identified and logged automatically in our server log files whenever a user accesses the Websites, along with the time of the visit and the page(s) that were visited. Collecting IP addresses is standard practice and is done automatically by many websites, applications and other services. We use IP addresses for purposes such as calculating usage levels, diagnosing server problems and administering the Website(s). We may also derive your approximate location from your IP address.

While registration is not required for you to use a Website, there may be circumstances in which you choose to register for our services, to attend our events or to receive ongoing updates from HoganTaylor. In these cases, HoganTaylor may collect your PI and contact you to invite you to our events, provide you with information about our services, publications and products, or for other marketing purposes.

For example, you may choose to register for:

• Email alerts
  HT offers an email alert service to Website visitors, in which we send subscribers email updates when new information is added to our Website. If you decide to subscribe, we will collect certain PI from you, such as your name and email address.
• Surveys
  HT may conduct surveys via our Website. Survey participants may be asked for PI or other information (name, contact information, etc.) in addition to the opinions or feedback. The type of information collected in surveys will vary.
• Thought leadership registration
  HT occasionally requires registration in exchange for our thought leadership such as white paper or articles. Your PI or other information may be required in registration forms and the type of information collected from you will vary according to the information you provide.
• Event registration
  HT facilitates event registration via our Website or, at times, via third party websites. PI or other information may be collected via event registration forms and the type of information collected will vary. HT may share registrant information with third parties in association with the event. Examples of “third parties” include hotels, sponsors or cosponsors, promoters, event organizers (including via third party websites), speakers, panelists, etc. Please check the details provided at individual events to understand fully how your information will be used and retained.
• Our Services
  When you register for our services, you may be asked for information via onboarding documentation, which may include additional details with respect to the usage or protection of Your Information. Should you provide any information to us in contemplation of receiving our services but then are unable to do so, any such information will be treated as described below.
• Career Opportunities
  If you have applied for employment with HoganTaylor, Your Information submitted with your job application will be added to our recruitment system and used for recruitment and other customary human resources purposes.

You also may provide information to be published or displayed (hereinafter, "posted") on public areas of the Website, or transmitted to other users of the Website or third parties (collectively, "User Contributions"). Your User Contributions are posted on and transmitted to others at your own risk. Although we limit access to certain pages/you may set certain privacy settings for such information by logging into your account profile, please be aware that no security measures are perfect or impenetrable. Additionally, we cannot control the actions of other users of the Website with whom you may choose to share your User Contributions. Therefore, we cannot and do not guarantee that your User Contributions will not be viewed by unauthorized persons.

If you have registered on our Website, Your Information will be stored in our customer relationship management (CRM) system. Data of registrants who have been out of active use for 24-months will be deleted from our CRM system. Other retention periods may vary depending upon the purpose for your registration.

If you have opted out from receiving future HT thought leadership, event invitations or Firm communications, your contact details will remain on our opt out list to prevent you from receiving any further publications, invitations, or Firm communications from HT. This does not apply to any HT invoices or other communications we may be required to provide (for example, federal notifications in connection with tax services provided to you).

HOW WE USE, DISCLOSE AND PROTECT YOUR PERSONAL INFORMATION

We use Your Information for the purpose(s) for which you provided it, such as to fulfill your request for services or information, to process and administer your requests, statements, to activate any online account you may have with us, to provide you with news, email offers and other information, to let you know about other information and services that may be of interest to you, and to tailor our online or other offerings to your preferences. We may also use Your Information to notify you of changes to this Policy or the Website. For additional uses of your information please see the Terms and Conditions for our service areas.

We may disclose Your Information under the following circumstances: (i) to you, if you direct us to do so; (ii) to unaffiliated financial services providers, transfer agents, custodians and trustees, banks, financial representatives, proxy services, vendors, affiliates, licensees, licensors, solicitors, printers or third parties who assist us or who perform services on Our behalf in order to provide you with products and services or to affect transactions that you request or authorize; (iii) to third parties to market their products or services to you if you have consented to such disclosures (iv) to third parties if we are compelled to do so by law; (v) to third parties in order to protect any account you may have with us from fraud, misfeasance, malfeasance or other wrongful act; (vi) to enforce or apply our Terms and Conditions and other agreements, including for billing and collection purposes; (vii) to a buyer or other successor in the event of a merger, divestiture, restricting, reorganization, dissolution, or other sale or transfer of some or all of your assets, whether as a going concern or as part of bankruptcy, liquidation, or similar proceeding, in which personal information help by us about our Website users is among the assets transferred; and (vii) for any other purpose disclosed by us when you provide Your Information.

From time to time, we may be required to disclose Your Information in response to a court order, subpoena, government investigation or as otherwise required by law. We also reserve the right to report to law enforcement or other governmental agencies any activities that we, in good faith, believe to be unlawful. We also may disclose certain Information when we believe that such disclosure is reasonably necessary to protect the rights, property and safety of others or ourselves.

HT does not collect or compile PI we obtain for dissemination or sale to outside parties for consumer marketing purposes or host mailings on behalf of third parties. Except as stated in this Policy, we will not sell, license, transmit, or disclose Your Information outside of HT.

WEBSITE ANALYSIS

We may also combine anonymous usage information collected from your visit to the Website with that of other users to determine which features and areas of the website are most popular. This aggregated information does not contain PI.

HOW WE PROTECT YOUR PERSONAL INFORMATION

HT works to protect the confidentiality and security of information it obtains in the course of its business. We restrict access to Your Information to those personnel who have a business need to access it. We maintain physical, electronic and procedural safeguards that comply with applicable law and federal standards. Access to such information is limited and policies and procedures are in place, designed to safeguard the information from loss, misuse and improper disclosure.

We use various security devices and methods where appropriate to protect Your Information depending on the nature of the Service. No data transmission over the Internet is 100 percent secure. We will take reasonable measures we believe appropriate to protect Your Information from loss, misuse, alteration or destruction; however, we cannot ensure or warrant the security of that Information.

The safety and security of your information also depends on you. Where we have given you (or where you have chosen) a password for access to certain parts of our Website, you are responsible for keeping this password confidential. We ask you not to share your password with anyone. Unfortunately, the transmission of information via the internet is not completely secure. Although we do our best to protect your personal information, we cannot guarantee the security of your personal information transmitted to our Website. Any transmission of personal information is at your own risk. We are not responsible for circumvention of any privacy settings or security measures contained on the Website.

WHAT ARE COOKIES?

Cookies are small text files placed on your computer by the websites that you visit. A cookie file is stored in your web browser and allows the Website or a third party to recognize you and make your next visit easier and the Website more useful for you. The use of cookies is now standard for most websites. Essentially, cookies are a user’s identification card for the HT servers. Web beacons are small graphic files linked to our servers that allow us to track your use of our Website and related functionalities.

MANAGING COOKIES ON YOUR DEVICE

HT uses or may use cookies and/or web beacons to help personalize content and to provide you with an improved user experience. By using this Website you consent to the deployment of cookies. You can control and manage cookies using your browser (see below). Please note that removing or blocking cookies can impact your user experience and some functionality may no longer be available.

We use both session and persistent cookies on the Website and we use different types of cookies to run the Website:

• Essential/strictly necessary cookies: Some cookies we use are essential to the functioning of the Website.
• Analytical/performance cookies: Allow us to recognize and count the number of visitors and see how visitors move around the Website when using it. This helps us improve the way the site functions.
• Functionality cookies: Used to recognize you when you return to the Website. This enables us to personalize our content for you, greet you by name, and remember your preferences.
• Targeting cookies: Record your visit to the Website, the pages you have visited, and the links you have followed. We will use this information to make the Website more relevant to your interests.

THIRD PARTY COOKIES

Some content or applications, including advertisements, on the Website are served by third parties, including advertisers, ad networks and servers, content providers, and application providers. These third parties may use cookies in conjunction with web beacons or other tracking technologies to collect information about you when you use our Website. The information they collect may be associated with your personal information or they may collect information, including personal information, about your online activities over time and across different websites and other online services. They may use this information to provide you with interest-based (behavioral) advertising or other targeted content. In addition to our own cookies, we may also use these third party cookies to report usage statistics of the Website and refine marketing efforts.

We do not control these third parties’ tracking technologies or how they may be used. If you have any questions about an advertisement or other targeted content, you should contact the responsible provider directly. For information about how you can opt out of receiving targeted advertising from many providers, see below.

• Tracking cookies: Follow on-site behavior and tie it to other metrics, allowing better understanding of usage habits.
• Optimization cookies: Allow real-time tracking of user conversion from different marketing channels to evaluate their effectiveness.
• Partner cookies: Provide marketing conversion metrics to our partners so they can optimize their marketing efforts.

USING YOUR BROWSER TO CONTROL COOKIES

Most browsers allow you to view, manage, delete and block cookies for a website. Be aware that if you delete all cookies, then any preferences you have set will be lost, including the ability to opt out from cookies as this function it requires placement of an opt out cookie on your device.

THIRD PARTY POLICIES

If we use agents, contractors or other companies to perform services on our behalf, we will require that they protect Your Information in accordance with this Policy. On the other hand, you must be comfortable with the privacy policies of any other sites You authorize to gather information from us, as the privacy policies of such other sites will govern the use of your Personally Identifiable Information once it has been transmitted by us.

GOOGLE ANALYTICS

Our Websites use of Google Analytics, which uses cookies and similar technologies to collect and analyze information about the use of the services and report on activities and trends. If you are a registered user of our Websites and/or offerings, we may use this information, in combination with other information that you provide, to improve the services and other offerings of the program or website. This service may also collect information regarding the use of other websites, apps and online resources.

You can learn about Google’s practices by going to www.google.com/policies/privacy/partners/ and may exercise the opt out provided by Google by downloading the Google Analytics opt out browser add-on, available at https://tools.google.com/dlpage/gaoptout, or you can prevent Google Analytics from recognizing you on return visits to this site by disabling cookies on your browser. For additional information please see “How Google uses data when you use our partners’ sites or apps,” located here.

NOTICE OF PRIVACY RIGHTS TO CALIFORNIA RESIDENTS

If you are a California resident, California law may provide you with additional rights regarding our use of your personal information. To learn more about your California privacy rights, please see our California Resident Privacy Notice.

THIRD PARTY LINKS

Please be aware that HT, sometimes contains links to other sites that are not covered by this Policy. Visitors to the Website may be directed to third party sites for more information about thought leadership, events, content sponsorships, vendor services, government entities, nonprofits, and social networks.

In addition, we are not responsible for the information collection, use, disclosure or security policies or practices of any third party social media platform provider or other organization, including with respect to any PI you disclose to other organizations through or in connection with the Website, such as by using third party messaging services linked or integrated through the Website.

RETENTION PERIODS

We will retain Your Information for as long as needed or permitted in light of the purpose(s) for which it was obtained. The criteria used to determine our retention periods include: (i) the length of time we have an ongoing relationship with you and provide the Website or offerings to you (for example, for as long as you have an account with us or keep using the Website or offerings); (ii) whether there is a legal or business obligation to which we are subject (for example, certain laws require us to keep records of your transactions for a certain period of time before we can delete them); or (iii) whether retention is advisable in light of our legal position (such as in regard to applicable statutes of limitations regulatory investigations, or other legal matters).

NO INFORMATION FROM CHILDREN UNDER 18

This Website is not intended for use by children. HT believes in protecting the privacy of our children. With this belief, we do not knowingly collect or maintain PI on our Website from persons under 18 years of age, and no part of our Website is directed to persons under 18 years of age. We will take appropriate steps to delete any PI of persons less than 18 years of age that have been collected on our Website without verified parental consent upon learning of the existence of such PI. If you believe we might have inappropriately collected any information from or about a child under 18, please contact us at policy@hogantaylor.com.

CHANGES TO HOW WE DISCLOSE/USE YOUR INFORMATION

HT gives you choices regarding the collection and usage of Your Information. You are legally entitled to request details of the PI we are holding about you. HT provides you the ability to keep your PI accurate and up-to-date. If at any time you would like HT to rectify, erase or restrict the processing of your PI, or you would like to (i) obtain confirmation whether or not your PI is processed by HT, (ii) access your personal information, (iii) exercise your right to data portability or (iv) withdraw your consent to processing, please contact us.

If you do not want us to share Your Information with unaffiliated or non-agent third parties for promotional purposes, or if you do not wish to have your Information used by HT to promote our own or third parties’ products or services, you can opt out by emailing us at policy@hogantaylor.com. If you have registered for any HT related updates through www.hogantaylor.com, and do not wish to receive future emails, please visit our unsubscribe page within the application.

Nevada residents who wish to exercise their sale opt out rights under Nevada Revised Statutes Chapter 603A may submit a request to this designated address: policy@hogantaylor.com. However, please know we do not currently sell data triggering that statute's opt out requirements.

CHANGES TO THE POLICY

HT reviews this Policy from time to time, and this Policy is subject to change. Any change, update or modification will be effective immediately upon posting on the Website. It is our policy to post any changes we make to our privacy policy on this page. If we make material changes to how we treat our users’ personal information, we will notify you through a notice on the Website home page. The date the Policy was last revised is identified at the top of the page. You are responsible for periodically visiting our Website and this Policy to check for any changes. 

ACCESS

Inquiries about the accuracy of identifying information previously submitted to HT through its Website, or requests to have outdated information removed, should be directed to: policy@hogantaylor.com. HT is committed to providing reasonable and practical access to visitors to allow them the opportunity to identify and correct any inaccuracies. When requested and practical, HT will delete identifying information from current operational systems. When PII is retained, HT assumes responsibility for keeping an accurate record of the information once a visitor has submitted and verified the data. HT does not assume responsibility for verifying the ongoing accuracy of the content of PI. When practically possible, if HT is informed that any PII collected through a website is no longer accurate, HT will make appropriate corrections based on the updated information provided by the authenticated visitor.

USERS OUTSIDE THE UNITED STATES OF AMERICA

If you are a resident of a country within the European Union or are otherwise accessing our site from outside the United States of America, by using this site and providing us your PI, you hereby explicitly acknowledge and agree to (i) the transfer of such information to the United States and (ii) the collection, use and disclosure of your personally identifiable information in accordance with this Policy.

CONTACT US

If you have questions or you do not feel that your concerns have been addressed in this Policy, please contact us.