Legal notices and Privacy
Copy right
All information and or content on this website, www.ingramadvisorygroup.com is protected by copyright laws and owned by Ingram Advisory Group LLC (“we” “the company” “us” and other derivatives thereof). This information and or content includes, but is not limited to, graphics, images, photographs, audio clips, video clips, text, articles, and logos.
You may not publish, modify, copy, distribute, sell, transfer, or reproduce in any way the material on this website without prior written permission from us. You may not, without our permission mirror or frame any material which is contained on this website.
This site may contain links that will let you access other websites that are not under our control. The links are only provided for convenience, and we do not endorse any of these sites. We assume no responsibility or liability for any material that may be accessed on other websites reached through this site, nor do we make any representation regarding the quality of any product or service contained at any such site. We have no responsibility or liability for any material on other websites that may contain links to this site.
The unauthorized use of any of the material contained on this website may violate certain copyright laws, trademark laws, communications regulations and statutes, and laws concerning privacy and publicity.
Acceptance of terms of use
The use of this website is subject to the terms of use as defined and governed by the copyright policy herein, which constitutes a legal binding agreement between you and Ingram Advisory Group. By using this website you hereby acknowledge that you have read, understood, and are in agreement to be bound by the terms of use as defined and governed by the copyright policy herein.
Privacy policy
Introduction
Ingram Advisory Group is strongly committed to privacy issues, and this privacy statement details our approach on such issues. By using this site and submitting any personal data, you agree to the use by us of such data in accordance with this privacy statement. If you have questions on privacy issues, please email us at info@ingramadvisorygroup.com
The data protection officer is Terry Ingram who may be contacted at the above address.
Understanding your rights
It is important that you understand your legal rights around your personal data and how we may use it.
Right to be informed
This Privacy Policy ensures that you are informed about how we will process your personal data. You might also see messages on some of our forms (or otherwise when we collect personal data from you) that explain why we ask for specific pieces of information from you.
Right of access
You have the right to access a copy of your personal data and receive certain information about what the data is and how and why we are processing it. Please note that we will require you to prove your identity before we disclose any information.
Right to rectification
If you feel that any of the information that we hold about you is incorrect, do let us know so that we can look into it.
Right to object
You have the right to object to the processing that we have outlined in this policy.
Right to erasure / to be forgotten
You have the right to request that we delete your information and can discuss this with us at any time. You should know that there are some circumstances where we may need to keep your details, for example, if it is necessary to comply with a legal obligation on us. If this situation occurs, then we will explain and discuss these circumstances with you.
Right to restrict processing
You can request that we restrict processing of your data, as an alternative to deleting it – this means that we will keep the data but stop processing for most purposes. You may want to exercise this right if you feel that the data is inaccurate, that our processing of it is unlawful, whilst we progress a request from you to object to processing, or if we have no further need of the data, but you require us to keep it in relation to the establishment, exercise or defence of a legal claim.
Rights related to automated decision making
You have rights to avoid being subject to decisions based solely on automated processing (including profiling) which has a significant effect on you. We do not carry out any such processing.
Right to data portability
You have the right to request a copy of certain personal data to have it transferred to another organisation in certain circumstances.
You should know that there are some circumstances where these rights may not apply, but where this is the case we will always explain this to you. Please do contact us if you have any questions or concerns on how we collect and use your personal data, or on your rights, as we are always happy to speak to you.
You also have the right to make a complaint direct to the appropriate privacy body such as your State’s Attorney General.
Information We Collect and How We Collect It
We may collect several types of information from and about users of our Website and Services, including:
· Information by which companies or individuals may be personally identified, through name, postal address, e-mail address, telephone number, IP address, transaction data, tax identification number, educational or health information, commercial information or any other information that is defined as personal or personally identifiable information under applicable law (“personal information”); and
· professional and employment-related information and profile information, such as preferences and characteristics; and
· internet activity information, such as the equipment you use to access our Website and the Services, connection information, search history and usage details.
We collect this information through various means, including:
· As a client of the Company, you may have entered into an agreement with us that governs the relationship between you and the Company and the Services we provide to you (“Engagement Letter”) pursuant to which you provide personal information or other information. If any provision in your Engagement Letter conflicts with any provision in this policy, the provision in your Engagement Letter will control.
· Directly from you when you provide it to us, through filling in forms, accessing our Website or applying for employment (see Information You Provide to Us).
· Automatically as you navigate through the Website (see Information We Collect through Automatic Data Collection Technologies).
· From third parties, for example, our business partners or other users of the Website or the Services.
Information You Provide to Us
The information we collect on or through our Website or through the Services may include:
· Information that you provide by filling in forms on our Website, or via e-mail, text or other electronic messages. We may also ask you for information when you report a problem with our Website or the Services.
· Records and copies of your correspondence (including e-mail addresses) if you contact us.
· Details of transactions you carry out through our Website or the Services.
· Your search queries on the Website.
In addition, we also may collect information for the purpose of maintaining our client relationship with you and performing Services, which include:
· Client onboarding and other ongoing activities that are part of our Services.
· Conducting verification and background checks as part of our business acceptance and conflict check process.
· Managing our financial transactions with you.
· Complying with our legal, regulatory and risk management obligations.
· Fulfilling any other purpose described in our Engagement Letter with you.
Information We Collect through Automatic Data Collection
As you navigate through and interact with our Website, or as you use the Services, we may use automatic data collection technologies to collect certain information about your equipment, browsing actions and patterns, including:
· Usage Details. When you access the Website, we may automatically collect certain details of your access, including traffic data, location data, logs and other communication data and the resources that you access.
· Device Information. We may collect information about your computer and internet connection, including your IP address, operating system and browser type, as well as your mobile device, mobile network information and the device’s telephone number.
· Stored Information and Files. We may access metadata and other information associated with files stored on your device. This may include photographs, audio and video clips, personal contacts and address book information.
· Location Information. The Website may collect real-time information about the location of your device.
The information we collect automatically may include personal information. It helps us to improve our Website and to deliver a more personalized service by recognizing you when you return to the Website. If you do not want us to collect this information, do not access the Website or use the Services. For more information, see Choices About How We Use and Disclose Your Information.
The technologies we use for this automatic data collection may include:
· Cookies (or mobile cookies). A cookie is a small file placed on the hard drive of your computer or on your smartphone. You may refuse to accept cookies by activating the appropriate setting on your browser or on your smartphone. However, if you select this setting you may be unable to access certain parts of our Website. Unless you have adjusted your browser setting so that it will refuse cookies, our system will issue cookies when you direct your browser to our Website.
· Flash Cookies and Web Beacons. Certain features of our Website may use local stored objects (or flash cookies and web beacons) to collect and store information about your preferences and navigation to, from and on our Website. Flash cookies are not managed by the same browser settings as are used for browser cookies.
· Third-Party Analytics. We may use automated devices and applications to evaluate usage of our Website. We use these tools to help us improve the Website and user experiences. These entities may use cookies and other tracking technologies to perform their services. We do not share your personal information with these third parties. We do not control these third parties’ tracking technologies or how they may be used. If you have any questions about a third party, you should contact the responsible provider directly.
How We Use Your Information
We use information that we collect about you or that you provide to us, including any personal information for a number of purposes including the following:
· Provide and administer our services to you
· Provide you with support and to respond to inquiries
· Measure and improve those services and features
· Internal record keeping
· Invite you to participate in surveys or research about us
· Alert you to updated information from us or other third parties, or to forward promotional materials
· To inform you of upcoming events
· Analyze and improve the activities and content offered by our website to provide you with the most user-friendly navigation experience. We may also use and disclose information in aggregate (so that no individuals are identified) for marketing and strategic development purposes
· Notify you about a material change to this Privacy Statement, if necessary, or to contact you in response to sign-up forms
· Protect the rights of Ingram Advisory Group and others. There may be instances when we may disclose your personal information, including situations where we have a good faith belief that such processing is necessary, in order to:
· Protect, enforce, or defend the legal rights, privacy, safety or property of Ingram Advisory Group, our affiliates or their employees, agents and contractors (including enforcement of our agreements and terms and conditions)
· Protect the safety, privacy and security of users of our Website(s) or members of the public
· Protect against fraud or for risk management purposes.
· Comply with applicable laws or legal process and/or respond to requests from public and government authorities.
· For any other legitimate business reasons.
If you do not want us to use your information in any of these ways, please let us know in accordance with this policy.
Our Legal Bases for Processing Personal Information
We process personal information per applicable law and with transparency and fairness. Our processing activities are conducted on one of the following bases for processing:
· With your consent
· In order to fulfil our contractual obligations to you
· For the legitimate purpose of operating our business, including to improve and develop our services to members, for fraud prevention purposes, and to improve users’ experience
· As otherwise determined in compliance with the law
How Long Your Personal Information is Stored
We will retain your personal information for the period necessary to fulfil the purposes outlined in this Privacy Statement, unless a longer retention period is 1) necessary for the relevant activities or services, 2) subject to a mandated retention period required by litigation or investigation, or 3) otherwise required or permitted by law.
Disclosure of Your Information
We may disclose aggregated information about our users and information that does not identify any individual, without restriction. We may disclose personal information that we collect or you provide as described in this policy:
· To our parents, subsidiaries and affiliates (as applicable).
· To contractors, service providers and other third parties we use to support our business.
· To a buyer or other successor in the event of a merger, divestiture, restructuring, reorganization, dissolution or other sale or transfer of some or all of the Company’s assets, whether as a going concern or as part of bankruptcy, liquidation or similar proceeding, in which personal information held about our Website or Services is among the assets transferred.
· To fulfill the purpose for which you provide it.
· For any other purpose disclosed by us when you provide the information.
· With your consent.
· To comply with any court order, subpoena, law or legal process, including to respond to any government or regulatory request.
· To enforce or apply any agreements with you, including for billing and collection purposes.
· If we believe disclosure is necessary or appropriate to protect the rights, property, or safety of the Company, our customers or others. This includes exchanging information with law enforcement or other companies and organizations for the purposes of fraud protection and credit risk reduction.
Sensitive data
Some personal data is legally considered to be sensitive, and so is subject to additional safeguards – in data protection law this is known as” special category” data. Data on the following matters is classed in this way:
Race;
Ethnic origin;
Political opinions;
Religion or philosophical beliefs;
Trade union membership;
Genetics;
Biometrics (where this is used for identification purposes);
Health;
An individual’s sex life; or
Sexual orientation
Similar protections apply to personal data relating to criminal convictions and offences.
We will only collect or use this type of data if there is a specific reason for doing so. We will always explain this reason to you when we ask for the data and will usually ask for your explicit consent to use it. We wouldn’t ask for consent if it is information that you have clearly made public, for example, your religion if you are working with us because you represent a faith group such as a church.
Age is not legally considered as a special category of data, but we will always treat it sensitively.
Marketing communications
We will make it easy for you to tell us if you would like to receive “marketing” communications from us and hear more about our work, and the ways in which you would like to receive this information (post, email, SMS and phone). In every communication, we will always make it clear how you can tell us if you choose not to receive further marketing communications, either at all, on certain topics or by certain methods.
If you tell us that you do not want to receive marketing communications, we will remove you from our list and will then not send you any further marketing materials.
Administrative messages
There are some administrative messages that we legally must share with you, which are not affected by how you have told us you would like us to contact you for marketing purposes.
Examples of these include:
Confirming subscription to a newsletter; and
Confirming the details of any direct debit that you set up with us, including your bank account and payment details.
External websites
Our website contains links to and from various third-party sites. If you follow a link to any of these external sites, please note that these sites have their own privacy policies and that we do not accept any responsibility or liability for these policies. Please check these policies before you submit any personal data to these third-party sites.
Data Security and Storage
We have implemented measures designed to secure your personal information from accidental loss and from unauthorized access, use, alteration and disclosure. All data is stored on cloud-based servers that are outsourced. All data is backed up using normal and customary security measures. However, no method of storage is guaranteed to be permanent or immune from unforeseen events. Therefore, you should always maintain a backup of your information in a separate, secured location.
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 these passwords confidential. We ask you not to share your passwords 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 or via e-mail. 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.
Where we keep your information and when it might be transferred outside of the US
Ingram Advisory Group is located in the United States. Unless necessary and legally permissible, we do not transfer your data outside of the United States.
If you are an individual located in the European Union or the European Economic Area (collectively, “EU/EEA”), we are committed to protecting your personal information through our compliance with EU/EEA data protection legislation which comprises of The General Data Protection Regulation (No 2016/679/EU) which came into force on 25 May 2018 (“GDPR”), Privacy and Electronic Communications Directive 2002/58/EC and other relevant law as will be updated when required (“Data Protection Legislation”). If you are entitled to privacy rights under the GDPR or the other Data Protection Legislation, you are entitled to access your personal information, you have a right to request that we rectify inaccurate or incomplete data, you have a right to request erasure of your data, you are entitled to object to the processing of your personal data, you have the right to receive your data in a portable format, you have the right to withdraw consent at any time when we process your information based on your consent and you have a right to lodge a complaint with any applicable EU/EEA member state.
Additionally, if you are a client located outside of the United States (within the EU/EEA or otherwise) or access and use the Website from outside of the United States, your information will be transferred to, stored and processed in the United States and other countries where the Company or its vendors operate in accordance with this privacy policy and all applicable laws. Please note that data protection and consumer protection laws of the United States and such other countries may differ from the data protection or consumer protection laws in your country. By using the Website, providing us with your personal information or using our services, you consent to our collection and use of your information and understand that your personal information will be collected and processed in the United States and other countries where the Company or its vendors operate, and acknowledge that your information may be subject to access by law enforcement and other government entities, including courts and tribunals, in accordance with laws applicable in those jurisdictions. If you have sent us your personal information, you are entitled to inspect, change or update the personal information we have collected or you may ask the Company to delete your personal information at any time. We will not store your personal information any longer than required for the purpose described in this privacy policy or as otherwise agreed with you.
Choices About How We Use and Disclose Your Information
We strive to provide you with choices regarding the personal information you provide to us. We have created mechanisms to provide you with the following control over your information:
Tracking Technologies and Advertising. You can set your browser to refuse all or some browser cookies, or to alert you when cookies are being sent. To learn how you can manage your Flash cookie settings, visit the Flash player settings page on Adobe’s website. You can choose whether or not to allow the Website to collect information through our tracking technologies. If you disable or refuse cookies or block the use of other tracking technologies, please note that some parts of the Website may then be inaccessible or not function properly.
Disclosure of Your Information for Third-Party Purposes. If you do not want us to share your personal information with any third parties, or you want to opt-out of receiving promotional or marketing materials you can opt-out by sending us an e-mail stating your request to info@ingramadvisorygroup.com.
Your California Privacy Rights
If you are a California resident, California law provides you with additional rights regarding our use of your personal information, including the right to: (i) access your personal information; and (ii) obtain deletion of your personal information. To learn more about your California privacy rights, visit: https://oag.ca.gov/privacy/ccpa We do not sell your personal information.
Children’s Online Privacy Protection Act (“COPPA”)
The U.S. federal Children’s Online Privacy and Protection Act (“COPPA”) regulates online collection of information from persons under the age of 13. It is our policy to refrain from knowingly collecting or maintaining personally identifiable data relating to any person under the age of 16. If you are under the age of 16, please do not supply any personally identifiable data through this website.
Changes to this Policy
This policy was last updated on October 14, 2024.
From time to time, we may make changes to this Policy and you will always be able to see here when it was last updated. If we make significant changes, such as in how or why we process your personal data, we may also publicise these changes on our website or may contact you directly with more information.
Please do revisit this policy each time you consider giving your personal data to www.ingramadvisorygroup.com
Contact Information
To ask questions or comment about this policy and our privacy practices, to change consents or to retrieve access to your information, contact us at: info@ingramadvisorygroup.com
Telephone: (207) 318-7207
Physical address:
215 SE 8th Avenue, Suite 2380
Fort Lauderdale, Florida 33301