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Investment Adviser Association Privacy Notice

Updated as of October 17, 2022

The IAA’s Privacy Policy is available here and Terms of Use are available here. Any updates to our Privacy Policy or Terms of Use will be made on this webpage.

Privacy Notice

The Investment Adviser Association respects the privacy of its members and other visitors to its website. Information from website visitors is collected primarily to help better serve IAA members. The IAA has adopted the following policy in order to protect online privacy:

Website Privacy

When you visit the IAA’s website, the IAA collects and stores information, including visitor IP addresses, the username you use to log in to restricted areas of the site, the names of all sections of the site that you view or download, and the dates and times of access. The IAA uses collected information to maintain security and to evaluate traffic patterns on our site. The IAA employs the use of encryption and other technologies to help protect all information gathered via its website. The IAA provides its members with access to restricted areas of its website. Your login information should never be shared with anyone. The IAA collects basic contact information from you when you request access to the Member Area of the IAA website. That information is collected in order to confirm your association with a member firm and to allow the IAA to notify you of changes in the content or operation of the site.

IAA Member Data

IAA member data is used for IAA-to-member communications. The IAA site includes a list of member firms that is publicly accessible. See below for information about member data related to conferences and events.

Data Related to Conferences and Events

On occasion, the IAA provides name, title, firm and mailing address information of conference or event attendees to entities that co-sponsor conferences or other events with the IAA so that attendees or prospective attendees can be provided with information about those events. On occasion, the IAA provides name, title, firm and mailing address information of conference or event attendees to actual and potential exhibitors of its conferences or other events. The IAA also typically includes such information for attendees, exhibitors, and speakers in its conference or event materials.

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The IAA provides links to web sites of other organizations in order to provide visitors with certain information. A link does not constitute an endorsement of content, viewpoint, policies, products or services of that web site. Once you link to another web site not maintained by the IAA, you are subject to the terms and conditions of that web site, including but not limited to its privacy policy.

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